RSVP Closed-Recent Estate Tax Developments & Planning Ideas

Date: Monday, March 11, 2024
Time: 11:45am - 1:00pm
Location: CDA Inn - Best Western
Speaker: Kevin Sell, CPA

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Kevin Sell, CPA is a frequent speaker on taxation and estate planning.  Kevin is President of HMA CPA, PS, a boutique tax firm headquartered in Spokane, where he specializes in working with business owners and high net worth individuals.  In addition, Kevin has been an adjunct instructor at Gonzaga University’s Masters in Taxation program for the past 13 years, where he was twice recognized as Outstanding Faculty of the Year. 

Kevin is Past President of the Spokane Estate Planning Council, and previously served on the American Institute of CPA’s IRS Advocacy & Relations and Tax Practice & Procedures Committees.  He is also Past President of the Spokane Chapter of Washington Society of CPA’s and WSCPA Board Member. 

Agenda Topics

  • Recent Court Cases & Rulings
  • Washington Estate & Capital Gains Tax
  • Basis Consistency & Reporting
  • Other Tax Planning Thoughts
  • Q&A

Program begins at noon. Mexican style lunch buffet opens at 11:45 AM.

Thank You to Our Sponsors:

Darrin Hayes | DA Davidson
Suzanne Metzger | Chatters & Metzger Co PLLC CPAs | 3rd Act Consulting
Mary Cusack | Cusack Law Firm

Additional sponsorships are available.

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