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Topic # 11: Tax Prep Pitfalls for Seniors and Immigrants & Ethical & Equity Considerations (*)


  • LB1 Mobile Tax Assistance and Education Services Foundaton 33530 1st Way South Federal Way, WA, 98003 United States (map)

This presentation will provide an overview of common pitfalls for seniors (misclassified retirement income and credits) and immigrants (ITIN confusion, misreporting foreign income and assets) , avoiding conflicts of interest with vulnerable clients, and mitigating bias in client intake and representation.

MCLE Ethics-Equity 1.5 approved credits (WSBA).

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December 24

Topic #2: Small Business Workshop (*)
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December 24

Topic #7: Retirement Plans & Its Tax Impact (*)