GENERAL MEETING: ABC’s OF SPOTTING TRANSFER TAX ISSUES
Our speaker is attorney Fabio Ambrosio, J.D., LL.M., M.B.A., C.P.A./P.F.S./A.B.V., C.F.P., E.A., C.V.A., M.A.F.F., C.F.E., C.G.M.A. He is an Assistant Professor of Accounting at Central Washington University. Besides being an attorney and CPA, he is also a trained mediator, a recipient of a Fulbright grant in taxation, and a PhD candidate in law (tax) at the University of Washington, where he is researching the impact of local option sales taxes on the quality of criminal justice programs in the State of Washington. He is a recurring visiting professor at Swiss and Chinese universities and serves as adjunct disciplinary counsel for the Washington State Bar Association. Mr. Ambrosio was a recent tax guest on King5 television and has published articles in the Journal of Tax Practice and Procedure, The Value Examiner, The Tax Development Journal, The CPA Journal, and The Journal of Financial Planning. Prior to joining academia, Mr. Ambrosio was an Appeals Officer in the estate and gift tax program at the Internal Revenue Service and legal counsel at Partners Group in Switzerland.
Mr. Ambrosio’s presentation will cover the most common transfer tax issues most tax practitioners overlook. He will use case-based scenarios to identify state/gift/GST issues in preparing ordinary income tax returns.