WAATP Millionaire Tax Mini Seminar

Presented by Washington Association of Accounting and Tax Professionals 

Thursday, September 3, 2026 Webinar

Event schedule: 

• Beginning of Webinar : 11:00 am
• Millionaire's Tax  Mini Webinar  : 11:00 am - 1:00 pm

Speaker: Kelsey Hamlin, Legislative Assistant for Sen Noel Frame 

Location: Live Streamed Webinar

CPE Credits:  CE depending on the attendees credentials 

Course Description:  

Washington’s tax landscape continues to evolve, and the state’s new Millionaires Tax creates important considerations for tax professionals advising high-income individuals and their businesses. This two-hour mini seminar provides a practical examination of the tax, who may be subject to it, what income is included, and the planning and compliance issues practitioners need to understand.

Participants will explore the structure and application of Washington’s Millionaires Tax, including applicable thresholds, taxable income considerations, sourcing issues, filing requirements, and the interaction with other Washington and federal tax rules. The seminar will also highlight potential planning opportunities, common areas of confusion, and issues tax professionals should be prepared to discuss with affected clients.

Designed with the practicing tax professional in mind, this seminar will help participants better understand the new requirements and identify the questions they should be asking when working with high-income Washington taxpayers.

Course Objectives:

By the end of this seminar, participants will be able to:

• Explain the purpose, structure, and key provisions of Washington’s Millionaires Tax.
• Identify taxpayers who may be subject to the tax based on applicable income thresholds and requirements.
• Determine which types of income and gains may be included when calculating the tax.
• Explain relevant Washington residency, sourcing, and reporting considerations.
• Identify how the Millionaires Tax may interact with other Washington and federal tax considerations.
• Recognize potential planning opportunities and considerations for affected individual taxpayers.
• Identify common compliance issues and potential pitfalls when preparing returns for taxpayers subject to the tax.
• Apply the rules to common client situations and identify when additional research or professional guidance may be necessary.

Attendee Requirements:

Who Should Attend:

This seminar is ideal for:

• CPAs, EAs, and other tax practitioners
• Tax return preparers and tax managers
• Tax advisors and consultants
• Professionals serving high-net-worth individuals
• Practitioners advising clients on income, investment, and tax planning
• Professionals who need to understand the impact of Washington’s changing tax environment on their clients

Don’t miss this opportunity to connect, ask questions, and shape the future of our organization!

If you would like to ask questions ahead of time please send them to [email protected] 

WAATP members, $120 

Non-members, $135 

Join WAATP today to receive a discount. 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS