The 32nd Annual Working Together Symposium 

Presented by: Washington Association of Accounting and Tax Professionals, Washington State Society of Enrolled Agents, Washington State Tax Consultants, and IRS

Date: November 6, 2026

Materials: Webinar digital link

Location: Webinar

Webinar description:

The 32nd Annual IRS Working Together Symposium is almost here, your front-row seat to critical updates, insider insights, and direct connections with IRS professionals and fellow tax experts.

This one-day event is packed with valuable content to strengthen your practice and sharpen your edge:

• Dive into a 2-hour Ethics session 
• Learn how to recognize red flags during the Criminal Investigations
• Gain practical guidance on setting up Individual and Business Online Accounts, including Tax Pro tools
• Stay current with a must-hear Private Practice Tax Update 

Whether you’re new to the profession or a seasoned expert, this symposium is your chance to stay informed and connected, right here in our region.

Let’s learn, grow, and move our industry forward together.

Spots are going to fill fast. 

The WTS Committee is excited to see you there for this can't-miss event!

Speakers: 

David Higgins, IRS Stakeholder Liaison, Ethics & Circular 230 Updates

Stay current on your ethical responsibilities with discussions on due diligence requirements, recent Circular 230 developments, and the growing role of artificial intelligence within the tax profession.

Phyllis Gartner, IRS Stakeholder Liaison, IRS Online Tools & Tax Pro Accounts

Learn how to maximize the IRS's online tools, including Tax Pro Accounts and digital services for individual and business taxpayers. Gain practical knowledge that can save time and improve client service.

Kyle Behnke, Supervisory Appeals Officer, IRS Appeals Process

Gain a better understanding of the IRS Appeals process, including how cases move through Appeals and best practices for representing your clients effectively.

Cameron Wall, Criminal Investigation Division Update

Explore how financial crimes and money laundering investigations are conducted, learn to recognize potential warning signs, and better understand the role of Criminal Investigation within tax administration.

Greg White & George Koutelieris, Federal Tax Update

Back by popular demand, Greg and George return to deliver a comprehensive federal tax update covering recent developments, legislative changes, emerging issues, and planning opportunities heading into the upcoming filing season.

Kirk Larson, Public Affairs, Social Security Administration Update

Receive important updates regarding Social Security benefits, Medicare considerations, IRMAA, and other issues affecting taxpayers and retirement planning conversations.

CPE Credit: 8 Hours (depending on attendees credentials)

This event is a joint effort with WAATP, WSSEA, WSTC, and IRS.

Time: 8:30 a.m. to 5:00 p.m 

08:30 am -12:15 pm

12:15 pm - Lunch

01:00 pm -  4:40 pm

04:40 pm - How to get CPE Announcements or darn close to it

 

 

Green Policy Reminder: All program materials will be provided electronically ahead of time. We will not provide hard copy materials. 

Cancellation Policy: There is a three business day cancellation policy. Registrations cancelled less than three business days prior to the event will be responsible for payment regardless of attendance. No refunds will be issued after the program materials have been sent out.