Events » Berntson Porter-UW MPACC Tax Competitions

This page shows the information for the 2009 Tax Competition, which has already taken place. Information on the 2010 Tax Competition will be added as it becomes available.

BERNTSON PORTER/UW MPACC TAX COMPETITION

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SCHEDULE OF EVENTS

Day 1: Thursday, January 22, 2009

INSTRUCTIONS & LUNCH (For Non-UW Competitors and their advisors)
1:00 – 2:15 p.m.
McMahon Hall Pompeii Room

WRITTEN COMPETITION FOR ALL TEAMS
2:30 – 6:30
Balmer Commons – Foster Business School           

PIZZA PARTY
6:30 – 8:30 and eat with MPAcc Tax Students & Accounting Firm Professionals
Balmer Commons – Foster Business School 

RESULTS CALLED TO EACH TEAM – 3 Final Teams Announced
10:00 – 11:00 p.m.

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Day 2: Friday, January 23, 2009
                       
POWER POINT PRESENTATION AND COMPETITION PREPARATION FOR FINALISTS
Staggered start of finalists with teams beginning preparation at 8:15, 9:15 and 10:00    -  Foster Library
           
POWER POINT FINAL ORAL PRESENTATION AND COMPETITION
FOR FINALISTS
Staggered start for finalists with teams beginning presentations
at 12:30, 1:15 and 2:00 -  Balmer 411

RECEPTION AND AWARDS CEREMONY
3:15- 5:00 p.m. Douglas Forum – Bank of America Executive Education Center.  All Competitors and advisors welcome, as well as representatives from all accounting firms who recruit at UW.

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GUIDELINES

TEAMS

Teams must consist of 3 or 4 junior or senior accounting majors from Alaska, Idaho, Montana, Oregon and Washington. There is no limit on the number of teams per university.  However, if teams register and do not attend we would ask for cancellation no later than January 19, 2009 at 5 pm.

PRIZES

Prizes are:

$3000 for first place
$2000 for second place
$1000 for third place

All Prizes are being provided by Berntson Porter & Company, PLLC, Certified Public Accountants and Consultants, of Bellevue, Washington.

Prize money will be mailed to students within 2 weeks of the competition.  An IRS Form 1099 will be issued.

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WRITTEN COMPETITION – Day 1: January 22, 2009, 2:30 - 6:30, Balmer Commons

The Written Competition is the preliminary competition.  The 3 winning teams from that competition will compete for the cash prizes in the Final.

Competitors will be provided with a case containing information about a family with a sole proprietorship and other investments. Competitors will then be required to define Gross Income, Adjusted Gross Income and tax liability of the family, including components of each.  In addition, competitors will be expected to address items that are not included in Gross Income, Adjusted Gross Income and tax liability.

MATERIALS ALLOWED IN WRITTEN COMPETITION

Competitors may bring only writing utensils, calculators and their individual tax textbooks to the competition. Each team may have one textbook per person, but all textbooks must be identical.    No other technical help is allowed.

Competitors will be provided with paper to use to prepare answers.  No other paper may be used.

Competitors may NOT use laptops or other internet connection on this portion of the competition

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POWERPOINT PRESENTATION COMPETITION FOR FINALISTS– Day 2: January 23, 2009, staggered starts beginning at 8:30 am, Balmer 411

The Power Point Presentation Competition is the final competition.  The 3 teams with the highest scores in the written competition will be the finalists.  The finalist teams will be given additional facts about the family involved in the written competition.  Each team will then be required to prepare a power point presentation making and explaining a tax planning recommendation to the couple.  The recommendation will be based on investment opportunities available to them which are defined by the case facts.   Each team will have its own office in which to prepare in Foster Library in the School of Business.  Each team will have 3 ½ hours in which to prepare.

Students will have 35 minutes to present the case to the clients and answer the clients’ questions.  Judges will be partners from various accounting firms.

MATERIALS ALLOWED FOR FINAL POWERPOINT PRESENTATION

Teams may provide their own laptops for this portion of the competition.  Please make sure that the laptop is a PC and has Office 2000, 2003, XP or 2007.  If teams do not bring a laptop, one will be provided for each team.  Whether a team is using its own laptop or a UW laptop, the team is expected to bring a USB flash drive.  This USB flash drive will be used with UW computers or team computers and in case there is any laptop failure or incompatibility with the projector.  Teams may also have all materials allowed in the written competition.

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ATTIRE:

Day 1 - Business Casual
Day 2 - Business Formal for Competitors

REGISTRATION:

Please e-mail a list of team members with e-mail addresses and cell phone numbers, as well as any faculty members attending to: 

Albert Lee, alee07@u.washington.edu

Confirmation of receipt of your registration will be sent within 2 days of receipt. If you do not have a team, you will be placed into a team.

The deadline for signing up or canceling is January 19, 2009 by 5 pm.

QUESTIONS:

Deborah Medlar, medlard@u.washington.edu, 206-616-8394

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HOUSING:

You may wish to stay overnight near the university.  Unfortunately, we are not able to reimburse you for that expense.

6 Hotels and one bed and breakfast are within close proximity to the University of Washington

http://www.gonorthwest.com/Washington/seattle/hotels-university.htm


The College Inn.  4000 University Way NE, Seattle, WA.  Phone: 206-633-4441; Fax: 206-547-1335. 
Hotel Deca. 4507 Brooklyn Avenue NE, Seattle, WA 98105. Phone: 206-634-2000; Toll-free: 1-800-899-0251; Fax: 1-206-545-2103.
Silver Cloud Inn - University District.  5036 25th Avenue NE, Seattle, WA 98105.  Phone: 206-526-5200; Toll Free: 800-205-6940; Fax: 206-522-1450. 
University Inn.  4140 Roosevelt Way NE, Seattle, WA 98105.  Phone: 206-632-5055; Toll Free: 800-733-3855; Fax: 206-547-4937. 
University Travelodge. 4725 25th Avenue NE, Seattle, WA 98105. Phone: 206-525-4612; Toll-free: 1-800-578-7878; Fax: 206-524-9106.
Watertown Hotel.  4242 Roosevelt Way NE, Seattle, WA  98105.  Phone:206-826-4242; Toll-free: 1-866-944-4242; Fax: 206-315-4242
Chambered Nautilus Bed and Breakfast Inn.  5005 22nd Ave NE, Seattle, WA  98105.  Phone: (206) 522-2536; Toll-free: (800) 545-8459

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DIRECTIONS & PARKING

If you are planning on parking on Campus, you must stop at a gatehouse and buy a parking permit for $11.00 to park on upper campus or you may park in a Self-Serve Parking Lot on Montlake for $5.00.  For specific parking information, please see:

http://www.washington.edu/commuterservices/parking/products/index.php

Directions to The University of Washington Club (FOR NON-UW Competitors and their advisors)
From I-5

http://depts.washington.edu/uwclub/directions.htm


Parking: Stay on E. Stevens Way as it loops down toward the lake. When you come to a stop sign, turn left. Go to the next stop sign and make a right turn onto Mason Road. Parking will be on your right. Take the escalator up to Stevens Way. You must purchase and properly display a UW parking permit. The University of Washington Club is one building down on your left. For more parking or public transit information, please visit the UW Commuter Services website at


Directions to Balmer Commons

http://www.washington.edu/home/maps/northcentral.html?73,72,700,192

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