Basis Points Seattle

Year-end tax planning in Washington State

Wednesday, November 18, 2026 · 3 to 6 PM PT
Stoup Brewing · 1158 Broadway, Seattle

An afternoon of short talks on year-end tax planning for advisers, followed by networking. Presented with J.P. Morgan Asset Management and CFA Society Seattle.

Speakers: Paul Bouchey (Parametric), Jay Levesque (Basecamp Wealth Advisors), Terry Cook and Patrick Carter (Parcion Private Wealth), Jane Lee (Ethic), Garrett Norman (J.P. Morgan Asset Management), and Brent Sullivan (Tax Alpha Insider).

Agenda: https://basisconf.com/points/seattle-2026-11#agenda