QuickSearch November 2018
TAKE YOUR
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OF TOP CPE COURSES
Accounting and Auditing Conference
NOVEMBER 8 PAGE TWO
Tax Year in Review and 2018 Planning
FIND A COURSE NEAR YOU BACK COVER
COCPA CO
COLORADO SOCIETY OF CPAS COLO
Check your email! On September 25th, the Colorado State Board of Accountancy sent out CPE audit notifications for the 2016 - 2017 year. Certificate holders are responsible for accurate reporting and documentation of all CPE hours completed and must retain documentation for a minimum of 5 years from the end of the year in which the CPE was completed. Documentation must be submitted to the Board upon request. IF YOU ARE AN ACTIVE CERTIFICATE HOLDER, PLEASE USE THIS CHECKLIST TO MAKE SURE YOU ARE COMPLIANT: ☐ I have 80 hours of CPE that includes 4 hours of ethics. ☐ The credit I am claiming is no more than 20% in the personal development field of study. ☐ The credit I am claiming is no more than 50% for teaching, publishing articles, or books. ☐ I have certificates of completion from the programs that I participated in and they include the following required information: ☐ Name and contact information of CPE program sponsor ☐ My name ☐ Title of program ☐ Field of Study ☐ Date(s) the program was offered or completed ☐ Location of program, if applicable
☐ Type of instruction/delivery method ☐ Number of CPE credits completed ☐ Verification by the CPE program sponsor (verification may be in the form of a signature, seal, or other similar indicia).
Section 7.3 of the State Board of Accountancy’s Rules lists the acceptable field of studies for your reference. Additionally, section 7.4 provides further details on rules to claim CPE credit for teaching, panel presentations, publishing, college coursework, and specialized programs. You may visit colorado.gov/pacific/dora/Accountancy for additional rules and regulations.
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COCPA QuickSearch
QuickSearch
Table of Contents
A Guide to CPE from COCPA.
2
2018 Accounting & Auditing Conference
CPE Director Rebecca Campbell, CAE rebecca@cocpa.org
3
November Course Highlights
6
Conference Schedule
7
Yellow Book Schedule
8
Ethics
10
Webinars
12
Live In-Classroom and Webcast Courses
14
Course Schedule by Date and Field of Study
CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Coordinator Ashlee Whelan ashlee@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
One fee. Hours of CPE. SAVE UP TO 20% OFF YOUR COURSES! 80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930
CPE SEASON PASS PACKAGES INCLUDE:
Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences; webcasts; and webinars.
You may attend the January Don Farmer seminar for an additional $49. The CPE Season Pass is valid for programs scheduled, for one year from date of purchase.
NOTE: The AICPA Oil and Gas Confrenece is not included.
TO PURCHASE YOUR CPE SEASON PASS, VISIT seasonpass.cocpa.org.
For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082. November
1
CHALLENGES & CHANGES in accounting, auditing, and financial requirements ACCOUNTING &AUDITING CONFERENCE
November 8 | COCPA or Webcast
Learn more and register at COCPA.org/AccountingAuditingConf 8:30 – 9:45 am 9:45 – 10:35 am 10:35 – 10:45 am 10:45 – 11:35 am
Recent Changes to Accounting and Professional Standards Mark Dauberman, CPA, CGMA, EMBA, Dauberman Enterprises
The FASB’s New Leases Standard Michael Luff, CliftonLarsenAllen LLP
Break Tax Cuts and Jobs Act Update Robb Connor, BKD LLP
11:35 am – 12:15 pm
Mergers and Acquisitions - Process, Accounting and Tax Implications
12:15 – 1:05 pm
Lunch
1:05 – 1:55 pm
Goldilocks and the Big Bad Wolves What is Trying to Derail our Goldilocks Economy?
1:55 – 2:45 pm
Cyber Threat Landscape
2:45 – 2:55 pm
Break
2:55 – 3:40 pm
Revenue Recognition Automation & Revenue Reporting
3:40 – 4:30 PM
Blockchain 101
Brian Zales, CPA, Anton Collins Mitchell LLP
KC Matthews, CFA, UMB Bank
Rick Lucy, CISA, CPA, phD, BKD LLP
Brad Kelsey, KPMG LLP
Dan Domagala, EKS&H LLLP*
* Soon to be Plante Moran
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COCPA QuickSearch
NOVEMBER
Course Highlights Retirement: How to Navigate Through the Uncertain Voyage November 1 (COCPA)
This full day presentation will encompass the must know steps to live out your life with financial peace of mind. 4 HR
Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder November 2 (COCPA)
This seminar demonstrates how to develop long term and short-term cash management processes, allowing for restful nights and productive days. This session provides timeless cash management techniques and strategies. 4 HR
Social Security and Medicare: Maximizing Retirement Benefits November 5 (COCPA or Webcast)
In this session, you will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare. 4 HR
Health Care Reform Act: Critical Tax and Insurance Ramifications November 5 (COCPA)
The Health Care Reform Act continues to be phased in this year and in future years. This seminar will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. 4 HR
Hot Tax Planning Developments Under the Current Tax Law November 6 (COCPA or Webcast)
This course explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill. 4 HR
IRS Disputes: Identifying Options for Your Client November 6 (COCPA)
Learn about what may trigger an audit, how to negotiate with the IRS, settle on appeal, and qualify for an IRS collection program. Represent your client with confidence and evaluate your client’s best options for dealing with the IRS. 4 HR
Reviewing Individual Tax Returns: What Are You Missing? November 7 (Durango) November 16 (Longmont)
Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff.
November
3
NOVEMBER
Course Highlights
4 HR
Reviewing Partnership Tax Returns: What Are You Missing? November 7 (Durango) November 16 (Longmont)
Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff.
Auditing Employee Benefit Plans November 9 (COCPA)
This course is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit, and health and welfare plans to help you more effectively plan and carry out your audit.
Employment Law Update: Key Risks and Recent Trends November 13 (COCPA or Webcast)
This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces. Know how to react to developing employment issues, understand recent trends in employment claims, and arm yourself with the knowledge and assessment tools that can make a difference for your employer or your clients.
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance November 14 (COCPA)
To provide “hands-on� experience with some of the latest tools and techniques to improve financial and operational performance, enhancing the role of finance in affecting organizational outcomes while avoiding the pitfalls of more conventional financial- and performance-management methodologies.
Identity Theft: Preventing, Detecting, and Investigating Identity Theft November 14 (COCPA)
As the instances of identity theft and data breaches continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Learn this and more in this session.
Annual Tax Update: Corporations and Pass-Through Entities November 15 (Westminster)
Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations.
Annual Update for Controllers
November 15 (COCPA or Webcast)
In this course you will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
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COCPA QuickSearch
Analytics and Big Data for Accountants November 16 (COCPA)
In this course you will discuss leading-edge topics in analytics and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
Accounting and Auditing Update for Small Businesses November 26 (COCPA)
This course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors.
The Best S Corporation, Limited Liability, and Partnership Update November 26 (Ft. Collins) November 27 (Boulder)
This year more than ever, practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. 4 HR
Forensic Investigations: Key Tools to Success November 27 (COCPA)
This course dives into the unique investigative and communications skills required of the best forensic accountants by teaching you how to conduct interviews and how to provide expert witness testimony in mediations, arbitrations, and governmental hearings. 4 HR
Preparation, Compilation, and Review Engagements: Update and Review November 27 (COCPA)
If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements.
Corporate Tax Workshop: Get Ready for Busy Season November 29 (COCPA or Webcast)
This course will give you an advantage with our unique perspective on the latest tax changes. In addition, practical, real-life exercises will help you apply what you’ve learned from this comprehensive course.
Advanced Tax Strategies for LLCs & Partnerships November 30 (COCPA)
Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure.
November
5
Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2018 conferences are also available via live webcast. If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org. 11/8 11/11-13
Accounting and Auditing Conference AICPA Oil and Gas Conference*
12/14
Mix and Match Conference
12/19
SEC and PCAOB Conference
1/16
Don Farmer: Federal Tax Update
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
Strategy begins with core assets. Oil and Gas Conference Nov. 11–13, 2018 | Denver, CO AICPAStore.com/oil2018
CO
Use promo code COCPA100 to receive a $100 discount
6
COCPA QuickSearch
12/3
Governmental Accounting and Auditing Update
12/4
Real-World Frauds Found in Governments (4 hrs)
COCPA
12/4
Real-World Frauds Found in Not-for-Profits (4 hrs)
COCPA
12/5
Yellow Book: Government Auditing Standards
COCPA
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O
F
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Yellow Book Schedule
I
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GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
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COCPA or Webcast
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program? • To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works: Choose qualifying courses totaling 40 hours of governmental CPE, and register online. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program.
LEARN MORE AT COCPA.org/Government-Certificate November
7
2018 Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations 12/5
Webcast Only
8:30 - 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/7
12/7
COCPA or Webcast
2:30 - 4:20 pm
COCPA or Webcast
2:30 - 4:20 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 12/5
Webcast
10:30 am - 12:10 pm
The A.R.T. of Work: Accountability, Respect, and Trust 11/7
12/7
COCPA or Webcast
12:30 - 2:20 pm
COCPA or Webcast
12:30 - 2:20 pm
The Psychology of Ethics 11/28
COCPA or Webcast
8:30 am - 12:00 pm
When Good CPAs Go Bad: Ethics & Cases 11/7 12/7
COCPA or Webcast
8:30 am - 12:00 pm
COCPA or Webcast
8:30 am - 12:00 pm
Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations
This video-based program fulfills the Colorado State Board of Accountancy’s ethics requirement for active certificate holders. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure.
Making Ethics Count: CPAs & Ethics
Also video-based, this course fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and information-filled interactive course.
The AICPA’s Principles, Rules, & Responsibilities
This last video-based course also fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.
Visit COCPA.org/On-Demand to browse all courses. 8
COCPA QuickSearch
CPExpress Convenience. Learning. Value. Get unlimited online access to quality CPE courses from AICPA subject matter experts on essential topics including Tax, Accounting, Assurance, Ethics, Employee Benefits Plan, Not-For-Profit, Fraud and Forensics and more.
Learn more at COCPA.org/CPExpress
THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR Don Farmer’s 2018 Individual Income Tax Workshop November 8 [Webinar with Walter Nunnallee]
Don Farmer’s 2018 Corporate Income Tax Workshop November 9 [Webinar with Walter Nunnallee]
Don Farmer: Federal Tax Update January 16
“18 years of attending Don Farmer tax workshops
and he’s still the best!” November
9
Webinar Schedule Accounting and Auditing 11/2
Commonly Missed Analytical Procedures (2 hrs)
11/5
Revenue Recognition Risks NOT in the New Standard (2 hrs)
11/7
Advanced Cost Accounting - Assigning Overhead (2 hrs)
11/8
Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (2 hrs)
11/9
Revenue Recognition: Mastering the New FASB Requirements (8 hrs)
11/13
Driver-based Budgeting & Rolling Forecasts for Fast Analysis (1.5 hrs)
11/14
Leases: Mastering the New FASB Requirements (8 hrs)
11/19
Annual Update for Accountants and Auditors (8 hrs)
11/20
Financial and Tax Accounting for S Corporations (4 hrs)
11/21
Analyzing a Company’s Financial Statement (4 hrs)
Accounting and Auditing (Government) 11/14
5 Elements of a Finding (Yellow Book) (2 hrs)
11/21
Governmental Pensions: Prepare for a Changing Landscape (4 hrs)
11/27
Audit Methodologies and Documentation (2 hrs)
11/30
GASB No. 74 & 75: Best Practices in OPEB Accounting & Auditing (4 hrs)
Business Law 11/7
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)
11/30
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
10
11/5
How to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance (2 hrs)
11/13
Don’t Let Conflict Derail your Relationships (2 hrs)
11/14
3 Market Analysis Priorities to Drive Profitability (2 hrs)
11/16
The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
11/19
Leadership Skills for Peak Performance in 21st Century (2 hrs)
11/20
Controller Series: National Infrastructure (1 hr)
COCPA QuickSearch
Computer Software and Application 11/6 11/8
11/12 11/28 11/29 11/30
Finance
11/9 11/9
11/21 11/26
Advanced Gmail for Accountants (2 hrs) Introduction to Data Analytics and Microsoft PowerBI Tools (2 hrs) MS PowerPoint - Create Presentations that Engage Your Audience (2 hrs) Mastering Data Preparation and Analysis in Excel (2 hrs) Guide to Cyber Security Planning (2 hrs) Excel Power Pivot - Take PivotTables to the Next Level (8 hrs)
Controller’s Update: Today’s Latest Trends (4 hrs) Cash Conversion Cycle: Tools and Techniques (2 hrs) Financial Forecasting: Planning for Success (4 hrs) Debt or Equity: Which Will Your Organization Need Next? (2 hrs)
Specialized Knowledge 11/5
KPI Dashboards - The New Financial Reporting Model (2 hrs)
11/7
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
11/9
OneNote - Mastering Organization of Your Notes & Correspondence (2 hrs)
11/13
How to Build a Virtual Accounting Services Practice (3 hrs)
Taxes
11/1 11/8
11/12 11/14 11/15 11/16 11/20 11/21 11/26
November
Form 990: Exploring the Form’s Complex Schedules (8 hrs) Capitalization, Expensing and Depreciation Update (2 hrs) Year-End Tax Planning: Thinking Outside the Box (2 hrs) After Tax Reform: New Choice of Entity Decision (2 hrs) Accounting Methods & Periods: Including Form 3115 (2 hrs) New Partnership Audit Rules (2 hrs) Best Practices for Payroll Taxes and 1099 Issues (8 hrs) Advanced Tax Planning S Corporations (8 hrs) A New Look at Partnerships and LLCs (2 hrs)
11
Live In-Classroom & Webcast The following courses are offered live in-person, as well as live via webcast. For more webcast classes, visit www.cocpa.org. 11/5
Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)
11/6
Hot Tax Planning Developments Under the Current Tax Law (4 hrs)
11/8
2018 Accounting and Auditing Conference
11/13
Employment Law Update: Key Risks and Recent Trends
11/15
Annual Update for Controllers
11/29
Corporate Tax Workshop: Get Ready for Busy Season
12/3
Governmental Accounting and Auditing Update
12/11
Construction Contractors: Accounting, Auditing, and Tax
12/14
2018 Mix and Match Conference
12/19
2018 SEC and PCAOB Conference
12/20
Tax Year in Review and 2018 Planning
1/16
Don Farmer: Federal Tax Update
MIX MATCH CONFERENCE
A POTPOURRI OF CPE December 14, 2018 | Denver | CPE: 8.0
Choose from three tracks: TECHNOLOGY INDUSTRY TAX
TOPICS INCLUDE •
Emerging Technologies Including Blockchain & Cryptocurrency
•
Evolving Role of the Controller/CFO
•
Wayfair Decision and Colorado Tax Update
REGISTER TODAY AT 12
COCPA.org/MixMatch COCPA QuickSearch
This is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in different formats. You can complete one or more programs or save by purchasing the complete bundle! Complete 40 hours of CPE and earn this badge to be recognized for your accomplishment!
Level 1:
Level 2:
• • • • • •
• • • • • • • •
New Staff
Experienced
Tax Research I Individual Tax Fundamentals Capitalized Costs and Depreciation Working Paper Documentation S Corporation Fundamentals Effective Business Communication
cocpa.org/Tax-Staff-Essentials
-1
Multistate Taxation Tax Accounting for Inventories Taxation of Property Transactions Tax Research 2 Taxation of Corporations Accounting Methods and Periods Choice of and Formation of Entity Intermediate Individual Taxation
cocpa.org/Tax-Staff-Essentials
-2
Level 3: Tax Senior/ Supervisor
Level 4:
• Income Tax Accounting • Estate and Trust Primer • Advanced Tax Planning S Corporations • Introduction to Business Acquisitions • Tax Year in Review and 2018 Planning • Form 990: Mastering its Unique Characteristics
• IRS Audits • Advanced Taxation Partnerships & LLCs • International Taxation • Advanced Income Tax Accounting • Tax Year in Review and 2018 Planning • Don Farmer: Federal Tax Update
cocpa.org/Tax-Staff-Essentials
Tax Manager/ Director
-3
cocpa.org/Tax-Staff-Essentials
Audit Staff Essentials Coming November
-4
Soon! 13
Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For full course registration policies, please visit www.cocpa.org. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2018
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Unless otherwise noted, all class times are 8:30 am – 4:30 pm. Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
ACCOUNTING AND AUDITING 11/8/2018
2018 Accounting and Auditing Conference
8
375
535
COCPA
A
11/9/2018
Auditing Employee Benefit Plans
8
370
529
COCPA
A
11/14/2018
Identity Theft: Preventing, Detecting, and Investigating Identity Theft
8
370
529
COCPA
A
11/26/2018
Accounting and Auditing Update for Small Businesses
8
370
529
COCPA
11/27/2018
Forensic Investigations: Key Tools to Success (8:30 am - 12:00 pm)
4
185
264
COCPA
11/27/2018
Preparation, Compilation, and Review Engagements: Update and Review (12:30 - 4:00 pm)
4
185
264
COCPA
12/10/2018
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
4
185
264
COCPA
12/10/2018
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
185
264
COCPA
12/11/2018
Construction Contractors: Accounting, Auditing, and Tax
8
370
529
COCPA
12/17/2018 SEC Reporting - 12/18/2018
16
695
994
COCPA
12/19/2018
8
375
535
Denver
A
2018 SEC and PCAOB Conference
ACCOUNTING AND AUDITING – GOVERNMENT YA
12/3/2018
Governmental Accounting and Auditing Update
8
370
529
COCPA
Y+
12/4/2018
Real-World Frauds Found in Governments (8:30 am - 12:00 pm)
4
185
264
COCPA
14
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
Y+
12/4/2018
Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)
4
185
264
COCPA
YA
12/5/2018
Yellow Book: Government Auditing Standards
8
370
529
COCPA
Retirement: How to Navigate Through the Uncertain Voyage
8
370
529
COCPA
Employment Law Update: Key Risks and Recent Trends
8
370
529
COCPA
11/2/2018
Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder (8:30 am - 12:00 pm)
4
185
264
COCPA
11/14/2018
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
8
370
529
COCPA
A
11/15/2018
Annual Update for Controllers
8
370
529
COCPA
A
11/16/2018
Analytics and Big Data for Accountants
8
370
529
COCPA
12/12/2018
Thriving In a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (8:30 am - 12:00 pm)
4
195
280
COCPA
12/12/2018
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (12:30 - 4:00 pm)
4
195
280
COCPA
12/13/2018
Current Developments and Best Practices For Today’s CFOs and Controllers
8
385
550
COCPA
2018 Mix and Match Conference
8
375
535
Denver
11/5/2018
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
185
264
COCPA
11/5/2018
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
185
264
COCPA
11/5/2018
Tax Year in Review and 2018 Planning
8
410
585
Steamboat Springs
ADMINISTRATIVE PRACTICE 11/1/2018
BUSINESS LAW A
11/13/2018
FINANCE
SPECIALIZED KNOWLEDGE 12/14/2018
TAXES
November
15
Key
A
A
A
16
Date
Course Title
CPE
NonMember member Fee Fee
Location
11/6/2018
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
185
264
COCPA
11/6/2018
IRS Disputes: Identifying Options for Your Client (12:30 - 4:00 pm)
4
185
264
COCPA
11/7/2018
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Durango
11/7/2018
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Durango
11/12/2018
Tax Year in Review and 2018 Planning
8
395
565
Grand Junction
11/13/2018
Tax Year in Review and 2018 Planning
8
410
585
Glenwood Springs
11/15/2018
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Westminster
11/16/2018
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Longmont
11/16/2018
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Longmont
11/26/2018
The Best S Corporation, Limited Liability, and Partnership Update
8
395
565
Ft. Collins
11/27/2018
The Best S Corporation, Limited Liability, and Partnership Update
8
395
565
Boulder
11/29/2018
Corporate Tax Workshop: Get Ready for Busy Season
8
370
529
COCPA
11/29/2018
Tax Year in Review and 2018 Planning
8
395
565
Pueblo
11/30/2018
Advanced Tax Strategies for LLCs & Partnerships
8
370
529
COCPA
11/30/2018
Tax Year in Review and 2018 Planning
8
395
565
Colorado Springs
12/3/2018
Tax Year in Review and 2018 Planning
8
395
565
Longmont
12/4/2018
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Pueblo
12/4/2018
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4
200
285
Pueblo
12/5/2018
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
12/5/2018
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
COCPA
12/6/2018
Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
COCPA QuickSearch
Key
Date
CPE
Course Title
NonMember member Fee Fee
Location
12/6/2018
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4
185
264
COCPA
12/6/2018
Tax Year in Review and 2018 Planning
8
410
585
Durango
A
12/7/2018
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Colorado Springs
A
12/10/2018
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Grand Junction
12/11/2018
Tax Year in Review and 2018 Planning
8
395
565
Boulder
12/11/2018
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Glenwood Springs
12/11/2018
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Glenwood Springs
12/13/2018
Tax Year in Review and 2018 Planning
8
395
565
Ft. Collins
12/17/2018
Tax Year in Review and 2018 Planning
8
395
565
Westminster
12/20/2018
Tax Year in Review and 2018 Planning
8
370
529
COCPA
1/16/2019
Federal Tax Update
8
425
609
Denver
NEW INSIGHTS FOR A
CHANGING REGULATORY LANDSCAPE
SEC & PCAOB CONFERENCE
December 19, 2018 | Denver | CPE: 8.0 Ever since the SarbanesOxley Act of 2002, CPAs have an elevated opportunity to provide expertise and guidance to beneďŹ t their organizations and the public. At the annual SEC and PCAOB Conference, attendees can expect to learn about new regulatory issues and how they will affect audits, reporting, and governance for public companies. The conference also provides a unique opportunity for networking with those in this specialized industry.
VISIT COCPA.ORG/SECPCAOB TO REGISTER
November
17
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
TAX YEAR IN REVIEW AND 2018 PLANNING
with
Toby Clary
FIND A COURSE NEAR YOU! 11/5 - Steamboat Springs 11/12 - Grand Junction 11/13 - Glenwood Springs 11/29 - Pueblo 11/30 - Colorado Springs 12/3 - Longmont 12/6 - Durango 12/11 - Boulder 12/13 - Ft. Collins 12/17 - Westminster 12/20 - COCPA or Webcast
Toby Clary’s Tax Year in Review and 2018 Planning course will cover revenue rulings, notices and tax cases you’ll need to know for the 2018 tax season. TOPICS Colorado Tax Update Tax Cuts and Jobs Act 199A in Depth - Deduction for QBI New Proposed Regulations The Wayfair Decision - State Taxing of Internet Sales Planning Points Under the New Law
Register online at cocpa.org