QuickSearch October 2019
CPE CATALOG
CARVE OUT your learning schedule CPAs in Industry Conference
OCTOBER 24 PAGE TWO
Governmental Conference
OCTOBER 31 PAGE THREE
Tax Year in Review and 2019 Planning BACK COVER
COCPA
COLORADO SOCIETY OF CPAS
Bring customized learning & training directly to your office
It’s time to schedule an on-site presentation for your firm! December 31, 2019 is the deadline to fulfill the Colorado State Board of Accountancy’s requirement for CPE. We can help your CPAs fulfill their requirement by providing an in-house presentation on the field of study of your choice.
Choose from our many LOCAL instructors!
Kris Brands Ethics
Anna Conrad Leadership
Ed Frado Employee Benefit Audits
Robbie Glantz Ethics
Keely Gohl Ethics
Paul Harrison Ethics
Tyra Litzau Governmental Accounting and Auditing
Bruce Nelson Tax
Rosemary Weiss Ethics
View full course list and custom options at
COCPA.org/onsite-learning
In addition to our new local instructors, the COCPA offers more than 60+ instructors and over 600+ learning programs in all formats (including on-site training, live events and seminars, keynotes, and online formats like webcasts, webinars, and on-demand learning) and field of studies. Each program can be tailored to the needs of your organization and brought to YOU in YOUR office.
QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Meetings and Marketing Coordinator Ashlee Whelan, CMP 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
Table of Contents 2
2019 CPAs in Industry Conference
3
2019 Governmental Conference
4
October Course Highlights
6
Conference Schedule
7
Yellow Book Schedule
8 Ethics 10 Webinars 12
Live In-Classroom and Webcast Courses
13
Course Schedule by Date and Field of Study
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 hosted courses at the COCPA are not included.
TO PURCHASE YOUR CPE SEASON PASS, VISIT cocpa.org/seasonpass. For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.
STRATEGIC INSIGHT
to advance your business
CPAs I N Industry CONFERENCE
October 24, 2019 | Hilton Denver Inverness and Webcast Learn more and register at COCPA.org/IndustryCPAs 8:30 – 9:45 am
Negotiate More Effectively
9:45 – 10:35 am
The New Era of Global Expansion After U.S. Tax Reform
10:35 – 10:50 am
Break
10:50 – 11:40 am
Preparing for the New Sales Tax Landscape
11:40 am – 12:40 pm
Lunch
12:40 – 1:55 pm
The Economic Outlook for 2020; Is There a Recession on the Horizon?
1:55 – 2:45 pm
Accounting and Auditing Update
2:45 – 2:55 pm
Break
2:55 – 3:45 pm
Intelligent Automation
3:45 – 4:35 pm
Colorado Legislative Update-Recent Developments on Background Checks, Non-Compete Covenants, and Equal Pay
Cindi Fukami, Daniels College of Business Mike Fitzgerald, Plante Moran Steve Schnepel, Plante Moran
Dustin Hubbard, CliftonLarsonAllen
Richard Wobbekind, Leeds School of Business CU Dave Gantos, ACM LLP
Brian Lewis, KPMG LLP
Jennifer S. Harpole, Littler Mendelson P.C. David Gartenberg, Littler Mendelson P.C. 4:30 - 6:30 pm
2
MCC Fall Executive Happy Hour - Free! Register separately at cocpa.org/Fall-Happy-Hour COCPA QuickSearch
THE MOST CURRENT INFORMATION,
from Colorado experts & leaders October 31, 2019 | COCPA and Webcast Learn more and register at COCPA.org/Governmental 8:25 – 8:30 am
Welcome
8:30 – 11:00 am
GASB Update
11:00 – 11:15 am
Break
11:15 am – 12:05 pm
Office of the State Auditor Update
12:05 – 1:00 pm
Lunch
1:00 – 1:50 pm
The Economic Outlook for 2020; Is There a Recession on the Horizon?
1:50 – 2:40 pm
Single Audit, Compliance Supplement and Yellow Book Update
2:40 – 2:50 pm
Break
2:50 – 3:40 pm
Data Analytics
3:40 – 4:30 pm
October
David Bean, GASB
Crystal Dorsey, Office of the State Auditor
Richard Wobbekind, Leeds School of Business CU
Kevin Collins, CliftonLarsonAllen
Robert Persichitte, City and County of Denver Auditor’s Office
Pensions & FPPA Statewide Death & Disability Plan Lawrence Mundy, Colorado PERA Ahni Smith, Fire & Police Pension Association of Colorado
3
OCTOBER
Course Highlights Accounting and Reporting for Not-for-Profit Organizations October 21 (COCPA)
Do you need to enhance your not-for-profit accounting skills? Through a case- studyintense, highly interactive, classroom environment, this CPE course provides you with the tools necessary to go beyond the theory and create value-added services for your clients. This course allows you to examine, evaluate and perform case studies which will enhance your working knowledge of fundamental not-for- profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits and options allowed under generally accepted accounting principles. FASB’s financial statement standard updates and revenue recognition standards are included in this course. 4 HR
Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities October 28 (8:30 am - 12:00 pm) (COCPA & Webcast)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations. 4 HR
Section 199A: Applications and Challenges in 2019 October 28 (12:30 - 4:00 pm) (COCPA & Webcast)
Section 199A is easily the least understood topic of The Tax Cuts and Jobs Act. Your clients will look to you for explanations and best practices to maximize the 20% deduction. Pass-through entities and real estate investors stand to gain valuable tax cuts, and the average practitioner cannot afford to be uninformed on Section 199A. This course will cover all relevant facets and nuances of the deduction and enable implementation for tax returns. This program will include all IRS-issued guidance.
Annual Update for Accountants and Auditors October 28 (Glenwood Springs)
Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on the topics impacting the profession – don’t get left behind!
Buying and Selling a Business: Critical Tax and Structuring Issues October 29 (COCPA)
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.
4
COCPA QuickSearch
Real Estate Tax Boot Camp October 30 (COCPA)
This course is a “deep dive” into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. 4 HR
Reviewing Individual Tax Returns: What Are You Missing? October 30 (8:30 am - 12:00 pm) (Westminster)
Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! 4 HR
Reviewing Partnership Tax Returns: What Are You Missing? October 30 (12:30 - 4:00 pm) (Westminster)
Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more!
Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” New Standards October 31 (COCPA)
Sometimes we can avoid addressing the elephant in the room for a while. However, when there are three elephants in the room, it’s time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides a comprehensive review and update of the FASB’s Big 3 accounting and reporting areas: Revenue Recognition, Leases, and Financial Instruments, including equity securities, hedging and impairment. We will focus on recently issued Accounting Standards Updates, covering these critical areas of your practice or organization. We will analyze the Big 3, which have a major effect on all industries, using examples and illustrations to provide a hands-on approach that will help you better assess and implement the new standards and guidance applicable to your clients or organization.
October
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 2019 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. 10/24
CPAs in Industry Conference
10/31
Governmental Conference
11/11-12
AICPA Oil & Gas Conference*
11/14
Accounting and Auditing Conference
12/18
SEC and PCAOB Conference
12/19
Mix and Match Conference
1/15
Don Farmer: Federal Tax Update
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
Thank you to our Sponsor of Marijuana Business Symposium and Women’s Summit:
Colorado State Board of Accountancy how to apply these bodies of law to Statues, Rules, and Learn practical, everyday experiences for the CPA private, and government practices. Regulations (CR&R) inAlso,public, get updated on the State Board’s rule ON-DEMAND Available 24/7
changes.
This includes the latest rule updates from the Colorado State Board of Accountancy. Earn 2 hours of ethics towards your 4 hour requirement! Remember, the Colorado State Board of Accountancy requires CPAs to complete a CR&R course within six months of their initial licensure.
COCPA.ORG/CRR-RULES 6
COCPA QuickSearch
Yellow Book Schedule 10/21
Accounting and Reporting for Not-for-Profit Organizations
COCPA
11/13
The New Yellow Book: Government Auditing Standards, 2018 Revision
COCPA
12/4
Governmental Accounting and Auditing Update
12/6
Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)
Pueblo
12/6
Real-World Frauds Found in Governments (12:30 - 4:00 pm)
Pueblo
COCPA or Webcast
THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR.
Individual Income Tax Workshop
Corporate Income Tax Workshop
NOVEMBER 7 6:00 AM - 2:00 PM 8 hrs of CPE Instructor: Walter Nunnallee
NOVEMBER 8 6:00 AM - 2:00 PM 8 hrs of CPE Instructor: Walter Nunnallee
This course will focus on Tax Developments that affect 2019 Individual Income Tax Return preparation and planning.
This course will review developments that affect 2019 Income Tax Return preparation and 2019 Income Tax planning for businesses.
(Webcast)
Register at COCPA.org
(Webcast)
Federal Tax Update (Denver and Webcast) JANUARY 15 8:30 AM - 4:30 PM 8 hours of CPE Instructor: Don Farmer In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation.
Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED RULES! 10/18
Colorado Springs
8:30 - 10:10 am
12/2
Webcast
8:30 - 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 10/29
Glenwood Springs
10:00 - 11:40 am
10/29
Grand Junction
4:00 - 5:40 pm
10/30
Montrose
10:30 am - 12:10 pm
11/18
Durango
2:30 - 4:10 pm
11/20
Webcast
10:30 am - 12:10 pm
12/13
Webcast
10:30 am - 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 10/18
Colorado Springs
10:30 am - 12:10 pm
12/2
Webcast
10:30 am - 12:10 pm
Ethics, Blind Spots, and YOU – NEW 10/28
Sterling
8:30 am - 12:00 pm
11/22
Webcast
8:30 - 10:10 am
Ethics, Culture, and Internal Auditing at your Organization – NEW 10/22
Webcast
8:30 - 10:10 am
Strategies for Resolving Ethical Dilemmas – NEW 12/16
Webcast
8:30 am - 12:00 pm
The A.R.T. of Work: Accountability, Respect, and Trust
8
10/29
Glenwood Springs
8:00 - 9:40 am
10/29
Grand Junction
2:00 - 3:40 pm
10/30
Montrose
8:30 - 10:10 am
11/18
Durango
12:30 - 2:10 pm
11/20
Webcast
8:30 - 10:10 am
12/13
Webcast
8:30 - 10:10 am
COCPA QuickSearch
AICPA Audit Boot Camp LIVE at COCPA September 30 - October 2 New Staff
October 14 - 15 Experienced In-Charge/Senior
cocpa.org/AICPA-newstaff
cocpa.org/AICPA-senior
October 7 - 8 Experienced Staff/ New In-Charge cocpa.org/AICPA-ExperiencedNew
These live courses are brought to the COCPA by the AICPA. Final registrations and purchasing will be done through the AICPA website.
Benefits of A Badge COCPA Certificate Programs Demonstrate your commitment to your career as an accounting professional. Show that you are keeping updated on the latest rules, regulations, and updates. Demonstrate competence in your selected field above and beyond the base level requirements needed in the field. Gain recognition for a significant professional achievement and allows you to easily share your completion of the program with fellow colleagues and clients.
Learn more at
cocpa.org/certificate-programs
Webinar Schedule This is a selection of webinar offerings. To see the entire listing of available courses, please visit www.cocpa.org/online. Accounting and Auditing 10/1
Statement of Cash Flows: Preparation, Presentation, and Use (4 hrs)
10/3
Leases: Mastering the New FASB Requirements (8 hrs)
10/9
Fixing Your Chart of Accounts (1 hr)
10/16
Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (8 hrs)
10/18
Making Internal Audit an Asset for the CFO (2 hrs)
10/22
Integrating Audit Data Analytics into the Audit Process (8 hrs)
10/25
Revenue Recognition—Risks NOT in the New Standard (2 hrs)
10/29
U.S. GAAP: Review for Business & Industry (8 hrs)
10/30
A/R and A/P: Effective Management Techniques (2 hrs)
Accounting and Auditing (Government) 10/1
Applying the Uniform Guidance in Your Single Audits (8 hrs)
10/7
5 Elements of a Finding (Yellow Book) (2 hrs)
10/14
Performance Auditing Essentials (2 hrs)
10/31
Governmental Accounting and Auditing Update (8 hrs)
Business Law 10/8
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)
10/18
Employment Law Update: Reducing Employer Liability (4 hrs)
Computer Software and Application
10
10/1
OneDrive Cloud Storage – What It Is and How To Use It (2 hrs)
10/3
Excel – Advanced Spreadsheet Troubleshooting Techniques (2 hrs)
10/8
10 Steps to a Digital Office in the Cloud (2 hrs)
10/9
Power BI – Analyze Your Data With Excel Pivot Tables (4 hrs)
10/14
Data Analytics & Business Intelligence: What You Should Know (8 hrs)
10/21
Excel-Using PivotTables for Data Analysis (4 hrs)
10/23
MS PowerPoint – Advanced Techniques for Better Presentations (2 hrs)
10/29
Office 365 – Improving Collaboration Using the Teams App (2 hrs) COCPA QuickSearch
Finance 10/4
Debt or Equity: Which Will Your Organization Need Next? (2 hrs)
10/8
Financial Forecasting: Planning for Success (4 hrs)
10/10
Controller’s Update: Today’s Latest Trends (4 hrs)
Specialized Knowledge 10/1
How to Build a Virtual Accounting Services Practice (3 hrs)
10/8
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
10/17
Robotic Process Automation Strategy for Business Leaders (5.5 hrs)
10/17
The Cannabis Industry: Business & Intellectual Appraisal (2 hrs)
Taxes 10/2
Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)
10/4
The Flow Through Entities Deduction: Review and Update (2 hrs)
10/7
Health Care Reform Act: Critical Tax and Insurance Ramifications (3 hrs)
10/16
Form 990: Exploring the Form’s Complex Schedules (8 hrs)
10/18
Understanding the New Partnership Audit Rules (2 hrs)
10/21
Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
10/22
Year-End Tax Planning: Thinking Outside the Box (2 hrs)
10/24
Annual Tax Update: Corporations and Pass-Through Entities (8 hrs)
10/25
Annual Tax Update: Individuals and Sole Proprietors (8 hrs)
10/31
Expensing and Depreciating Business Assets (2 hrs)
in accounting, auditing, and financial requirements ACCOUNTING &AUDITING CONFERENCE
Register today at October
November 14, 2019 Colorado Society of CPAs or Webcast CPE: 8.0
cocpa.org/AccountingAuditingConf 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. 10/24
CPAs In Industry Conference
10/28
Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities
10/28
Section 199A: Applications and Challenges in 2019
10/31
Governmental Conference
11/5
Securing a Comfortable Retirement in the Age of Spending
11/12
Enterprise Risk Management: New Approaches for Today’s Complexities
11/14
Accounting and Auditing Conference
11/18
Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
12/4
Governmental Accounting and Auditing Update
12/10
Hot Tax Planning Developments Under the Current Tax Law
12/10
Sales Tax – Current Developments, Problem Areas, and Opportunities
12/11
Annual Update for Controllers
12/18
SEC and PCAOB Conference
12/19
Mix and Match Conference
12/20
Tax Year In Review and 2019 Planning
1/15/20
Don Farmer: Federal Tax Update
October 23-24 COCPA • CPE: 16.0 Registration opening soon! This course is brought to the COCPA by the AICPA. Final registrations and purchasing will be done through the AICPA website.
12
COCPA QuickSearch
Course Schedule by Date and Field of Study To register for courses, and 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 2019
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Unless otherwise noted, all class times are 8:30 am – 4:30 pm. Key
Date
NonMember member Fee Fee
Course Title
CPE
Location
10/7-8/19
AICPA Audit Training - Experienced Staff/ New In-Charge
16
1395
1795
COCPA
10/14-15/19
AICPA Audit Training - Experienced In-Charge/Senior
16
1395
1795
COCPA
10/28/19
Annual Update for Accountants and Auditors
8
370
529
Glenwood Springs
+
10/31/19
Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” New Standards
8
395
565
COCPA
+
11/1/19
Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (8:30 am - 12:00 pm)
4
195
280
COCPA
+
11/1/19
Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (12:30 - 4:00 pm)
4
195
280
COCPA
11/7/19
Small Business Internal Controls, Security, & Fraud Prevention & Detection
8
375
535
COCPA
A
11/11/19
Preventing, Detecting, and Investigating Identity Theft
8
370
529
COCPA
A
11/21/19
Auditing Employee Benefit Plans
8
370
529
COCPA
12/16-17/19
SEC Reporting
16
695
994
COCPA
12/20/19
Excel Financial Reporting and Analysis
8
375
535
COCPA
ACCOUNTING & AUDITING
ACCOUNTING & AUDITING – GOVERNMENT AY
10/21/19
Accounting and Reporting for Not-for-Profit Organizations
8
370
529
COCPA
AY +
11/13/19
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
370
529
COCPA
AY
12/4/19
Governmental Accounting and Auditing Update
8
370
529
COCPA
October
13
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
Y
12/6/19
Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)
4
225
321
Pueblo
Y+
12/6/19
Real-World Frauds Found in Governments (12:30 - 4:00 pm)
4
225
321
Pueblo
COMPUTER SOFTWARE & APPLICATIONS/ INFORMATION TECHNOLOGY 11/6/19
Budgeting and Forecasting Tools and Techniques
8
375
535
COCPA
10/24/19
CPAs in Industry Conference
8
375
535
Denver
10/31/19
Governmental Conference
8
375
535
COCPA
11/11-12/19
AICPA Oil and Gas Conference
-
1075
1475
Denver
11/14/19
Accounting and Auditing Conference
8
375
535
COCPA
12/18/19
SEC and PCAOB Conference
8
375
535
Denver
12/19/19
Mix and Match Conference
8
375
535
Denver
CONFERENCES
FINANCE A
12/11/19
Annual Update for Controllers
8
370
529
COCPA
A
12/12/19
Advanced Controller and CFO Skills
8
370
529
COCPA
MANAGEMENT SERVICES A+
11/12/19
Enterprise Risk Management: New Approaches for Today’s Complexities
8
370
529
COCPA
11/15/19
Operational Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
8
370
529
COCPA
AICPA Application of Data Analysis Essentials Certificate
16
1395
1795
COCPA
STATISTICS 10/23-24/19
TAXES +
10/28/19
Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (8:30 am - 12:00 pm)
4
195
280
COCPA
+
10/28/19
Section 199A: Applications and Challenges in 2019 (12:30 - 4:00 pm)
4
195
280
COCPA
10/29/19
Buying and Selling a Business: Critical Tax and Structuring Issues
8
395
565
COCPA
10/29/19
Tax Year In Review and 2019 Planning
8
385
550
Sterling
+
14
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
10/30/19
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
225
321
Westminster
10/30/19
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
225
321
Westminster
10/30/19
Real Estate Tax Boot Camp
8
395
565
COCPA
11/1/19
The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
8
425
607
Longmont
11/4/19
Social Security and Medicare Planning
8
395
565
COCPA
+
11/5/19
Securing a Comfortable Retirement in the Age of Spending
8
395
565
COCPA
+
11/5/19
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
225
321
Glenwood Springs
+
11/5/19
Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)
4
225
321
Glenwood Springs
11/6/19
Estate and Life Planning Issues for the Middle-Income Client
8
425
607
Colorado Springs
11/6/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Grand Junction
11/7/19
Don Farmer’s 2019 Individual Income Tax Workshop
8
290
390
Webcast
11/8/19
Don Farmer’s 2019 Corporate Income Tax Workshop
8
290
390
Webcast
11/8/19
The Best S Corporation, Limited Liability, and Partnership Update
8
385
550
COCPA
11/8/19
Tax Year In Review and 2019 Planning
8
395
565
Boulder
11/11/19
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Ft. Collins
11/11/19
Reviewing S Corporation Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Ft. Collins
11/13/19**
Tax Year In Review and 2019 Planning
8
395
565
Pueblo
11/14/19**
Tax Year In Review and 2019 Planning
8
395
565
Colorado Springs
A+
11/18/19
Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
8
370
529
COCPA
A
11/19/19
Annual Tax Update: Corporations and Pass-Through Entities
8
370
529
COCPA
11/19/19
Tax Year In Review and 2019 Planning
8
410
585
Durango
+
**Updated Date October
15
Key
+
16
Date
Course Title
CPE
NonMember member Fee Fee
Location
11/20/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Westminster
11/22/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Longmont
12/2/19
Tax Year In Review and 2019 Planning
8
395
565
Grand Junction
12/3/19
Tax Year In Review and 2019 Planning
8
410
585
Glenwood Springs
12/4/19
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
225
321
Boulder
12/4/19
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
225
321
Boulder
12/6/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Durango
12/6/19
Tax Year In Review and 2019 Planning
8
395
565
Ft. Collins
12/9/19
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
12/9/19
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
COCPA
12/10/19
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
200
285
COCPA
12/10/19
Sales Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)
4
200
285
COCPA
12/10/19
Tax Year In Review and 2019 Planning
8
395
565
Longmont
12/11/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Pueblo
12/12/19
The Best S Corporation, Limited Liability, and Partnership Update
8
425
607
Colorado Springs
12/13/18
Tax Year In Review and 2019 Planning
8
410
585
Steamboat Springs
12/18/19
Tax Year In Review and 2019 Planning
8
395
565
Westminster
12/20/19
Tax Year In Review and 2019 Planning
8
370
529
COCPA
1/15/20
Don Farmer: Federal Tax Update
8
425
607
Denver
COCPA QuickSearch
SALES TAX UPDATE COURSES WITH BRUCE M. NELSON, CPA Legislative Update
(CPE: 1.0)
On-Demand Available This year’s Colorado legislative session ends on May 3, 2019, and the legislature has already introduced several tax bills that if passed will significantly impact your tax practice or industry.
Sales Tax – Current Developments, Problem Areas, and Opportunities
(CPE: 4.0)
Glenwood Springs - November 5 Denver - December 10 On-Demand NOW Available! This seminar will discuss the current status of sales and use tax compliance in Colorado, including the latest in national and local developments on nexus. It will bring you up to date on the most important developments impacting Colorado retailers, manufacturers, taxpayers, and tax practitioners on multiple topics.
Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0) Glenwood Springs - November 5 On-Demand COMING SOON! Earlier this year, the Colorado Department of Revenue released 55 pages of new regulations regarding sales apportionment for the state’s income tax sales factor. The new regulations will impact every business that apportions its income among more than one state. This seminar will introduce you to the mechanics and application of these apportionment rules.
October
Register at COCPA.org/NelsonSalesTax
17
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
TAX YEAR IN REVIEW AND 2019 PLANNING
with
Toby Clary
Toby Clary’s Tax Year in Review and 2019 Planning course will cover final regulations and changes to the Tax Cuts and Jobs Act, a Colorado tax update and additional tax cases you’ll need to know for the 2019 tax season.
TOPICS Colorado Tax Update Final Regulations issued on the Tax Cuts and Jobs Act New Proposed Regulations Colorado Destination Sourcing for Sales Tax Planning Points
REGISTER ONLINE AT
COCPA.ORG /TAX-REVIEW
FIND A COURSE NEAR YOU! Oct 29
STERLING
Nov 8
BOULDER
Nov 13
PUEBLO
Nov 14
COLORADO SPRINGS
Nov 19
DURANGO
Dec 2
GRAND JUNCTION
Dec 3
GLENWOOD SPRINGS
Dec 6
FT. COLLINS
Dec 10
LONGMONT
Dec 13
STEAMBOAT SPRINGS
Dec 18
WESTMINSTER
Dec 20
COCPA & WEBCAST