QuickSearch May/June/July 2020
CPE CATALOG
ONLINE CPE at your fingertips 2020 Not-For-Profit Conference MAY 19 • IN-PERSON & ONLINE PAGE 2
2020 Technology Trends: Essential Update JULY 29 • ONLINE BACK COVER
On-Demand Courses INSIDE COVER
PLUS TAX SEMINARS with Brad Burnett
COCPA
COLORADO SOCIETY OF CPAS
DETAILS INSIDE
ON-DEMAND
COURSES COCPA’s on-demand CPE offerings are designed to bring you the CPE training you need on the schedule that works best for you. Our on-demand courses are available anywhere, any time, and cover the relevant topics that matter to you.
2019 Colorado State Board of Accountancy Statutes, Rules, and Regulations (CR&R) • CPE: 2.0 Ethics: Making Ethics Count • CPE: 2.0 Ethics: The AICPA’s Principles, Rules & Responsibilities • CPE: 2.0 How Much Are Your Ethics Worth? • CPE: 2.0 Being the Trusted Advisor to Marijuana Clients • CPE: 1.0 Emerging Issues in the Cannabis and Hemp/CBD Industries • CPE: 0.5 National Cannabis Overview - Our Observations of the Rapidly Changing and Growing Industry • CPE: 1.0 Legislative Update: Colorado Sales and Use Tax • CPE: 1.0 Sales Tax – Current Developments, Problem Areas, and Opportunities • CPE: 4.0 Retirement Planning - Solutions to the Three Primary Investment Risks • CPE: 2.0
Learn more at COCPA.org/On-Demand-COCPA Additional Hits! Advanced Controller and CFO Skills • 8.5 CPE Blockchain Fundamentals for Accounting and Finance Professionals Certificate • 16 CPE Data Analysis with PowerPivot • 0.5 CPE Introduction to Business Acquisitions • 11 CPE Revenue Recognition: Mastering the New FASB Requirements • 6 CPE
Learn more at COCPA.org/On-Demand
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
Not-For-Profit Conference
3
Sales Tax – Current Developments, Problem Areas, and Opportunities
4
2020 Conference Schedule
5
Tax Seminars with Brad Burnett
6
Yellow Book Schedule
7 Ethics 9
Online Schedule
13
Course Schedule by Date and Field of Study
www.cocpa.org
One fee. Hours of CPE. SAVE $50 OR MORE PER 8-HOUR COURSE! 120 hrs $4,800
80 hrs $3,200
40 hrs $1,600
24 hrs $960
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.
May 19, 2020 | Hilton Denver Inverness or Webcast Learn more and register at COCPA.org/NotForProfit 8:30 – 9:20 am
Current Trends for Colorado’s Nonprofit Sector
9:20 – 10:10 am
Straight from the Source – GAAP Update by a PCC Member
10:10 – 10:20am
Break
10:20 am – 12:00 pm
Jeremy Dillard, CPA, CGMA, SingerLewak LLP
Financial Storytelling - Your Story Through Financial Statements Noah Atencio, Community First Foundation Dan Derose, National Football Foundation Board Member Ksenia Popke, Eide Bailly LLP Jeff Osterman, Southern Colorado Community Foundation
12:00 – 1:00 pm
Lunch
1:00 – 1:50 pm
Fraud in Not-for-Profits, It Never Stops - Why Not?
1:50 – 2:40 pm
Breaking Bad…Investment Committee Habits
2:40 – 2:50 pm
Break
2:50 – 3:40 pm
Single Audit Update
3:40 – 4:30 pm
2
Renny Fagan, Colorado Nonprofit Association
Doug Cash, CFE, CFI, CFCI, Eide Bailly LLP
Scott Middleton, CFA, CIMA, Innovest Portfolio Solutions LLC
Tyra Litzau, CPA, ACM LLP
Using Data Analytics in an Audit
Dr. Robert Minniti, DBA, CPA, CFE, CVA, CFF, MAFF, CGMA, PI, Minniti CPA LLC COCPA QuickSearch
FEATURED PROGRAM
Sales Tax - Current Developments, Problem Areas, And Opportunities June 22, 2020
8:30 am - 12:00 pm | COCPA and Webcast | 4 CPE Instructor: Bruce Nelson Register at cocpa.org/calendar Objectives •
To understand Colorado’s new rules for sourcing sales for sales tax.
•
Review current and ongoing implications of the U.S. Supreme Court decision on Wayfair.
•
Learn how to apply the new sales tax regs to specific industries such as contractors and manufacturers.
•
To be prepared to identify the sales tax opportunities and risks of using market-place facilitators.
FEATURED PROGRAM
Accounting and Reporting for Not-for-Profit Organizations July 20, 2020
Objectives
8:30 am - 4:30 pm | COCPA | 8 CPE Instructor: Steve Corder Register at cocpa.org/calendar
•
Identify major components of accounting and reporting in not-for-profit organizations.
•
Recognize appropriate accounting for recording and recognizing contributions.
•
Identify concepts related to valuation of contributed services and promises received near year-end.
Conference Schedule This year’s conferences are one of the best ways to get the latest information from industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2020 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. 5/19
Not-for-Profit Conference
6/12
Webinar (CA): Employee Benefit Plans Annual Audit**
6/23
Webinar (CA): Entertainment Industry Conference**
7/13-14
Webinar (CA): Estate and Trusts Conference**
7/29
Webcast: 2020 Technology Trends: Essential Update (4 hrs)
8/13
Marijuana Business Symposium
8/26 -27
Technology Conference
8/28
Women’s Summit: Strategies for the Successful Woman CPA
10/22
Governmental Conference
10/28
CPAs in Industry Conference
11/9-11
AICPA Forensic & Valuation Services Conference*
11/17-18
AICPA Oil and Gas Conference*
11/18
Accounting and Auditing Conference
12/14
SEC and PCAOB Conference
12/17
Mix and Match Conference
1/19/21
Don Farmer: Federal Tax Update
*This conference is produced by the AICPA and does not qualify for the Season Pass program. **This conference is produced by CalCPA and may contain content specific to CA.
4
COCPA QuickSearch
TAX SEMINARS with Brad Burnett
Loss Limitation School : Basis, At-Risk, Passive Activity Loss, §163( j), Excess Losses (§461(l)) and NOLs June 15 (Webcast) • 4 CPE
Do you desire to not be tripped up and held back by the passive activity loss, at-risk, basis, new excess business loss rule and newly revamped NOL limitation rules? This course will get you through the woods as unscathed as possible. And, how does the new §163(j) limit on business interest expense play in?
2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest June 15 (Webcast) • 4 CPE
Proposed 2019 Forms 1065, Schedules K-1 and related instructions are changing. The IRS is launching massive new reporting requirements re: negative tax basis capital accounts, at-risk activities, passive activities, partner level built-in gains and many more. Chaos has resulted and IRS has backed off some, but new disclosures remain.
2020 Mid Year Tax Update: Tax Law Keeps Changing During Tax Season. What Did You Miss? June 16 (Webcast) • 4 CPE
While you were taking tax season head-on, guess what happened? COVID-19 hit like a freight train. IRS and Congress responded in spades with layer upon layer of substantive and procedural changes. Amended return opportunities abound. New elections on 2019 and 2020 returns are spilling out everywhere. All at the same time, over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down. What did you miss?
2020 Tax Planning Update for C and S Corporations, Partnerships and LLCs June 16 (Webcast) • 4 CPE
This course explores late breaking developments for closely held entities and how to maximize tax savings.
Visit cocpa.org/Burnett to register May/June/July
5
Yellow Book Schedule 6/17
Webinar (AICPA): Applying the Uniform Guidance in Your Single Audits
7/16
Webinar (AICPA): Governmental Accounting and Auditing Update
7/20
Accounting and Reporting for Not-for-Profit Organizations (COCPA)
7/24
Webinar (AICPA): Applying the Uniform Guidance in Your Single Audits
8/24 11/9 11/30 12/1
Not-for-Profit Financial Reporting: Mastering the Unique Requirements (COCPA)
Real-World Frauds Found in Governments and Not-for-Profits (COCPA) The New Yellow Book: Government Auditing Standards, 2018 Revision (Pueblo)
The New Yellow Book: Government Auditing Standards, 2018 Revision (COCPA)
12/10
Governmental and Not-for-Profit Annual Update (Colorado Springs)
12/16
Governmental and Not-for-Profit Annual Update (COCPA)
By Women, For Women WOMEN’S SUMMIT STRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL
August 28, 2020 REGISTER TODAY AT 6
cocpa.org/Womenssummit COCPA QuickSearch
Ethics Schedule Becoming The Everyday Ethicist - NEW 8/25
Webcast
8:30 - 10:10 am
10/27
Webcast
8:30 - 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations 6/17
Webcast
9:30 - 11:10 am
9/22
Webcast
9:30 - 11:10 am
11/11
Webcast
9:30 - 11:10 am
12/9
Webcast
9:30 - 11:10 am
Ethics and the AICPA’s Principles, Rules, and Responsibilities 11/11
Webcast
11:30 am - 1:10 pm
12/9
Webcast
11:30 am - 1:10 pm
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/20
Webcast
10:30 am - 12:10 pm
12/21
Webcast
10:30 am - 12:10 pm
The Ethics of Care in the Workplace - NEW 11/20
Webcast
8:30 - 10:10 am
12/21
Webcast
8:30 - 10:10 am
YES YOU CAN: Auditing Culture & Ethics at Your Organization - NEW 8/25
Webcast
10:30 am - 12:10 pm
10/27
Webcast
10:30 am - 12:10 pm
Guiding the businesses of a
GROWING INDUSTRY SAVE THE DATE
AUGUST 13, 2020 REGISTER TODAY AT
May/June/July
cocpa.org/ MBS 7
YOU ARE A CHANGE AGENT
T H E 2 0 2 0 C O C PA
LEADERSHIP SERIES SKILLS with Anna Conrad, JD
Enhance your leadership skills with this 17-hour CPE series! Attendees must register for all courses in the series. AUGUST 14 • COCPA Enhancing Team and Interpersonal Effectiveness SEPTEMBER 23 • WEBCAST
Leadership Essentials: Delegation and One-on-Ones OCTOBER 29 • COCPA
Developing a Resilient Mindset NOVEMBER 13 • COCPA
Leading Change
DECEMBER 4 • COCPA
Inspiring and Motivating Others
REGISTER AT
COCPA MEMBERS: $1,295 NON-MEMBERS: $1,854
COCPA.org/LeadershipSkills
Online Schedule The following online courses are presented by the Colorado Society of CPAs. Some of these courses may also be available as in-person courses. For more webcast classes, visit www.cocpa.org/online. 5/19
Not-for-Profit Conference
6/15
2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest (8:30 am - 12:00 pm) – Webcast only
6/15
Loss Limitation School (12:30 - 4:00 pm) – Webcast only
6/16
2020 Mid Year Tax Update (8:30 am - 12:00 pm) – Webcast only
6/16
2020 Tax Planning Update for C and S Corporations, Partnerships, and LLCs (12:30 - 4:00 pm) – Webcast only
6/22
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
7/29
2020 Technology Trends: Essential Update
8/13
Marijuana Business Symposium
8/14
IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count
8/18
Colorado’s Health Insurance Marketplace (8:30 - 9:20 am) – Webcast only
8/28
Women’s Summit: Strategies for the Successful Woman CPA
10/22
Governmental Conference
10/28
CPAs in Industry Conference
11/16
Annual Tax Update: Corporations and Pass-Through Entities
11/17
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
11/18
Accounting and Auditing Conference
12/1
The New Yellow Book: Government Auditing Standards, 2018 Revision
May/June/July
9
Online Schedule This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit www.cocpa.org/online. Accounting and Auditing 5/12
AICPA Peer Review Must-Select Industry Update: Brokers and Dealers in Securities (1 hr)
5/26
Annual Update for Accountants and Auditors (4 hrs)
5/28
Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)
6/11
Not Just Your Everyday FASB Update (4 hrs)
6/15
Social Media Fraud: Detecting and Controlling the Threat (2 hrs)
6/16
The Evolving Role of Technology in Conducting Investigations and the Provision of Litigation Services (1.5 hrs)
6/19
Communicating Financial Information to Non-Accountants (2 hrs)
7/9
Sustainability Assurance Engagements (4 hrs)
7/22
Making Internal Audit an Asset for the CFO (2 hrs)
Accounting and Auditing (Government) 5/4
5 Elements of a Finding (Yellow Book) (2 hrs)
6/24
Presentation Skills for Auditors (2 hrs)
7/16
Governmental Accounting and Auditing Update (4 hrs)
7/17
Governmental and Not-for-Profit Annual Update (4 hrs)
Business Law 7/6
Foreign Corrupt Practices Act: Practical Compliance (2 hrs)
7/17
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
10
5/6
Developing Your Digital Mindset (4 hrs)
6/15
Effective Networking: Take Control of Your Career (1 hr)
6/20
Leadership Skills for Peak Performance in 21st Century (2 hrs)
6/25
Change the Way You Work: Success as a Virtual CFO (4 hrs)
7/1
The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
7/15
Remote Working for Accountants (2 hrs)
COCPA QuickSearch
Computer Software and Application 5/4
Office 365 - Take Your Office on the Road With Mobile Apps (2 hrs)
5/6
Office 365 - Using Teams App For Online Meetings and Calls (2 hrs)
5/15
Roadmap to Microsoft's Office 365 Ecosystem (FREE) (1 hr)
6/19
Excel - Two Must-Know Features: Defined Names & Tables (2 hrs)
6/23
Office 365 Teams App - Start Transforming Your Organization (3 hrs)
7/27
Power BI - Introduction to MS Power BI Tools (2 hrs)
Finance 5/8
Unlocking the Mysteries of Key Person Value (2 hrs)
6/25
Data Analytics for Finance Managers (Day 1) (6 hrs)
6/26
Data Analytics for Finance Managers (Day 2) (6 hrs)
Specialized Knowledge 5/14
Roadmap to Artificial Intelligence (4 hrs)
6/17
Keeping Retirement SECURE – New Act…New Opportunities (1 hr)
6/30
Blockchain Technology: What Every CPA Should Know - 2020 Update (2 hrs)
7/2
IRS Internal Revenue Manual for Accountants (2 hrs)
7/22
At Capacity: The Tough Questions (1 hr)
Taxes 5/6
IRS Guidance on Taxation of Virtual Currency (1 hr)
6/10
Intro to 60% of the 990's Most Common Schedules: A, B & C (2 hrs)
6/18
Accounting and Tax Planning for Estates and Trusts (4 hrs)
6/23
The Tax Bill is Huge! What's Next for your Client (2 hrs)
6/25
Individual Tax Fundamentals (8 hrs)
7/15
Form 990: Mastering Its Unique Characteristics (8 hrs)
7/24
Spring Tax Update with Steve Dilley (4 hrs)
7/20
Getting Personal: Individual Tax Update (2 hrs)
May/June/July
11
Business Valuation School Master the essentials of valuation.
July 27-31
Delve deeply into business valuation essentials to
Colorado Society of CPAs
portfolio. You’ll benefit from a classroom-like feeling
Englewood, CO
master new skills and expand your client services that’s conducive to sharing ideas and maximizing interaction with prominent experts and thought leaders in this growing, profit-making niche area.
Registration coming soon!
For more information, please email Ashlee, ashlee@cocpa.org.
2020
Technology Conference
IN PARTNERSHIP WITH K2 ENTERPRISES
Strategy, Tools & Skills to SUCCEED August 26-27, 2020 • DENVER • CPE: 16.0
Register at COCPA.ORG/TECHCONF 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/calendar. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2020
: 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 & AUDITING AY
7/20/20
Accounting and Reporting for Not-forProfit Organizations
7/27-31/20
8
370
529
COCPA
AICPA BV School*
TBD
TBD
TBD
COCPA
8/10-11/20
AICPA SOC School*
TBD
TBD
TBD
COCPA
8/24/20
Not-for-Profit Financial Reporting: Mastering the Unique Requirements
8
370
529
COCPA
9/9-11/20
AICPA COSO School*
TBD
TBD
TBD
COCPA
9/14-16/20
AICPA Audit Bootcamp – New Staff: Core Concepts + Practical Application*
24
TBD
TBD
COCPA
9/23-24/20
SEC Reporting
16
700
1,000
COCPA
A
10/21/20
Annual Update for Accountants and Auditors
8
370
529
COCPA
A
10/26/20
Annual Update for Accountants and Auditors
8
395
565
Grand Junction
+A
11/4/20
Audits of Employee Benefit Plans Subject to ERISA
8
370
529
COCPA
11/13/20
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
199
285
Pueblo
11/20/20
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
199
285
Boulder
12/9/20
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)
4
185
264
COCPA
A
12/14/20
Revenue Recognition: Mastering the New FASB Requirements
8
370
529
COCPA
A
12/15/20
Leases: Mastering the New FASB Requirements
8
370
529
COCPA
AY
*COCPA’s CPE Season Pass can’t be used to register for this AICPA course. May/June/July
13
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
ACCOUNTING & AUDITING – GOVERNMENT AY
11/9/20
Real-World Fraud Found in Governments and Not-for-Profits
8
370
529
COCPA
AY
11/30/20
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
395
565
Pueblo
AY
12/1/20
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
370
529
COCPA
AY
12/10/20
Governmental and Not-for-Profit Annual Update
8
395
565
Colorado Springs
AY
12/16/20
Governmental and Not-for-Profit Annual Update
8
370
529
COCPA
BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE +
10/30/20
Legal Issues in the Workplace (12:30 - 4:00 pm)
4
199
285
Ft. Collins
+
11/19/20
Legal Issues in the Workplace (8:30 am - 12:00 pm)
4
185
264
COCPA
12/10/20
Annual Update for Controllers
8
370
529
COCPA
12/11/20
Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)
4
185
264
COCPA
12/11/20
Developing Your Digital Mindset (12:30 - 4:00 pm)
4
185
264
COCPA
A
COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY 7/29/20
2020 Technology Trends: Essential Update (8:30 am - 12:05 pm)
4
185
264
Webcast
8/26/20
2020 Technology Conference - Day 1
8
375
535
COCPA
8/27/20
2020 Technology Conference - Day 2
8
375
535
COCPA
10/19/20
K2’s Technology for CPAs - Don’t Get Left Behind
8
375
535
COCPA
10/20/20
K2’s Budgeting and Forecasting Tools and Techniques
8
375
535
COCPA
+
11/10/20
Transform Your Organization With Office 365 and Team
8
375
535
COCPA
+
11/11-12/20
Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI
16
700
1,000
COCPA
+
14
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
CONFERENCES
Y
5/19/20
Not-for-Profit Conference
8
345
493
Denver
8/13/20
Marijuana Business Symposium
8
375
535
COCPA
8/26/20
Technology Conference - Day 1
8
375
535
COCPA
8/27/20
Technology Conference - Day 2
8
375
535
COCPA
8/28/20
Women’s Summit: Strategies for the Successful Woman Professional
8
385
550
Denver
10/22/20
Governmental Conference
8
375
535
COCPA
10/28/20
CPAs in Industry Conference
8
375
535
COCPA
11/18/20
Accounting and Auditing Conference
8
375
535
COCPA
12/14/20
SEC and PCAOB Conference
8
375
535
Denver
12/17/20
Mix and Match Conference
8
375
535
Denver
8/14/20
Enhancing Team and Interpersonal Effectiveness (8:30 am - 12:00 pm)
4
299
428
COCPA
9/23/20
Leadership Essentials: Delegation and One on Ones (8:30 - 9:30 am)
1
99
142
Webcast
10/29/20
Developing a Resilient Mindset (8:30 am - 12:00 pm)
4
299
428
COCPA
11/13/20
Leading Change (8:30 am - 12:00 pm)
4
299
428
COCPA
12/4/20
Inspiring and Motivating Others (8:30 am - 12:00 pm)
4
299
428
COCPA
PERSONNEL/HR
SPECIALIZED KNOWLEDGE +
8/18/20
Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)
1
49
70
Webcast
6/15/20
Loss Limitation School: Basis, At-Risk, Passive Activity Loss, §163(j), Excess Losses (§461(l)) and NOLs (8:30 am - 12:00 pm)
4
185
264
Webcast
TAX +
+
6/15/20
2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest (12:30 - 4:00 pm)
4
185
264
Webcast
+
6/16/20
2020 Mid Year Tax Update: Tax Law Keeps Changing. What did you miss? (8:30 am - 12:00 pm)
4
185
264
Webcast
May/June/July
15
Key
+
+
+
+
+
A
+
Date
Course Title
CPE
NonMember member Fee Fee
Location
6/16/20
2020 Tax Planning Update for C and S Corporations, Partnerships, and LLCs (12:30 - 4:00 pm)
4
185
264
Webcast
6/22/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
185
264
COCPA
8/3-7/20
AICPA Tax Bootcamp - Level 1*
40
TBD
TBD
COCPA
8/14/20
IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count
8
370
529
COCPA
8/17-21/20
AICPA Tax Bootcamp - Level 3*
40
TBD
TBD
COCPA
10/29/20
Tax Year in Review and 2020 Planning
8
385
550
Sterling
10/30/20
Real Estate Taxation (8:30 am - 12:00 pm)
4
199
285
Ft. Collins
11/2/20
Tax Year in Review and 2020 Planning
8
395
565
Boulder
11/3/20
Real Estate Taxation (8:30 am - 12:00 pm)
4
185
264
COCPA
11/5/20
Don Farmer’s 2019 Individual Income Tax Workshop (6:00 am - 2:00 pm)
8
290
390
Webinar
11/6/20
Don Farmer’s 2019 Corporate Income Tax Workshop (6:00 am - 2:00 pm)
8
290
390
Webinar
11/12/20
Tax Year in Review and 2020 Planning
8
395
565
Pueblo
11/12/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
Longmont
11/12/20
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
4
199
285
Longmont
11/13/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
Westminster
11/13/20
Tax Year in Review and 2020 Planning
8
395
565
Colorado Springs
11/16/20
Annual Tax Update: Corporations and Pass-Through Entities
8
370
529
COCPA
11/17/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
185
264
COCPA
11/17/20
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
4
185
264
COCPA
*COCPA’s CPE Season Pass can’t be used to register for this AICPA course.
16
COCPA QuickSearch
Key
+
Date
Course Title
11/19/20
Tax Year in Review and 2020 Planning
12/1/20
Tax Year in Review and 2020 Planning
12/2/20
CPE
NonMember member Fee Fee
Location
8
410
585
Durango
8
395
565
Glenwood Springs
Maximizing Your Social Security Benefits (8:00 am - 11:30 pm)
4
199
285
Boulder
12/2/20
Maximizing Your Social Security Benefits (1:00 - 4:30 pm)
4
199
285
Westminster
12/3/20
Maximizing Your Social Security Benefits (8:30 am - 12:00 pm)
4
185
264
COCPA
12/3/20
Required Minimum Distributions: Compliance and Planning (12:30 - 4:00 pm)
4
185
264
COCPA
12/4/20
Social Security and Medicare: Planning for You and Your Clients
8
410
585
Durango
12/7/20
Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
12/7/20
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
COCPA
12/7/20
Tax Year in Review and 2020 Planning
8
395
565
Ft. Collins
12/8/20
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
185
264
COCPA
12/8/20
Reviewing Individual Tax Returns: What Are You Missing? (12:30 pm - 4:00 pm)
4
185
264
COCPA
12/8/20
Tax Year in Review and 2020 Planning
8
395
565
Longmont
12/11/20
Tax Year in Review and 2020 Planning
8
410
585
Steamboat
12/14/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
Grand Junction
12/14/20
Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm)
4
199
285
Grand Junction
12/15/20
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Glenwood Springs
12/16/20
Tax Year in Review and 2020 Planning
8
395
565
Westminster
12/18/20
Tax Year in Review and 2020 Planning
8
370
529
COCPA
1/19/21
Federal Tax Update
8
425
607
Hotel
May/June/July
17
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