COCPA Quicksearch: October 2019

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