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Volume 2017, Issue 1 - 2017
PRESIDENT’S POST
By Corrin Campbell, PA, CFP
PASC President
Dear PASC Members,
2017 will be a year of
change for most Ameri-
cans. For PASC it will be
that and also a year of
Choice!
Your Board of Directors has
enlisted four new, national-
ly recognized presenter
teams to provide our CPE
in 2017. Please look at the Seminar
Schedule and Presenter Information that
follows. We have added new topics and
venues. In September, the Colorado De-
partment of Revenue will present a State
Update in conjunction with the Lakewood
Seminar. We listened to your comments
over the past several years and want to re-
spond to your CPE needs. We look forward
to your seminar participation and feed-
back. Attendee feedback will help us de-
termine which presenters to ask back.
The term “Leadership” is prominent in to-
day’s’ conversations. Bill Gates has said,
“As we look ahead into the next century,
leaders will be those who empower oth-
ers”. PASC has a leadership opportunity
for you. Technical skills are essential to
our accounting practice, but to life,
developing leadership skills is so much
more beneficial! Join PASC’s Board of
Directors and you will learn more of the
inner workings of your Association. You
will make lifelong knowledgeable
friends, meet lobbyist and politicians
that may be helpful in the future; and
have a direct line to the State Board of
Accountancy.
The PASC Board will have several lead-
ership opportunities in June for mem-
bers. We are planning on having a se-
ries of Leadership Training activities for
those members over the next year. (continued on p. 3)
.
IN THIS ISSUE
President’s Post ...01
Executive Director’s
Report ...02
New Members ...04
Find an Accountant ...05
Our Members ...06
Our Board Members ...07
Benefits of Membership ...09
Seminar Schedule ...10
Page 1
Executive Director’s Report
As PASC enters the new year the
organization is well-positioned.
Over the past year revenue is
down slightly due to lower seminar
attendance but we have largely
offset this by keeping overhead
expenses to a minimum while con-
tinuing to provide the variety of
services that our members expect.
As we begin this year it is important to remember
that the prospects for the 2017 legislative session are
largely unknown. The pundits say that pretty much any-
thing is possible.
The 2016 Seminar Season was our last year with
the National Center for Professional Education. PASC has
selected a variety of different speakers to bring different
courses to you in the 2017 seminar season and the lineup
is included in this newsletter.
PASC held its Annual Convention at the Glen Eyrie
Castle in Colorado Springs in June. The castle was a
beautiful setting to socialize with colleagues and learn.
There were educational presentations including from the
Colorado Department of Revenue and our very own Andy
Morehead. Thank you to everyone who attended. At
press time we are preparing for the 69th Annual Public
Accountants Society of Colorado Convention and banquet
in Loveland, Colorado on June 15 and 16, to coincide with
a two day seminar on Trust/Estate Planning/Farm Topics.
Registration will be open soon. This is your chance to re-
new relationships within the profession and to connect to
other PASC members.
Page 2
Convention
Snapshots
Bernadette Koppy, NSA
Governor, District Nine
Representative making
anouncements.
Announcement of Leota
Jensen as new Board of
Directors Secretary.
(president’s post continued from p. 1)
So give me or the incoming president
Matt Lewis a call to get involved!!
Benefits of Serving on a Non-Profit
Board…
Build valuable networks
Find a new challenge
Round out your resume’
Gain expertise on industry/
community issues
Make an impact
Raise your professional profile
Strengthen project/team man-
agement skills
Become a better coach
Helps you feel good… and feeling
good leads to longer life!
Have a great tax season….
Corrin
Page 3
Convention Snapshots
Bernadette Koppy on stage with
the evening’s entertainment.
Grounds of Glen Eyrie Castle
Bini Bala Brook Johnson, CPA
8187 Summerset Drive Brook L. Johnson CPA PC Colorado Springs, CO 80920 6901 S. Pierce St. Unit100J [email protected] Littleton, CO 80128 [email protected]
Rick Skinner Skinner, LLC. Kevin Christianson 132 Chapman Rd. Ledger Plus Boulder, CO 80302 218 New Bedford Dr. [email protected] Cheyenne, WY 82009 [email protected] Sondra Crabtree Number Crunchers Accounting and Taxes LLC Edith Ortega PO Box 2668 Edith Ortega St. Johns, AZ 85936 12501 E. Alaska Ave. [email protected] Aurora, CO 80012 [email protected] Phyllis Manning Shadow Mountain Accounting & Tax Ser. LLC Edith Ortega 9471 S. Warhawk Rd. Edith Ortega Conifer, CO 80433 12501 E. Alaska Ave. [email protected] Aurora, CO 80012 [email protected] Will Skinner Crestone Capital LLC Tiffany Warwick, EA 1048 Pearl St. Suite 450 ALT Family Investments LLC Boulder, CO 80302 PO Box 133275 [email protected] Spring, TX 77393 [email protected]
WELCOME TO PASC
Page 4
Newsletter Display:
The PASC newsletter is published twice a year, fall/winter and spring/summer.
Advertisement Prices:
Editorial Content - You may include your Logo and website address and Company details for $10 per
publication. Your Name and email are free inclusions. Article length should range from 700 - 1,200
words and anything over will be considered on a case by case basis.
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will see advertise, click for advertising rates.
Submit your classified ad today. If you are a member, you get up to 50 words FREE. Non-Members
cost is $40 for 50 words. Check out our classified information online, just click on the classified button
on the home page.
Size 1 issue 2 Issues
Full Page $250 $350
1/2 Page $175 $275
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Do You Need Help?
PASC has a new JOBS feature on the web-
site. We will post your position announce-
ment on the main page of the website for 30
days.
www.publicaccountant.org
$50.00 for members and $100 for non-
members.
Contact Vicki Schrock at
303-452-8227
800-578-4451
(continued from p. 4) Nancy Fenyves Absolute Accounting Incorporated 621 Main Street Canon City 81212 [email protected]
Barbara Doyle Barabara E. Doyle 7630 Calloway Ct Colorado Springs, CO 80919 [email protected] LeAnn Wilson Tax And Accounting Specialists 6770 Foxtrot Ln Colorado Springs, CO 80924 (719) 528-8100 [email protected]
Cherie S. Erler Tax And Accounting Specialists 6770 Foxtrot Ln Colorado Springs, CO 80924 [email protected] Crystal Clark, EA Clark & Associates Tax and Accounting Services Inc. PO Box 1213 Brighton, CO 80601 [email protected] Mark Fuller Fuller Tax & Accounting 111 N. 3rd Ave. Sterling, CO 80751 [email protected] Robert Bruce, CPA, CFP Monarch Financial Strategies LLC 30 Cherry Ave Eaton, CO 80615 [email protected] Melvin Jantz Melvin L. Jantz – Public Accountant 19254 Q. St Haviland, KS 67059 [email protected]
WELCOME TO PASC
Find an Accountant Feature on
PASC website
The enhanced “Find an Accountant” feature al-
lows members of the general public to locate
PASC members for various purposes including
tax preparation, bookkeeping, and accounting
services. Searches can be conducted by name,
zip code, specialty of practice and an assort-
ment of other advanced features. This is for
PASC members only and it helps them build
their practice.
Page 5
I am a former bank vice president that went into public ac-
counting 25 years ago. I am a CPA and worked for a large local
firm. I recently went into practice for myself. I have been at-
tending PASC updates since 2004 when I first heard Jerry
Riles. The thing I like about the updates is that they are designed
for those who need to know the nuts and bolts of tax return prep-
aration, for the person who actually prepares the returns.
I am a Colorado native and live in the mountains west of
Boulder with my wife and our two Australian Shepherds. I have two grown children
who live in the Boulder area. I am a commercial, multi-engine and instrument rated
pilot. I serve as treasurer of the Colorado Civil Air Patrol Foundation. I am also a
certified SCUBA diver with a shark diving specialty. I am an avid golf and football
fan.
Meet a Member: Rick Skinner, CPA
After owning the Penny Tax Service for the past 40 years, I have finally retired
and sold my practice effective May 1, 2016. I prepared my last return as a paid pre-
parer on April 30, 2016.
I have supported PASC for many years and took full advantage of the CPE each
year by attending the NCPE 2 day seminar for 1040 Updates. I have received all my
CPE Credits thru 12-31-15 from PASC/NCPE.
Even though my tax practice as been located in Phoenix, AZ, my wife, Margaret
and I had our retirement home in Ordway, CO, which is now our “year-round” home.
I will be devoting much of my time doing volunteer work in our local dog shel-
ter assisting in place abused and abandoned dongs into new-quality homes.
My wife, Margaret continues to work as the Director of Social Services in our
local “5 star” rated nursing home.
Retired Member,
Robert Durante
PASC offers well wishes to Robert in his retirement. We offer our thanks for his
membership and support to PASC for the past 10 years. It is members like Robert
that make it possible for PASC to continue to provide CPE courses.
Comments from a Member: Robert Durante, PA, ATP
OUR MEMBERS
Page 6
Special Points of Interest
The Professional Public Accountant
Newsletter is published 2 times a
year.
Opinions expressed herein are not
necessarily those of the PASC Board
of Governors or the Society.
Articles, Advertisements, Pictures,
Comments and Suggestions should be
sent to the editor, Elizabeth Conable,
at elizabethcoloradoaccountant.org.
Published by and for the Members of
the Public Accountants Society of Col-
orado
Info Box
or Ad
PASC Officers and Directors
PASC Officers President—Corrin E. Campbell, PA, CFP
Office Telephone (303) 440-3556
President Elect—Matt Lewis, EA, ATA
Office Telephone (970) 874-7621
Secretary—Leota Jensen, ATP, PA,
RTRP, ARA
Office Telephone (303) 841-4544
Treasurer - Linda Abrahamsen, MBA, EA
Office Telephone 303-989-6974
Executive Director - Greg Williams
Office Telephone (303) 478-0321
NSA State Director - Robert D. Kuziak,
PA, ATP, ARA
Office Telephone (303) 364-0400
Directors Richard Deem, PA
Office Telephone (303) 426-7414
Helen Jackson, PA, EA
Office Telephone (719) 260-0320, ext
Cleta Hiner-Felzien, PA
Office Telephone (719) 775-9890
One vacant board position.
Contact Corrin Campbell at
(303) 440-3556 or
Page 7
Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80211
Web: www.coloradoaccountant.org
Email: [email protected]
Phone: 303-452-8227
Toll Free: 800-578-4451
View the electronic version of
The Professional Public
Accountant on the PASC Web site:
www.coloradoaccountant.org
The Professional Public Accountant
Articles for The Professional Public Accountant Newsletter are welcomed and
encouraged. To submit, please e-mail [email protected]
Page 8
Paying for college is never easy. But the National
Society of Accountants (NSA) Scholarship Foundation
has made it easier by offering scholarships to promis-
ing accounting students across the country. The Foun-
dation awards scholarships to undergraduates who
are U.S. or Canadian citizens enrolled part-time or full-time in a degree program at an accred-
ited two- or four-year college or university in the United States.
Applicants for awards are judged on the basis of academic record, demonstrated leadership,
and participation in school and community activities, honors, work experience, statement of
goals and aspirations, and an outside appraisal. They must have a “B” (3.0 on a 4.0 scale) or
better grade point average.
Scholarship award amounts range from $500-$2,000, depending on available funding at the
time of the awards.
Last year the NSA Scholarship Foundation awarded 32 scholarships totaling $30,000 to worthy
recipients from across the country.
The National Society of Accountants (NSA) Scholarship Foundation has provided more than $1
million since 1969 to deserving undergraduate and graduate students who are committed to
pursuing a career in accounting, helping to develop more qualified young accountants.
Additional information and scholarship guidelines can be found online at
http://sms.scholarshipamerica.org/nsacct.
PUBLIC ACCOUNTANT SOCIETY OF COLORADO
BENEFITS OF MEMBERSHIP
BECOME A MEMBER TODAY!
NEWSLETTERS
The Society publishes
a bi-annual newsletter informing
you of current events within the
Society, as well as noteworthy
items from the Internal Revenue
Service and Colorado Depart-
ment of Revenue.
NETWORKING WITH
PEERS
The Society offers you the
opportunity to know and confer
with other professionals with
your interests, thus assisting you
in your practice. There is usually
a luncheon accompanying the
seminar program.
LEGISLATIVE
REPRESENTATION
The Society maintains pro-
fessional representation and
close contact with the Colorado
legislature and the State Board
of Accountancy, keeping constant
vigil on matters affecting you
and the profession.
ANNUAL CONVENTION
The annual convention and
accounting forum, often held in a
central resort area, provides one
of the few sources their ideas on
tax issues or practice concerns,
share your wisdom, be a mentor,
find a mentor, ask for specific
continuing education.
TAX & ACCOUNTING
SEMINARS
The Society co-sponsors
seminars with the National Cen-
ter for Professional Education.
Please see last page for this
year’s programs.
Page 9
Trust/Estates:
June15-16, 2017— Trust/Estate Planning/
Farm Topics /Annual Meeting — Loveland
September 7—Trusts/Estates Form 1041— Golden
Entities:
September 18-19, 2017—Entities—Colorado Springs
September 21-22, 2017—Entities— North Denver
Individual:
October 26-27, 2017—Individual—Cheynne, WY
November 6-7, 2017—Individual—SE Denver
November 9-10, 2017—Individual - Grand Junction
December 13-14, 2017—Individual—Colorado Springs
December 14-15, 2017—Individual—North Denver
View the electronic version of The Professional Public Accountant on the PASC website www.coloradoaccountant.org
Articles for The Professional Public Accountant Newsletter are welcomed and encouraged, to submit,
please email [email protected]
www.coloradoaccountant.org
2460 W 26th Ave., Suite 245C
Denver, CO 80211
WWW.COLORADOACCOUNT.ORG
[email protected]—303-452-8227—TF: 800-578-4451—F: 303-457-0770
Seminar Dates
Page 10
