QuickSearch October 2019 · Table of Contents 2 2019 CPAs in Industry Conference 3 2019 Governmental Conference 4 October Course Highlights 6 Conference Schedule 7 Yellow Book Schedule

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COCPA COLORADO SOCIETY OF CPAS

October 2019

CPE CATALOG

PAGE TWO

CPAs in Industry ConferenceOCTOBER 24

PAGE THREE

GovernmentalConferenceOCTOBER 31

CARVE OUTyour learning schedule

BACK COVER

Tax Year in Review and 2019 Planning

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.

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!

View full course list and custom options at

COCPA.org/onsite-learning

Bring customized learning & training directly to your office

Bruce Nelson Tax

Paul HarrisonEthics

Kris Brands Ethics

Tyra Litzau Governmental

Accounting and Auditing

Rosemary WeissEthics

Keely Gohl Ethics

Ed Frado

Employee Benefit Audits

Robbie Glantz Ethics

Anna Conrad Leadership

Table of Contents2 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

QuickSearchA Guide to CPE from COCPA.

CPE Director Rebecca Campbell, [email protected]

Colorado Society of CPAs7887 E. Belleview Ave., Suite 200 Englewood, CO 80111303-773-2877 800-523-9082Fax: 303-773-6344

www.cocpa.org

CPE Operations and On-Site ProgramsTiffany Carson, [email protected]

CPE Meetings and Marketing CoordinatorAshlee Whelan, [email protected]

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.

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.

One fee. Hours of CPE.

SAVE UP TO 20% OFF YOUR COURSES!80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930

NOTE: The AICPA hosted courses at the COCPA are not included.

2 COCPA QuickSearch

October 24, 2019 | Hilton Denver Inverness and WebcastLearn more and register at COCPA.org/IndustryCPAs

8:30 – 9:45 am Negotiate More EffectivelyCindi Fukami, Daniels College of Business

9:45 – 10:35 am The New Era of Global Expansion After U.S. Tax ReformMike Fitzgerald, Plante MoranSteve Schnepel, Plante Moran

10:35 – 10:50 am Break

10:50 – 11:40 am Preparing for the New Sales Tax LandscapeDustin Hubbard, CliftonLarsonAllen

11:40 am – 12:40 pm Lunch

12:40 – 1:55 pmThe Economic Outlook for 2020; Is There a Recession on the Horizon?Richard Wobbekind, Leeds School of Business CU

1:55 – 2:45 pm Accounting and Auditing UpdateDave Gantos, ACM LLP

2:45 – 2:55 pm Break

2:55 – 3:45 pm Intelligent Automation Brian Lewis, KPMG LLP

3:45 – 4:35 pm Colorado Legislative Update-Recent Developments on Background Checks, Non-Compete Covenants, and Equal Pay Jennifer S. Harpole, Littler Mendelson P.C.David Gartenberg, Littler Mendelson P.C.

4:30 - 6:30 pm MCC Fall Executive Happy Hour - Free!Register separately at cocpa.org/Fall-Happy-Hour

STRATEGIC INSIGHT to advance your business

CPAs Industry C O N F E R E N C E

I N

3October

October 31, 2019 | COCPA and WebcastLearn more and register at COCPA.org/Governmental

8:25 – 8:30 am Welcome

8:30 – 11:00 am GASB UpdateDavid Bean, GASB

11:00 – 11:15 am Break

11:15 am – 12:05 pm Office of the State Auditor UpdateCrystal Dorsey, Office of the State Auditor

12:05 – 1:00 pm Lunch

1:00 – 1:50 pmThe Economic Outlook for 2020; Is There a Recession on the Horizon?Richard Wobbekind, Leeds School of Business CU

1:50 – 2:40 pmSingle Audit, Compliance Supplement and Yellow Book UpdateKevin Collins, CliftonLarsonAllen

2:40 – 2:50 pm Break

2:50 – 3:40 pm Data Analytics Robert Persichitte, City and County of Denver Auditor’s Office

3:40 – 4:30 pmPensions & FPPA Statewide Death & Disability Plan Lawrence Mundy, Colorado PERAAhni Smith, Fire & Police Pension Association of Colorado

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THE MOST CURRENT INFORMATION, from Colorado experts & leaders

4 COCPA QuickSearch

Course HighlightsOCTOBER

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- study-intense, 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.

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.

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 AuditorsOctober 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 IssuesOctober 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.

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5October

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.

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!

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 StandardsOctober 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.

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6 COCPA QuickSearch

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, [email protected].

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

Conference Schedule

*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:

Learn how to apply these bodies of law to practical, everyday experiences for the CPA in public, private, and government practices. Also, get updated on the State Board’s rule 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.

Colorado State Board of Accountancy Statues, Rules, and Regulations (CR&R)

COCPA.ORG/CRR-RULES

ON-DEMAND Available 24/7

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 COCPA or Webcast

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

Yellow Book Schedule

THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR.

Register at COCPA.org

Individual Income Tax Workshop (Webcast)

NOVEMBER 7 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee

This course will focus on Tax Developments that affect 2019 Individual Income Tax Return preparation and planning.

Corporate Income Tax Workshop (Webcast)

NOVEMBER 8 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee

This course will review developments that affect 2019 Income Tax Return preparation and 2019 Income Tax planning for businesses.

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

8 COCPA QuickSearch

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment10/29 Glenwood Springs 10:00 - 11:40 am10/29 Grand Junction 4:00 - 5:40 pm10/30 Montrose 10:30 am - 12:10 pm11/18 Durango 2:30 - 4:10 pm11/20 Webcast 10:30 am - 12:10 pm12/13 Webcast 10:30 am - 12:10 pm

Ethics and the AICPA’s Principles, Rules, and Responsibilities10/18 Colorado Springs 10:30 am - 12:10 pm12/2 Webcast 10:30 am - 12:10 pm

Ethics, Blind Spots, and YOU – NEW10/28 Sterling 8:30 am - 12:00 pm11/22 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 10/29 Glenwood Springs 8:00 - 9:40 am10/29 Grand Junction 2:00 - 3:40 pm10/30 Montrose 8:30 - 10:10 am11/18 Durango 12:30 - 2:10 pm11/20 Webcast 8:30 - 10:10 am12/13 Webcast 8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED RULES!

10/18 Colorado Springs 8:30 - 10:10 am12/2 Webcast 8:30 - 10:10 am

COCPA Certificate Programs

Benefits of A Badge

Learn more at cocpa.org/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.

Demonstratecompetenceinyourselectedfieldaboveandbeyondthebaselevelrequirementsneededinthefield.

Gainrecognitionforasignificantprofessionalachievementand allows you to easily share your completion of the program with fellow colleagues and clients.

LIVE at COCPA

September 30 - October 2 New Staffcocpa.org/AICPA-newstaff

October 7 - 8 Experienced Staff/ New In-Chargecocpa.org/AICPA-ExperiencedNew

October 14 - 15 Experienced In-Charge/Seniorcocpa.org/AICPA-senior

AICPA Audit Boot Camp

TheselivecoursesarebroughttotheCOCPAbytheAICPA.FinalregistrationsandpurchasingwillbedonethroughtheAICPAwebsite.

10 COCPA QuickSearch

Webinar Schedule

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)

This is a selection of webinar offerings. To see the entire listing of available courses, please visit www.cocpa.org/online.

Computer Software and Application10/1 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)

11October

Finance10/4 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 Knowledge10/1 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)

Taxes10/2 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)

November 14, 2019Colorado Society of CPAs or WebcastCPE: 8.0

in accounting, auditing, and financial requirements

ACCOUNTINGAUDITING&CONFERENCE

Register today at cocpa.org/AccountingAuditingConf


Live In-Classroom & WebcastThe 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

APPLICATION OF DATA ANALYSIS ESSENTIALS CERTIFICATE

October 23-24COCPA•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.

13October

Course Schedule by Date and Field of Study

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

To register for courses, and full course registration policies, please visit www.cocpa.org.

Unless otherwise noted, all class times are 8:30 am – 4:30 pm.

Key Date Course Title CPE Member Fee

Non-member

FeeLocation

ACCOUNTING & AUDITING10/7-8/19 AICPA Audit Training - Experienced Staff/

New In-Charge16 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 – GOVERNMENTA Y 10/21/19 Accounting and Reporting for

Not-for-Profit Organizations8 370 529 COCPA

A Y +

11/13/19 The New Yellow Book: Government Auditing Standards, 2018 Revision

8 370 529 COCPA

A Y 12/4/19 Governmental Accounting and Auditing Update

8 370 529 COCPA


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

Techniques8 375 535 COCPA

CONFERENCES 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

FINANCEA 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 SERVICESA +

11/12/19 Enterprise Risk Management: New

Approaches for Today’s Complexities8 370 529 COCPA

11/15/19 Operational Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance

8 370 529 COCPA

STATISTICS10/23-24/19 AICPA Application of Data Analysis

Essentials Certificate16 1395 1795 COCPA

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


Non-member

FeeLocation

15October

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)


+ 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)


+ 11/5/19 Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)


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


8 385 550 COCPA

11/8/19 Tax Year In Review and 2019 Planning 8 395 565 Boulder


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


Non-member

FeeLocation

**Updated Date





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


4 225 321 Boulder


4 225 321 Boulder


8 425 607 Durango

12/6/19 Tax Year In Review and 2019 Planning 8 395 565 Ft. Collins


4 185 264 COCPA


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


8 425 607 Pueblo


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


Non-member

FeeLocation

17October

BRUCE M. NELSON, CPA

Register at COCPA.org/NelsonSalesTax

SALES TAX UPDATE COURSES WITH

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 5Denver - December 10On-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 5On-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.

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TAX YEAR IN REVIEW AND 2019 PLANNING

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

with Toby Clary

Documents

QuickSearch October 2019 · Table of Contents 2 2019 CPAs in Industry Conference 3 2019 Governmental Conference 4 October Course Highlights 6 Conference Schedule 7 Yellow Book Schedule