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QuickSearchNovember 2018
COCPA COLORADO SOCIETY OF CPAS
NOVEMBER 8
PAGE TWO
Accounting and Auditing Conference
LO
BACK COVER
Tax Year in Review and 2018 Planning FIND A COURSE NEAR YOU
2 COCPA QuickSearch
Check your email! On September 25th, the Colorado State
Board of Accountancy sent out CPE audit notii cations for the
2016 - 2017 year. Certifi cate holders are responsible for accurate reporting and documentation of all CPE hours completed and must retain documentation for a minimum of 5 years from the end of the year in which the CPE was completed. Documentation must be submitted to the Board upon request.
IF YOU ARE AN ACTIVE CERTIFICATE HOLDER, PLEASE USE THIS
CHECKLIST TO MAKE SURE YOU ARE COMPLIANT:
☐ Name and contact information of CPE program sponsor
☐ My name☐ Title of program☐ Field of Study☐ Date(s) the program was off ered or
completed☐ Location of program, if applicable
☐ Type of instruction/delivery method
☐ Number of CPE credits completed☐ Verifi cation by the CPE program
sponsor (verifi cation may be in the form of a signature, seal, or other similar indicia).
Section 7.3 of the State Board of Accountancy’s Rules lists the acceptable fi eld of studies for your reference. Additionally, section 7.4 provides further details on rules to claim CPE credit for teaching, panel presentations, publishing, college coursework, and specialized programs. You may visit colorado.gov/pacii c/dora/Accountancy for additional rules and regulations.
☐ I have 80 hours of CPE that includes 4 hours of ethics.
☐ The credit I am claiming is no more than 20% in the personal development fi eld of study.
☐ The credit I am claiming is no more than 50% for teaching, publishing articles, or books.
☐ I have certifi cates of completion from the programs that I participated in and they include the following required information:
1November
Table of Contents2 2018 Accounting & Auditing Conference
3 November Course Highlights
6 Conference Schedule
7 Yellow Book Schedule
8 Ethics
10 Webinars
12 Live In-Classroom and Webcast Courses
14 Course Schedule by Date and Field of Study
QuickSearchA Guide to CPE from COCPA.
CPE Director
Rebecca Campbell, CAE
Colorado Society of CPAs
7887 E. Belleview Ave.,
Suite 200
Englewood, CO 80111
303-773-2877
800-523-9082
Fax: 303-773-6344
www.cocpa.org
CPE Operations and
On-Site Programs
Tiff any Carson, CMP
tiff [email protected]
CPE Coordinator
Ashlee Whelan
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 seasonpass.cocpa.org. 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 Oil and Gas Confrenece is not included.
2 COCPA QuickSearch
November 8 | COCPA or Webcast
8:30 – 9:45 amRecent Changes to Accounting and Professional StandardsMark Dauberman, CPA, CGMA, EMBA, Dauberman Enterprises
9:45 – 10:35 amThe FASB’s New Leases StandardMichael Luff, CliftonLarsenAllen LLP
10:35 – 10:45 am Break
10:45 – 11:35 amTax Cuts and Jobs Act UpdateRobb Connor, BKD LLP
11:35 am – 12:15 pmMergers and Acquisitions - Process, Accounting and Tax ImplicationsBrian Zales, CPA, Anton Collins Mitchell LLP
12:15 – 1:05 pm Lunch
1:05 – 1:55 pmGoldilocks and the Big Bad Wolves - What is Trying to Derail our Goldilocks Economy?KC Matthews, CFA, UMB Bank
1:55 – 2:45 pmCyber Threat LandscapeRick Lucy, CISA, CPA, phD, BKD LLP
2:45 – 2:55 pm Break
2:55 – 3:40 pmRevenue Recognition Automation & Revenue Reporting Brad Kelsey, KPMG LLP
3:40 – 4:30 PMBlockchain 101 Dan Domagala, EKS&H LLLP*
ACCOUNTINGAUDITING&CONFERENCE
in accounting, auditing, and fi nancial requirements
Learn more and register at COCPA.org/AccountingAuditingConf
CHALLENGES & CHANGES
* Soon to be Plante Moran
3November
Course HighlightsNOVEMBER
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Retirement: How to Navigate Through the Uncertain VoyageNovember 1 (COCPA)This full day presentation will encompass the must know steps to live out your life with i nancial peace of mind.
Cash Management Techniques, Systems & Solutions: Make Your Money Work HarderNovember 2 (COCPA)This seminar demonstrates how to develop long term and short-term cash management processes, allowing for restful nights and productive days. This session provides timeless cash management techniques and strategies.
Social Security and Medicare: Maximizing Retirement Benei tsNovember 5 (COCPA or Webcast)In this session, you will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.
Health Care Reform Act: Critical Tax and Insurance Ramii cationsNovember 5 (COCPA)The Health Care Reform Act continues to be phased in this year and in future years. This seminar will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.
Hot Tax Planning Developments Under the Current Tax LawNovember 6 (COCPA or Webcast)This course explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill.
IRS Disputes: Identifying Options for Your ClientNovember 6 (COCPA)Learn about what may trigger an audit, how to negotiate with the IRS, settle on appeal, and qualify for an IRS collection program. Represent your client with coni dence and evaluate your client’s best options for dealing with the IRS.
Reviewing Individual Tax Returns: What Are You Missing?November 7 (Durango)November 16 (Longmont)Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff.
4 COCPA QuickSearch
Reviewing Partnership Tax Returns: What Are You Missing?November 7 (Durango)November 16 (Longmont)Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff.
Auditing Employee Beneit PlansNovember 9 (COCPA)This course is designed to give you an understanding of requirements and audit procedures related to deined contribution, deined beneit, and health and welfare plans to help you more effectively plan and carry out your audit.
Employment Law Update: Key Risks and Recent TrendsNovember 13 (COCPA or Webcast)This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces. Know how to react to developing employment issues, understand recent trends in employment claims, and arm yourself with the knowledge and assessment tools that can make a difference for your employer or your clients.
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational PerformanceNovember 14 (COCPA)To provide “hands-on” experience with some of the latest tools and techniques to improve inancial and operational performance, enhancing the role of inance in affecting organizational outcomes while avoiding the pitfalls of more conventional inancial- and performance-management methodologies.
Identity Thet: Preventing, Detecting, and Investigating Identity ThetNovember 14 (COCPA)As the instances of identity theft and data breaches continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Learn this and more in this session.
Annual Tax Update: Corporations and Pass-Through EntitiesNovember 15 (Westminster)Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations.
Annual Update for ControllersNovember 15 (COCPA or Webcast)In this course you will discuss leading-edge topics in managerial accounting and inance in a session that is packed with useful tips and practical guidance that you can apply immediately.
Course HighlightsNOVEMBER
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Analytics and Big Data for AccountantsNovember 16 (COCPA)In this course you will discuss leading-edge topics in analytics and i nance in a session that is packed with useful tips and practical guidance that you can apply immediately.
Accounting and Auditing Update for Small BusinessesNovember 26 (COCPA)This course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors.
The Best S Corporation, Limited Liability, and Partnership UpdateNovember 26 (Ft. Collins)November 27 (Boulder)This year more than ever, practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information.
Forensic Investigations: Key Tools to SuccessNovember 27 (COCPA) This course dives into the unique investigative and communications skills required of the best forensic accountants by teaching you how to conduct interviews and how to provide expert witness testimony in mediations, arbitrations, and governmental hearings.
Preparation, Compilation, and Review Engagements: Update and ReviewNovember 27 (COCPA) If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements.
Corporate Tax Workshop: Get Ready for Busy SeasonNovember 29 (COCPA or Webcast)This course will give you an advantage with our unique perspective on the latest tax changes. In addition, practical, real-life exercises will help you apply what you’ve learned from this comprehensive course.
Advanced Tax Strategies for LLCs & PartnershipsNovember 30 (COCPA)Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure.
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6 COCPA QuickSearch
Conference Schedule
This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-speciic knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2018 conferences are also available via live webcast.
If you are interested in serving on a conference planning committee, please contact Tiffany Carson, [email protected].
11/8 Accounting and Auditing Conference
11/11-13 AICPA Oil and Gas Conference*
12/14 Mix and Match Conference
12/19 SEC and PCAOB Conference
1/16 Don Farmer: Federal Tax Update
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
Oil and Gas Conference Nov. 11–13, 2018 | Denver, CO
CO
AICPAStore.com/oil2018
Strategy begins
with core assets.
Use promo code
COCPA100 to receive a
$100 discount
7November
Yellow Book Schedule
LEARN MORE AT COCPA.org/Government-Certificate
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM
C
OLO
RADO SOCIETY O
F
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RTIF
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PUBLIC ACCOU
N
TA
NT
S
GOVERNMENT
CERTIFICATE of
ACHIEVEMENT
Earn the Governmental Certifi cate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certii cate of Achievement Program?
• To demonstrate your commitment to your career as a governmental accounting professional
• To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment
• To demonstrate competence in the i eld of governmental accounting above and beyond the base level requirements needed in the i eld
• To gain a deeper understanding of the issues involved with governmental accounting
• To learn best practices to work more efi cientlyUpon completion of the courses you will receive a certifi cate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the
governmental arena.
How the Certii cate of Achievement Program Works:
Choose qualifying courses totaling 40 hours of governmental CPE, and register online. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program.
12/3Governmental Accounting and Auditing Update
COCPA or Webcast
12/4 Real-World Frauds Found in Governments (4 hrs) COCPA
12/4 Real-World Frauds Found in Not-for-Proi ts (4 hrs) COCPA
12/5 Yellow Book: Government Auditing Standards COCPA
8 COCPA QuickSearch
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
11/7 COCPA or Webcast 2:30 - 4:20 pm
12/7 COCPA or Webcast 2:30 - 4:20 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities
12/5 Webcast 10:30 am - 12:10 pm
The A.R.T. of Work: Accountability, Respect, and Trust
11/7 COCPA or Webcast 12:30 - 2:20 pm
12/7 COCPA or Webcast 12:30 - 2:20 pm
The Psychology of Ethics
11/28 COCPA or Webcast 8:30 am - 12:00 pm
When Good CPAs Go Bad: Ethics & Cases
11/7 COCPA or Webcast 8:30 am - 12:00 pm
12/7 COCPA or Webcast 8:30 am - 12:00 pm
Colorado Board of Accountancy Statutes, Rules, and Regulations
12/5 Webcast Only 8:30 - 10:10 am
2018 Ethics Schedule
Video On-Demand EthicsColorado State Board of Accountancy Statutes, Rules, and Regulations This video-based program fulills the Colorado State Board of Accountancy’s ethics requirement for active certiicate holders. It also fulills the CR&R requirement that newly licensed certiicate holders must meet within six months of licensure.
Making Ethics Count: CPAs & Ethics Also video-based, this course fulills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and information-illed interactive course.
The AICPA’s Principles, Rules, & Responsibilities This last video-based course also fulills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.
Visit COCPA.org/On-Demand to browse all courses.
9November
THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR
“18 years of attending Don Farmer tax workshops
and he’s still the best!”
Don Farmer’s 2018 Individual Income Tax WorkshopNovember 8 [Webinar with Walter Nunnallee]
Don Farmer’s 2018 Corporate Income Tax WorkshopNovember 9 [Webinar with Walter Nunnallee]
Don Farmer: Federal Tax UpdateJanuary 16
CPExpressConvenience. Learning. Value.
Learn more at COCPA.org/CPExpress
Get unlimited online access to quality
CPE courses from AICPA subject matter
experts on essential topics including Tax,
Accounting, Assurance, Ethics, Employee
Benefi ts Plan, Not-For-Profi t, Fraud and
Forensics and more.
10 COCPA QuickSearch
Webinar Schedule
Accounting and Auditing
11/2 Commonly Missed Analytical Procedures (2 hrs)
11/5 Revenue Recognition Risks NOT in the New Standard (2 hrs)
11/7 Advanced Cost Accounting - Assigning Overhead (2 hrs)
11/8 Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (2 hrs)
11/9 Revenue Recognition: Mastering the New FASB Requirements (8 hrs)
11/13 Driver-based Budgeting & Rolling Forecasts for Fast Analysis (1.5 hrs)
11/14 Leases: Mastering the New FASB Requirements (8 hrs)
11/19 Annual Update for Accountants and Auditors (8 hrs)
11/20 Financial and Tax Accounting for S Corporations (4 hrs)
11/21 Analyzing a Company’s Financial Statement (4 hrs)
Accounting and Auditing (Government)
11/14 5 Elements of a Finding (Yellow Book) (2 hrs)
11/21 Governmental Pensions: Prepare for a Changing Landscape (4 hrs)
11/27 Audit Methodologies and Documentation (2 hrs)
11/30 GASB No. 74 & 75: Best Practices in OPEB Accounting & Auditing (4 hrs)
Business Law
11/7Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)
11/30 Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
11/5How to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance (2 hrs)
11/13 Don’t Let Conlict Derail your Relationships (2 hrs)
11/14 3 Market Analysis Priorities to Drive Proitability (2 hrs)
11/16The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
11/19 Leadership Skills for Peak Performance in 21st Century (2 hrs)
11/20 Controller Series: National Infrastructure (1 hr)
11November
Computer Software and Application
11/6 Advanced Gmail for Accountants (2 hrs)
11/8 Introduction to Data Analytics and Microsoft PowerBI Tools (2 hrs)
11/12 MS PowerPoint - Create Presentations that Engage Your Audience (2 hrs)
11/28 Mastering Data Preparation and Analysis in Excel (2 hrs)
11/29 Guide to Cyber Security Planning (2 hrs)
11/30 Excel Power Pivot - Take PivotTables to the Next Level (8 hrs)
Finance
11/9 Controller’s Update: Today’s Latest Trends (4 hrs)
11/9 Cash Conversion Cycle: Tools and Techniques (2 hrs)
11/21 Financial Forecasting: Planning for Success (4 hrs)
11/26 Debt or Equity: Which Will Your Organization Need Next? (2 hrs)
Specialized Knowledge
11/5 KPI Dashboards - The New Financial Reporting Model (2 hrs)
11/7Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
11/9OneNote - Mastering Organization of Your Notes & Correspondence (2 hrs)
11/13 How to Build a Virtual Accounting Services Practice (3 hrs)
Taxes
11/1 Form 990: Exploring the Form’s Complex Schedules (8 hrs)
11/8 Capitalization, Expensing and Depreciation Update (2 hrs)
11/12 Year-End Tax Planning: Thinking Outside the Box (2 hrs)
11/14 After Tax Reform: New Choice of Entity Decision (2 hrs)
11/15 Accounting Methods & Periods: Including Form 3115 (2 hrs)
11/16 New Partnership Audit Rules (2 hrs)
11/20 Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
11/21 Advanced Tax Planning S Corporations (8 hrs)
11/26 A New Look at Partnerships and LLCs (2 hrs)
12 COCPA QuickSearch
Live In-Classroom & WebcastThe following courses are off ered live in-person, as well as live via webcast. For more webcast classes, visit www.cocpa.org.
11/5 Social Security and Medicare: Maximizing Retirement Benei ts (4 hrs)
11/6 Hot Tax Planning Developments Under the Current Tax Law (4 hrs)
11/8 2018 Accounting and Auditing Conference
11/13 Employment Law Update: Key Risks and Recent Trends
11/15 Annual Update for Controllers
11/29 Corporate Tax Workshop: Get Ready for Busy Season
12/3 Governmental Accounting and Auditing Update
12/11 Construction Contractors: Accounting, Auditing, and Tax
12/14 2018 Mix and Match Conference
12/19 2018 SEC and PCAOB Conference
12/20 Tax Year in Review and 2018 Planning
1/16 Don Farmer: Federal Tax Update
REGISTER TODAY AT COCPA.org/MixMatch
MIX
MATCHCO N F E R E N C E
December 14, 2018 | Denver | CPE: 8.0
A POTPOURRI OF CPE
TECHNOLOGY
INDUSTRY
TAX
TOPICS INCLUDE
� Emerging Technologies Including
Blockchain & Cryptocurrency
� Evolving Role of the Controller/CFO
� Wayfair Decision and Colorado Tax Update
Choose from three tracks:
This is a comprehensive, integrated
curriculum that provides tax training
for four different experience levels
and is available in different formats.
You can complete one or more
programs or save by purchasing the
complete bundle!
Complete 40 hours of CPE and earn this badge to be recognized for your accomplishment!
13November
Audit Staff Essentials Coming Soon!
Level 1: New Staff
cocpa.org/Tax-Staff-Essentials-1
� Tax Research I
� Individual Tax Fundamentals
� Capitalized Costs and Depreciation
� Working Paper Documentation
� S Corporation Fundamentals
� Effective Business Communication
Level 3:Tax Senior/Supervisor
cocpa.org/Tax-Staff-Essentials-3
� Income Tax Accounting
� Estate and Trust Primer
� Advanced Tax Planning S
Corporations
� Introduction to Business
Acquisitions
� Tax Year in Review and 2018
Planning
� Form 990: Mastering its Unique
Characteristics
Level 4:Tax Manager/Director
cocpa.org/Tax-Staff-Essentials-4
� IRS Audits
� Advanced Taxation Partnerships
& LLCs
� International Taxation
� Advanced Income Tax Accounting
� Tax Year in Review and 2018
Planning
� Don Farmer: Federal Tax Update
Level 2: Experienced
cocpa.org/Tax-Staff-Essentials-2
� Multistate Taxation
� Tax Accounting for Inventories
� Taxation of Property Transactions
� Tax Research 2
� Taxation of Corporations
� Accounting Methods and Periods
� Choice of and Formation of Entity
� Intermediate Individual Taxation
14 COCPA QuickSearch
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 2018
: Live-Streaming Webcast
Y: Meets Yellow Book Requirement
To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For 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 AND AUDITING
11/8/2018 2018 Accounting and Auditing Conference 8 375 535 COCPA
A 11/9/2018 Auditing Employee Beneit Plans 8 370 529 COCPA
A 11/14/2018 Identity Theft: Preventing, Detecting, and Investigating Identity Theft
8 370 529 COCPA
A 11/26/2018 Accounting and Auditing Update for Small Businesses
8 370 529 COCPA
11/27/2018 Forensic Investigations: Key Tools to Success (8:30 am - 12:00 pm)
4 185 264 COCPA
11/27/2018 Preparation, Compilation, and Review Engagements: Update and Review (12:30 - 4:00 pm)
4 185 264 COCPA
12/10/2018 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
4 185 264 COCPA
12/10/2018 The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4 185 264 COCPA
A 12/11/2018 Construction Contractors: Accounting, Auditing, and Tax
8 370 529 COCPA
12/17/2018 - 12/18/2018
SEC Reporting 16 695 994 COCPA
12/19/2018 2018 SEC and PCAOB Conference 8 375 535 Denver
ACCOUNTING AND AUDITING – GOVERNMENT
YA 12/3/2018 Governmental Accounting and Auditing Update
8 370 529 COCPA
Y+ 12/4/2018 Real-World Frauds Found in Governments (8:30 am - 12:00 pm)
4 185 264 COCPA
15November
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
Y+ 12/4/2018 Real-World Frauds Found in Not-for-Proits (12:30 - 4:00 pm)
4 185 264 COCPA
YA 12/5/2018 Yellow Book: Government Auditing Standards
8 370 529 COCPA
ADMINISTRATIVE PRACTICE
11/1/2018 Retirement: How to Navigate Through the Uncertain Voyage
8 370 529 COCPA
BUSINESS LAW
A 11/13/2018 Employment Law Update: Key Risks and Recent Trends
8 370 529 COCPA
FINANCE
11/2/2018 Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder (8:30 am - 12:00 pm)
4 185 264 COCPA
11/14/2018 Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
8 370 529 COCPA
A 11/15/2018 Annual Update for Controllers 8 370 529 COCPA
A 11/16/2018 Analytics and Big Data for Accountants 8 370 529 COCPA
12/12/2018 Thriving In a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (8:30 am - 12:00 pm)
4 195 280 COCPA
12/12/2018 Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (12:30 - 4:00 pm)
4 195 280 COCPA
12/13/2018 Current Developments and Best Practices For Today’s CFOs and Controllers
8 385 550 COCPA
SPECIALIZED KNOWLEDGE
12/14/2018 2018 Mix and Match Conference 8 375 535 Denver
TAXES
11/5/2018 Social Security and Medicare: Maximizing Retirement Beneits (8:30 am - 12:00 pm)
4 185 264 COCPA
11/5/2018 Health Care Reform Act: Critical Tax and Insurance Ramiications (12:30 - 4:00 pm)
4 185 264 COCPA
11/5/2018 Tax Year in Review and 2018 Planning 8 410 585 Steamboat Springs
16 COCPA QuickSearch
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
11/6/2018 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4 185 264 COCPA
11/6/2018 IRS Disputes: Identifying Options for Your Client (12:30 - 4:00 pm)
4 185 264 COCPA
11/7/2018 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 200 285 Durango
11/7/2018 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 200 285 Durango
11/12/2018 Tax Year in Review and 2018 Planning 8 395 565 Grand Junction
11/13/2018 Tax Year in Review and 2018 Planning 8 410 585 Glenwood Springs
A 11/15/2018 Annual Tax Update: Corporations and Pass-Through Entities
8 395 565 Westminster
11/16/2018 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 200 285 Longmont
11/16/2018 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 200 285 Longmont
11/26/2018 The Best S Corporation, Limited Liability, and Partnership Update
8 395 565 Ft. Collins
11/27/2018 The Best S Corporation, Limited Liability, and Partnership Update
8 395 565 Boulder
A 11/29/2018 Corporate Tax Workshop: Get Ready for Busy Season
8 370 529 COCPA
11/29/2018 Tax Year in Review and 2018 Planning 8 395 565 Pueblo
A 11/30/2018 Advanced Tax Strategies for LLCs & Partnerships
8 370 529 COCPA
11/30/2018 Tax Year in Review and 2018 Planning 8 395 565 Colorado Springs
12/3/2018 Tax Year in Review and 2018 Planning 8 395 565 Longmont
12/4/2018 Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 200 285 Pueblo
12/4/2018 Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4 200 285 Pueblo
12/5/2018 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 185 264 COCPA
12/5/2018 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 185 264 COCPA
12/6/2018 Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 185 264 COCPA
17November
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
12/6/2018 Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4 185 264 COCPA
12/6/2018 Tax Year in Review and 2018 Planning 8 410 585 Durango
A 12/7/2018 Annual Tax Update: Corporations and Pass-Through Entities
8 395 565 Colorado Springs
A 12/10/2018 Annual Tax Update: Corporations and Pass-Through Entities
8 395 565 Grand Junction
12/11/2018 Tax Year in Review and 2018 Planning 8 395 565 Boulder
12/11/2018 Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 200 285 Glenwood Springs
12/11/2018 Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 200 285 Glenwood Springs
12/13/2018 Tax Year in Review and 2018 Planning 8 395 565 Ft. Collins
12/17/2018 Tax Year in Review and 2018 Planning 8 395 565 Westminster
12/20/2018 Tax Year in Review and 2018 Planning 8 370 529 COCPA
1/16/2019 Federal Tax Update 8 425 609 Denver
11/7/2018
11/7/2018
Ft. Collins
11/27/2018
370
Advanced Tax Strategies for LLCs & 370
SEC & PCAOBCONFERENCE
Ever since the SarbanesOxley Act of 2002, CPAs have an elevated opportunity
to provide expertise and guidance to benefi t their organizations and the public. At the annual SEC and PCAOB Conference, attendees can expect to learn
about new regulatory issues and how they will af ect audits, reporting, and governance for public companies. The conference also provides a unique
opportunity for networking with those in this specialized industry.
December 19, 2018 | Denver | CPE: 8.0
VISIT COCPA.ORG/SECPCAOB TO REGISTER
NEW INSIGHTS FOR A CHANGING REGULATORY LANDSCAPE
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Toby Clary’s Tax Year in Review and 2018 Planning course will cover revenue rulings, notices and tax cases you’ll need to know for the 2018 tax season.
TOPICS
Colorado Tax Update
Tax Cuts and Jobs Act
199A in Depth - Deduction for QBI
New Proposed Regulations
The Wayfair Decision - State Taxing of Internet Sales
Planning Points Under the New Law
TAX YEAR IN REVIEW AND 2018 PLANNING
with Toby ClaryFIND A COURSE NEAR YOU!
11/5 - Steamboat Springs
11/12 - Grand Junction
11/13 - Glenwood Springs
11/29 - Pueblo
11/30 - Colorado Springs
12/3 - Longmont
12/6 - Durango
12/11 - Boulder
12/13 - Ft. Collins
12/17 - Westminster
12/20 - COCPA or Webcast
Register online at cocpa.org