quicksearch august/september 2020 · table of contents 2 marijuana business symposium 3 technology...

2020 Women’s SummitAUGUST 28

PAGE 3

2020 Technology ConferenceAUGUST 26-27

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2020 Marijuana Business SymposiumAUGUST 13

QuickSearchAugust/September 2020

CPE CATALOG

COOL OFF WITH

Implementing Covid-19 Legislation • FREE

7 Tips To Super-Charge Your Online Communication • CPE: 1.0

2019 Colorado State Board of Accountancy Statutes, Rules, and Regulations (CR&R) • CPE: 2.0

Ethics: Making Ethics Count • CPE: 2.0

Ethics: The AICPA’s Principles, Rules & Responsibilities • CPE: 2.0

How Much Are Your Ethics Worth? • CPE: 2.0

Legislative Update: Colorado Sales and Use Tax • CPE: 1.0

Sales Tax – Current Developments, Problem Areas, and Opportunities • CPE: 4.0

Retirement Planning - Solutions to the Three Primary Investment Risks • CPE: 2.0

COCPA’s on-demand CPE offerings are designed to bring you the CPE training you need on the schedule that works best for you. Our on-demand courses are available anywhere, any time, and cover the relevant topics that matter to you.

ON-DEMAND COURSES

Learn more at COCPA.org/On-Demand-COCPA

Learn more at COCPA.org/On-Demand

Additional Hits!

Advanced Controller and CFO Skills • 8.5 CPE

Blockchain Fundamentals for Accounting and Finance Professionals Certificate • 16 CPE

Data Analysis with PowerPivot • 0.5 CPE

Introduction to Business Acquisitions • 11 CPE

Revenue Recognition: Mastering the New FASB Requirements • 6 CPE

Table of Contents2 Marijuana Business Symposium

3 Technology Conference

4 Women’s Summit

5 2020 Conference Schedule

6 Yellow Book Schedule

7 Ethics

8 Webinar Schedule

10 COCPA Webcast Schedule

12 August/September Course Highlights

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 Isard, [email protected]

COVID and COCPA CPE: What to ExpectThe COCPA takes your health and comfort very seriously. With all the changes COVID-19 has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect.

Virtual Events Only Through April 30, 2021For the safety of all, the COCPA has made the decision to move ALL CPE Events for the year (through April 30, 2021) to a virtual format!

Learn more at cocpa.org/covid-cpe-updates

• We will continue offering webcast and self-study options.

• We will work with vendors weekly to add new COVID-related offerings to the course catalog.

• We are working closely with our speakers to ensure their comfort with speaking virtually.

• We are seeking any feedback that will help us tweak programming for the better.

2 COCPA QuickSearch

August 13, 2020 | CPE: 8.0Learn more and register at COCPA.org/MBS

8:30 – 9:20 am

Emerging and Evolving Issues in Cannabis: An Update on the Industry Post COVID-19Jim Marty, CPA, Bridge West CPAs and Consultants, LLCRon Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLP

9:20 – 10:10 am Marijuana Enforcement Division UpdateJim Burack, CDOR Marijuana Enforcement Division

10:10 – 10:20 am Break

10:20 – 11:10 am Best Practices for the Cannabis Tax PractitionerBernie Taillon, CPA, BTS Inc

11:10 am – 12:00 pm

Financial Statement Audits of Cannabis Companies – A Discussion of Some of the Challenges that can be EncounteredCalvin Shannon, Bridge West CPAs and Consultants, LLC

12:00 – 1:00 pm Lunch

1:00 – 1:50 pmDeveloping Intellectual Assets in Cannabis Despite Federal IllegalityDaniel Kramer, McAllister Garfield, PC

1:50 – 3:05 pmHemp 2020, An UpdateJim Marty, CPA (Moderator), Bridge West CPAs and Consultants, LLCDavid Bush, Esq., Hoban Law GroupKevin Pilarski, Revolution Global

3:05 – 3:15 pm Break

3:15 – 4:30 pmWhat We Have Learned in the Past DecadeJim Marty, CPA, Bridge West CPAs and Consultants, LLCRon Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLPBernie Taillon, CPA, BTS Inc

NOW VIRTUAL!

3August/September

August 26-27, 2020 | Webinar | CPE: 16.0

Day 1 Highlights Day 2 Highlights

Learn more and register at COCPA.org/TechConf

Tech Update - A 2020 Vision

Transforming Your CPA Firm

Mastering Advanced Excel Functions and Formulas

Envisioning Your Mid-Market Accounting Solution

Improving Productivity with Microsoft 365 Cloud Applications

The New Normal Of Working Remotely – Best Practices for Success

The Very Real Risk of Ransomware

Understanding Workflow and Automation Essentials

Advanced Topics in Power BI

Choosing Small Business Accounting Solutions

Emerging Technologies – 2020 and Beyond

Enhancing Small Business Accounting with Add-Ons

Implementing Security and Privacy Policies

Next Generation Excel Reporting

The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

4 COCPA QuickSearch

August 28, 2020 | CPE: 8.0Learn more and register at COCPA.org/WomensSummit

8:30 – 9:20 am Ethics: What is YOUR Responsibility as a Female Leader?Amanda “Jo” Erven, CPA, CIA, CFE, Audit. Consulting. Education. LLC

9:20 – 10:10 am Listening: Foundation and Gateway To Success Lorrie Blanchard Tietze, Interface Consulting LLC

10:10 – 10:20 am Break

10:20 – 11:10 am Delegate to ElevateStacy Kuxhausen, CPA, CliftonLarsonAllen LLP

11:10 am – 12:00 pm C-Suite - Perspective from the Top PanelKate Ferreira - Moderator, OpHaus

12:00 – 1:30 pm Women to Watch Luncheon

1:30 – 2:20 pmMission: Mentoring PanelMelissa Hooley, CPA, CGMA - Moderator, ACM LLPSharon Lassar, Ph.D, CPA, School of Accountancy Daniels College of Business University of Denver

2:20 – 3:10 pm Transition with GraceBecky Cooper, ACC, Innerwoven

3:10 – 3:20 pm Break

3:20 – 4:10 pmTechnology in the Fourth Industrial Revolution Sara Haveman, CPA, DeloitteRhonda Willert, DeloitteMeghan Eifealdt, CPA, FinancialForce

4:10 – 5:00 pm The Art of Connecting in Business Amy Reczek, Sales and Presence, Inc.

NOW VIRTUAL!

5August/September

This year’s conferences are one of the best ways to get the latest information from industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. All 2020 conferences are now being held via webcast.

If you are interested in serving on a conference planning committee, please contact Tiffany Carson, [email protected].

8/13 Marijuana Business Symposium

8/26-27 Technology Conference

8/28 Women’s Summit: Strategies for the Successful Woman Professional

10/22 Governmental Conference

10/28 CPAs in Industry Conference

11/9-11 AICPA Forensic & Valuation Services Conference*

11/17-18 AICPA Oil and Gas Conference*

11/18 - 19 Accounting and Auditing Conference (Two 4 hour days!)

12/14 SEC and PCAOB Conference

12/17 Mix and Match Conference

1/19/21 Don Farmer: Federal Tax Update

Conference Schedule

*This conference is produced by the AICPA and does not qualify for the Season Pass program.

Learn more at COCPA.org/CPExpress

Colorado Enterprise Zone Tax Credits: How This Program Works

The Colorado Enterprise Zone tax credit program is one the most accessible and utilized business support tools that the state has to offer to businesses all around Colorado. In the educational seminar, we will discuss the different state income tax credits under the enterprise zone program including; requirements, credit rates, and how to calculate the credits. We will also discuss the application process including eligibility (location), pre-certification, certification, and income tax filing. Finally, we will go over some common issues that we see from CPA’s around the state and country. This session will help prepare you to take full advantage of the Enterprise Zone program and better support your clients.OCTOBER 23 AT 8:30 AM

FREE WEBCAST

6 COCPA QuickSearch

8/24-25 Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4 Hour Sessions!)

11/9 Real-World Frauds Found in Governments and Not-for-Profits

11/30 The New Yellow Book: Government Auditing Standards, 2018 Revision


12/10 Governmental and Not-for-Profit Annual Update


Yellow Book Schedule

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.

Ethics Schedule

7August/September

Becoming The Everyday Ethicist

8/25 Webcast 8:30 - 10:10 am10/27 Webcast 8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations

9/22 Webcast 9:30 - 11:10 am11/11 Webcast 9:30 - 11:10 am12/9 Webcast 9:30 - 11:10 am

Ethics and the AICPA’s Principles, Rules, and Responsibilities

11/11 Webcast 11:30 am - 1:10 pm12/9 Webcast 11:30 am - 1:10 pm

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment


The Ethics of Care in the Workplace - NEW

11/20 Webcast 8:30 - 10:10 am12/21 Webcast 8:30 - 10:10 am

YES YOU CAN: Auditing Culture & Ethics at Your Organization


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

8 COCPA QuickSearch

Webinar Schedule

Accounting and Auditing 8/19 Accounting for Digital Assets under US GAAP (1 hr)

8/20 Blockchain Implications for Audit and Assurance Services (5.5 hrs)

8/26 Communicating Financial Information to Non-Accountants (2 hrs)

9/2 Integrating Audit Data Analytics into the Audit Process (8 hrs)

9/15 Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)

9/16 Annual Update for Accountants and Auditors (8 hrs)

9/23 Making Internal Audit an Asset for the CFO (2 hrs)

9/25 A/R and A/P: Effective Management Techniques (2 hrs)

9/29 FASB’s New Lease Accounting Standard (2 hrs)

Accounting and Auditing (Government)9/14 Governmental Accounting and Auditing Update (8 hrs)

9/21 Governmental and Not-for-Profit Annual Update (8 hrs)

9/22 Applying the Uniform Guidance in Your Single Audits (8 hrs)

Business Law8/21 Employment Law Update: Reducing Employer Liability (4 hrs)

9/9 Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

Business Management and Organization8/12 4 Critical Factors to Create Sustainable Growth (2 hrs)

8/19 Change the Way You Work: Success as a Virtual CFO (4 hrs)

8/28 Critical Thinking for Financial Professionals (1 hr)

9/4 Dream Wide Awake: Overcoming What Limits You in Life! (2 hrs)

9/21 Data Analytics Executive Program (5 hrs)

9/22 A Look Into The Future (1 hr)

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

Computer Software and Application8/19 Excel – From a Blank Sheet to a Finished Workbook (2 hrs)

8/20 Excel – Advanced Financial and Statistical Calculations (2 hrs)

8/31 Excel – Feature Review in 100 minutes (2 hrs)

9/8 Excel Bootcamp – Building Great Spreadsheets (8 hrs)

9/21 Use Power Pivot to Build More Powerful Pivot Tables (2 hrs)

9/24 Excel – New Features That Benefit Excel 2019 & O365 Users (2 hrs)

9August/September

Finance8/17 Cash Conversion Cycle: Tools and Techniques (2 hrs)

8/24 Controller’s Update: Today’s Latest Trends (4 hrs)

9/10 Recession Preparedness for Businesses (1 hr)

9/16 Debt or Equity: Which Will Your Organization Need Next? (2 hrs)

9/21 Unlocking the Mysteries of Key Person Value (2 hrs)

Specialized Knowledge8/11 Value Pricing – Getting Started (2 hrs)

8/28 Keeping Retirement SECURE – New Act…New Opportunities (1 hr)

9/1 Things I Think I Think: Valuation of Intellectual Property (2 hrs)

9/22 Demystifying Artificial Intelligence (3.5 hrs)

9/25 At Capacity: The Tough Questions (1 hr)

Taxes8/18 Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (1 hr)

8/20 Guide to 1041 Preparation of Estates and Trusts (2 hrs)

8/25 Intermediate Individual Taxation (8 hrs)

9/1 Reporting Managers & Their Compensation: Form 990 Part VII-A (2 hrs)

9/2 Keeping your Clients out of IRS Jail (2 hrs)

9/11 Nonprofit Taxation: Understanding the New Rules (2 hrs)

9/17 SECURE Act: A Seismic Shift in Your Clients’ Tax and Financial Plans (2 hrs)

9/22 Getting Personal: Individual Tax Update (2 hrs)

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 Benefits Plan, Not-For-Profit, Fraud and Forensics and more.

10 COCPA QuickSearch

Webcast Schedule

The following online courses are presented by the Colorado Society ofCPAs. For more webcast classes, visit www.cocpa.org/online.

8/14 IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count

8/18 Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)

10/19 K2’s Technology for CPAs - Don’t Get Left Behind

10/20 K2’s Budgeting and Forecasting Tools and Techniques

11/5 Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm)

11/6 Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm)

11/16 Annual Tax Update: Corporations and Pass-Through Entities

11/17 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

11/17 Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

11/18 - 19 Accounting and Auditing Conference (Two 4-hour Days!)


12/8 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)

12/9 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)

12/10 Annual Update for Controllers

12/14 Revenue Recognition: Mastering the New FASB Requirements

12/15 Leases: Mastering the New FASB Requirements


12/18 Tax Year in Review and 2020 Planning

1/19/21 Don Farmer: Federal Tax Update

COCPA Customized Team Training makes it possible to customize learning and CPE for your staff’s specific needs. Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, & length. Lead the session yourself while letting us supply the materials, or bring in one of our expert instructors to guide the discussion according to your goals. We’ll work with you to bring a customized course directly to your office, in-person or virtually!

View full course list and custom options at COCPA.org/customize

High-quality, specialized CPE for your team

CUSTOMIZED TEAM TRAINING

FEATURED SPEAKERS

Amanda “Jo” Erven Ethics

Keely Gohl Auditing

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 $50 OR MORE PER 8-HOUR COURSE!

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

120 hrs 80 hrs 40 hrs 24 hrs$4,800 $3,200 $1,600 $960


Course HighlightsAUGUST/SEPTEMBER

IRAs, Roth IRAs, SEPs and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count August 14Tightening down the hatches and intelligently using tax breaks to help leverage one’s future is critical to being able to retire and retire well. This course focuses on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts and related arrangements.

Colorado’s Health Insurance MarketplaceAugust 18 (8:30 am - 9:20 am) Learn about the latest developments in Colorado’s health insurance marketplace. Topics include current intersection of the Affordable Care Act and individual tax filing, information and resources for Advance Premium Tax Credits and completing Form 8962, problem solving at tax filing time, and updates to State and Federal health care reform including Easy Enrollment legislation in Colorado.

Not-for-Profit Financial Reporting: Mastering the Unique RequirementsAugust 24-25 (Two 4-Hour Sessions!)Do you know what makes not-for-profit accounting and financial reporting different? Avoid the potholes of confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits different.

Worried about how the COVID-19 virus is impacting you or your clients’ investments and retirement plans? If so, tune in to this on-demand webcast and Mark will guide you through a study of past great bear markets and the portfolio strategies that have weathered the storm the best.

**Please Note** There is NO CPE for this recorded event.

Instructor: Mark Smith

Register now at cocpa.org/Bear-Markets

How to Navigate Bear Markets:

The COVID-19 Crisis FREE

13August/September

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.

Y: Meets Yellow Book Requirement +: New Course in 2020

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

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

Key Date Course Title CPE Member Fee

Non-member

Fee

ACCOUNTING & AUDITING

A Y 8/24-25/20 Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4-Hour Sessions)

8 370 529

A 10/21/20 Annual Update for Accountants and Auditors 8 370 529

A 10/26/20 Annual Update for Accountants and Auditors 8 395 565

+ A 11/4/20 Audits of Employee Benefit Plans Subject to ERISA 8 370 529

11/13/20 Accounting and Auditing Update (8:30 am - 12:00 pm) 4 199 285

11/20/20 Accounting and Auditing Update (8:30 am - 12:00 pm) 4 199 285

12/9/20 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)

4 185 264

A 12/14/20 Revenue Recognition: Mastering the New FASB Requirements 8 370 529

A 12/15/20 Leases: Mastering the New FASB Requirements 8 370 529

ACCOUNTING & AUDITING – GOVERNMENT

A Y 11/9/20 Real-World Fraud Found in Governments and Not-for-Profits 8 370 529

A Y 11/30/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 395 565

A Y 12/1/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 370 529


A Y 12/10/20 Governmental and Not-for-Profit Annual Update 8 395 565

A Y 12/16/20 Governmental and Not-for-Profit Annual Update 8 370 529

BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE

+ 10/30/20 Legal Issues in the Workplace (12:30 - 4:00 pm) 4 199 285

+ 11/19/20 Legal Issues in the Workplace (8:30 am - 12:00 pm) 4 185 264

A 12/10/20 Annual Update for Controllers 8 370 529

12/11/20 Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)

4 185 264

12/11/20 Developing Your Digital Mindset (12:30 - 4:00 pm) 4 185 264

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY

10/19/20 K2’s Technology for CPAs - Don’t Get Left Behind 8 370 529

10/20/20 K2’s Budgeting and Forecasting Tools and Techniques 8 370 529

+ 11/10/20 Transform Your Organization With Office 365 and Team 8 375 535

+ 11/11-12/20 Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI 16 700 1,000

CONFERENCES

8/13/20 Marijuana Business Symposium 8 375 535

8/26/20 Technology Conference - Day 1 8 375 535

8/27/20 Technology Conference - Day 2 8 375 535

8/28/20 Women’s Summit: Strategies for the Successful Woman Professional 8 385 550

Y 10/22/20 Governmental Conference 8 375 535

10/28/20 CPAs in Industry Conference 8 375 535


Non-member

Fee

15August/September

11/18-19/20 Accounting and Auditing Conference 8 375 535

12/14/20 SEC and PCAOB Conference 8 375 535

12/17/20 Mix and Match Conference 8 375 535

PERSONNEL/HR

8/14/20 Enhancing Team and Interpersonal Effectiveness (8:30 am - 12:00 pm) 2 95 135

9/23/20 Leadership Essentials: Delegation and One on Ones (8:30 - 9:30 am) 1 49 70

10/29/20 Developing a Resilient Mindset (8:30 am - 12:00 pm) 2 95 135

11/13/20 Leading Change (8:30 am - 12:00 pm) 2 95 135

12/4/20 Inspiring and Motivating Others (8:30 am - 12:00 pm) 2 95 135

SPECIALIZED KNOWLEDGE

+ 8/18/20 Colorado’s Health Insurance Marketplace (8:30 - 9:20 am) 1 49 70

TAX

+ 8/14/20 IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count

8 370 529

10/29/20 Tax Year in Review and 2020 Planning - Sterling 8 385 550

+ 10/30/20 Real Estate Taxation (8:30 am - 12:00 pm) 4 199 285

11/2/20 Tax Year in Review and 2020 Planning - Boulder 8 395 565

+ 11/3/20 Real Estate Taxation (8:30 am - 12:00 pm) 4 185 264

11/5/20 Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm) 8 290 390

11/6/20 Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm) 8 290 390

11/12/20 Tax Year in Review and 2020 Planning - Pueblo 8 395 565


Non-member

Fee


11/12/20 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4 199 285

+ 11/12/20 Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4 199 285


4 199 285

11/13/20 Tax Year in Review and 2020 Planning - Colorado Springs 8 395 565

A 11/16/20 Annual Tax Update: Corporations and Pass-Through Entities 8 370 529


4 185 264

+ 11/17/20 Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4 185 264

11/19/20 Tax Year in Review and 2020 Planning - Durango 8 410 585

12/1/20 Tax Year in Review and 2020 Planning - Glenwood Springs 8 395 565

12/2/20 Maximizing Your Social Security Benefits (8:30 am -12:00 pm) 4 199 285

12/2/20 Maximizing Your Social Security Benefits (1:00 - 4:30 pm) 4 199 285

12/3/20 Maximizing Your Social Security Benefits (8:30 am - 12:00 pm) 4 185 264

+ 12/3/20 Required Minimum Distributions: Compliance and Planning (12:30 - 4:00 pm) 4 185 264

12/4/20 Social Security and Medicare: Planning for You and Your Clients 8 410 585

12/7/20 Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm) 4 185 264

12/7/20 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm) 4 185 264


Non-member

Fee

17August/September

SOC for Service Organizations Virtual School

Outsourcinghasbecomeatrendalongwithexpandeduseoftechnologydrivingtheneedforreportingonsystemandorganizationcontrols(SOC).Userentitiesarelookingtoyoutoprovidereliablereportsoncontrolsatserviceorganizations.JoinusforourSOCforServiceOrganizationsVirtualSchool.Thismust-attendeventfeaturesinstructorguideddiscussionsandapplicationexercisescoveringcomplexSOCforServiceOrganizations-relatedsituationstoprepareyouforyournextengagement.

Learn more at AICPAstore.com

Two opportunities to attend! August 10-11 and August 25-26

12/7/20 Tax Year in Review and 2020 Planning - Ft. Collins 8 395 565

12/8/20 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm) 4 185 264

12/8/20 Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm) 4 185 264

12/8/20 Tax Year in Review and 2020 Planning - Longmont 8 395 565

12/11/20 Tax Year in Review and 2020 Planning - Steamboat 8 410 585


4 199 285

12/14/20 Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm) 4 199 285

12/15/20 Annual Tax Update: Corporations and Pass-Through Entities 8 395 565

12/16/20 Tax Year in Review and 2020 Planning - Westminster 8 395 565

12/18/20 Tax Year in Review and 2020 Planning - Denver 8 370 529

1/19/21 Federal Tax Update 8 425 607


Non-member

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AUGUST 14 Enhancing Team and Interpersonal Effectiveness

SEPTEMBER 23 Leadership Essentials: Delegation and One on One

OCTOBER 29 Developing a Resilient Mindset

NOVEMBER 13 Leading Change

DECEMBER 4 Inspiring and Motivating Others

NOW FULLY VIRTUAL

Enhance your leadership skills with this 9-hour CPE series!Attendees must register for all courses in the series.

REGISTER AT COCPA.org/LeadershipSkills

T H E 2 0 2 0 C O C PA

LEADERSHIP SKILLS S E R I E S

with Anna Conrad, JD

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