Embed Size (px)
Citation preview
www.coloradoaccountant.org
Volume 2016, Issue 3 ll May 2016 - August 2016
PRESIDENT’S POST
By Corrin Campbell, PA, CFP
PASC President
Members,
Another tax season closed, an-
other convention on board… an-
other year of business as usual.
For your state association, we too
continued as usual as well… moni-
toring and lobbying for your right
to practice your livelihood in Colorado without a lot
of regulation. We also educated you and your peers
through our Update classes. We have attempted to
maintain costs while providing valuable networking
and education.
The upcoming fiscal year could bring some important
changes. There is still talk from the Fiscal Institute
about introducing licensure legislation. We have
DORA in our camp, however, the legislature could be
another matter. We are looking into providing online
CPE credits for special topics as well. We are also
beginning to vette a new seminar provider for 2017.
We have some available volunteer oppor-
tunities on the board and committees.
Please come join us in providing quality
education and networking for yourself and
your peers.
Hopefully, I will be seeing you at the PASC
Convention.
Cheers,
Corrin Campbell
IN THIS ISSUE
President’s Post … 01
Executive Director’s
Report … 02
Find an Accountant … 03
New Members … 03
Benefits of Membership … 06
Convention Brochure ...07
Registration Forms ...11
Seminar Schedule ...13
Page 1
Executive Director’s Report
As PASC enters the 2016-2017
fiscal year beginning in July the organization is well-positioned and
stable. 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 continuing to pro-vide the variety of services that our members expect.
We began this fiscal year preparing for a possible legislative battle relating to licensure for paid tax pre-
parers. Due largely to the work of Betsy Murray and Andy Morehead the Department of Regulatory Agencies’
October 2015 report did not support licensure and no legislation was introduced in 2016. This was a major
milestone for PASC. As we begin the next fiscal year it
is important to remember that the prospects for the 2017 legislative session are largely unknown. The pun-
dits say that pretty much anything is possible. After the November elections PASC will develop a strategy for the
next legislative session and we will keep you informed by email and on the website.
You may have noticed that the PASC Newsletter has a new format. Our former newsletter editor, Lyn-
ette Myers, moved on to other projects and PASC de-cided to develop a new “look” for our signature publica-
tion that is also designed for staff to assemble in-house, thereby saving production costs. The newsletter will
now be published twice a year.
The 2016 Seminar Season may be our last year
with the National Center for Professional Education be-
cause of changes within that organization. PASC is working to identify alternate providers for the fall of
2017. Any suggestions that members have should be directed to our president, Corrin Campbelll.
At press time we are preparing for the 68th Annual Public Accountants Society of Colorado Convention in
Colorado Springs, Colorado on June 16 and 17. The lineup of classes is strong although attendance is down
from previous years. If you have not yet registered for the Convention now is the time to do so. This is your
chance to build relationships within the profession and to hone your skills.
Newsletter Display
Advertisement Prices:
Editorial Content - You may include
your Logo and website address and
Company details for $10 per publi-
cation. 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.
For more information on our rates,
go online to
www.coloradoaccountant.org and
on the right side you 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
1/4 Page $100 $125
1/6 Page $75 $100
Page 2
Dan Radcliff
Mark Christiansen Assoc.
2851 South Parker Road Suite 1020
Aurora, CO 80014
Cary Alburn
Tax Services of Northwest Missouri,
Inc.
12400 Country Road 365
Savannah, MO 64485
Mark Heinert, CPA
Mark S. Heinert, CPA
1495 S. Macon Street
Aurora, CO 80012
Kinna McDavid
2138 S. Patton CT
Denver, CO 80219
WELCOME TO PASC Do You Need Help?
PASC has a new JOBS feature on the website. We
will post your position announcement 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
Find an Accountant Feature
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 3
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
Colorado
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—Dale Lukenbach, CFP, PA, ARA
Office Telephone (303) 671-6114
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 3
Leota Jensen, ATP, PA, RTRP, ARA
Office Telephone (303) 841-4544
Cleta Hiner-Felzien, PA
Office Telephone (719) 775-9890
Page 4
Paying for college is never easy. But the National
Society of Accountants (NSA) Scholarship Founda-
tion has made it easier by offering scholarships to
promising accounting students across the country.
The Foundation awards scholarships to under-
graduates who are U.S. or Canadian citizens enrolled part-time or full-time in a degree
program at an accredited two- or four-year college or university in the United States.
Applicants for awards are judged on the basis of academic record, demonstrated leader-
ship, and participation in school and community activities, honors, work experience, state-
ment 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.
Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80122
Web: www.coloradoaccountant.org
Email: [email protected]
Phone: 303-452-8227
Toll Free: 800-578-4451
Fax: 303-457-0770
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 5
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
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
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
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 6
Thursday, June 16, 2016 Andy Morehead, CFP, ATP, ARA Andy Morehead is a familiar face to PASC members and on the
NSA front, Andy Morehead will present this
year’s Trust Accounting and Taxation Semi-
nar. Andy started as an east coast boy but
after traveling the world for Department of
State he landed out west. He shares time at
both Eaton, Colorado and Torrington, Wyo-
ming. He has presented at numerous state and
national level conferences. As a public ac-
countant and Certified Financial
Planner he provides business organization, tax,
estate and financial advice to agribusiness and
small business clients. Our former PASC and
National NSA President always delivers a thoughtful and enter-
taining presentation.
Trust Accounting and Taxation—Andy Morehead
8:00 –11:45 a.m.
One of the fastest growing areas of tax is in the Trust area. Over
the next 20 years there is projected to be a transfer of over 30 Tril-
lion dollars! Baby Boomers are setting up and funding Trusts at
ever increasing rates. Andy will explain trust accounting, fiduci-
ary duties and responsibilities and the nuances of different trust
terms. He will introduce you to Form 1041, what to do with NOLS
and what Distributable Net Income (DNI) means.
Technology Roundtable
1:00 – 1:50 p.m.
Listen to a panel of experts talk about how to create a High Tech
Office. Make your work life easier and more profitable by embrac-
ing more technology solutions. From mobile applications, social
media, email enscryption software, scanners to malware soft-
ware… bring your questions and input!!
Colorado Department of Revenue Update - DOR
2:00 – 2:50 p.m.
Representatives from DOR will share what’s new in the legislation
and the Department. Bring your questions.
Colorado Division of Unemployment Update
3:00– 3:50 p.m.
Representatives from UE will share what’s happening in the divi-
sion and what their focus will be going forward. Bring your ques-
tions.
Annual Members Meeting - Bylaws Voting
4:00– 4:50 p.m.
Board Meeting
5:15– 6:30 p.m.
PASC Banquet
7:15– 10:00 p.m. Dinner, Board Member installation, Chinese Auction and Enter-
tainment at The Pinery in Colorado Springs. Transportation pro-
vided for Glen Eyrie guests. Leave at 7:15 pm.
(Continued on page 2)
PASC “Re-energize Your Practice”
PASC 2016 Convention TOPICS & SPEAKERS… 1-2
REGISTRATION FORM .. 4
SCHEDULE ................ 3
68th Annual Convention topics & speakers
Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80122
www.coloradoaccountant.org
Phone: 303-452-8227
Colorado Springs, Colorado
June 16-17, 2016
attractions and accommodations
speakers & topics Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80122
www.coloradoaccountant.org
Phone: 303-452-8227
68th Annual Convention
Friday, June 17, 2016 Bradley Burnett, JD, LLM
Bradley Burnett, Even though he currently
lives in Kansas, Bradley Burnett, J.D., LL.M.,
is a practicing Colorado tax attorney with 33
years of tax practice experience. His practice
emphasis is on tax planning and tax contro-
versy resolution. He also prepares a handful
of tax returns. Mr. Burnett has delivered more
than 3,000 presentations on U.S. tax law both
nationally and internationally. He has au-
thored texts of 35 CPE courses. Burnett’s
seminar style is to deliver the subject matter in
briskly paced, enthusiastic and witty fashion. His forte’ is the
candid communication of practical ideas relating to tax law. He
comes highly rated by the Illinois CPA Society.
Tax Planning Update for Entities—Bradley Burnett
8:00 – 11:45 p.m.
Up to the day IRS court cases and new regulations affecting
entity choices. Review new congressional changes to partner-
ship audits that impact the formation and operation of partner-
ships. Revisit rent payments by an S corp to shareholder, when
disregarded entities are not disregarded and much more. Learn
new tools to address these and other entity issues.
Mid Year Tax Update– Bradley Burnett
1:00 – 2:45 p.m.
Mid Year Tax Update: Review of recent court cases and regula-
tions affecting individuals ,retirement plans and more. Learn the
between the lines IRS focuses that have been enacted so far in
2016. New self employment tax cases, hobby losses and lawsuit
settlement payment re- interpretations will be covered. Know-
ing this now will help your clients plan better.
IRS Practice Update/FBAR, FACTA, and other
Foreign Reporting—Bradley Burnett
3:00-4:45 p.m.
Learn practical insights on how best to represent clients before
the IRS. More and more clients have foreign bank or invest-
ment interests; make sure that you know the hoops through
which they have to jump. Be ahead of the curve rather than be-
hind the eight ball on this and other related topics.
(Continued from Page 1)
Glen Eyrie Castle 3820 North 30th Street
Colorado Springs, CO 80904
719-272-7050
www.gleneyrie.org
About Colorado Springs Colorado
Welcome to Colorado Springs, Colorado's second
largest city has more than 55 things to see and do
including popular stops like Garden of the Gods
Park and Pikes Peak-America's Mountain. With
great accommodations, great facilities, great ser-
vice and the great outdoors, Colorado Springs is
sure to keep you talking. This Rocky Mountain
city is brimming with invigorating choices for
dining and offsite activities. The region shines
with 300+ days of blue skies. The Colorado
Springs Airport, located just 11 miles from
downtown, and Interstate 25 make the city easily
accessible. Vibrant natural beauty is sure to re-
fresh and motivate you! Visit Colorado Springs.
Things to do in Colorado Springs
The Airplane Restaurant centerpiece is a
fully intact Boeing KC-97 tanker, built in
1953. This airplane refueled aircraft
throughout the world. In May 2002, it began
its second mission~ to be the preeminent
aviation restaurant in the United States.
Forty-two passengers can actually eat in the
plane of the 275-seat restaurant. Rich in
aviation history, displaying 100's of pic-
tures, memorabilia and rare artifacts, Solo's
offers much more than great food, it offers a
flight through aviation history.
4th Infantry Division Museum - The mission
of the 4th Infantry Division Museum is to
collect, preserve exhibit and interpret his-
torically significant artifacts related to the
history of the 4th Infantry Division from
1917 to present. The museum is responsible
for exhibiting and interpreting the history of
the 4th Infantry Division and to support post
education, training, research and historical
programs.
Catriona Cellars Winery
Cheyenne Mountain State Park
Cripple Creek & Victor Narrow Gauge Rail-
road
Visit The Ghost Town Museum. The mu-
seum display is contained in the original
1899 Colorado Midland railroad complex,
and contains a complete town made from the
very structures that were once decaying into
the mountainside,
Garden of the Gods
Manitou Cliff Dwellings
The Royal Gorge
Visit The Airforce Academy
Visit The Broadmoor Seven Falls
Cave of the Winds
These are just a few of the many attractions!
Colorado Springs, Colorado
June 16-17, 2016
68th Annual Convention
The Public Accountants Society of Colo-
rado is a nonprofit membership organiza-tion founded in 1948 that provides tax and
accounting seminars, in areas such as
Corporations, Partnerships & LLC's, 1040 Individual Income Tax Updates
courses. We also provide public policy
education, professional networking oppor-tunities, and other services to members
and non-members. PASC serves public
accountants (including tax preparers),
certified public accountants, accounting
educators and students, enrolled agents,
certified financial planners, accredited tax preparers and advisers, and other financial
professionals. By joining you'll also enjoy
a special members-only discount of $55
per seminar.
*Schedule may be subject to changes.
THURSDAY
June 16, 2016
7:15 - 7:55 a.m. Registration/Continental Breakfast
8:00 - 11:45 a.m. Trust Accounting & Taxation—Andy Morehead, CFP, ATA, ARP
12:00 - 12:55 p.m. Lunch on the Patio
1:00—1:50 p.m. Technology Roundtable—Panel Discussion
2:00 - 2:50 p.m. Colorado Department of Revenue Update—DOR
3:00 - 3:50 p.m. Colorado Division of Unemployment Update—CDOU
4:00 – 4:50 p.m. Annual Members Meeting—Bylaws Voting
5:15—6:30 p.m. Board Meeting
7:15—10:00 p.m. Installation Banquet (The Pinery) transportation provided by
the Castle for their guests, leave at 7:15 pm—Chinese Auction
and Entertainment
FRIDAY
June 17, 2016
7:15 - 7:55 a.m. Continental Breakfast
8:00 – 11:45 a.m. Tax Planning Update for Entities—Bradley Burnett, JD, LLM
12:00 – 12:55 p.m. Lunch on the Patio
1:00 – 2:45 p.m. Mid Year Tax Update—Bradley Burnett, JD, LLM
3:00 – 4:45 p.m. IRS Practice Update/FBAR, FACTA and other Foreign
Reporting - Bradley Burnett, JD, LLM
Location Glen Eyrie Castle
Colorado Springs, Colorado
PASC membership
Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80122
www.coloradoaccountant.org
Phone: 303-452-8227
schedule
Full Convention Registration Includes:
Two Continental Breakfasts, Two Lunches,
Awards Banquet Dinner and Entertainment
15 CPE
Colorado Springs, Colorado
June 16-17, 2016
Page 4
Payment
Grand Total: $__________________________
Check # (make payable to PASC) ______________________________
Charge: □ VISA □ MasterCard □ Discover
Card No. ____________/____________/____________/_____________
Expiration Date _______________________ CVV Code ____________
(three digit number above signature on the back of the card)
Name on Card ______________________________________________
Authorized Signature ________________________________________
Go to www.coloradoaccountant.org to register online.
registration & payment form
Registrant One attendee per form, please. (Total can be paid with one payment) Please copy registration for each applicant and submit separately so we have accurate names.
Name: ____________________________________Member #: ________
PTIN: __________________ Designation (s): _____________________
Company Name: _____________________________________________
Address: ____________________________________________________
City ___________________________ State _________ Zip __________
Phone (______) __________________ Fax (_____) _________________
Email ______________________________________________________
Place a on selection
Full Convention Cost:
15 CPE All Seminar Materials 2 Continental Breakfasts, 2 Lunches Awards Banquet Dinner & Entertainment
Before June 2 After June 2 Member - $415 - $440
Non-Member - $470 - $495
Daily Rate:
Thursday—8 CPE & Lunch—Member - $245
Non-Member - $270
Friday—7 CPE—Member - $195
Non-Member - $220
Meals:
Per Spouse or Non-Convention Attendee Place a on selection
Lunch (T) - $25
Lunch (F) - $25
Banquet (T) - $55
Call Glen Eyrie at 719-272-7432 to make your
room reservations.
$25 extra when registering after June 2, 2016.
Full Convention: ___________
A La Carte: +___________
Per Day: +___________
Meals: +___________
After 6/2/16 add Late Fee $25: +___________
GRAND TOTAL: $___________
Member pricing will apply to PASC members only. A PASC member may register
only ONE additional non-member at the member price from their firm. Please let us
know if you have any food issues which require special meals. We will do out best to
make accommodations but we need to know in advance to give the hotel preparation
time. Please inform us at the time of registration.
68th Annual Convention
Colorado Springs, Colorado June 16-17, 2016
Contact PASC at:
2460 West 26th Avenue
Suite 245C
Denver, CO. 80122
www.coloradoaccountant.org
Phone: 303-452-8227
Public Accountants Society of Colorado Presents:
NCPE Corporation, Partnerships & LLC’s Workshop
Public Accountants Society of Colorado 2460 W. 26th Ave., #245-C Denver, CO 80211
Phone: 303-452-8227 or 800-578-4451
Fax: 303-457-0770 [email protected]
www.coloradoaccountant.org
Please enroll me/us for the: 2016 Corporation, Partnerships & LLC’s Workshop 16 CPE
√ Date Facility Address Location Phone Room Rate
□ Aug. 29 & 30 Monday & Tuesday
Clarion Inn Grand Junction
755 Horizon Drive
Grand Junction, CO 81506 Exit 31 & I-70 970-243-6790 $74
□ Sept. 19 & 20 Monday & Tuesday
Academy Hotel Colorado Springs
8110 N. Academy Blvd
Colo. Springs, CO 80920 Exit 150 & I-25 719-598-5770 $84
□ Sept. 19 & 20 Monday & Tuesday
Ramada Plaza Denver
10 E. 120th
Ave
Northglenn, CO 80233 120
th Ave & I-25 303-452-4100 $79
Member Pricing will apply to PASC Members only. A PASC Member may register only ONE additional non-member at the
member price from their firm. Registration fee includes a continental breakfast, lunch, refreshments and all workshop materials.
Please let us know if you have any food issues which require special meals. We will do our best to make accommodations but we need
to know in advance to give the hotel preparation time. Please inform us at the time of registration.
Save $60 with the Early Bird Discount by registering at least two weeks before the seminar. *Room rates expire three weeks prior to
event, and do not include applicable taxes.
Check in starts at 7:15 am. Seminar is from 8:00 am - 4:15 pm with lunch (provided) at 12:00 pm.
□ Check Enclosed (payable to PASC) Check # __________ Charge: □ VISA □ MasterCard □ Discover
Card No. ______________/______________/______________/______________/ Expiration Date _____________________
Name on Card _________________________________ Security Code (three digit number on the back of the card) __________
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Form Revised 2/18/2016
Non-Member PASC Member Total
□ $435 Early Bird
(Expires 2 weeks prior to the event)
□ $495 Regular Price
(Within 2 weeks)
□ $365 Early Bird
(Expires 2 weeks prior to the event)
□ $425 Regular Price
(Within 2 weeks)
# Members Attending ________
x $_________
# Non-Members ________
Attending x $_________
Grand Total $____________
Attendee: ______________________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)____________________ Email
Company (Firm Name): Phone (_______)
Address : Fax ( )
City State _______ Zip___________ PASC Member#
Second Attendee: ___________________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)___________________ Email PASC#
Third Attendee: ___________________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)____________________Email PASC#
Public Accountants Society of Colorado Presents:
NCPE Individual Income Tax Update Seminar - 1040
Public Accountants Society of Colorado 2460 W. 26th Ave., #245-C Denver, CO 80211
Phone: 303-452-8227 or 800-578-4451
Fax: 303-457-0770
www.coloradoaccountant.org
Please enroll me/us for the: 2016 Individual Income Tax Update Workshop 16 CPE
√ Date Facility Address Location Phone Room Rate
□ Oct. 27 & 28 Thursday & Friday
Doubletree Hotel Durango(add $15)
501 Camino del Rio
Durango, CO 81301
Hwy 550 &
Hwy 160 970-259-6580
Ask for best
available rate
□ Nov. 17 & 18 Thursday & Friday
Clarion Inn Grand Junction
755 Horizon Drive
Grand Junction, CO 81506 Exit 31 & I-70 970-243-6790 $74
□ Nov. 15 & 16 Tuesday & Wednesday
Academy Hotel
Colorado Springs 8110 N. Academy Blvd.
Colo. Springs, CO 80920 Exit 150 & I-25 719-598-5770 $75
□ Nov. 16 & 17 Wednesday & Thursday
Embassy Suites Southeast Denver
7525 E/ Hampden Ave.,
Denver, CO 80231
1 Mile East of I-25
on Hampden 303-696-6644 $134
□ Dec. 12 & 13 Monday & Tuesday
Ramada Plaza North Denver
10 E. 120th
Ave
Northglenn, CO 80233 120
th Ave & I-25 303-452-4100 $79
Member Pricing will apply to PASC members only. A PASC Member may register only ONE additional non-member at the member price
from their firm. Registration fee includes continental breakfast, lunch, refreshments and all workshop materials. Please let us know if you have
any food issues which require special meals. We will do our best to make accommodations but we need to know in advance to give the hotel
preparation time. Please inform us at the time of registration.
Save $60 with the Early Bird Discount by registering at least two weeks before the seminar. *Room rates expire three weeks prior to event, and do not
include applicable taxes. Check in starts at 7:15 am. Seminar is from 8:00 am - 4:15 pm with lunch (provided) at 12:00 pm.
□ Check Enclosed (payable to PASC) Check # __________ Charge: □ VISA □ MasterCard □ Discover
Card No. ______________/______________/______________/______________/ Expiration Date ________________________
Name on Card _________________________________ Security Code (three digit number on the back of the card) __________
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Form Revised 2/18/2016
Non-Member PASC Member Total
□ $435 Early Bird
(2 weeks before event)
□ $495 Regular Price (Within 2 weeks)
□ $450 Early Bird-DURANGO
(2 weeks before event)
□ $510 Regular Price-DURANGO (Within 2 weeks)
□ $365 Early Bird
(2 weeks before event)
□ $425 Regular Price
(Within 2 weeks)
□ $380 Early Bird-DURANGO
(2 weeks before event)
□ $440 Regular Price-DURANGO
(Within 2 weeks)
# Members Attending _________
x $_________
# Non-Members ________
Attending x $________
Grand Total $_________________
Attendee: ______________________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)___________________Email
Company (Firm Name): Phone (_______)
Address : Fax ( )
City State _______ Zip_____________PASC Member# Second Attendee: ______________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)___________________Email PASC#_______
Third Attendee: _______________________________□CPA □EA □RTRP □Other PTIN:____________________
Cell ( ) Emergency Contact #: (____)___________________Email PASC#
PERSONAL INFORMATION
APPLICATION FOR MEMBERSHIP
Phone (303) 452-8227 (800) 578-4451 Fax (303) 457-0770 E-mail: [email protected] Website: www.coloradoaccountant.org
2460 W. 26th Ave., #245-C Denver, CO 80211
Greg Williams, Executive Director Cell (303) 748-0321
First Name MI Last Name
E-mail Other Phone
Sole Prop Partnership Corporation LLC/LLP
Mailing Address City State Zip
Work Phone Fax Home Phone
PTIN Years Experience Year of Birth
Firm Name Principals
The accompanying statements are correct to the best of my knowledge and belief. I have read and will practice in strict conformity with the Code of
Ethics included with this application.
Signature:_________________________________ Date ________ Sponsor: _______________________________ (Optional)
Dues Payment: Payment of the first year's dues is required at time of application. Dues the following year will be prorated and billed to you.
ACTIVE MEMBER—Dues: $170 (Active Members are required to earn 72 hours of CPE every three years)
I have at least three years public accounting and/or taxation experience; maintain an office for the rendition of accounting and/or
tax services as a proprietor, partner, corporate officer, or employee thereof; and am an accountant or tax/practitioner by
occupation.
I am accredited in accounting and/or taxation by the Accreditation Council for Accountancy.
I am a Certified Public Accountant.
I possess a valid Treasury card. (I am an Enrolled Agent.)
ASSOCIATE MEMBER—Dues: $120
I am an employee of an accounting or tax practice firm.
I am an accountant or bookkeeper in governmental service, a bank or other financial institution, or private business or
organization.
I meet the active member requirements except for three years of experience.
EDUCATOR MEMBER—Dues: $40
I am a full-time teacher or administrator in the educational system. School:
STUDENT MEMBER—Dues: $20
I am pursuing studies in accounting, business administration, finance, or related subjects in a college, university or business
School; Name of School:
NON-RESIDENT MEMBER—Dues: $85
Principal residence and/or practice outside of Colorado.
**A copy of your professional stationery or business card must accompany this application for Active, Associate and Educator Member-
ships.**
TYPE OF MEMBERSHIP
Name on Card
Check Visa MasterCard Discover
Payment Type Card Number Expiration Card Code
Vicki Schrock, Program Manager
Convicted of Felony in past 10 years?
Memberships in State or
National Organizations
NSA NAEA ICFP AICPA COCPA COSEA NAPFA Other:
Yes No
CPA EA ABA ATA ATP CFP Other:
Designations
Mr. Miss Mrs. Ms.
( ) - ( ) - ( ) -
( ) -
Revised 03/28/2012
NCPE Corporations, Partnerships & LLC’s Workshop
Aug 29-30, 2016 ( Monday/Tuesday) - Grand Junction
Sept. 19-20, 2016 (Monday/Tuesday) - Colorado Springs
Sept. 19-20, 2016 (Monday/Tuesday) - Northglenn
NCPE 1040 Individual Tax Workshop
Oct. 27-28, 2016 (Thursday/Friday) Durango
Nov. 17-18, 2016 (Thursday/Friday) Grand Junction
Nov. 15-16, 2016 (Tuesday/Wednesday) Colorado Springs
Nov. 16-17, 2016 ( Wednesday/Thursday) Southeast Denver
Dec. 12-13, 2016 (Monday/Tuesday) 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 80122
WWW.COLORADOACCOUNT.ORG
[email protected] 303-452-8227 TF: 800-578-4451 F: 303-457-0770
Seminar Dates
Page 14
