Seminars and Events

2015

October 29, 2015

2015 Real Estate SymposiumJW Updated Bio.pdf - Adobe Acrobat Pro

Special Keynote Speaker: Jon Woloshin, Executive Director of  Wealth Management Research, UBS Financial Services. Jon shared his insights on National and Colorado commercial and residential real estate trends.
See Jon's bio here. 

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 Click here for Keynote presentation slides.

 

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 Click here for breakout session slides.

 

 

 

 


January 13, 2015

Passing your purpose and passion to the next generation
Plan today to better prepare for tomorrow

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Regardless of your stage of life, passing on your legacy – values as well as financial assets – takes thoughtful planning and is relevant for everybody.

 
This seminar, presented by guest speaker Jeanne McMains, nationally renowned gift planning attorney, will help you identify your family purpose and passion, cultivate readiness in the next generation, and create an impact-driven inheritance.
 
 

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Guest Speaker: Jeanne McMains, J.D. 
Learn more about Jeanne here. 
 
 

  


2014

December 2, 2014

Maximize Your Deductions – the Sequel
It's all in the application

This seminar is for taxpayers that own depreciable capital assets or spend funds on repairs, maintenance, materials, and supplies will be affected by the new rules. Understanding the law and how it impacts your business is critical to maximizing tax deductions while maintaining tax compliance. 

Last year we discussed the newly issued tangible property regulations. This year,we take a fresh look, offer practical ideas and specific ways you can benefit from the rules, as well as explaining the risks of not taking action now.

Presenters: Trinity Bradley-Anderson, CPA, Tax Partner, Buddy Newton, CPA, Supervising Tax Senior, and Patrick Stephens, CPA, Supervising Tax Senior.

2014- Maximize Your Deductions - The Sequel FINAL ButtonClick here for presentation slides.

 

 

 

 


 

 

January 21, 2014

Implications of the Final 3.8% Net Investment Income Tax
Understand how this tax will affect your real estate investments

This seminar is for Real Estate Professionals, who are individuals working in a designated real estate activity, as well as Investors with real estate holdings, and Businesses renting property from the owners of the business.The seminar will focus on strategies to minimize the additional 3.8% tax effective for 2013 tax returns.

Presenters: Judy Kaltenbacher, CPA, Tax Partner in Charge and Jordan Empey, CPA, Tax Manager

2014_-_3_8__Net_Investment_Tax_-_FINAL_160Click here for presentation slides.

 

 

 


2013

December 3, 2013

Maximize Your Deductions
New rules take a fresh look at what is a capitalized asset

Owners of any size business need to know the change in rules that affect how they treat assets and how to gain the most benefit from them. This seminar will cover the significant taxpayer-friendly changes found in the final tangible property rules, which become effective January 1, 2014. The rules govern when taxpayers must capitalize and when they can deduct their expenses for acquiring, maintaining, repairing, and replacing tangible property.

Presenters: Bernie Benyak, CPA, CFP, Senior Tax Manager and Trinity Bradley-Anderson, CPA, Senior Tax Manager
2013-_Maximize_Your_Deductions_presentation-FINAL_160Click here for presentation slides.

 

 

 


2012

November 12, 2012

The Fiscal Cliff: Tax changes are coming – are you ready?

2013 promises great uncertainty for individuals, business owners, real estate professionals, and investors as a result of the presidential election, the approaching “fiscal cliff,” new tax provisions of the Affordable Care Act coming into effect, and other beneficial tax provisions expiring. This seminar will help you understand these changes and their potential effects on you and your investments and the planning opportunities available today for mitigating the consequences of a rising tax rate environment. Our discussions will include the many changing provisions, relevant examples of what those changes will mean to you, and specific ideas and considerations to evaluate as part of your year-end tax planning.

Presenters: Marilue Beverly, CPA, Tax Partner and Chris Scovil, CPA, Tax Manager

2012_Updated_Fiscal_Cliff_Seminar_-FINAL160Click here for presentation slides.

 

 

 


2011

December 6, 2011

Understanding Your Individual Tax Return

This seminar will go through your U.S. Individual Tax Return, Form 1040, line by line. We will talk about where the numbers come from, what forms and schedules need completed, data taken from, attached, etc. When you leave this seminar, you'll have a much clearer understanding of your own individual tax return.

Presenters: Judy Kaltenbacher, CPA, Managing Tax Partner, Doreen Merz, CPA, Tax Manager, and Jordan Empey, CPA, Supervising Tax Senior

Dec_6th_Presentation-160Click here for presentation slides.