Seminars and Events
October 29, 2015
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.
January 13, 2015
Passing your purpose and passion to the next generation
Plan today to better prepare for tomorrow
December 2, 2014
Maximize Your Deductions – the Sequel
It's all in the application
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
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
Click here for presentation slides.
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
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