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State Chapter Event | Colorado/Wyoming
Host: Tiffany Nelson, State Chapter President
Thursday, November 30, 2023, 10:00 a.m.–3:30 p.m.
Location:
Fleming's Prime Steakhouse & Wine Bar Denver
191 Inverness Drive West
Englewood, CO 80112
Time zone shown above is Mountain.
Session 1: Employee Stock Option Plans—What Are They, How They Work, and Why You Should Care
Presenter: Greg Weiss, Harper Hofer & Associates, LLC
Program Description: ESOPs present a tremendous opportunity for CPA firms. Whether it is consulting, valuation, audit, or tax work, CPA firms will benefit from developing a knowledge-based ESOP practice. Course attendees will gain an understanding of ESOPs and how services they already provide can be tailored to this grow niche.
Learning Objectives: After completing this course, attendees will be able to:
- Identify the different stages of an ESOP's lifecycle
- Determine what services ESOPs need at each life cycle stage
- Apply professional expertise to help ESOPs succeed
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting
Course CPE: 1 hour
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Seminar Cancelations, Complaints, and Refunds
Session 2: Basics of Trust Interests in a Divorce
Presenter: Gerard Deffenbaugh, Kirsch Rounds Bowman & Deffenbaugh PC
Program Description: Trust interests can be significant assets in a divorce. Course attendees will gain an understanding of how to identify these assets in a legal matter and what documents would be needed to value these assets.
Learning Objectives: After completing this course, attendees will be able to:
- Identify when a trust interest may exist in a divorce
- Determine what documents a valuator will need in order to value these assets in a divorce
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting
Course CPE: 1 hour
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 3: Valuation of Beneficial Interests in Trusts
Presenter: Preston Hofer, Harper Hofer & Associates, LLC
Program Description: Trust interest can be difficult to value in a divorce. Course attendees will gain an understanding on the different approaches to value trust interests and other issues to consider in your valuation.
Learning Objectives: After completing this course, attendees will be able to:
- Identify different approaches to value a trust interest
- Determine what approach is necessary in your specific case
- Apply professional expertise to value the interest
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting
Course CPE: 1 hour
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 4: What is the Cause—Economic Damages
Presenter: Greg Weiss, Harper Hofer & Associates, LLC
Program Description: When calculating economic damages, the expert witness must segregate losses caused by the alleged bad act from losses resulting from other factors. Course attendees will learn how cause fits into providing economic damages, how they can evaluate what caused the losses, and how their work is essential in helping the trier-in-fact reach the proper conclusion.
Learning Objectives: After completing this course, attendees will be able to:
- Assess losses to determine the likely cause
- Evaluate losses caused by the alleged bad act
- Formulate and communicate damages caused by the alleged bad act
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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