February 2018 Chapter Meeting

February 23, 2018
11:30 AM MST - 2:00 PM MST
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Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222
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2017 Income Tax Update

Speaker: Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA; Coet2 CPAs, P.C.

2017 was an interesting year in many regards.  Our Income Tax Update will cover changes made by legislation, the courts, and the Internal Revenue Service.  A new perspective will be discussed for 2018 and forward, based on the changes or likely changes from 2017.  Entity choices, payment of Social Security taxes, and wealth management may all be on the table for discussion.  

Use these event hashtags for tweeting and making posts about what you learn #COFPA2018 #InvestInYourFuture.

Learning Objectives:

1.  Recognize changes made by tax legislation and administration with regards to individual income tax planning.

2.  Advise your clients as to the best entity choice in light of new legislation and court cases.

3.  Assist your clients with estate planning, in light of the recension of Proposed Regulations concerning Lack of Marketability and Minority discounts in the transfers of closely-held businesses.

WATCH FRAN'S VIDEO TO LEARN MORE

Agenda:

  1.       Introduction – 5 minutes
  2.       2017 Court Decisions – 20 minutes
  3.       2017 IRS Administrative Decisions – 30 minutes
  4.       2017 Legislation in the Tax Arena – 30 minutes
  5.       Questions and Wrap-Up – 5 minutes
1.5 hours of CFP credits and 1 hour Insurance credits are approved 

 

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Emergency Action Plan

In the event of an emergency at our facility during one of our events, the Board of Directors of FPA of Colorado and the Wellshire have created a plan to try and ensure the safety of our attendees. Please read more and be prepared. 

Tickets

$39.00 FPA Members
$49.00 after 12:00 am February 17

$59.00 FPA Non Members
$69.00 after 12:00 am February 17

$39.00 Partner/Sponsor