February Chapter Meeting - Ft. Collins Simulcast

February 23, 2018
11:30 AM MST - 2:00 PM MST
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525

TAXES - Simulcast



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 during a relatively benign year.  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.  

Learning Objectives:

1.  At the end of this class, the attendees will be able to recognize changes made by tax legislation and administration with regards to individual income tax planning.

2.  At the end of this class, the attendees will be able to advise their clients as to the best entity choice in light of new legislation and Court cases.

3.  At the end of this class, the attendees will be able to assist their 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.


  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 CFP credit hours  and 1.0 Insuance credits are approved 



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.



$20.00 FPA Members
$30.00 after 09:00 am February 22

$40.00 FPA Non Members