July, 2009 - All Courses
  
  

Monday Tuesday Wednesday Thursday Friday
 01 

Oil & Gas Tax: Advanced Topics
8:30 a.m.-4:30 p.m.
(Tripp)
 02 
 03 


Independence Day Holiday
 06 

Investment Products and Practice: Part I, Fixed Income and Equity Investing
8:30 a.m.-4:30 p.m.
(Grant)
 07 
Investment Products and Practice: Part II, Pooled Investments and Other Products
8:30 a.m.-4:30 p.m.
(Grant)

Retirement Plans for Small Businesses
1:00-4:30 p.m.
(Smith)
 08 

Using Spreadsheets, Software, and the Internet for Investment Success
8:30 a.m.-4:30 p.m.
(Grant)
 09 
Top Ten Subjects Investors Must Master
8:30 a.m.-12:00 p.m.
(Grant)

Stock Market Update
1:00-4:30 p.m.
(Grant)
 10 

Individual Tax Planning
8:30 a.m.-4:30 p.m.
(Vogel)
 13 
Medicaid Planning
8:30 a.m.-12:00 p.m.
(Walker)

Courage Leadership: Do You Demonstrate It or Are You Stuck?
1:00-4:30 p.m.
(Walston)
 14 
Not-for-Profit Audit Committees
8:30 a.m.-12:00 p.m.
(Haeck)

Estate Planning
8:30 a.m.-4:30 p.m.
(Sutton/Starbuck)
 15 
Valued QuickBooks Consultant: Power Tools for Consultants
8:30 a.m.-4:30 p.m.
(Smith)

Section 401(k) Plans
1:00-4:30 p.m.
(Smith)
 16 
Family Limited Partnership Planning
8:30 a.m.-12:00 p.m.
(Starbuck)

QuickBooks: Third Party Add-ons
1:00-4:30 p.m.
(Sudbeck)
 17 

Advanced S Corporation Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)
 20 

Compilation & Review Standards Update and Review
8:30 a.m.-4:30 p.m.
(Haig)
 21 
Ethics Standards Update and Review for Colorado CPAs in Public Practice
8:30 a.m.-12:00 p.m.
(Haig)

OCBOA: Accounting & Reporting Standards for the Cash Basis and Tax Basis of Accounting
1:00-4:30 p.m.
(Haig)
 22 

Preparing Financial Statements for the Closely Held Business
8:30 a.m.-4:30 p.m.
(Haig)
 23 

59th Annual Tax Institute
Day 1 of 2
9:00 a.m.-5:10 p.m.
Sturm Hall Auditorium (call for pricing; not part of the PASS)
 24 

59th Annual Tax Institute
Day 2 of 2
9:00 a.m.-5:10 p.m.
Sturm Hall Auditorium (call for pricing; not part of the PASS)
 27 

Choice of Entity Workshop
8:30 a.m.-12:00 p.m.
(Vogel)
 28 

Vacation Homes & Home Office Deduction
8:30 a.m.-12:00 p.m.
(Vogel)
 29 

Partnerships & LLCs: Special Allocations
8:30 a.m.-12:00 p.m.
(Vogel)
 30 

Marital Dissolutions
8:30 a.m.-12:00 p.m.
(Vogel)
 31 

Advanced Fiduciary Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)

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June, 2009
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July, 2009
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27 28 29 30 31
August, 2009
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September, 2009
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October, 2009
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November, 2009
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December, 2009
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28 29 30 31
January, 2010
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February, 2010
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2009 PROGRAM
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  July, 2009
  All Courses


1
Oil & Gas Tax: Advanced Topics
6
Investment Products and Practice: Part I, Fixed Income and Equity Investing
7
Retirement Plans for Small Businesses
Investment Products and Practice: Part II, Pooled Investments and Other Products
8
Using Spreadsheets, Software, and the Internet for Investment Success
9
Top Ten Subjects Investors Must Master
Stock Market Update
10
Individual Tax Planning
13
Medicaid Planning
Courage Leadership: Do You Demonstrate It or Are You Stuck?
14
Estate Planning
Not-for-Profit Audit Committees
15
Section 401(k) Plans
Valued QuickBooks Consultant: Power Tools for Consultants
16
Family Limited Partnership Planning
QuickBooks: Third Party Add-ons
17
Advanced S Corporation Tax Workshop
20
Compilation & Review Standards Update and Review
21
Ethics Standards Update and Review for Colorado CPAs in Public Practice
OCBOA: Accounting & Reporting Standards for the Cash Basis and Tax Basis of Accounting
22
Preparing Financial Statements for the Closely Held Business
23
59th Annual Tax Institute
» Friday, July 24, 2009.

27
Choice of Entity Workshop
28
Vacation Homes & Home Office Deduction
29
Partnerships & LLCs: Special Allocations
30
Marital Dissolutions
31
Advanced Fiduciary Tax Workshop

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