June, 2009 - All Courses
All Courses
Taxation
GTP Annual Update
Accounting & Auditing
Financial/Computer
Ethics or CR&R
Monday
Tuesday
Wednesday
Thursday
Friday
01
Estate and Gift Tax Basics
8:30 a.m.-4:30 p.m.
(Merric)
02
Investment Strategies for High Net Worth Clients
8:30 a.m.-12:00 p.m.
(Mattern)
Nonqualified Deferred Compensation and §409A
1:00-4:30 p.m.
(Brammer)
03
04
Reverse Mortgages
8:30 a.m.-12:00 p.m.
(Watson)
Time Management: How It Affects the Way You Work
1:00-4:30 p.m.
(Walston)
05
Advanced Partnership & LLC Tax Problems
8:30 a.m.-4:30 p.m.
(Gelt)
08
Accounting & Auditing Update for Accounting Professionals (non-SEC)
8:30 a.m.-4:30 p.m.
(Wille/Hein)
09
Financial Statement Presentation and Disclosures (non-SEC)
8:30 a.m.-4:30 p.m.
(Wille)
10
Estate Planning Tools
8:30 a.m.-4:30 p.m.
(Merric)
QuickBooks: Making the Most of Intuit Statement Writer
1:00-4:30 p.m.
(Sudbeck)
11
Behavioral Finance: Psychology and Economics in Investing
8:30 a.m.-4:30 p.m.
(Roth)
12
S Corporation Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)
15
Estate Strategies
8:30 a.m.-4:30 p.m.
(Merric)
QuickBooks: Common Mistakes Clients Make and How to Fix Them
1:00-4:30 p.m.
(Sudbeck)
16
17
18
Communication Preferences: How to Communicate with People from Another Planet
8:30 a.m.-12:00 p.m.
(Walston)
QuickBooks: Project and Job Costing
1:00-4:30 p.m.
(Sudbeck)
19
Fiduciary Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)
22
Consolidated Tax Returns Workshop
8:30 a.m.-4:30 p.m.
(Kozik)
23
Exempt Organization Annual Reporting to the IRS: Form 990 and Related Schedules
8:30 a.m.-12:00 p.m.
(Haeck)
Personality Models: An Introduction to the Enneagram, Nine Ways of Living and Working
1:00-4:30 p.m.
(Walston)
24
Sales & Use Taxes
8:30 a.m.-4:30 p.m.
(Kozik/Nelson/Anderson)
(Kozik/Nelson)
25
Oil & Gas Tax: Fundamentals
8:30 a.m.-4:30 p.m.
(Tripp)
26
Partnership & LLC Tax Workshop I
8:30 a.m.-4:30 p.m.
(Vogel)
29
Form 5500 Return Preparation
8:30 a.m.-12:00 p.m.
(Starr)
Colorado Rules and Regs
3:30-5:15 p.m.
(Saltzman)
30
Governance Responsibilities in the Not-for-Profit Sector
8:30 a.m.-12:00 p.m.
(Haeck)
May, 2009
Mon
Tue
Wed
Thu
Fri
01
04
05
06
07
08
11
12
13
14
15
18
19
20
21
22
25
26
27
28
29
June, 2009
Mon
Tue
Wed
Thu
Fri
01
02
03
04
05
08
09
10
11
12
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17
18
19
22
23
24
25
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29
30
July, 2009
Mon
Tue
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06
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09
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31
August, 2009
Mon
Tue
Wed
Thu
Fri
03
04
05
06
07
10
11
12
13
14
17
18
19
20
21
24
25
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27
28
31
September, 2009
Mon
Tue
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02
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07
08
09
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21
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25
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October, 2009
Mon
Tue
Wed
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Fri
01
02
05
06
07
08
09
12
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19
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21
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26
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28
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30
November, 2009
Mon
Tue
Wed
Thu
Fri
02
03
04
05
06
09
10
11
12
13
16
17
18
19
20
23
24
25
26
27
30
December, 2009
Mon
Tue
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02
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07
08
09
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21
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31
January, 2010
Mon
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01
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08
11
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29
February, 2010
Mon
Tue
Wed
Thu
Fri
01
02
03
04
05
08
09
10
11
12
15
16
17
18
19
22
23
24
25
26
2009 PROGRAM
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June, 2009
All Courses
1
Estate and Gift Tax Basics
2
Investment Strategies for High Net Worth Clients
Nonqualified Deferred Compensation and §409A
4
Reverse Mortgages
Time Management: How It Affects the Way You Work
5
Advanced Partnership & LLC Tax Problems
8
Accounting & Auditing Update for Accounting Professionals (non-SEC)
9
Financial Statement Presentation and Disclosures (non-SEC)
10
Estate Planning Tools
QuickBooks: Making the Most of Intuit Statement Writer
11
Behavioral Finance: Psychology and Economics in Investing
12
S Corporation Tax Workshop
15
Estate Strategies
QuickBooks: Common Mistakes Clients Make and How to Fix Them
18
Communication Preferences: How to Communicate with People from Another Planet
QuickBooks: Project and Job Costing
19
Fiduciary Tax Workshop
22
Consolidated Tax Returns Workshop
23
Exempt Organization Annual Reporting to the IRS: Form 990 and Related Schedules
Personality Models: An Introduction to the Enneagram, Nine Ways of Living and Working
24
Sales & Use Taxes
25
Oil & Gas Tax: Fundamentals
26
Partnership & LLC Tax Workshop I
29
Colorado Rules and Regulations
Form 5500 Return Preparation
30
Governance Responsibilities in the Not-for-Profit Sector
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