2012 64th ANNUAL

PASC CONVENTIONGlenwood Springs

“SOAK IT ALL IN”

Monday

June 18

Tuesday

June 19

Wednesday

June 20

Up to

18 Hours

Of CPE’s

Including

4 Hours

Of RTRP

Training

PUBLIC ACCOUNTANTS SOCIETY OF COLORADO P.O. Box 1078 EASTLAKE, COLORADO 80614-1078 PHONE: 303-452-8227 TOLL FREE: 800-578-4451 FAX: 303-457-0770

www.coloradoaccountant.org 1

Ramada Inn

I-70 Exit 116 970-945-2500124 West 6

thSt., Glenwood Springs, CO 81601

Mention You are a PASC Member

Room Rates are a FLAT $79.00 per Night No Matter How Many Friends Stay Together

www.ramadaglenwood.com

The Ramada Inn Glenwood Springs features:

• Bar/Lounge

• Restaurant

• Indoor Pool

• Fitness Center

Close to:

• Glenwood Hot Springs Pool & Spa

• Glenwood Caverns Adventure Park

• Great Downtown Shopping

• Golf, Rafting, Fishing & More

Worth The Drive from Anywhere in Colorado!

Check the PASC Website at www.coloradoaccountant.org/convention

Call a Friend, Book Your Room & Favorite Mountain Resort Activities

Today

2

2012 64th Annual PASC Convention ScheduleFULL REGISTRATION INCLUDES UP TO 18 CPE HOURS

“SOAK IT ALL IN”Sunday

June 17, 2012 Monday: June 18, 2012 Tuesday: June 19, 2012 Wednesday: June 20, 2012

7:00

Come Early Have

Some Fun!!!

Check In & Continental

Breakfast

Continental Breakfast &

Networking

Continental Breakfast &

Networking

8:00

REVERSE MORTGAGES

Ken Kennedy

MetLife

2CPE

PRACTICE MGMT PANEL

TBA

2CPE

EFFICIENT TAX RESEARCH &

IRS UPDATE

TBA

2CPE

10:00

TAX CONSEQUENCES OF

BANKRUPTCY/DEFAULT

Andy Morehead

2CPE

ETHICS – CIRCULAR 230

IRS Representative

2CPE

TAX & FINANCIAL

RAMIFICATIONS OF DIVORCE

Corrin Campbell CFP

2CPE

12:00

to 1:00MEMBERSHIP LUNCHEON CONVENTION ENDS

1:00 OFFICE TECHNOLOGY UPDATE

Neal Henzler

All Mountain Technology

2CPE

RTRP TEST REVIEW

Corrin Campbell EA, CFP

Ernie Kozacek EA

4CPE

Enjoy Even More that

Glenwood Springs Has to

Offer!

Thanks for Attending

3:00General Membership Meeting

5:00 FREE TIME

6:00

7:00

WELCOME

RECEPTION

PASC 2012

Board Meeting

Dinner

CASH BAR

PASC BANQUET & CHINESE

AUCTION

Remember: Bring a Gift3

2012 PASC CONVENTION REGISTRATION Call Ramada Inn Glenwood for Room Reservations 970-945-2500

PASC PO Box 1078 Eastlake, CO 80614-1078 Phone: 303-452-8227 Toll Free: 800-578-4451 Fax: 303-457-0770

www.coloradoaccountant.org office@coloradoaccountant.org

Name: __________________________ Member #: _________

Company Name: ______________________________________

Address: ____________________________________________

City: _____________________________ Zip: _____________

Phone: ( ____) ____ - _______ Fax: (____) ____ - _______

Email: ____________________________ PTIN: ____________

PER DAY RATES Members

Monday (6/18): $150

Tuesday (6/19): $200

Wednesday (6/20): $100

PER DAY RATES Non-Members

Monday (6/18): $175

Tuesday (6/19): $225

Wednesday (6/20): $125

Board Dinner: $30.00Per Non-Board Member or Committee

Chair

Banquet: $55.00Per Spouse or Non-Convention Attendee

Welcome Reception & Daily Lunches:

$ 25.00Per Spouse or Non-Convention Attendee

Payment Total: $ ______.00

Check Payable to PASC: #_________

___VISA Exp Date ___/___

___MASTERCARD

___DISCOVER CVV Code ______

Card Number:

Print Name on Card:

_______________________________________

Authorizing Signature:

_______________________________________

FULL CONVENTION COST(Includes up to 18 CPE’s, Including

Meals & Materials)

$395.00 Per Member

$450.00 Per Non-Member

RTRP Test Prep Course ONLY(Box Lunch Included IF A Full Conference Attendee)

Tuesday, June 19, 2012, 1-5PM

$100.00 Per Member

$125.00 Per Non-Member

4

ORDER FORM# Day $

Full Conference ALL

Welcome Reception

Guest $25.00 Sun

Board Dinner Mon

Single Day M T W

Lunch M T

RTRP Only Tues

Banquet Tues

After 6/1/12 ADD $25.00

Total

2012 TOPICS AND SCHEDULE

MONDAY

JUNE 18, 2012

8-10 REVERSE MORTGAGES

Ken Kennedy

MetLife Bank

Help older clients stay in their homes

AND receive additional retirement

income. Learn from the leader in

Reverse Mortgages.

10-12 TAX CONSEQUENCES OF

BANKRUPTCY/DEFAULT

Andy Morehead

PASC Chapter President

What are the differences between

Forms 1099A and 1099C? What are

the income tax consequences of

defaults? Learn how to navigate

Form 982. Planning, timing & more.

1-3 OFFICE TECHNOLOGY UPDATE

Neal Henzler

All Mountain Technologies

Need office automation tips? Go

paperless with scanners; store data on

the cloud, hear about much more

including new software to lower your

costs and increase efficiency!

TUESDAY

JUNE 19, 2012

8-10 PRACTICE MANAGEMENT PANEL

Leaders from 3 Member Firms

Discover how other accounting firms are

proactive in managing & growing their

businesses. We will cover business

plans, HR, operational efficiency,

marketing & succession planning.

10-12 ETHICS – CIRCULAR 230

IRS Representative

Update on the importance of Circular

230 and the new requirements of the

regulation.

1-5 RTRP REVIEW

Corrin Campbell, EA, CFP

Ernie Kozacek, EA

Four hours of test preparation

techniques and content review using

Fast Forward Academy materials.

WEDNESDAY

JUNE 20, 2012

8-10 EFFICIENT TAX RESEARCH

IRS UPDATE

TBA

Stymied by the multitude of tax

questions that are not easy to

answer? Looking for a faster process

to access tax and IRS information?

Join us to learn about ways to

streamline that search process.

10-12 TAX & FINANCIAL

RAMIFICATIONS OF DIVORCE

Corrin Campbell, EA, CFP

Fifty percent of your clients have or

will be divorced during your career.

Become a more valuable advisor by

learning the pitfalls of divorce for your

clients now AND ten years after the

divorce! We will cover maintenance

payments, property settlements and

QDRO’s.

“SOAK IT IN”PUBLIC ACCOUNTANTS SOCIETY OF COLORADO

5

MEET YOUR 2012 PASC CONVENTION SPEAKERS

Andrew T. Morehead, CFP, ATP, ARA

Andy is a Public Accountant and

Certified Financial Planner in Eaton,

Colorado. He is currently the

President of PASC, and a Past

President of the National Society of

Accountants who often speaks on tax

updates, bankruptcy issues and

estate and trust accounting.

Corrin E. Campbell, EA, CFP

Corrin holds a Master’s Degree in

Finance and Economics, and has

been a Certified Financial Planner

and Entrepreneur for over 15 years.

She provides comprehensive

financial planning services, tax

advantaged investing and tax

preparation services to individuals

and small businesses.

Neal Henzler

All Mountain Technologies, LLC

Neal is a Partner, Systems

Consultant and Sales Engineer at

AMT in Edwards, Colorado. As a

small business owner he is uniquely

qualified to recommend and service

Small Business IT Systems. He is

also a Microsoft Certified Systems

Engineer.

Wallace W. “Ken” Kennedy

Metlife

Ken is a Reverse Mortgage

Consultant for MetLife Bank. He

has been awarded the highest

national ranking for any Attorney,

the Martindale-Hubbel “AV rating”

for his 30 years of service in Real

Estate Mortgage and Estate

Planning transactions.

Ernie Kozacek, EA

Ernie is a Public Accountant in

Private Practice since 1971

specializing in General

Accounting, Construction

Accounting, Tax Preparation and

Representation along with

Financial Review. He has

significant audit experience and

an international clientele.6

Join PASC

Save $55Per

Seminar

Contact PASC at:

P.O. Box 1078

Eastlake, CO. 80614-1078

www.coloradoaccountant.org

Phone – 303-452-8227

Toll-Free – 800-578-4451

Fax – 303-457-0770

office@coloradoaccountant.org

Serving Financial Professionals through:

o RTRP Live Review Courses

o EA Live Review Course

o Membership

o Specialty Seminars

o Corporations and 1040 Updates

o And more!

PASC CONVENTION SCHEDULE

Sunday, June 17th, 2012

5:30 PM WELCOME RECEPTION

Monday, June 18th, 2012

7:00-8:00 BREAKFAST

8:00-10:00 REVERSE MORTGAGES – KEN KENNEDY, METLIFE 2 CPE

10:00-12:00 TAX CONSEQUENCES OF BANKRUPTCY – ANDY MOREHEAD 2 CPE

12:00-1:00 LUNCH

1:00-3:00 OFFICE TECHNOLOGY UPDATE – NEAL HENZLER, ALL MTN TECH 2 CPE

3:00-5:00 GENERAL MEETING

5:30-7:30 BOARDMEETING/DINNER – ALL MEMBERS WELCOME

Tuesday, June 19th, 2012

7:00-8:00 BREAKFAST

8:00-10:00 PRACTICE MANAGEMENT PANEL – 3 MEMBER FIRMS 2 CPE

10:00-12:00 ETHICS – CIRCULAR 230 – IRS REPRESENTATIVE 2 CPE

12:00-1:00 GLENWOOD SPRINGS ADVENTURE – RAFTING/CAVING??

1:00-5:00 RTRP TEST REVIEW – CORRIN CAMPBELL, ERNIE KOZACEK 4 CPE

6:30 BANQUET & CHINESE AUCTION

Bring a gift worth no more than $15. Put value on bottom of a wrapped, boxed or

bagged gift.

Wednesday, June 20th, 2012

7:00-8:00 BREAKFAST BUFFET

8:00-10:00 EFFICIENT TAX RESEARCH/IRS UPDATE – TBD 2 CPE

10:00-12:00 TAX & FINANCIAL RAMIFICATIONS OF DIVORCE – CORRIN CAMPBELL 2 CPE

JOIN US IN GLENWOOD SPRINGS FOR OUR

64TH ANNUAL CONVENTION

At Ramada Inn Glenwood Springs I-70 exit 116124 West 6th Street, Glenwood Springs, CO 81601

Hotel Phone: 970-945-2500 7