January Chapter Event

Tax and Economic Issues and Updates
2.0 CFP CEs

January 28, 2022, 11:30 am - 2:30 pm
Registration opens at 11:15 am
NEW MEMBER ORIENTATION - 11:15 - 11:30 am

Program

Spotting Tax Issues and Opportunities

Tax planning is often more about spotting issues first, then taking the opportunity to solve. This program will help participants become more comfortable with identifying issues and opportunities in 3 major areas most clients will encounter: estate and gift planning, IRAs both traditional and Roth and Charitable Contributions. These topics continue to come up and are misunderstood by clients and their financial advisors.  

2022 Economic Update and Forecast for Colorado
Tatiana Bailey, PhD, will help us understand macro-economic forces affecting the US and Colorado economies, including the lingering effects of COVID-19 and our changing demographics, including major challenges to the economy, such as:

• Labor shortages and factors causing the shortages
• Supply chain disruptions and the inflationary pressures
• Waning consumer and business confidence
• Housing affordability nationwide as well as in Colorado
• The effects on commercial real estate
• Transportation

Speakers

Brian Nuttall, CPA, JD, Founder/Owner, Elevate CPA Group

In addition to tax and accounting expertise, Brian brings a legal understanding to the table, giving his clients critical perspective in the face of complicated challenges. In helping RIA firms grow, his extensive knowledge allows him to advise on a range of solutions. He looks out for his clients and isn’t afraid to speak truth when needed—yet is beloved for his easy laugh. Brian grew up in Boulder and graduated from the Univeristy of Colorado Business School in 1993. He earned his law degree and passed the bar exam in 1996. Brian has served on several charitable boards over the years and is currently working with the The Robert and Kathleen Dobkin Intuitive Foundation. He has previously served on the boards of Dental Aid, Volunteer Connection of Boulder County, Boulder Preparatory High School, and the Colorado Society of CPAs. 

Tatiana Bailey, PhD, Director, UCCS Economic Forum

Tatiana Bailey has her master’s in applied economics and her doctorate in public health, both from the University of Michigan. In the economic development field, Dr. Bailey presents year-round on the current national, state and local economies. She also participates in various economic development initiatives within Colorado Springs and has particularly focused on closing the skills gap. Currently, she is the Director of the UCCS Economic Forum and serves as an economic development resource to local businesses and government. In 2016, Dr. Bailey was a “Woman of Influence,” and in 2018, was named “Business Leader of the Year.”

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.

Tickets

$39.00 COFPA Members, In Person
$49.00 after 11:59 pm January 25

$39.00 FPA Members and Partners, in person
$49.00 after 11:59 pm January 25

$49.00 Nonmembers, In Person
$59.00 after 11:59 pm January 25

$29.00 Virtual Attendance - COFPA Members
$39.00 after 11:59 pm January 25

$29.00 Virtual Attendance - FPA Members and Partners
$39.00 after 11:59 pm January 25

$39.00 Virtual Attendance - Nonmembers
$49.00 after 11:59 pm January 25