Previous Events

May 18th, 2023

Join EA’s for the COSEA Recess!

Come meet other local Enrolled Agents as we all gather and take a break.

Location: Solutions Lounge and Restaurant
                 2220 California Street
                 Denver, CO 80205
Feb 9th, 2023 LEGISLATIVE DAY
AT THE STATE CAPITOL Rotunda, 200 E. Colfax Ave, DenverActivities include:

  • Coffee and doughnuts while we meet with your legislators (be sure to register so that we can get this set up) to discuss anything of interest to you
  • Going to the House of Representatives and being recognized as a group
    Lunch at the University Club 1673 Sherman Street
  • Confirmed luncheon speakers: Rep. Marc Snyder, House Finance Committee Vice chair and an IRS appeals officer
  • An update and pictures are available here.
Feb 7, 2023 CoSEA Board Meeting and Strategy Plan
Dec 6, 2022 TOPIC: CollegeInvest 529 Plans
We are excited to offer you a FREE 1 Hour Continuing Education Course
Presenting will be Michael Van Boening, CFP®, CCFC Advisor Relations Manager
You won’t want to miss Michael share his wealth of knowledge with us!
Event Information:
Cost: FREE! (no CE)
Why 529s?
This course covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again!
Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.
Seating is limited so register now while space is still available!
If you have any questions, please reach out to the Education Committee at education@cosea.org
Nov 15, 2022 CoSea Annual Meeting and Election!!

Topic: CoSEA Annual Meeting
Time: Nov 15, 2022 05:30 PM Mountain Time (US and Canada)
Nov 8, 2022

TOPIC: Cybersecurity for Tax & Accounting Professionals: Is Your Firm Safe From Cyber Attacks?

We are excited to offer you a FREE 1 Hour Continuing Education Course.

Presenting will be Tom Kirkham, founder and CEO of IronTech Security provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment with cybersecurity training programs for all workers to prevent successful attacks.

You won’t want to miss Tom sharing his wealth of knowledge with us!

Register Now
Sept 14, 2022
Topic: CollegeInvest 529 Plans (NO CE Available)
When?  September 14, 2022
Course Description: Why 529s, Distributions & Contributions, Estate and Gift Tax Planning
Registration Link: REGISTER HERE

NAEA Summer Conference 2022
Las Vegas, NV
Approximately $2,500 value!
Winners of the 2022 NAEA Tax Summit Las Vegas
1st Winner = Tanya Baber
2nd Winner = Ryann Hodge
Aug 25, 2022
TOPIC: Communicating with the IRS and Dealing with Notices & Letters
We are excited to offer you a FREE 1 Hour Continuing Education Course.

Presenting will be Tanya R Baber, EA, CTRS, NTPI Fellow.

You won’t want to miss Tanya sharing his wealth of knowledge with us!

August 25th, 2022, Time:4:30-5:30  MST
July 14, 2022
COSEA July 14th Open Board Meeting
Jul 14, 2022 04:30 PM Mountain Time (US and Canada)
June 21, 2022 Installment Agreements & CAP Appeals
June 21st 3:30 p.m. – 4:30 p.m.
June 16, 2022 COSEA June Open Board Meeting
Jun 16, 2022 04:30 PM Mountain Time (US and Canada)
May 24, 2022 IRS Roundtable by Clarice Landreth 4:30 p.m. – 5:30 p.m.
May 12, 2022

Board Meeting-Closed May 12th, 4:30 PM
April 22, 2022

Billy Fauler – Installment Agreements & CAP Appeal
March 3, 2022

LG Brooks – Advanced Schedule C Audits
Jan 20, 2022

Colorado Legislative Day
In-person and Virtual Members Meeting
Ethics Seminar

Third Annual COSEA Legislative Day 2022 In the Books!

First, I want to THANK EVERYONE who made the trek to the Capitol in Denver on a Thursday morning. The turnout was AMAZING! AND better than 2020!  I am extremely pleased with the response from our members.

Read the full Letter From the President
Nov. 18, 2021

Colorado Update (2 CE for NAEA only)

Colorado is a deceptively simple tax return. There are additions and subtractions and credits unique to Colorado. This session will highlight the changes for the 2021 tax year.

COsEA Annual Meeting
Sept. 29, 2021

1 Hour CE @ 5pm Covering ERC & Cyber Security
Hosted by Neki Cox
Sept 28, 2021

Board Meeting
Sep 23, 2021

Resident Aliens
Aug 16, 2021

ITINs (Individual Taxpayer Identification Numbers) & 2021 Child Tax Credit

Neki Cox, Sr. IRS Stakeholder Liaison

Tax Day with a Watch Party in the Rockies
 June 26, 2021

Members Gathering & Volunteer Working Sessions
in Steamboat Springs (no CE)

10:00 am  Volunteer Gathering & Introductions – What is your passion?   How do you want to help  COsEA members support each other?  Are you offering expertise to share?  Do you want to learn new skills?  Adjust the day’s schedule and events to satisfy those present & participating

11:00 am  Survey of COsEA communication tools and support technology with emerging volunteer opportunities:  Electronic Archives, Website, Constant Contact, Survey Monkey, Zoom, Facebook

Noon – Munch and talk;  back to exploring wants, needs, and volunteer opportunities, perhaps with some tax season talk too while we have lunch

1:00 pm  Setting up Zoom meetings & webinars for continuing education & then posting meetings and webinars to the COsEA.org website – Members meeting on November 18th

2:00 pm  Updating the COsEA.org website, posting news notes and information sharing;  perhaps a discussion of the COsEA Facebook page & Facebook group if time

3:00 pm  Maintaining the Constant Contact membership list & using it for membership communications and sometimes with Survey Monkey;  Using Survey Monkey after webinars
 Jan 14, 2021

January 14, 2021 – Colorado Legislative Day

Virtual Members Meeting
Ethics Seminar
Nov 17, 2020

COsEA Annual Meeting & Continuing Education Day

View Full Details
Aug 18, 2020

IRS Rules for Contractor (1099) vs Employee (W-2)

View Full Details

Tanya R Baber, EA, CTRS, NTPI Fellow®
TaxEdge
www.taxedge365.com
(970) 549-4832 or (970) 874-7621
tbaber@taxedge365.com
May 19, 2020

Employment Tax Credits Related to COVID-19 Legislation

Clarice Landreth, EA, NTPI Fellow® & Instructor
Omni Financial
www.omni-financial.com
720.274.1728
claricel@omni-financial.com
Feb 18, 2020

Data Protection:  Protect Your Client & Protect Yourself

Mike Wise
Clockwork Networks
www.clockwork-networks.com
303.588.9019
mike@clockwork-networks.com

COSEA 1st Annual Legislative Day

Thank you to all who attended the First Annual Legislative Day!
To see a photo gallery from our 1st Annual Legislative Day CoSEA members should join the CoSEA Facebook page

January 9, 2020

Penny Fisher, EA & NTPI Fellow, from Durango did an excellent job of getting us organized for our 1st Annual Colorado Legislative Day.
We met our Colorado Legislative guides, Eric, Gil, and Alec Romero, who are tracking legislation that will be important for our members to know about in advance. CoSEA members may be called upon to testify about legislation impacts because as EAs we are America’s Tax Experts.
Oct 22, 2019

Colorado Sales Tax Changes via Mayfair

Stacy Roberts, CPA
TaxOps
www.taxops.com
720.227.0070
sroberts@taxops.com
July 23, 2019

Trust Fund Recovery Penalty

Aaron Tower, EA and CoSEA President
Omni Financial
www.omni-financial.com
720.274.1825
atower@omni-financial.com
May 21, 2019

Basic Representation and Resolution for Tax Professionals

Clarice Landreth, EA, NTPI Fellow® & Instructor and previous CoSEA Treasurer
Omni Financial
www.omni-financial.com
720.274.1728
claricel@omni-financial.com
Feb 19, 2019

Tax Cuts and Jobs Act TCJA

Penny Fisher, EA, NTPI Fellow® and CoSEA Vice-President
BPX
www.bpxtaxes.com
970.749.6063
bpxdurango@gmail.com