Special Topics

Change is Inevitable: Taking a Mulligan on that Outdated Irrevocable Trust

Keith Davis, JD, CPA & Ed Brown, JD, CPA
Davis Schilken PC


Session Description

This course will cover changes in circumstance that would make a modification of an Irrevocable Trust desirable including tax law changes, income tax saving options, changes in beneficiaries’ needs and asset protection. It will discuss the methods that can be used to modify an irrevocable trust including reformation, modification and decanting with attention to the new (2016) Colorado decanting statute (15-16-901). Finally, it will analyze the pros and cons of each method, as well as tax considerations to be made prior to decanting. The objectives of the course are to provide attendees with a working knowledge of the options available to modify a trust. This may allow changes that can ease the administration, reduce taxes and maximize benefit and protection.

Field of Study:
Spec Knowledge/Trusts

Experience Level:
Intermediate  

 

Employment Related Contracts Every Employee & Business Owner Should Be Familiar With

David Seserman, JD
Brosseau Bartlett Seserman LLC


Session Description

Business owners, employees and independent contractors are exposed to several common agreements that can have a significant impact on their business and personal lives. Participants will review many of the commonly used agreements and gain an understanding of their purpose and issues they can create.

Field of Study:
Business Law

Experience Level:
Intermediate  

 

 

Technology and Cyber Security Update for CPAs

David Losacco, CPA, CIA, CISA
Stinnett & Associates LLC


Session Description

TWhy should we be concerned with protecting information?  Information is the new currency of business.  We have instant accessibility across international, corporate and organizational boundaries.  Along with these communication advantages comes the threat of cyber modification, theft and destruction.  The challenge we face regarding cyber security is that protection against these threats will require both the right technology and the right public policy.  Although data privacy is currently a driver behind regulation, our dependency on the Internet has outgrown the security measures.  We will address why we should be concerned with cyber security, steps to evaluate your company's cyber security risk level, how to take preventive measures, what are emerging cyber security trends, threats and roadblocks.

Field of Study:
Spec Knowledge/IT

Experience Level:
Basic