TaxOps Presents Tax Law Updates and Technical Sessions at RMAC

by | Aug 11, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News | 0 comments

TaxOps is proud to sponsor the 40th Anniversary Toast and present at the 2025 Rocky Mountain Area Conference (RMAC)! Join seven of our thought leaders as they deliver three sessions focused on tax updates, compliance, and technical skills for finance and accounting professionals.

Register for RMAC 2025
Agenda

2025 Tax Briefing: Compliance, Credits & Strategic Moves

Thursday, September 25 | 9:15 am – 11:00 am

Budget debates, workforce cuts, and politicized tariffs are just a few of the shifting tax policy in 2025. Join TaxOps’ Mark Dunning, Lindsay Haskell, and Ben Wirth as they break down the latest changes in federal and corporate tax law, regulations, and policy developments impacting businesses today—and share best practices for managing this evolving landscape. This session will also explore three key compliance strategies: improving estimate accuracy under ASC 740, navigating the significant revisions to IRS Form 6765, Credit for Increasing Research Activities, and complying with Section 174 amortization requirements. A live Q&A will follow, giving you the opportunity get your most pressing questions answered.

Learning Objectives 

  • Interpret recent federal tax law, regulation, and policy developments affecting business tax compliance and planning  
  • Apply practical strategies to improve compliance and estimate accuracy under ASC 740 for income tax reporting  
  • Understand the 2024 and 2025 revisions to IRS Form 6765, including new sections (E, F, and G) and reporting responsibilities  
  • Develop effective tax planning strategies for adjusting to Section 174 amortization requirement and their financial impact 

Presenters

Lindsay Haskell, Director of Corporate Tax, TaxOps

Ben Wirth, Senior Manager, TaxOps

Mark Dunning, Partner, TaxOps Minimization

2025 Colorado Legislative Session: Key Updates for CPAs

Thursday, September 25 | 11:15 am – 1:00 pm

The 120-day Colorado legislative session resulted in both challenges and opportunities impacting CPAs and the organizations and clients they serve. Join Partners Judy Vorndran and Meredith Smith at TaxOps as they take a closer look at the details of the 2025 legislative session at Colorado’s State Capitol – what passed, what failed, and what’s likely to circle back. Stay informed on new legislation and regulation that touches on state tax policies, artificial intelligence, labor laws, and the accounting industry. Walk away with proactive strategies to integrate these updates into your practice, keeping you and your clients ahead of changes. 

Learning Objectives 

  • Sales & Use Tax Simplification: Learn about the latest bills, including SB 25-018 (authorize online searches of sales and use tax licenses) and SB 25-046 (establish uniform confidentiality standards for tax audits), aimed at simplifying tax compliance and protecting taxpayer information. 
  • Artificial Intelligence Regulations: Understand the impact of SB24-205 and the work of the Artificial Intelligence Impact Task Force on the accounting profession. 
  • Income Tax Updates: Explore initiatives to streamline income tax administration for better efficiency and compliance. 
  • Occupational Licensure: Discover the implications of potential changes to CPA licensure requirements. 

Presenters

Judy Vorndran, Partner, TaxOps

Meredith Smith, Senior Tax Manager, TaxOps

Dynamic Data Unleashed: Advanced Excel Pivot Tables and New Functions

Thursday, September 25 | 11:15 am – 1:00 pm

Join accounting and technology experts Jamie Overberg and Lauren Staub for an advanced Microsoft Excel class designed to upskill your data analysis knowledge using pivot tables and new Excel functionality. Enhance your productivity and do more with less by elevating your spreadsheet expertise in advanced Excel functionalities. These practical techniques have the potential to transform the way you manipulate and report data, making your workflow more efficient and dynamic.   

Learning Objectives 

  • Acquire in-demand skills to boost productivity through advanced data manipulation and reporting techniques in Excel 
  • Develop an understanding of key productivity initiatives enabled through pivot tables 
  • Understand the potential of pivot tables to import data seamlessly and generate dynamic reports 
  • Explore new Excel functionalities for improved data management and analysis 

Presenters

Jamie Overberg, Partner, TaxOps

Lauren Staub, Senior Manager, TaxOps

About the Conference

Started 40 years ago, the RMAC attracts attendees to participate in 16-hours of CPE over two full days of training with choices on Accounting, Auditing, Technology, Management & Leadership, Finance, Taxation, and more. The 2024 RMAC in-Person conference is being held at the Le Méridien Denver Downtown at 1475 California Street, Denver, Colorado 80202. 

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