Stacey Roberts Presents COCPA’s Income Tax Edition

by | Nov 4, 2024 | Events, State and Local, Tax News



Join income and policy tax expert Stacey Roberts for this COCPA Special Edition on November 13 as she covers Colorado and federal tax updates, 2025 trends, and resources for tax professionals.

The COCPA welcomes SALT and tax policy presenter Stacey Roberts, CPA, to its lineup of talented CPE instructors. Stacey joins the team to provide the upcoming Income Tax Edition in the “Navigating the Legislative Maze” series.

Session 3: INCOME TAX EDITION

Navigating the Legislative Maze: Keeping You Informed, One Bill at a Time!

November 13, 2024

8:30 AM – 10:10 AM MST

Register at COCPA

SALT is complicated and full of hidden potholes! In this third installment of “Navigating the Legislative Maze: Keeping You Informed, One Bill at a Time,” Stacey Roberts takes over to cover income tax issues for tax professionals, empowering you with updates and tips for helping clients meet taxing obligations.

On the Docket

  • Colorado state income tax updates
  • Deep dive into unitary reporting changes
  • CDOR and private letter ruling updates
  • Tax and fee trends, including PL 86-272 and retail delivery fees
  • Anticipating 2025 income tax changes
  • Resources for income tax updates and issues

Learning Objectives

This session aims to provide attendees with a comprehensive overview of current legislative developments, offering valuable insights and practical strategies to stay ahead of the curve in an ever-evolving regulatory environment.

Major Topics

  • Assess Colorado state income tax updates
  • Dive into unitary reporting changes
  • Review CDOR issuances and private letter rulings
  • Explore tax and fee trends, including PL 86-272 and retail delivery fees
  • Anticipate 2025 income tax changes
  • Obtain resources for income tax updates and issues

In the Series

Register for one, some, or all of the unique sessions in the series, with a discount offered when you register for all four. Click here to register or learn more. Stay up-to-date on legislative developments with our upcoming webinar, “Navigating the Legislative Maze: Keeping You Informed, One Bill at a Time!”

Meet Stacey Roberts, CPA

Stacey Roberts is a trailblazer in the world of SALT, dedicated to helping businesses navigate the complexities of tax compliance with confidence and clarity. For over 25 years, Stacey Roberts has been making state and local tax (SALT) less taxing for thousands of businesses. As the director of the SALTovation team at TaxOps, Stacey is both at the table and in the trenches, guiding dynamic businesses through compliance and strategic planning to minimize risk and strengthen tax positions. Her passion for the intricate world of SALT is matched only by her enthusiasm for tackling daily challenges and designing solutions that enhance business tax outcomes.

At TaxOps, Stacey works closely with business clients, managing all compliance issues related to state income/franchise and sales and use tax for all entities and across industries. She excels at identifying planning opportunities, state and local credits and incentives, and mitigating tax controversy issues with auditors and taxing jurisdictions.

Stacey’s journey in accounting began with Andersen Worldwide/Andersen LLP, where she honed her expertise in income tax and state and local tax. She further sharpened her skills with stints at KPMG and Deloitte before moving in-house with a Fortune 500 company to manage State and Local Tax Administration. Before joining TaxOps, Stacey led the national SALT practice at a regional firm.

A recognized leader in her field, Stacey is a member of the Colorado Legislative Tax Policy Task Force through 2026. She is also a frequent speaker and author on SALT issues for industry and professional organizations, including the Journal of State Taxation and Strafford Publishing.

Navigating the Legislative Maze: Keeping You Informed, One Bill at a Time!

Gain insights into legislation that could impact you or your clients, both now and in the future. CPE: 2 credits each session. Select one or more Courses.

Registration

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