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Free cpe webinars
Colorado Historic Preservation Tax Credits: Agreed-Upon Procedures

COLORADO HISTORIC PRESERVATION TAX CREDITS: AGREED-UPON PROCEDURES

Available Date(s)
Thursday, February 20, 2025: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Please join the Colorado Office of Economic Development & International Trade (OEDIT) for an instructional webinar on Colorado tax credits requiring third-party CPA cost reviews. This lecture will provide an overview of the requirements for conducting agreed-upon procedures (AUPs) for the Colorado Commercial Historic Preservation Tax Credit. After completion of this brief course, attendees will be qualified to provide CPA services for Colorado developers who rehabilitate historic buildings and apply to receive tax credits.

At the conclusion of the session, attendees will be invited to be placed on a non-public facing list of CPAs who would like to perform these services. The list is only provided to those inquiring about CPA references and is not made publicly available.

Learning Objectives:


  • List the requirements for conducting AUPs

  • Summarize how to determine Qualified Rehabilitation Expenses (QRE)

  • Identify where to find official QRE guidance Requirements of the AUP

  • Determine how to be placed on the interest list

Linkedin

Christopher Fortney

Colorado Office of Economic Development
Senior Program Manager of Tax Credit Administration
[email protected]
(720) 244-0999

Co oedit

Christopher Fortney joined the Colorado Office of Economic Development & International Trade (OEDIT) team in April of 2022. Currently he is a Senior Program Manager of Tax Credit Incentives, overseeing various tax credit programs at OEDIT. He started as a Program Analyst and primary point of contact for the Historic Preservation Tax Credit Program. He supported and drove improvements for other tax credit applications on the Salesforce platform including Employee Ownership, Advanced Industry, and Enterprise Zone. He previously spent 28 years self-employed and is a third generation Colorado native. He currently represents Arapahoe Community College at the Federal Correctional Institute of Englewood teaching economics and mathematics to inmates. He is also an avid researcher and BBQ aficionado who loves music and traveling.

Additional Materials
CPA AUP Sample
HPTC Qualified Cost Worksheet
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Co oedit
The Colorado Office of Economic Development and International Trade (OEDIT) works with statewide partners to create a positive business climate that encourages quality economic development. OEDIT is dedicated to advancing the state's economy through financial and technical assistance in support of local and regional economic development activities throughout Colorado.