Upcoming Events
SEE Test Prep: Enrolled Agent Special Enrollment Exam Preparation
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CoSEA Mission
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Advocate taxpayer rights through professional and ethical representation.
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Promote the recognition of the role of Enrolled Agents as “America’s Tax Experts”.
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Support and enhance the professional growth of our members.
Help make CoSEA even better!
Volunteers are needed. Let us know how you can help
Complete the survey here.
sEE Test Prep
Join us Weekly, Tuesdays 4:30-6:00 PM
(except the first Tuesday of the month)
1 CE credit for EAs
Registration encouraged
This training is free to everyone!
Colorado News
The legislative session ended on 5/13/26
The Colorado General Assembly adjourned Sine Die on 5/13. The House at 7:13pm and the Senate at 7:21pm.
While HB26-1221 and HB6-1222 were killed this year, HB26-1223 did pass amended and now goes to the Governor's desk for a signature.
CoSEA is working with both departments to develop future rules and regulations and to become an apprenticeship sponsor for our members. If you are interested in participating in this process, please email me today at [email protected] or call John Dundon on his cell at 720-234-1177.
For next year's 77th General Assembly, CoSEA is working on legislation to give business owners who are in arrears on sales or withholding taxes an opportunity to enter into an installment agreement rather than face bankruptcy or closure. Please join us in this most excellent effort.
RAP 101: Program Development and Registration Orientation
CDLE will offer free orientation training with follow-up personalized 1-on-1 guidance
Registration is required.
TopGolf Event was a Success!
Everyone had a great time. We appreciate Phil Kennedy and Human Interest for their sponsorship of the event.
IRS News
This was a difficult session overshadowed by a nearly $1.5B structural budget shortfall. Important programs were trimmed or cut altogether, one-time maneuvers were employed, and inflationary increases in many programs were not covered. The budget problems impacted all aspects of policy considered this year and created tension between members whose policy priorities could not move forward due to their fiscal impact.
The attached report provides insights into the 2026 Legislative Session, an overview of the final Fiscal Year 2026-27 State Budget, potential 2026 ballot initiatives, and a preview of 2026 primary and general elections. In addition, the final outcome of bills being tracked on your behalf can be found here: CoSEA.
Sincerely,
Heidi Morgan
Mark your calendars! As representatives of Colorado Tax Practitioner organizations and VIP’s, you are cordially invited to two upcoming Practitioner Liaison Meetings (PLM’s):
1999 Broadway, 14th Floor
RiNo Room
Denver, CO 80202
1:00 – 3:00 p.m. Mountain Time
Get the latest updates for your members about their divisions directly from Joe Garcia, THE Colorado Local Taxpayer Advocate, Mindy Wilgus, the EXCEPTIONAL Special Agent with Criminal Investigation, and me with Stakeholder Liaison. Also, for the Thursday, 11/5/26 PLM, we will have a special guest, Derek Ganter, the NATIONWIDE Communications and Liaison Program Director. Mark your calendars NOW for both:
• Monday, 7/13/26
• Thursday, 11/5/26
There might be additional pending speakers from Exam, Collection and Appeals, depending upon their availability.
If you plan to bring others with you, please let me know their names in advance.
We especially would like to know how to serve your members better from this meeting so come with your suggestions!
Communications to publicize the upcoming Trump Account for parents/guardians with children under the age of eighteen.
Each child under 18, is eligible to have a Trump account established for them if the child is (1) Under 18 years of age at the end of the Trump account election year, (2) Has been issued a valid Social Security Number, and (3) Be someone for whom no prior Trump account election has been made on their behalf.
This is an opportunity for every child to receive a jump start on their financial well-being with the help from you spreading the word. I would like to get the information out on the Trump account, and you would be a trusted partner in doing so.
These accounts are traditional individual retirement accounts (or IRAs) for children. Parents or guardians can now submit an IRS Form 4547, at any time to IRS, or with their 2025 tax returns (even if on extension). However, the accounts cannot be funded until July 4, 2026. We hope to have publications, tax tips, fact sheets, and more for you to share throughout 2026, but in the meantime, one of my associates has put together the attached materials for you to share in/on your website, newsletter, social media, etc.
Please share this information with your families, as the Trump account can help set up our kids for their futures into adulthood.
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WA-2025-03: IRS announces tax relief for taxpayers impacted by severe storms, straight-line winds, flooding, landslides, and mudslides in the State of Washington; various deadlines postponed to May 1, 2026
GA-2026-03: IRS announces tax relief for taxpayers impacted by wildfires in Southeast Georgia; various deadlines postponed to Aug. 20 | Internal Revenue Service
HI-2026-01: IRS announces tax relief for taxpayers impacted by severe storms in the State of Hawaii; various deadlines postponed to July 8, 2026 | Internal Revenue Service
NMI-2026-01: IRS announces tax relief for taxpayers impacted by Super Typhoon Sinlaku in the Commonwealth of the Northern Mariana Islands; various deadlines postponed to Nov. 2, 2026
TN-2026-01: IRS announces tax relief for taxpayers impacted by Winter Storm Fern in Tennessee; various deadlines postponed to May 22, 2026
Other Disaster Resources:
• Disaster assistance and emergency relief for individuals and businesses | Internal Revenue Service
• FAQs for disaster victims | Internal Revenue Service
• Crop insurance and crop disaster payments - Agriculture tax tips | Internal Revenue Service
• Disaster relief resource center for tax professionals | Internal Revenue Service
• IRS Publication 3067 - IRS Disaster Assistance Federally Declared Disaster
• IRS Publication 547 - Casualties, Disasters, and Thefts
• IRS Publication 584 - Casualty, Disaster, and Theft Loss Workbook
• IRS Publication 584-B - Business Casualty, Disaster, and Theft Loss Workbook
• Topic no. 515, Casualty, disaster, and theft losses | Internal Revenue Service
• Your account | Internal Revenue Service – taxpayers can use IRS online accounts to obtain information regarding the IRS records of their accounts
• Business Tax Account | Internal Revenue Service
• Disaster relief for retirement plans and IRAs | Internal Revenue Service
• Wildfire Relief Payments and Casualty Losses frequently asked questions | Internal Revenue Service
Discounts For CoSEA Members
When renewing or purchasing these products please ask for the the special CoSEA member discount to get your best available price and support CoSEA through their rebate programs. Discounts vary but they are with major vendors such as The Tax Book, QuickFinder, and RIA/PPC, Tax990, and more.
Full details on the Members Benefits page. You must be logged in as a member to see this information.
