Annual Meeting
December 12, 2023
4:30 PM - 5:30 PM
Zoom
The Annual Meeting was held December 12th at 4:30 pm via Zoom and in person at the Reliance Tax Group: 9737 Wadsworth Pkwy #105 Westminster, CO 80031. The agenda included voting on the COSEA Proposed By-Laws 2023 and the election of the Board.
Summary of By-Laws changes:
References to the NAEA have been removed. With the recent announcement from the NAEA, the upcoming changes to the way state affiliates and/or chapters will work with the NAEA are still to be defined.
- Code of conduct language has been added and amended that Members and associates will not represent client or withdraw from representation of client if doing so will result in a violation of the rules of professional conduct or the law. (NAEA 18A)
- Removal of 4.3.
Election results (no nominations from the floor); all positions elected for 2 years:
Officers:
President – Bill Plaugher
Vice President – Tracy Port
Board:
Sheila Franks
John Dundon
Eddy Aldaz