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Denver May 2018 Luncheon

 Registration is closed for this event
Join CMLA at the Denver Luncheon on Thursday, May 17, 2018!
Denver Luncheon

Denver May 2018 Luncheon

"Tax Reform: What you need to know and

potential impacts on the mortgage industry"

Thursday, May 17, 2018
11:30am - 1:00pm



Luncheon Details

Denver Marriott South at Park Meadows
10345 Park Meadows Dr.
Lone Tree, CO 80124

Thursday, May 17, 2018

11:30am - 1:00pm

11:30am - 12:00pm – Registration and Networking
12:00pm - 12:15pm – Lunch and Announcements
12:15pm - 1:00pm – Educational Program

Luncheon Price

CMLA Members: $50.00

Non-Members: $70.00

Deadline to Register and Sponsor is
Monday, May 14, 2018 at NOON.

*Walk-ins are subject to availability and will be charged

an increased amount of $10.00.

Members: $60.00 and Non-Members: $80.00*

Thank You to Our Sponsors!

COUNTRY Financial - Denver South  MGIC Guild Mortgage

Sponsorship Perks Member Price Non-Member Price
  • Logo on event emails
  • Logo on event signage
  • Logo on event web page
  • Recognition during the event
  • Opportunity to talk about company for two minutes during event
$250 $350

Luncheon Topic

Benjamin Franklin said "In this world, nothing is certain, except death and taxes." For something so certain, the Tax Cuts and Jobs Act of 2017 has left Americans anything but. Although questions remain, we'll review the Act's highlights and what certain provisions could mean for borrowers and industry professionals.

Topics to be covered include:
• New individual and corporate income tax rates
• New deduction for pass-through income
• Changes to standard and itemized deductions (including mortgage interest)
• Enhanced expensing and depreciation provisions
• Limitation on deduction for business interest
• Changes to rules governing meals and entertainment expenses

Meet Your Speaker

Kalen Richey, CPA, Senior Manager, Transaction Services, Richey May & Co., LLP

Kalen Richey has served as a tax professional in public accounting for over eight years providing compliance and consulting services to both public and private companies. His knowledge and experience spans a range of industries including financial services, oil and gas, retail, and manufacturing. His passion to develop personal connections with the clients he serves drives his aptitude to identify and understand individual motivations so that he can offer comprehensive and meaningful business advice.

As a Senior Manager in the Business Advisory Group, Kalen’s current role at Richey May supports the business development efforts as a part of overall growth initiatives. He represents the firm within the mortgage industry by speaking on expert panels and webinars, attending conferences around the country, and expanding the firm’s network of strategic alliances.

Recently, Kalen was awarded the MBA’s designation for an Accredited Mortgage Professional (AMP). He serves on the MBA’s Tax Subcommittee and various other state and local committees. Prior to joining Richey May, he worked for KPMG’s Denver office. Kalen holds a Masters of Taxation and Bachelor in Accounting from the University of Denver.

May 17, 2018 11:30 AM   through   1:00 PM
LONE TREE, CO 80124-5345

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Phone: 303-773-9565
Luncheon fee per person $ 70.00
Event Details
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