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2013 Spring Seminar

  • Friday, May 17, 2013
  • 8:00 AM - 2:00 PM
  • Oakridge Country Club, 1492 Shepard Lane, Farmington, UT 84025


  • Includes 2013 Spring Seminar registration at the member rate and dues for the membership year 7/1/2013 through 6/30/2014.
  • Dues for the 2013-2014 membership year included with your Spring Seminar registration.

Registration is closed

Plan to join us for our 2013 Spring Seminar.  This seminar features topics of great current interest presented by highly-qualified speakers.  Enjoy a round of golf after the seminar! 

8:00 to 8:30 a.m. - Check-In and Continental Breakfast

8:30 to 10:10 a.m. - Health Care Exchange with S. David Jackson of FirstWest Benefit Solutions.  Dave will cover the evolution and current status of the Avenue H Exchange as it pertains to the State of Utah.  His discussion will cover the concerns of other states still facing the deliberation of whether to move forward with their respective exchanges or to let the federal government default option come into play.  He will also discuss the implications of the expansion of Medicare for individual states and the implications of following the federal government in this area.  National healthcare reform is in a constant state of change.  He will share his insights with us on what the federal government and various states may seek in the debate on healthcare reform. 

Dave has over 27 years experience working in employee benefits and human resource consulting.  He is a nationally known health reformer and has been instrumental in the development, implementation and promotion of Utah's health system reforms that predate the Affordable Care Act by several years.  He has been a consultant to the State of Utah for health system reform matters and was appointed by Governor Jon Huntsman Jr. to the Utah Defined Contribution Risk Adjustment Board as the citizen representative and reappointed by Governor Gary R. Herbert in the same capacity.  Dave currently serves as its vice-chairman.  In 1987, Dave founded First West Brokerage Services, the parent company of FirstWest Benefit Solutions.  He currently serves as President and Managing Partner of FirstWest.  Under Dave's leadership, FirstWest has grown to one of the largest full-service benefit and HR consulting firms in the region.  Dave attended Utah schools and universities.

10:10 to 10:25 a.m. - Break

10:25 to 11:15 a.m. - IRS Circular 230 - Don't Leave Home Without (Complying With) It with Bruce L. Olson of Ray Quinney & Nebeker.  Mr. Olson will address material provisions of IRS Circular 230, which contains standards and requirements for practice before the Internal Revenue Service, and will describe significant changes recently proposed by the IRS.  He will discuss how failure to comply with the provisions of Circular 230 could lead to sanctions, including revocation of your ability to practice before the IRS. 

Bruce L. Olson received his J.D. degree from Brigham Young University.  He is chair of the Tax Section of the Salt Lake law firm of Ray, Quinney & Nebeker and, as a major part of his tax practice, represents clients before the Internal Revenue Service.  He is a fellow of the American College of Tax Counsel and has chaired and been a member of numerous IRS practitioner councils and liaison groups.  He is past president of the Tax Section of the Utah State Bar and was honored with its tax practitioner of the year award.

11:15 a.m. to 1:00 p.m. - EPCRS with Charles Lockwood, J.D. and L.L.M. (Taxation) of ASC Institute, LLC.  With the specter of increased plan audits by the IRS and DOL, this session will address some of the more common qualification issues facing retirement plans, including correction and options available under the IRS voluntary correction program (EPCRS), as updated under Rev. Proc. 2013-12.  We will also discuss any new developments from the IRS and DOL, including recent guidance on in-plan Roth conversions and lifetime income accounts, and any other current hot topics that may arise.   

Mr. Lockwood has over 25 years experience in the employee benefits field.  He is currently a principal with ASC Institute, LLC.  ASCi is a mass submitter of pre-approved plans and provides retirement plan consulting and education services.  Prior to joining ASCi, Charles was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA) and a Vice President with Pension Publications of Denver (PPD).  Prior to entering private consulting, Charles worked in the Employee Plans Division in the National Office of the Internal Revenue Service as a Tax Law Specialist.  Charles received his J.D. from the University of Florida and his L.LM from the University of Denver.

1:00 to 2:00 p.m. - Lunch

2:00 p.m. - Golf Tournament - contact Scott Czaja at for details and reservations.

Our 2013 Spring Seminar may be eligible for Continuing Professional Education.  The program includes a total of 255 instructional minutes, providing 5 hours of CPE (on a 50-minute course hour) or 4.25 hours of CPE (on a 60-minute course hour).  Each participant is responsible to ensure the seminar meets their designation's requirements for CPE.  The IRS Circular 230 session has been approved for 1 Credit of continuing education and the EPCRS session has been approved for 2 Credits for Enrolled Retirement Plan Agents.

Special Pricing Offer:  Non-members who join our chapter now for the 2013-2014 membership year (7/1/2013 - 6/30/2014) will receive the member price for attending this Spring Seminar!

Please make your reservation by Tuesday, May 14.

About the Oakridge Country Club: Please note that the Club's dress code requests no jeans.)

Thank you to our 2013 Spring Seminar sponsors:

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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