MFI-40 Update

The MFI-40, 24 Month Adjustment Period for Joint Account Adjustments, is again being worked on.  The first draft completed August 16, 2021, can be viewed on the COPAS website (www.copas.org).

Draft of 202X Accounting Procedures as of 1/25/2022

This is the most recent draft of the 202X Accounting Procedure.  I highlighted in yellow the added language in the draft that is new or different than the 2005 Accounting Procedure. Comments to the most recent Accounting Procedure draft is due by Thursday FEB 17. ...

COPAS National 2022 Event Update

National Winter meeting Will be held virtualJanuary 20th, 9:40-11:00, 12:00-2:00Cost – $100 National Spring Conference April 25-29Houston Society will hostLocation – San Luis Resort in Galveston, TXCost – $350 for Members, $320 for GuestsCOPAS Hotel Room...