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30th Annual Tax Planning Seminar

November 8, 2018


8.0 hours CE/CFP and 6.75 hours CLE –

Andrea Paisley, J.D.

Choice of Entity after the Tax Reform Act – An overview of selected issues in choosing among forms of business organizations made pertinent by tax reform changes.

Chris Goodrich, J.D., LL.M.

New Capital Gains Planning – An overview of new Code section 1400Z-2 relating to Opportunity Zones and the Code section 1202 exclusion of gain from selling qualified small business stock.

Anthony Garcia, J.D., LL.M.

Current Developments in Estate Planning – An overview of current developments in estate and gift taxation, including miscellaneous income tax deductions for Trusts & Estates.

Taylor Gaver, J.D.

Meals, Travel and Entertainment Expenses – An overview of the current rules regarding the deduction of meals, travel and entertainment expenses.

Steven Lord, J.D., LL.M.

Bonus Depreciation and Code Section 179 – An overview of tax reform changes to cost recovery deductions under Code sections 168(e) and 179.

Peter Marmo, J.D.

The Section 199A Proposed Regulations – An overview of the proposed regulations issued under new Code section 199A.

Andi L. Riesenfeld, J.D.

How to Effectively Handle Partnership and Business Disputes – An overview of the steps to take and what to be aware of before, during, and after a business or partnership disputes.

Jay Houren, J.D., C.P.A.

Current Income Tax Developments – An overview of current income tax developments.


November 8, 2018


Karan Wells
713 739-7007


The Briar Club
2603 Timmons Lane
Houston,TX77027United States
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