Past Seminars

Planning for Outside Investment, presented by Andrea M. Paisley, J.D., September 24th from 8:40AM to 9:30AM; 1.0 CPE/CFP Hours; .75 Hours CLE. A discussion of various capital structures for businesses considering outside investors as a source of funding, including the potential for and protections against “down rounds” in a volatile economy. Registration is free, but limited, so register now. After registering, you will receive a confirmation email containing information about joining the webinar via Zoom, as well as a link…

Day 1 - Thursday, November 5, 2020, 9:00am - 12:45pm Katelyn Van Sickel, “The Basics of Stock Basis”  -  An overview of the importance of and guidelines for calculating stock basis. Andrea Paisley and David Rae, "Tax and Other Considerations Affecting Mergers & Acquisitions" - An overview of tax and other issues in Mergers & Acquisitions. Steven Lord, "Entity Selection for Owning Mineral Interests" - An overview of the different ways that mineral interests can be owned and the implications…

    POSTPONED   MERGERS & ACQUISITIONS WEBINAR DATE:  Thursday, March 4, 2021 Due to the recent weather events across our area and the continuing effects of the pandemic, CJMH has decided to postpone the Mergers & Acquisitions webinar, currently scheduled for Thursday, March 4, until later this Spring.  We hope that those who need additional time to rebuild and recover are able to do so quickly.  We appreciate your understanding and patience.  We will keep you informed and update…

Thursday, April 29, 2021   PPP and Employee Retention Tax Credit Issues in M&A Transactions: This presentation will focus on issues related to PPP loans and the ERTC arising out of M&A transaction, including due diligence, evaluation of PPP loan risks, contractual approaches to allocating risk, and notice and consent requirements, presented by Andrea Paisley, J.D. and David B. Rae, J.D. Data Privacy and Protection: A discussion of the risks and obligations business owners and their advisors should consider as…

Thursday, June 24, 2021 Selected Updates for Real Estate Investment  ~  A survey of recent tax developments and other legal compliance pertinent to qualified opportunity zones, like-kind exchanges and foreign investment in real estate.  Presented by Chris M. Goodrich, J.D., LL.M. CPE/CFP:  1.00 hours CLE: .75 hours Price: $50.00 Location:  The Briar Club, 2603 Timmons, Houston, TX 77027  

July 22, 2021 Breakfast Seminar Partnership Accounting and Tax Return Reporting, an overview of partnership accounting and provide a summary of reporting requirements for partnership returns.  Presented by Jay R. Houren, J.D., C.P.A. CPE/CFP:  1.00 hours CLE: .75 hours Price: $50.00 Location:  The Briar Club, 2603 Timmons, Houston, TX 77027

  August 26, 2021  ~ Breakfast Seminar Going for the Gold: Taxation of Trusts During the Games of the 31st Olympiad and Beyond.  A discussion of the current state of trust income taxation and an overview of proposed legislation that could impact trust taxation in the future. Presented by Anthony A. Garcia, J.D., LL.M. CPE/CFP ~ 1.00 Hours   CLE ~ .75 hour Location:  The Briar Club, 2603 Timmons Lane, Houston, TX 77027 Time:  7:00 Registration and breakfast    Presentation:  7:40AM…