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April 2021

Free

RESCHEDULED Mergers & Acquisitions Webinar

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…

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June 2021

$50.00

Selected Updates for Real Estate Investment

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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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  

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July 2021

$50.00

Partnership Accounting and Tax Return Reporting

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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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

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August 2021

$25.00 – $50.00

Going for the Gold: Taxation of Trusts During the Games of the 31st Olympiad and Beyond

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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  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…

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September 2021

$50.00

September 30th Breakfast Seminar

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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  Doing Business in Texas and Beyond - State Taxes in a Digital World, presented by Katelyn Van Sickel An overview of how State taxes impact Texas business operations and transactions, how the law has historically adapted to keep up with new technology, and what the “remote work” future may hold. Place:  The Briar Club, 2603 Timmons Lane, Houston, TX 77027 Cost:   $50 CPE/CFP:  1.00 Hour CLE:  .75 hours  

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November 2021

$250.00

33rd ANNUAL TAX PLANNING SEMINAR

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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DATE:  November 4, 2021 TIME:  9:00AM - 5:00PM, Reception Immediately Following LOCATION:  The Briar Club, 2603 Timmons Lane, Houston, TX 77027 COST:  $250.00 SPEAKERS/TOPICS: "Partnership Formation", presented by Katelyn Van Sickel "Section 704(c) Allocations", presented by Jay Houren "Choice of Entity for 2022 and Beyond", presented by Andrea Paisley "Estate Planning Considerations in Light of Proposed Changes", presented by Anthony Garcia "Section 1202", presented by Chris Goodrich "Checklist for Transfers of LLC/Partnership Interests",  presented by Chris Goodrich "Qualifying for First-Year Bonus Depreciation in Mergers and Acquisitions", presented…

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February 2022

$50.00

New Beneficial Ownership Requirements (or How to Keep Your Business Entity Clients Out of Jail)

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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LIVE OR VIRTUAL PRESENTATIOIN Presented by, Chris M. Goodrich, J.D., LL.M., New Beneficial Ownership Requirements (or How to Keep Your Business Entity Clients Out of Jail), will be a review and discussion of upcoming Treasury regulations mandating reports about beneficial owners and management of business entities. DATE:  February 17, 2022 TIME:  7:15am - 8:30am (breakfast) PRICE: $50 (Live or Virtual) LOCATION:  The Briar Club HOURS:  1.0 CFP / .75 CLE

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March 2022

MERGERS & ACQUISITIONS SEMINAR

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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  SPEAKERS and TOPICS: Post Closing Realities - Dream or Nightmare, a discussion about the practical realities of buying or selling a business and things to consider in preparing for a smooth business transition, presented by Katelyn Van Sickel, J.D., C.P.A. Risk Mitigation Through Insurance and Careful Planning, presented by David B. Rae, J.D. Debunking M&A Myths, a discussion about common misconceptions in M&A transactions and what negotiations should really focus on, presented by Andrea M. Paisley, J.D. Family Planning…

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May 2022

MERGERS & ACQUISITIONS SEMINAR #2 *******CANCELLED

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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  SPEAKERS and TOPICS: Post Closing Realities - Dream or Nightmare, a discussion about the practical realities of buying or selling a business and things to consider in preparing for a smooth business transition, presented by Katelyn Van Sickel, J.D., C.P.A. Risk Mitigation Through Insurance and Careful Planning, presented by David B. Rae, J.D. Debunking M&A Myths, a discussion about common misconceptions in M&A transactions and what negotiations should really focus on, presented by Andrea M. Paisley, J.D. Tax Considerations…

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June 2022

Accounting for the Transaction

The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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An overview of financial, accounting and tax considerations related to the purchase and sale of a business, including working capital adjustments, earn-outs and other common Purchase Agreement provisions. Presented by Katelyn Van Sickel. CE/CFP - 1.00 hour CLE - .75 hours The Briar Club 2603 Timmons Lane Houston, TX 77027 **Registration and breakfast begin at 7:00 AM, the presentation is from 7:40 AM to 8:30 AM.

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