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June 2019

$50.00

International Tax Update presented by Peter Marmo, J.D.

June 27, 2019 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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Outbound international taxation for individuals and closely held businesses.  An overview of strategies in determining how to structure outbound transactions.  

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July 2019

$50.00

Activity Grouping, presented by Emily Bivona, J.D., C.P.A.

July 25, 2019 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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Threading the needle of strategic planning around activity grouping for purposes of Code Section 199A deduction, passive activity limitations under Code Section 469, and the net investment tax.  An overview of strategies in identifying passive and at-risk activities and how taxation of such activities differ.

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August 2019

$50.00

Partnership Tax Update, presented by Jay R. Houren, J.D., C.P.A.

August 22, 2019 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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An overview of partnership tax issues including Code Section 752 and the at-risk rules.  

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September 2019

$50.00

QSSTs, ESBTs, IDGTs, QRTs . . . OMG! presented by Anthony A. Garcia, J.D., LL.M.

September 26, 2019 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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Issues and planning considerations surrounding the ownership of S Corporation stock by trusts.  A discussion of income taxation of trusts and estates and how to report income and the appropriate deductions.

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November 2019

$250.00

31st Annual Tax Planning Seminar

November 7, 2019 @ 9:00 am - 5:00 pm
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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The Basics of Basis Adjustments and Book Ups Under Section 754 An overview of adjustments and book ups under Code § 754.  Presented by Andrea M. Paisley, J.D. The 4-1-1 on 401: Estate Planning for Qualified Retirement Plans and IRAs An overview of estate planning and income tax considerations when completing beneficiary designations, including the potential impacts of the SECURE Act.  Presented by Anthony Garcia, J.D., LL.M.  Profits Interests: Income Tax and Estate Planning Update  An overview of current developments…

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February 2020

$100

5TH ANNUAL MERGERS & ACQUISITIONS SEMINAR

February 27, 2020 @ 8:00 am - 11:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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MERGERS & ACQUISITIONS SEMINAR ~ 2/27/2020 8:00AM - 11:30AM, 4.0 CE/CFP Hours; 3.0 CLE Hours ~ $100 Registration Fee Andrea Paisley ~ Protecting Sellers.  A review of common issues that arise when representing a seller in a sales transaction and what a seller’s advisors can do to mitigate risk, maximize proceeds and assist with the sales process. Katelyn Van Sickel ~ What Your Cap Table Says About You.  An explanation of capitalization tables and structures as a key point of…

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May 2020

Free

QUALIFIED OPPORTUNITY ZONES

May 21, 2020 @ 8:40 am - 9:30 am

5/21/2020 8:40AM - 9:30AM, 1.0 CPE/CFP Hours; 0.75 CLE Hours Qualified Opportunity Zones  ~ Chris M. Goodrich.  A review of recent developments effecting qualified opportunity zone investments, including issuance of the final regulations and COVID-19 emergence declaration. As a result of the current health situation, the CRADY JEWETT McCULLEY & HOUREN LLP May 21st Breakfast Seminar has been changed to a webinar.  Registration is free, but limited, so register now.  After registering, you will receive a confirmation email containing information…

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June 2020

Free

Income Tax Issues for Distressed Companies

June 25, 2020 @ 8:40 am - 9:30 am

6/25/2020 8:40AM - 9:30AM, 1.0 CPE/CFP Hours; 0.75 CLE Hours   Income Tax Issues for Distressed Companies  ~ Peter J. Marmo.   This presentation will consider several case studies on income tax issues associated with clients in financial distress, including the cancellation of indebtedness rules and new rules on net operating losses. As a continued result of the current health situation, the June 25th CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar.  Registration is free,…

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July 2020

Free

Who CARES about a SECURE Retirement in Times Like These?

July 23, 2020 @ 8:40 am - 9:30 am

1.0 CPE/CFP Hours; 0.75 CLE Hours Who CARES about a SECURE Retirement in Times Like These? ~ Anthony A. Garcia, J.D., LL.M.   This presentation will be a discussion on the impacts of the SECURE Act and the CARES Act on Estate Planning with Retirement Assets. As a continued result of the current health situation, the July 23rd CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar.  Registration is free, but limited, so register now.  After…

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August 2020

Free

Overview of Partnership Accounting and New Tax Return Reporting

August 27, 2020 @ 8:40 am - 9:30 am

1.0 CPE/CFP Hours; .75 Hours CLE. Overview of Partnership Accounting and New Tax Return Reporting ~ Jay R. Houren, J.D., C.P.A.   This presentation will be a general overview of Partnership Accounting and the new Tax Reporting Rules. As a continued result of the current health situation, the August 27th CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar.  Registration is free, but limited, so register now.  After registering, you will receive a confirmation email containing…

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