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August 2018

$50.00

Keeping Score: Partnership Tax Accounting Issues

August 23, 2018 @ 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 accounting issues with specific emphasis on partnership formation issues, including Code Section 704(b). Presented by Jay R. Houren, J.D., C.P.A.

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September 2018

$50.00

Basis Loaded: Income and Estate Tax Planning

September 27, 2018 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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An overview of the impact under the Tax Cuts and Jobs Act affecting client’s income and estate tax planning goals. Presented by Anthony A. Garcia, J.D., LL.M.

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November 2018

$250.00

30th Annual Tax Planning Seminar

November 8, 2018
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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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…

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February 2019

$75.00

MERGERS & ACQUISITIONS SEMINAR

February 28, 2019 @ 8:00 am - 11:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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MERGERS & ACQUISITIONS SEMINAR ~ 2/28/2019 8:00AM - 11:30AM, 4.0 CPE/CFP Hours Jay R. Houren ~ THE IMPACT OF THE TAX CUT AND JOBS ACT OF 2017 ON MERGERS & ACQUISITIONS A practical discussion of the recent tax changes business owners and potential buyers should consider when buying or selling a business. Andrea M. Paisley ~ PREPARING TO SELL: WHAT BUSINESS OWNERS SHOULD DO BEFORE LOOKING FOR A BUYER Administrative and business actions a seller can take before marketing their…

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May 2019

$50.00

Real Estate Tax Update presented by Chris M. Goodrich, J.D., LL.M.

May 23, 2019 @ 7:30 am - 8:30 am
The Briar Club, 2603 Timmons Lane
Houston, TX 77027 United States
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When is real estate an “active” trade business for Code Sections 1411, 1202, 199A and 1400Z-2?  An overview of characteristics and income taxation of business entities and the tax consequences of property transactions.  

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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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