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CPE Series Class

Member Appreciation CPE Series
February 9, 2017

Register now

Join your fellow DCPAS members for the last 2016-17 installment of the popular
Member Appreciation CPE Series

Thursday, February 9, 2017

in the Community Room of the
Communities Foundation of Texas

5500 Caruth Haven Lane
at North Central Expressway
Dallas, Texas  75225 (map)

Don’t miss these outstanding speakers focusing on a variety of topics of timely importance to the accounting and financial services industry.

This event will feature presentations by: Steven Novak, Managing Partner, The Blum Firm; Daniel Baucum, Shareholder, Munsch Hardt Kopf & Harr PC; David Gair, Partner, Gray Reed; and James Smith, Managing Partner, Smith Jackson Boyer & Bovard PLLC.

Goldilocks and the Three Grantor Trusts
Steven W. Novak, Managing Partner and Partner-in-Charge, The Blum Firm

Course Description:   This session will cover the evolution of grantor trusts, the various triggers that cause grantor trust treatment, and three versions of grantor trusts used for three different client scenarios.

Learning Objectives:   Participants will learn:
  • the tax characteristics of grantor trusts
  • what terms in a trust cause a trust to be a grantor trust
  • when certain types of grantor trusts are appropriate as a solution to specific client needs; and
  • the historical background of grantor trusts and the possible future of grantor trusts.
Course Level:  Technical
Prerequisites:  None

New World of Tax Fraud – Attack on Tax Professionals
David Gair, Partner, Gray Reed & McGraw LLP

Course Description:  This presentation will discuss current and significant changes IRS tax fraud enforcement priorities. The presentation will also discuss ethical and practical strategies for dealing with clients and the IRS.

Learning Objectives:  Participants will:
  • Discuss historically used tax fraud Internal Revenue Code Sections;
  • Discuss new priorities in the IRS and the law behind such priorities;
  • Discuss important elements of different tax fraud crimes;
  • Practical strategies for dealing with audits;
  • Understand ethical issues for tax professionals when dealing with IRS;
  • Discussion of recent case law involving tax fraud and tax professionals; and
  • Sample hypothetical problems to help understand law.
Course Level:  Technical
Prerequisites:  None

The Six ‘P’s of Surviving an IRS Audit and the Power of Attorney and How to Use It
James A. Smith, Managing Partner, Smith Jackson Boyer & Bovard PLLC

Course Description: This presentation will cover the different types of IRS audits, what to expect from, and how to prepare for, each type. It will also address the various ways Form 2848 can and should be used.

Learning Objectives:  Paticipants will learn:
  • how to prepare for each of the different types of audits;
  • the best approach to conducting each in order to win at the agent level; and
  • the various situations in which to get a POA from a client.
Course Level:  Technical
Prerequisites:  None

Do Corporations Trump Passthroughs?
Daniel G. Baucum,  Shareholder, MunschHardt Kopf & Harr PC

Course Description:   A fresh look at how your choice of business entity selection for your client’s business may be affected by recent case law and proposed tax regulations and possible federal tax reform.

Learning Objectives:  Participants will be able to identify the business and tax law benefits and disadvantages encountered for each of the most popular business entities currently in use; and how recent judicial and regulatory changes and possible tax reform may affect your choice.

Course Level:  Technical
Prerequisites:  None
updated 01.31.2017

Course #: 17120915
Date: February 9, 2017
Time: 1pm-5pm; Registration begins at noon
Location: Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, TX  75225
Cost: $25


Use this link
to register for this CPE Seminar.

If you have not already done so, renew your 2016-17 Dallas Chapter membership now in order to take advantage of this great member benefit!
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Dallas CPA Society - Texas Society of Certified Public Accountants
12400 Coit Road, Suite #750, Dallas Texas 75251 - Phone: 972-960-8311 - Fax: 972-960-2040