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CPE Series Class

Dallas CPA Society Member Appreciation CPE Series
November 29, 2017; 1:00pm-5:00pm



REGISTER NOW

Join your fellow DCPAS members for the third 2017-18 installment
of the popular Member Appreciation CPE Series.

Wednesday, November 29, 2017
1:00pm-5:00pm
at

Communities Foundation of Texas
Mabel Peters Caruth Center

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




Join your fellow DCPAS members for the third 2017-18 installment of the popular Member Appreciation CPE Series.

Don’t miss these outstanding sessions:

What You Need to Know About the Texas Appeals Process
Stephen Long
Tax Partner, Baker & McKenzie LLP

Course Description:   This session is a general overview of the Texas appeals process, and includes do's and don'ts.
Learning Objectives:  Participants will:
  • Understand the general nature of the Texas appeals process
  • Be familiar with actions that a taxpayer representative should take in order to preserve an issue for judicial and appellate review.
Course Level:  Basic/Technical
Prerequisites:  None



Tips on Handling an IRS Audit
Larry Jones
Partner, Townsend & Jones LLP

Course Description:   This session will provide an update on representing a client who is being audited by the IRS.
Learning Objectives: Participants will learn how to effectively represent a client who is the subject of an IRS audit.
Course Level:  Basic/Technical
Prerequisites:  None



When the Past is Not the Past: Resolving Our Client's Past Misdeeds
Michael A. Villa, Jr.
Partner, Meadows Collier Reed Cousins Crouch & Ungerman LLP

Course Description:   You will receive instruction to resolve prior year non-compliance and how those options can differ depending on whether the taxpayer has already been contacted by the government or not.
Learning Objectives: This session will educate the participant on these key topics:
  • Resolving issues pertaining to unreported income,
  • Employees paid in cash,
  • Misclassified expenses,
  • Overstated inventory, and
  • Addressing past wrongdoing that may need to be addressed when a business is being sold.
Course Level:  Basic/Technical
Prerequisites:  None



What Every CPA Needs to Know About Estate Planning
Kyle E. Carlton
Attorney and Founder, KB Carlton PLLC

Course Description:   This presentation will give an overview of typical estate planning structures and how they should be setup, maintained and utilized by a CPA. It will briefly cover everything from simple wills to sophisticated irrevocable trusts. The speaker will have a drill-down focus on a) being strategic with your client - knowing what structures to recommend and when to deploy them, and b) the most common tricks and traps that CPA's fall into with these structures. In addition, we'll discuss recent updates and changes to the law in these areas (including industry trends and anticipated upcoming changes).
Learning Objectives:   Participants will learn:
  • How to be strategic with your client - knowing what structures to recommend and when to deploy them;
  • How to avoid the most common tricks and traps that CPA's fall into with estate structures; and,
  • Understanding recent (and upcoming) changes in estate law and how it will affect your clients.
Course Level:  Basic/Technical
Prerequisites:  None

 


Save the date for the next CPE Series coming February 6, 2018.


Course #: 18120615
Date: November 29, 2017
Time: 1pm-5pm; Registration begins at noon
CPE Credits: 4
Location: Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas, TX  75225
Cost: $25
Prerequisites: None
Category: Technical

18120615

Use this link
to register for this CPE Seminar.

To pay use your paypal account or choose to pay with credit or debit card option further down the page.


If you have not already done so, renew your 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