CONFERENCE 2018 CPE EXPO. Dallas November 29-30, San Antonio December 3-4, Houston December 10-11, 2018

Transcription

1 2018 CPE EXPO CONFERENCE November 29-30, 2018 San Antonio December 3-4, 2018 Houston December 10-11, % Discount Available Details Inside!

2 Conference Details San Antonio Houston Date November 29-30, 2018 December 3-4, 2018 December 10-11, 2018 Hotel /Addison Marriott Quorum by the Galleria Parkway, TX Omni San Antonio Hotel at the Colonnade, San Antonio 9821 Colonnade Blvd. San Antonio, TX Westin Galleria Houston 5060 W Alabama Street Houston, TX Reservations * THE-OMNI Hotel Rate Hotel Cut Off Parking ** Early Bird Deadlines*** $ Single/Double + applicable taxes November 17, 2018 or when block fills Self-parking: $3/hourly, $15/daily. Valet parking: $28/daily (Note: Parking garage height clearance 6 feet) $ Single/Double + applicable taxes November 19, 2018 or when block fills Complimentary self-parking Valet parking: $15/daily $ Single/Double + applicable taxes November 25, 2018 or when block fills Complimentary self-parking. Valet Parking: $39/daily November 15, 2018 November 19, 2018 November 26, 2018 *A limited number of rooms have been reserved at this rate and are booked on a first-come, first-served basis. When making reservations, please identify yourself as a Texas Society of Certified Public Accountants: Texas CPAs CPE Expo conference registrant. YOU ARE RESPONSIBLE FOR YOUR OWN RESERVATIONS AND CANCELLATIONS. ** Parking charges are not included as part of the conference registration fee and are subject to change. *** Register on or before these dates to receive early bird registration rates. TSCPA is not responsible for checks or registrations delayed or lost in the mail. Registration and Breakfast: 6:30 a.m. both days Day 1 7:30 a.m. 4:30 p.m. Day 2 7:30 a.m. 4:30 p.m. CPE Hours: 20 hours CPE HOURS ARE BASED ON ACTUAL ATTENDANCE. 20% Discount: The first TSCPA member registrant from a firm or company at full price, all other TSCPA members from the same firm or company receive a 20% discount on their registration. Ethics fee is not eligible for the 20% discount. To qualify for the discounts, registrations must be submitted together via phone or fax. Handouts: Handouts will be available beginning November 26, On November 26, 2018, TSCPA will send an that contains the link to the handout website. Session Information: Seating for this conference is on a first come, first served basis. Some sessions may fill up and once they have, the class will be closed and participants will be directed to another class. Cancellation Fee: Cancellations received less than five business days prior to the conference start date are subject to a $50 cancellation fee. Substitutions will be allowed until the start time of the program at no charge by calling or NO SHOWS WILL FORFEIT THE ENTIRE REGISTRATION FEE. TSCPA policies can be found at Follow Us On: #TXCPE2018 TSCPA Registered Sponsor # 260

3 Agenda Day One Track One Track Two 6:30 a.m. REGISTRATION 7:30 a.m. Individual Tax Update z Tax reporting and filing status issues, gross income and adjustments to gross income The Golden Egg of Internal Fraud Prevention: Considerations for Increasing the Perception of Detection Steve Dawson, CPA, CFE/President/Dawson Forensic Group/Lubbock z Regardless of staff size or complexity of operations, the #1 internal control that can be implemented in ANY organization is to increase the perception of detection z Numerous and various methods that an organization can use to accomplish this objective 9:15 a.m. BREAK 9:25 a.m. Individual Tax Update z Standard and itemized deduction issues, qualified business income deduction, AMT and other taxes, tax credits Cryptocurrency/Blockchain: Regulatory and Litigation Essentials Robert Long, Partner/Bell Nunnally & Martin LLP/ Ross Angus Williams, Partner/Bell Nunnally & Martin LLP/ z A primer on regulatory and litigation issues, tips, and risk avoidance in the blockchain and cryptocurrency contexts z Discussion of the regulatory framework, responsible regulatory agencies, hot-button regulatory issues, and regulatory investigations and exams, as well as of various issues that arise in private litigation in these contexts 11:10 a.m. BREAK 11:20 a.m. LUNCHEON PRESENTATION: Technology Needs An Accountant s Heart & San Antonio: Liz Mason, CEO, High Rock Accounting/National Xero Ambassador/Scottsdale, AZ Houston: Ryan Watson, Principle, Upsourced Accounting/National Xero Ambassador/Columbus, OH z Artificial Intelligence (AI) is at the heart of tomorrow s accounting workflows and yet, it lacks the very heart that s needed to harness its power. That s because accountants can proactively manage AI capabilities and best allocate the findings, trends and opportunities to create value for their clients z Learn how tech-forward firms adapt to and thrive on the ever-changing technology curve 12:25 p.m. BREAK 12:30 p.m. Business Tax Update z Tax reporting and filing status issues, gross income and adjustments to gross income Employing People in a Trump Era Alan Bush, Esq./Legal Counsel/Bush Law Firm, PC/The Woodlands z New president, new focus. How can finance set up a company s HR to capitalize on the regulatory roll back? z What things like immigration compliance has the administration prioritized that you should keep an eye on? z Discuss all the new risks and opportunities 2:00 p.m. BREAK 2:10 p.m. Business Tax Update z Update on income and expense matters associated with businesses, including sole proprietorships Loss Prevention Tips from an A&A Perspective: The Playbook Duncan Will, CPA, ABV, CFF, CFE/Loss Prevention Services Manager, Accounting & Auditing Specialist/CAMICO/ San Mateo, CA z Gain practical guidance and awareness to avoid both common and unexpected dangers that often trip up the unwary z Refresher on defensive documentation methodologies and professional standards, particularly in regards to A&A issues 3:25 p.m. BREAK 3:30 p.m. Business Tax Update z Update specific to S corporations and partnerships Avoiding the Litigation Target: Best Practices for CPAs to Meet Their Fiduciary Duties and Stay Out of the Courtroom Crosshairs Heath Coffman/Attorney/Brackett & Ellis, P.C./Fort Worth z This session will list the top 10 tips for CPAs to avoid malpractice claims from clients and third parties. presentation will be made virtually 4:30 p.m. ADJOURN

4 Agenda Day Two Track One Track Two Track Three 6:30 a.m. REGISTRATION 7:30 a.m. The Texas Franchise Tax: Recent and Pending Cases at the State and Federal Level Could Impact the Texas Franchise Tax David E. Colmenero, J.D., LL.M., CPA/Partner/Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP/ z Recent developments at the state/federal level - like the U.S. Supreme Court s recent decision in South Dakota v. Wayfair - could carry implications for Texas franchise tax purposes and effect many Texans franchise tax liability z Learn about recent and pending administrative and judicial developments and the potential implications and opportunities they represent for Texas taxpayers Mastering Difficult Situations with Finesse: Good for Business and Your Health! Dana Lessard Garnett, CPA, MSA, MADR/Owner/The Mindful Strategy LLC/ z Learn how to master key strategies that reduce stress, boost your overall health and help you easily handle tough situations in the moment z Have increased composure in challenging situations; increased intuition for fast, effective problem-solving; enhance communication and prevent miscommunication; and experience better team collaboration Accounting and Auditing Update Adam McCane/Partner-in-Charge, Central Texas Assurance Services/ Weaver/Austin z Accounting and audit update on recently issued Accounting Standards Updates (ASUs) and recently issued audit standards 9:15 a.m. BREAK 9:25 a.m. The Retirement Income Puzzle - The Bar Napkin Approach David Zander, CFP /Back Nine Financial, LLC/Boerne z The Retirement Income Puzzle consists of four distinct/unique pieces: Social Security, investments, work and home wealth z Social Security and home wealth! Why they are important and how they can and should be integrated into the retirement income process The Legal Case for Cyber Risk Management Programs and What They Should Include Shawn E. Tuma, JD/Co-Chair of Data Privacy & Cybersecurity Practice/Spencer Fane/ & Plano z Cyber is an overall business risk issue that must be properly managed to comply with many laws and regulations (legal issue) z Examine: (1) The most impactful recent legal and regulatory developments; (2) How the application of these rules requires companies to have a robust cyber risk management program; (3) Key elements the program must include IRS Enforcement Update: Current Trends in IRS Audits and Investigations Michael A. Villa, Jr, J.D., LL.M./Partner/Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P./ Mary E. Wood, J.D./Partner/Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P./ z Hot topics in IRS enforcement - despite/because of IRS budget cuts, they are working cases more thoroughly z Focus on current IRS practices in examination, criminal investigation, appeals and collection 11:10 a.m. BREAK 11:20 a.m. LUNCHEON PRESENTATION: How the Ketogenic Diet May Help You Lose Weight, Improve Your Health & Regain Control of Your Life Casey Durango/Go Keto with Casey/Greensboro, NC z How the ketogenic diet works (literally and figuratively) and why the nutritional advice we ve been given for decades was wrong. It s not too late to make simple changes to our diet that will result in dramatic changes to our lives 12:25 p.m. BREAK 12:30 p.m. Tax Maneuvers to Maximize the Value of the Qualified Business Income Deduction Jim Oliver CPA/PFS, CFP, CGMA/Tax Partner, High Net Worth/Calvetti Ferguson/San Antonio z New type of tax deduction for individuals and trusts created by the 2017 Tax Act - qualified business income deduction z Complexities of computing this deduction creates new opportunities and issues in making tax, business and entity decisions The Wonderful World of SSARS: Adventure Land, Future Land, and Fantasy Land James A. Smith, CPA, CGMA/Managing Director/Smith, Jackson, Boyer & Bovard, PLLC/ z Preparation, compilation and review services: what is, what is to come and what may or may not ever be z Review of what is in effect today and a discussion of what is being considered : A CPA s Guidebook for Ethical Behavior Houston & San Antonio: Managing Ethical Dilemmas for Texas CPAs Allison McLeod, LL.M., CPA, Ethics Speaker and Author/Denton z The session will educate and inform CPAs not just on what is the right thing to do according to the Texas Rules of Professional Conduct, but how to put your values into action 2:00 p.m. BREAK 2:10 p.m. You Mean People go to Jail for That? Hidden Dangers of Handling a Trust Fund Recovery Penalty Investigation Tom Rhodus/Partner/Gray Reed & McGraw LLP/ David Gair/Partner/Gray Reed & McGraw/ z When businesses fail to pay employment taxes responsible persons may face criminal as well as civil penalties z How to assist your clients with avoiding these traps Property Characterization and Tracing Steve Walker, CPA/Frisco z Forensic accountants can be called on to characterize property for divorce or probate z A knowledge of community and separate property laws, as well as tracing standards, is necessary to prepare an expert s report : A CPA s Guidebook for Ethical Behavior (Continued) Houston & San Antonio: Managing Ethical Dilemmas for Texas CPAs (Continued) Allison McLeod, LL.M., CPA, Ethics Speaker and Author/Denton 3:25 p.m. BREAK 3:30 p.m. Virtual What? Digital Who? And Taxes Why? Exploring Tax Issues Related to Cryptocurrencies Anthony P. Daddino, J.D./Partner/Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P./ z Overview of the current tax and regulatory landscape of Bitcoin and other cryptocurrencies z User-friendly overview of the history and underlying technology behind Bitcoin, as well as a review of emerging trends and unresolved issues Tangible Property Repair Regulations Eddie Price, CCSP/Director, KBKG/ z Many taxpayers are not in compliance/missing opportunities to take advantage of these new rules. Hear compliance requirements and potential tax planning strategies on a retroactive and prospective basis z Identify tax saving opportunities and be in compliance with these new regulations; understand changes and new requirements presented by the final repair and disposition regulations; identify opportunities for missed deductions and other tax planning ideas; and gain an in-depth knowledge of unit of property rules : A CPA s Guidebook for Ethical Behavior (Continued) Houston & San Antonio: Managing Ethical Dilemmas for Texas CPAs (Continued) Allison McLeod, LL.M., CPA, Ethics Speaker and Author/Denton 4:30 p.m. ADJOURN

5 COMPANY AND CONTACT INFORMATION: 2018 CPE Expo Conference Name: Member #: Company/Firm: Address: City: State: Zip: Phone: c I have special needs under the Americans with Disabilities Act and/or Food Restrictions REGISTRATION OPTIONS: Program Fees: How to Register c November EXPO01 Two Day Fees: Member Nonmember u Register online at c November 29 ONLY EXPO02 Early Bird $325 $450 v Mail your check and registration form to: c November 30 ONLY EXPO03 Early Bird with Ethics $400 $550 TSCPA CPE Foundation, Inc Parkway, Suite 700 San Antonio Regular $350 $475, TX c December 3 4 EXPO04 Regular with Ethics $425 $575 w Fax credit card registrations to: c December 3 ONLY EXPO05 One Day Only Fees: or c December 4 ONLY EXPO06 Early Bird $220 $345 x Phone your registration in to: or Houston Early Bird with Ethics $295 $445 c December EXP007 Regular $245 $370 c December 10 ONLY EXP008 Regular with Ethics $320 $470 Total $: c December 11 ONLY EXP009 NOTE: Ethics not offered on Day One. METHOD OF PAYMENT: Credit Card #: Name as it appears on the Credit Card: Cardholder Signature: Check #: Exp. Date: Check Amount: Additional conference and cancellation policy information located at

6 Texas Society of Certified Public Accountants CPE Foundation, Inc Parkway, Suite 700 TX Non-Profit Organization U.S. POSTAGE PAID, TX Permit 195 Special Thanks to Our Sponsors: 2018 CPE Expo Committee: Exclusive Premier Sponsor Silver Sponsor Patty Havard, CPA, CFF - CHAIR Patricia Havard PC DeSoto Ray Cook, Jr, CPA VICE-CHAIR Cook McDonald & Co Bridgeport Edie McDonald, CPA Cook McDonald & Co Bridgeport Ricardo Rivera, CPA Gray Reed Bronze Sponsors Conference Sponsors Exhibitor Gene Anderson, CPA, CGMA City of Paris Paris Steven Deel, CPA RGP San Antonio Patricia Jo Fritsche, CPA, CFF, CGMA, CITP FMG CPA LLC Fort Worth Kay Johnson, CPA Adam Traywick LLC Fort Worth David Kirk, CPA, AVB, CFF Weaver John Safos, CPA Houston Sherri Scheffer, CPA, CGMA Sandersen & Scheffer, PLLC Houston Bonnie Vaughn, CPA Lange & Associates PC Fort Worth Ruth Ann Walker, CPA Ruth Ann Walker CPA Hillsboro Soraia Vaughn, CMP TSCPA, CPE Foundation, Inc.