This comprehensive, in-depth event brings the focus to taxation and estate planning. Expect rigorous sessions on individual, corporate, and state taxation as well as the latest strategies for financial planners.
2024 Conference & Webcast
Optional pre-conference workshop available
WHEN: August (18) 19-20, 2024
Optional pre-conference workshop is August 18
WHERE: San Antonio at Norris Conference Center
618 NW Loop 410 San Antonio, TX 78216 | Map
CPE HOURS: 18 Conference only | 22 Conference & optional Workshop
16 Webcast (does not include workshop or lunch sessions)
Member fee:
Conference Plus Workshop:
Member Early Bird Fee $476 and Standard Member Fee $529
Conference Only and Webcast:
Member Early Bird Fee $395 and Standard Member Fee $439
Non-member fee:
Conference plus workshop $699 | Conference only and Webcast $579
Registration opens soon.
Early Bird Registration Deadline: July 29, 2024
EXTRA LEARNING TRACK: Business Valuation, Forensic and Litigation Services.
ROOM BLOCK
Aloft San Antonio Airport | Room Reservations
838 NW Loop 410, San Antonio, TX 78216 | Map
Room Rate $114 (Cut-off date is July 18, 2024)
Reservations telephone: (210) 541-8881
Members calling in must request the Texas Society of CPAs rate.
More session details will be available soon:
Pre-Conference Workshop - Sunday, August 18
2 – 2:50 p.m. - Cybersecurity
2:50 – 3:40 p.m. - Document Retention and Destruction
3:40 – 4 p.m. | Break
4 – 4:50 p.m. - Introduction to AI
4:50 – 5:40 p.m. - Data Disaster Clean-Up
Day One - Monday, August 19
8 – 9:30 a.m. - Dealing with the IRS
9:30 – 9:45 a.m. | Break
9:45 – 11 a.m. (Concurrent Sessions)
The Intersection of Business Succession and Estate Planning
Texas State Tax Update
Business Email Compromise Schemes
11:05 a.m. – 12:20 p.m. (Concurrent Sessions)
Family Law Considerations in Estate Planning
Corporate Transparency Act
How to Defend IRS Challenges in Estate and Gift Valuations
12:30 – 1:20 p.m.
Luncheon Presentation - Political Landscape
1:30 – 2:30 p.m. (Concurrent Sessions)
Responsibilities of Fiduciaries and Executors in Estate and Gift Tax Matters
Multi State Tax
Business Interruption
2:35 – 3:35 p.m. (Concurrent Sessions)
Tax Implications of Distributed Assets
Tax Law Updates for Individuals
Crypto Related Damages
3:35 – 3:45 p.m. | Break
3:45 – 4:45 p.m. (Concurrent Sessions)
Gun Trust and Other Specialty Products in Estate Planning
Tax Law Updates for Business Entities
Business Valuations and Mergers & Acquisition Outlook and Tips
Day Two - Tuesday, August 20
8 – 9:15 a.m. - Regulations of Tax Professionals
9:20 – 10:20 a.m. (Concurrent Sessions)
What a CPA Needs to Know About the Litigation of Estate and Gift Tax
Audits of Flow Through Entities
Tips for Being an Effective Testifying Expert
10:20 – 10:35 a.m. | Break
10:35 – 11:35 a.m. (Concurrent Sessions)
Texas Estate Case Update
Property Tax
Reasonable Certainty Update for Experts and their Engagements
11:45 a.m. – 12:35 p.m. - Luncheon Presentation: Economic Update
12:45 – 1:45 p.m. (Concurrent Sessions)
International Estate Planning Issues
Penalty and Reasonable Cause in the Age of Electronic Filing
Business Divorce
1:45 – 2 p.m. | Break
2 – 2:50 p.m. (Concurrent Sessions)
Taxation of Inherited Retirement Accounts
International Tax
Family Law Roundtable
2:55 – 4:10 p.m. (Concurrent Sessions)
Government Benefits in Estate Planning
Ask the Comptroller
Construction Audit/Fraud
Staff Liaison
Anice Asberry
Premier Sponsor:
Diamond Sponsor:
Conference Sponsor:
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Speakers
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