Get Informed

Tax Institute 2017

Two days, 17 hours CPE.
An update for practitioners on issues of federal and state tax affecting individuals, trusts, estates and business.

August 3 & 4, 2017
Riley Center, Southwestern Baptist Theological Seminary

Thursday, August 3  
Underwriting sponsor: First Financial Bank, N.A.
  • Federal Tax Regulatory and Legislative Update Steve Tillinger, CPA
  • Cyberthreats and Client Data: Risk Management Robert H. Rosenzweig, Risk Strategies Company
  • Pass-Through Entities and Partnership Tax Update Christi Mondrik, Mondrik & Associates
  • Cleaning Up Taxpayers' Past Misdeeds Joel Crouch, Meadows Collier Reed Cousins Crouch & Ungerman, LLP
  • Estate Planning Topics Most Planners Overlook Marvin Blum, The Blum Firm, P.C. 
  • Choosing Structures for Acquiring Entities Willie Hornberger and Steve Moore, Jackson Walker LLP
  • Breakout sessions: choose one
    • Business Development for Practice Growth and Success: Tales from the Front (a roundtable discussion)  Mark McIntosh, RevGrow; Susan Roberts, CliftonLarsonAllen; and Ryan Scharar, Scharar Law Firm, P.C. Kathy Kelly moderates. 
    • Succession Alternatives for Accounting Practices Ryan Pannell, Accounting Practice Sales

Friday, August 4 Underwriting sponsor:  Wolters Kluwer

  • Self Employment Tax-Advantaged Structures Anthony Daddino, Meadows Collier Reed Cousins Crouch & Ungerman, LLP
  • Succession Planning for Clients Steven Faulkner, J P Morgan
  • Foreign Tax Issues Based on One Guy's Experience Vance Maultsby, Huselton Morgan & Maultsby, P.C. 
  • Investment Outlook: Texas and Beyond Michael Yeager, Luther King Capital Management
  • Recent Developments in the Texas Franchise Tax Jimmy Martens, Martens Todd Leonard Taylor & Ahlrich
  • Business Valuations for Sale, Purchase or Gifting Don Erickson, Mercer Capital
  • Estate Tax Update Gary Post, The Blum Firm, P.C. 

Fee: participants choose fee to include either print materials (binder including all presentations) or digital materials (link to presentations for download or on-site access; free Wi-Fi). 


  • Members (any TSCPA chapter) and nonCPAs: $425 with digital materials, $450 with print materials. 
  • Nonmembers: $490 with digital materials, $515 with print materials. 
  • Late registration fee of $25 applies for registrations after July 21, 2017

Fee includes all day beverage service and lunch; 17 hours CPE credit; 13 hours MCLE credit

Registration options:

Meadows Collier

 Thursday, August 3  Underwriting sponsor:   Friday, August 4 Underwriting sponsor

Tax Institute CPE Details

Event Cancellation