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.

Course will be held at the Riley Center, Southwestern Baptist Theological Seminary, in south Fort Worth, 1701 W. Boyce Avenue, Fort Worth 76115

Fee: participants choose fee to include either print materials (binder including all presentations) or digital materials (lMeadows Collierink 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; 14 hours MCLE credit (application pending)

Registration options:

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
  • Upstream Estate Planning 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 KluwerWolters Kluwer

  • Self Employment Tax-Advantaged Structures Anthony Daddino, Meadows Collier Reed Cousins Crouch & Ungerman, LLP
  • 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. 

Learning Objectives:  After attending this event, you will be able to

  • Discuss federal tax legislative and regulatory changes.
  • Summarize cyberthreats to client data.
  • Advise clients on tax advantages and disadvantages for pass-through entities and partnerships.
  • Model a response to the discovery of taxpayer misdeeds.
  • Recommend steps for clients with a business to pass on to the younger generation.
  • Discuss federal and state tax consequences of acquiring an entity.
  • Identify necessary steps to grow your practice.
  • Summarize a path to a successful succession plan for your practice.
  • Discuss IRS challenges to compensation in closely-held business.
  • Describe foreign tax issues.
  • Summarize the investment outlook.
  • Compare Texas Margin Tax COGS deduction for several industries.
  • Contrast business valuations for different purposes such as sale, purchase or gifting.
  • Describe the latest techniques applicable to estate planning.

Instructional method: 
lecture from furnished materials, with questions.

all material is update level.

Prerequisites and advance preparation:
fundamental federal income tax knowledge or experience; no advance preparation.

Details about Fort Worth Chapter's CPE policies and authority to offer credit at this link.

Contact: or 817-335-5055

MCLE credit:
application pending with the State Bar of Texas for 14 hours credit.