Get Informed

Four hour introduction to the Tax Institute

Discover one of north Texas’ best sources for tax intelligence and strategy

Hear from the best known, most respected tax advisors in the community

Come for lunch; hear three distinguished speakers, and adjourn to a roundtable on business development for practice growth and success.

Leave with practical ideas for client advice, and client development.

  • 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



  • Members (any TSCPA chapter) and nonCPAs: $125.
  • Nonmembers: $160.
  • Late registration fee of $25 applies for registrations after July 21, 2017


Fee includes digital materials, all day beverage service and lunch, abd 4 hours CPE credit.

Registration options:

Thursday, August 3 Underwriting sponsor: