About this event

Now in its 35th year, the Fort Worth CPA Tax Institute is the premier technical conference by tax professionals, for tax professionals, in north Texas. In 2019: sixteen hours of technical CPE credit, featuring some of the region's most well-known and influential tax professionals, with extensive coverage of developments from the Tax Cuts and Jobs Act of 2017 (TCJA). 

Fee: $425 members, $490 nonmembers. Early bird rate through July 17th. Additional $50 thereafter. Fee includes digital materials; coffee, sodas and water; box lunch; free wifi; free parking. 

- Income Tax Legislative and Regulatory Update, with Steve Tillinger (print materials furnished for this presentation only)
- Qualified Business Income Deduction, with Gene Wolf, Kemp Smith LLP
- Investment Outlook, with Brian Rehling, Wells Fargo
State Tax Issues, with Donna Rutter, EY, and Tram Le, TaxOps
Insights from a Tax Litigator, with Anthony Daddino, Meadows Collier
- Estate Planning Update: Case Studies, with Gary Post, Bank of America
Basis Step-Up Planning in Wealth Transfer, with Marvin Blum, The Blum Firm
Valuation Issues in Gifting and Private Company M&A, with Robert Allen, Whitley Penn
- R&D Tax Credits, with Deborah Roth, Exela Technologies
- Business Interest Expense and Investment Expense Deductions, with Brandt Self, CliftonLarsonAllen
- Qualified Opportunity Zone Investment Programs, with Brian Dethrow, Jackson Walker
- Business Entity Planning after the TCJA, with Dustin Willey, Bourland Wall & Wenzel
Judicial Update, with Joel Crouch, Meadows Collier

CPE credits available: 16 (technical). Update level. No prerequisites and no advance preparation required. 

MCLE: course accredited for 13.25 hours with the State Bar of Texas

Learning Objectives:
Understand regulatory developments around Internal Revenue Code amendments made by the TCJA
- Evaluate the impact of specific TCJA developments, including the qualified business income deduction; consider planning strategies
- Learn about IRS enforcement initiatives
- Learn about developments in Texas state taxation, both regulatory and statutory
- Consider the impact of the TCJA on R&D tax credits
- Learn about the impact of the TCJA on the business interest expense and investment expense deductions
- Consider how choice of business entity analysis may have changed as the result of the TCJA
- Review valuation issues occurring in the context of gifting or merger/acquisition transactions
- Consider possible benefits of investment in qualified opportunity zones
- Review major recent judicial developments in the areas of tax and estate planning
- Obtain a broad understanding about investment prospects in north Texas and across the US

Contact cpeinfo@fortworthcpa.org 

  Digital Materials Publication Sponsor
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   July 25 Presenting Sponsor           July 26 Presenting Sponsor
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