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Overview
Register ▸
2020 Tax Expo
2020 Tax Expo
TXCPA Houston CONFERENCE
Mon, January 06, 2020 — Tue, January 07, 2020
THIS EVENT IS 100% FREE!

The 2020 Tax Expo provides practitioners with the updates and resources needed to prepare for tax season. With over 500 CPAs, top national speakers and vendors who have products to help your business succeed this is the must attend conference of the year for CPAs, EAs and other tax practitioners.

Registration: Open
All times are Central Time (unless otherwise specified)
Event Dates
JAN
06
MONDAY
to
JAN
07
TUESDAY
Registration Closes
January 07, 2020 @ 12:00 pm
Houston Marriott Sugar Land
Address
Houston Marriott Sugar Land
16090 City Walk
Sugar Land, TX  USA
Featured Speakers
SPEAKER
Capt. Bill Diehl
President, Greater Houston Port Bureau
SPEAKER
Steven J. Tillinger, CPA
Selection Options
US Dollar
 
materials binder
Materials Binder
Materials Binder
$ 69.00 
Monday Jan 06, 2020 @  06:40:AM — Tuesday Jan 07, 2020 @  05:00:PM CST
 
 
member event registration
MEMBER 2-Day Access
MEMBER 2-Day Access
$ 350.00 
 
MEMBER Day 1 Access - January 6
MEMBER Day 1 Access - January 6
$ 250.00 
 
MEMBER Day 2 Access - January 7
MEMBER Day 2 Access - January 7
$ 250.00 
 
 
non-member event registration
NON-MEMBER 2-Day Access
NON-MEMBER 2-Day Access
$ 450.00 
 
NON-MEMBER Day 1 Access - January 6
NON-MEMBER Day 1 Access - January 6
$ 350.00 
 
NON-MEMBER Day 2 Access - January 7
NON-MEMBER Day 2 Access - January 7
$ 350.00 
 
 
day 1 - early bird
Early Bird: Integrating Technology
Early Bird: Integrating Technology
 
Monday Jan 06, 2020 @  06:45:AM — Tuesday Jan 07, 2020 @  07:35:AM CDT
Describe Briefly
 
 
day 1 - morning general session
Individual and Small Business Tax Update
Individual and Small Business Tax Update
 
Monday Jan 06, 2020 @  07:50:AM — Tuesday Jan 07, 2020 @  11:30:AM CST
Describe briefly
 
 
day 1 - lunch session
Promises and Perils: Port of Houston Poised for Growth
Promises and Perils: Port of Houston Poised for Growth
 
Monday Jan 06, 2020 @  11:30:AM — Tuesday Jan 07, 2020 @  12:40:PM CST

The port of Houston faces many challenges as it grows to meet the demands of booming Energy and Petrochemical exports and the needs of a large and growing gulf coast population. Learn more about the state of the Port and the path forward for one of our region’s most important industries: international trade.

 
 
day 1 - 1:00 - 1:50 p.m. sessions
SALT and New Property Tax Relief Act
SALT and New Property Tax Relief Act
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST
 
Elder Care
Elder Care
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST
 
Cryptocurrencies
Cryptocurrencies
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST
 
Update on SSARS 21
Update on SSARS 21
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST
 
 
day 1 - 2:05 - 3:45 p.m.
Estate Planning to Save Income Tax and Transfer Estate, Gift and Generation …
Estate Planning to Save Income Tax and Transfer Estate, Gift and Generation …
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
 
Advanced Section 163j Compliance and Planning
Advanced Section 163j Compliance and Planning
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
 
Medicare and Medicaid Update
Medicare and Medicaid Update
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
 
Transcending Technology
Transcending Technology
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
 
 
day 1 - 4 - 4:50 p.m.
Improving Firm Profitability
Improving Firm Profitability
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
 
Excel
Excel
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
 
GST's
GST's
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
 
Real Estate Depreciation
Real Estate Depreciation
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
 
 
day 1 - sips and cpe
Sips and CPE: Myths and Misconceptions in the Marketplace
Sips and CPE: Myths and Misconceptions in the Marketplace
 
Monday Jan 06, 2020 @  05:10:PM — Tuesday Jan 07, 2020 @  06:00:PM CST
Describe Briefly
 
 
day 2 - early bird
Early Bird: Key Factors in the Valuation of a CPA Practice
Early Bird: Key Factors in the Valuation of a CPA Practice
 
Monday Jan 06, 2020 @  06:45:AM — Tuesday Jan 07, 2020 @  07:35:AM CST

Have you ever wondered what your practice is worth? Do you think about exiting one day and receiving value for the legacy you've built? Join us as we learn about how certain factors for your practice will help drive value and buyer interest for whenever you're ready to exit the business.


 
 
day 2 - morning general session
199A
199A
 
Monday Jan 06, 2020 @  07:50:AM — Tuesday Jan 07, 2020 @  11:30:AM CST

In-depth presentation on Internal Revenue Code Section 199A and related regulations.

 
 
day 2 - lunch session
Lunch Session - Awaiting Confirmation
Lunch Session - Awaiting Confirmation
 
Monday Jan 06, 2020 @  11:30:AM — Tuesday Jan 07, 2020 @  12:40:PM CST
Describe Briefly
 
 
day 2 - 1 - 1:50 sessions
Introduction to Shareholder and Partner Basis
Introduction to Shareholder and Partner Basis
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST

During the session you will learn:


•Importance of maintaining basis 

•Identify the increases and decreases to shareholder basis, and review the ordering rules

for items that affect shareholder basis

•Review partnership basis rules

•Examine taxable events or limitations that arise from limited shareholder or partner

basis

•Differences between basis and at-risk limitations


 
Ethics for CPAs: It's a Matter of Choice
Ethics for CPAs: It's a Matter of Choice
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST

Although it’s easy to look at the headlines and wonder, “Why do good people do bad things?”, a more important question we should all be asking ourselves would be

if we faced similar circumstances, would we have made the same choices as the

people in the headlines?  


This course provides a look into ethical philosophies we all hold that guide our personal

and professional lives and discusses the values upon which our choices are

based. Ethical behavior is more than knowing what’s right and what’s wrong. It’s making the right choices for our profession and the organizations and customers we serve. 


The public looks to us to maintain a standard of ethics and integrity and the Texas State Board holds us accountable for protecting the CPA brand, but are we meeting these obligations?


In this interactive and thought-provoking session, participants will have the

opportunity to:

  • Explore the foundations and philosophies of ethics
  • Understand the Texas State Board's Rules of Professional Conduct and the core values of our profession
  • Practice applying ethical judgment in making choices appropriate for the profession and the public
  • Identify the components and red flags of fraud
  • Determine opportunities for improvement in protecting our brand

"


 
Offers in Compromise
Offers in Compromise
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST
Describe Briefly
 
Tax and Investment Planning from Ages 55-70
Tax and Investment Planning from Ages 55-70
 
Monday Jan 06, 2020 @  01:00:PM — Tuesday Jan 07, 2020 @  01:50:PM CST

Transitioning from asset accumulation to retirement distribution presents many opportunities and potential pitfalls. This presentation will help you plan for and navigate for those years between your 55th and 70th birthdays. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), health insurance, Medicare, social security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset

allocation, tax-efficient distribution strategies and more.


 
 
day 2 - 2:05 - 3:45 p.m. sessions
Partnership/LLC
Partnership/LLC
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
Describe Briefly
 
Financial Planning
Financial Planning
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
Describe Briefly
 
Qualified Opportunity Zones
Qualified Opportunity Zones
 
Monday Jan 06, 2020 @  02:05:PM — Tuesday Jan 07, 2020 @  03:45:PM CST
Describe Briefly
 
 
day 2 - 4 - 4:50 p.m. sessions
International Tax - GILTI/FDII
International Tax - GILTI/FDII
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
Describe Briefly
 
IRS Controversy
IRS Controversy
 
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
Describe Briefly
 
Recognizing Potential Fraud in Your Clients
Recognizing Potential Fraud in Your Clients
 
Houston Marriott Sugar Land
Monday Jan 06, 2020 @  04:00:PM — Tuesday Jan 07, 2020 @  04:50:PM CST
Describe Briefly
 
 
day 2 - sips and cpe
Sips and CPE: Mergers and Acquisitions of Small Businesses
Sips and CPE: Mergers and Acquisitions of Small Businesses
 
Monday Jan 06, 2020 @  05:10:PM — Tuesday Jan 07, 2020 @  06:00:PM CST
Describe Briefly
 
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