4-HOUR MEMBER APPRECIATION SERIES
FREE TO MEMBERS OF THE DALLAS CPA SOCIETY
November 16, 2011 – 1:00pm-5:00pm
Crowne Plaza Suites Hotel
7800 Alpha Road
Dallas TX 75240
For Dallas CPA Society Members Only
Networking Happy Hour to Follow at 5:00pm
12Noon-1:00pm Registration
1:00pm-1:50pm “How to Deal with the IRS When Your Client Owes Taxes”
Larry Jones JD – Townsend & Jones, LLP
Description: This presentation will cover IRS collection procedures and how to effectively represent a client who owes the IRS.
Learning Objective: Learn how to represent your clients when taxes are owed to the IRS and what has changed in dealing with the IRS.
Course Level: Intermediate
Prerequisite: None required.
2:00pm-2:50pm “Intentionally Defective Grantor Trusts: Use & Opportunity”
Michael V. Bourland JD - Bourland, Wall & Wenzel, P.C.
Description: Review Intentionally Defective Grantor Trusts strategies and rules for gift and sale in which the grantor, for income tax purposes, is trust creator or trust beneficiary.
Learning Objective: To understand rules and strategies for the use of intentionally defective grantor trusts.
Course Level: Intermediate
Prerequisite: None required
2:50pm-3:10pm Break
3:10pm-4:00pm “Minimizing the Enhanced Risks of Practice: Defensive Practice for CPAs”
Kenneth M. Howitz JD, CPA – Glast, Phillips & Murray, P.C.
Description: A discussion on how to structure your CPA practice to minimize the risk of a lawsuit or complaint to the TSBPA.
Learning Objective: To become more aware of risks in your CPA practice and how to deal with those risks.
Course Level: Intermediate
Prerequisite: None required
4:10pm-5:00pm “Choice of Entity in a Recovering Economy”
William H. Hornberger JD, CPA and Steven Moore JD – Jackson Walker L.L.P.
Description: This session will provide you with an understanding of the current considerations for making choice of entity decisions for client businesses and acquisitions. The recovery in the economy will lead to business acquisitions. Accountants will be asked to advise on the appropriate entity to do business.
Learning Objective: Participants will learn the tax, business and legal considerations of doing business through various entities and structures.
Course Level: Intermediate
Prerequisite: None required.
Format: Classroom
Course Number: 12500619
Credit Hours: Four (4)
Sponsor No.: 441
Cost: Free to DCPAS members
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