CPE Expo

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  • Monday, December 14 - 15, 2020
  • 08:00 AM - 4:30 PM
  • Online

CPE credit hours: 16 CPE Hours + 4 Bonus On-Demand Sessions

Choose from 3 tracks over 2 days:
Tax, professional development/Young Professionals, Accounting and Auditing

Day 1 | Dec. 14 | Track One - Tax

8 a.m. - 9:30 a.m. - CARES Act Part I
You’ll hear the latest updates on important tax issues, including the CARES Act, tax credits, gross income, adjustments to gross income and PAL, AMT and other taxes, income and expense matters associated with general businesses, information on partnerships, LLCs and S Corporations, and more.
Blaise C. Bender, JD, CGMA, CPA/President/Blaise C. Bender, PC/San Antonio

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m.
CARES Act Part II
Blaise C. Bender

10:55 a.m. - 11:05 a.m. - Break

11:05 a.m. - 12:20 p.m. - Other Updates on Gross Income, Adjustments to Gross Income and PAL, AMT and Other Taxes, Tax Credits
Blaise Bender

12:20 p.m. - 1:20 p.m. - Lunch Break

1:20 p.m. - 2:35 p.m. - Update on Income and Expense Matters Associated with General Businesses, Including Sole Proprietorships and C Corporations
Blaise Bender

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. - Partnerships, LLC and S Corporation Update
Blaise Bender

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - Additional Updates Continued
Blaise Bender

 

Day 1 | Dec. 14 | Track Two - Professional Development/Young Professionals

8 a.m. - 9:30 a.m. - Excel Tips and Tricks
Jay Smith/Director/Jefferson Wells
Deborah Southwell, CPA/Sr. Director/Goodman Solutions

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m. - Inclusive Leadership
MiShon Landry, CDP

10:55 a.m. - 11:05 a.m. Break

11:05 a.m. - 12:20 p.m. - professional development for Successful Introverts
Ramone Santillan/Interview Coach/Persuasive Interview

12:20 p.m. - 1:20 p.m. - Lunch Break

1:20 p.m. - 2:35 p.m. - Business Etiquette in the New, Virtual, Video World
Eric Peters/Division President/BGSF

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. Master the Power of LinkedIn Branding and Social Selling
Terry Sullivan/Founder/Owner/BuzzPro

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - Escaping the Drama Triangle
Lydia Radnik, CPA/Owner/AG Insights Coaching, LLC

 

Day 1 | Dec. 14 | Track Three - Accounting & Auditing

8 a.m. - 9:30 a.m. - Lease Accounting Overview: The Impact of ASU 2016-02: Leases and Case Study
Lucas LaChance, CPA/Partner/LGT

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m. - Bankruptcy and Restructuring for CPAs: Opportunities and Pitfalls for You and Your Clients
John Tittle, Jr., CPA/Head of Bankruptcy & Restructuring Practice/Harris & Dickey, LLC
Keith M. Aurzada/Partner/Reed Smith
Deborah Southwell, CPA/Sr. Director/Goodman Solutions

10:55 a.m. - 11:05 a.m. - Break

11:05 a.m. - 12:20 p.m. - Nonprofit - Grant Compliance and Stimulus Funding
Emily George, CPA/Senior Managing Consultant/BKD

12:20 p.m. - 1:20 p.m. Lunch Break

1:20 p.m. - 2:35 p.m. - TBD - TBD

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. - Construction
Carrie Bradshaw

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - PPP/CARES Act Update
Jana Kelly, CPA/CAS and Tax Manager/Briggs & Veselka

 

 

Day 2 | Dec. 15 | Track One - Tax

8 a.m. - 9:30 a.m. - IRS Practice and Enforcement Update - Pandemic Edition
Mary Wood, JD/Partner/Meadows Collier

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m. - Texas Sales Tax: Does the Comptroller of Public Accountants Have an Advantage?
Is Texas sales tax complex and convoluted? Yes! Different businesses require different application of the tax law (or tweaks). Many businesses are at a disadvantage due to a lack of knowledge and understanding of the information the Comptroller of Public Accountants provides. Business owners are no match for a trained auditor. Michael Robertson, CPA/President/Michael J. Robertson, PC

10:55 a.m. - 11:05 a.m. - Break

11:05 a.m. - 12:20 p.m. - Opportunities in the Zones: Tax Benefits of 1400Z-2 from Qualified Opportunity Zones
Christopher Cunningham, JD, LLM/Partner/Elliott, Thomason & Gibson, LLP

12:20 p.m. - 1:20 p.m. - Lunch Break

1:20 p.m. - 2:35 p.m. - U.S. Income Taxation of International Investments Update
Stephen Beck, JD, LLM/Partner/Meadows Collier

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. - Estate Planning and Asset Structuring for Business Owners
TBD

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - TBD
Lindsay Polyak/Partner/Tax Credit Collective

 

Day 2 | Dec. 15 | Track Two - Professional Development/Young Professionals

8 a.m. - 9:30 a.m. - First-Responder Self-Care You Can Benefit from During a Sustained Crisis
Dana Lessard Garnett, CPA/TMCA Credntialed Mediator/Mindful Strategy LLC

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m. - Investments and Financial Planning
This course covers important considerations in developing a successful investment plan, including investment fundamentals, asset allocation and diversification. It also introduces other equally important disciplines of financial planning, such as budgeting, savings, education and retirement planning, insurance, and estate planning.
Steven R. Goodman, CPA, CFP/President/Goodman Financial Corporation/Houston

10:55 a.m. - 11:05 a.m. - Break

11:05 a.m. - 12:20 p.m. - A Critical Skill That Sets You Apart
Each year, thousands of smart professionals are promoted to levels in their organization where they become responsible for leading others. However, many of these smart professionals have not been adequately equipped to handle one of the most important responsibilities of leadership: effective interpersonal communication. Whether you’re a new leader or have been leading for decades, this session will help you become a more effective leader. We’ll cover the three most common interpersonal communication mistakes leaders make, how to correct them, and how to start developing others to become clearer and more excellent communicators.
Adam Tarnow/Founder/Tarnow & Company

12:20 p.m. - 1:20 p.m. - Lunch Break

1:20 p.m. - 2:35 p.m. - Powering Up Productivity
Dr. Stevie Dawn Carter, Ph.D./CEO/Stevie Dawn Inspires, LLC

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. - Recruiting/Hiring
Troy Christy

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - Communication Challenges in the 21st Century
Charlotte Canion/NCSC/Canion LLC

 

Day 2 | Dec. 15 | Track Three -Accounting & Auditing

8 a.m. - 9:30 a.m. - Current Risk Management Best Practices: A Pandemic-Focused Primer
Duncan B. Will, CPA/ABV/CFF, CFE/Loss Prevention Manager/Accounting and Auditing Specialist/Camico

9:30 a.m. - 9:40 a.m. - Break

9:40 a.m. - 10:55 a.m. - Review and Comp Update
Kyle Willey, CPA, CFE/Audit Partner/Whitley Penn

10:55 a.m. - 11:05 a.m. - Break

11:05 a.m. - 12:20 p.m. - Inventory Management Best Practices
Riveron panel

12:20 p.m. - 1:20 p.m. - Lunch Break

1:20 p.m. - 2:35 p.m. - TBD
TBD

2:35 p.m. - 2:45 p.m. - Break

2:45 p.m. - 4 p.m. - Oil and Gas State Tax Issues
Joe Blice, CPA

4 p.m. - 4:10 p.m. - Break

4:10 p.m. - 5:10 p.m. - Peer Review General Update
Tim Pike, CPA, CFE/Partner/Howard LLP

 

 

Premier sponsors:

Gray Reed - Premier sponsor
Thompson Reuters - Premier sponsor

Platinum sponsor:

CPA Charge, Platinum Sponsor

Conference sponsor:

TXCPA Insurance Trust, Conference Sponsor

Silver sponsor:

Xero - Silver sponsor

Silver sponsor:

Goodman - Silver sponsor