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29th Annual Tax Planning Seminar

November 17, 2017


Jay R. Houren, JD, CPA: Current Developments: Federal income, estate and gift tax developments affecting businesses, individuals and entities, including partnerships and S-corporations.

Chris M. Goodrich, JD, LL.M: Subchapter S Corporations: A review of selected income tax issues for Subchapter S corporations and their shareholders.

Peter J. Marmo, JD: Developments in Foreign Asset Reporting: A review of current developments in reporting of foreign assets and entities by U.S. taxpayers, including voluntary disclosure and streamlined programs.

David B. Rae, JD: Employment Tax Planning: A discussion of current developments in employment taxes, including NII and Medicare taxes, with a focus on potential planning opportunities.

Scott J. Brickner, JD, CPA: Estate Planning for Small and Medium Size Estates: Planning opportunities for non-taxable and medium size estates, including revocable trusts and different types of basic wills.

Andrea M. Paisley, JD: The New Partnership Audit Rules: An overview of the new partnership audit rules and what clients should consider when revising their agreements to reflect the new rules.

Taylor L. Gaver, JD: Choice of Entity: A review of selected issues to determine which entity is best suited to meet the needs and purpose of your client’s business, including state law and federal tax law topics.

Anthony A. Garcia, JD, LL.M: Federal Gift Tax Returns: A practical overview of the preparation and filing of Form 709, with a focus on the proper reporting of community property and separate property gifts.

John R. Strohmeyer, JD, LL.M: Income Taxation of Trusts and Estates: A discussion of the income tax planning opportunities available and potential pitfalls for trustees and executors.

 Ryan C. Furtick, JD, LL.M: Like-Kind Exchanges:  An overview of the technical requirements of Code Section 1031, available planning opportunities and recent developments.

 Andrea Levy Riesenfeld, JD : Staying out of the Courtroom: Information to help privately held businesses better understand the basics of employment law.


November 17, 2017


The Briar Club
2603 Timmons Lane
Houston,TX77027United States
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