This comprehensive, in-depth event brings the focus to taxation and estate planning. Expect rigorous sessions on individual, corporate, and state taxation as well as the latest strategies for financial planners.

2024 Conference & Webcast

Optional pre-conference workshop available

WHEN: August (18) 19-20, 2024
Optional pre-conference workshop is August 18

WHERE: San Antonio at Norris Conference Center
618 NW Loop 410 San Antonio, TX 78216 | Map

CPE HOURS: 18 Conference only | 22 Conference & optional Workshop
16 Webcast (does not include workshop or lunch sessions)

Member fee: ​​
Conference Plus Workshop:
Member Early Bird Fee $476 and Standard Member Fee $529

Conference Only and Webcast:
Member Early Bird Fee $395 and Standard Member Fee $439

​​ Non-member fee:
Conference plus workshop $699 | Conference only and Webcast $579

Registration opens soon.

Early Bird Registration Deadline: July 29, 2024​

EXTRA LEARNING TRACK: Business Valuation, Forensic and Litigation Services.

ROOM BLOCK
Aloft San Antonio Airport | Room Reservations
838 NW Loop 410, San Antonio, TX 78216 | Map
Room Rate $114 (Cut-off date is July 18, 2024)
Reservations telephone: (210) 541-8881
Members calling in must request the Texas Society of CPAs rate. 

More session details will be available soon:

Pre-Conference Workshop - Sunday, August 18

2 – 2:50 p.m.  - Cybersecurity  

2:50 – 3:40 p.m.  - Document Retention and Destruction 

3:40 – 4 p.m. | Break 

4 – 4:50 p.m.  - Introduction to AI  

4:50 – 5:40 p.m. - Data Disaster Clean-Up 

Day One - Monday, August 19 

8 – 9:30 a.m.  - Dealing with the IRS 

9:30 – 9:45 a.m. | Break 

9:45 – 11 a.m. (Concurrent Sessions) 
The Intersection of Business Succession and Estate Planning 
Texas State Tax Update  
Business Email Compromise Schemes 

11:05 a.m. – 12:20 p.m. (Concurrent Sessions) 
Family Law Considerations in Estate Planning 
Corporate Transparency Act  
How to Defend IRS Challenges in Estate and Gift Valuations 

12:30 – 1:20 p.m. 
Luncheon Presentation - Political Landscape  

1:30 – 2:30 p.m. (Concurrent Sessions) 
Responsibilities of Fiduciaries and Executors in Estate and Gift Tax Matters 
Multi State Tax 
Business Interruption 

2:35 – 3:35 p.m. (Concurrent Sessions) 
Tax Implications of Distributed Assets 
Tax Law Updates for Individuals 
Crypto Related Damages 

3:35 – 3:45 p.m. | Break 

3:45 – 4:45 p.m. (Concurrent Sessions) 
Gun Trust and Other Specialty Products in Estate Planning 
Tax Law Updates for Business Entities  
Business Valuations and Mergers & Acquisition Outlook and Tips 

Day Two - Tuesday, August 20 

8 – 9:15 a.m.  - Regulations of Tax Professionals 

9:20 – 10:20 a.m. (Concurrent Sessions) 
What a CPA Needs to Know About the Litigation of Estate and Gift Tax  
Audits of Flow Through Entities 
Tips for Being an Effective Testifying Expert 

10:20 – 10:35 a.m. | Break 

10:35 – 11:35 a.m. (Concurrent Sessions) 
Texas Estate Case Update 
Property Tax  
Reasonable Certainty Update for Experts and their Engagements 

11:45 a.m. – 12:35 p.m.  - Luncheon Presentation: Economic Update  

12:45 – 1:45 p.m. (Concurrent Sessions) 
International Estate Planning Issues 
Penalty and Reasonable Cause in the Age of Electronic Filing 
Business Divorce 

1:45 – 2 p.m. | Break 

2 – 2:50 p.m. (Concurrent Sessions) 
Taxation of Inherited Retirement Accounts 
International Tax  
Family Law Roundtable 

2:55 – 4:10 p.m. (Concurrent Sessions) 
Government Benefits in Estate Planning 
Ask the Comptroller 
Construction Audit/Fraud 

Staff Liaison
Anice Asberry

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