This comprehensive, in-depth event brings the focus to advanced taxation and estate planning. Our team of instructors will lead you through rigorous sessions on individual, corporate, and state taxation as well as the latest strategies for financial planners. 

2025 Conference

August (20) 21-22, 2025 in Richardson
An optional preconference workshop is on Aug. 20
Hilton Richardson Dallas, 701 E Campbell Rd, Richardson, Texas, 75081

August (24) 25-26, 2025 in San Antonio
An optional preconference workshop is on Aug. 24
Embassy Suites by Hilton San Antonio Landmark, 5615 Landmark Pkwy, San Antonio, TX 78249

RICHARSON | AUG. 20 | PRE-CONFERENCE WORKSHOP

2 p.m. - 3:40 p.m. - Cybersecurity  

3:40 p.m. - 4 p.m. | Break 

4 p.m. - 4:50 p.m.  - Tax Considerations of Businesses Relocating to Texas 

 4:50 p.m. - 5:40 p.m.  -  Federal and Estate Planning Considerations 

RICHARDSON | AUG 21 

8 a.m. - 9:30 a.m. - Federal Tax Regulations of Tax Professionals 

9:30 a.m. - 9:45 a.m. | Break 

9:45 a.m. - 11 a.m. (Concurrent Sessions) 

   + Advanced Estate Planning Techniques 

   + Federal Income Tax Update: Individual and Business Entities 

   + Manufacturing Exemption for Texas Tax 

11:05 a.m. - 12:20 p.m. (Concurrent Sessions) 

   + Fiduciary Litigation 

   + Congressional Update - Tax/BOI 

   + Property Tax 

12:30 p.m. - 1:20 p.m. | Networking Lunch 

1:30 p.m. - 2:30 p.m. (Concurrent Sessions) 

   + Legislative Update on the Estate and Gift Tax 

   + Federal Tax Considerations for R/E Acquisitions/Dispositions 

   + Data Processing for Texas Tax 

2:35 p.m. - 3:35 p.m. (Concurrent Sessions) 

   + Important Considerations in the Administration of Estates with Alternative Assets 

   + Federal Tax Considerations for Inherited IRAs 

   + Recent Developments in Texas Taxation: Legislative/Judicial/Admin 

3:35 p.m. - 3:45 p.m. | Break 

3:45 p.m. - 4:45 p.m. (Concurrent Sessions) 

   + Implementing Effective Family Governance Rules 

   + Private Equity Tax Considerations 

   + Production and Sale of Digital Products and Software 

RICHARDSON | AUG 22      

8 a.m. - 9:15 a.m. - Legislative Update 

9:20 a.m. - 10:20 a.m. (Concurrent Sessions) 

   + Powers of Attorney and Guardianship Issues 

   + IRS Deference Post Chevron 

   + Multi-State Reporting: Compliance and Mitigation 

10:20 a.m. - 10:35 a.m. | Break 

10:35 a.m. - 11:35 a.m. (Concurrent Sessions) 

   + Social Security Update 

   + Partnership Basis/Shifting 

   + Texas R&D Credit Update 

11:45 a.m. - 12:35 p.m. | Networking Lunch 

12:45 p.m. - 1:45 p.m. (Concurrent Sessions) 

   + Estate Case Law Update 

   + Global Minimum Tax 

   + New Avenues for Disputing Tax Assessments 

1:45 p.m. - 2 p.m. | Break 

2 p.m. - 2:50 p.m. (Concurrent Sessions) 

   + Valuing Personal Property: Appraisals for Tax Filings, Estate Planning and Charitable Giving 

   + Significant Issues Relating to Federal Tax Credits 

   + Sourcing for State Taxation 

2:55 p.m. - 4:10 p.m. 

Standard of Care for the Tax Professional 

SAN ANTONIO | AUG 24 | Pre-Conference Workshop 

2 p.m. - 3:40 p.m. - Cybersecurity  

3:40 p.m. - 4 p.m. | Break  

4 p.m. - 4:50 p.m. - Tax Considerations of Businesses Relocating to Texas 

4:50 p.m. - 5:40 p.m.  - Federal and Estate Planning Considerations 

SAN ANTONIO | AUG 25  

8 a.m. - 9:30 a.m. - Federal Tax Regulations of Tax Professionals 

9:30 a.m. - 9:45 a.m. | Break 

9:45 a.m. - 11 a.m. (Concurrent Sessions) 

   + Advanced Estate Planning Techniques 

   + Federal Income Tax Update: Individual and Business Entities 

   + Business Valuations and Exit Planning 

11:05 a.m. - 12:20 p.m. (Concurrent Sessions) 

   + Fiduciary Litigation 

   + Property Tax 

   + The Benefits and Pitfalls of Artificial Intelligence to CPAs: Why Forensic (and Other) CPAs Should Think Very Carefully About AI Tools 

12:30 p.m. - 1:20 p.m. | Networking Lunch 

1:30 p.m. - 2:30 p.m. (Concurrent Sessions) 

   + Legislative Update on the Estate and Gift Tax 

   + Federal Tax Considerations for R/E Acquisitions/Dispositions 

   + Crypto for Forensic Accountants 

2:35 p.m. - 3:35 p.m. (Concurrent Sessions) 

   + Important Considerations in the Administration of Estates with Alternative Assets 

   + Recent Developments in Texas Taxation 

   + Business Courts in Texas - What Forensic Experts Need to Know 

3:35 p.m. - 3:45 p.m. | Break 

3:45 p.m. - 4:45 p.m. (Concurrent Sessions) 

   + Implementing Effective Family Governance Rules 

   + Congressional Update  

   + Planning for the AICPA CFF Credential 

SAN ANTONIO | AUG 26  

8 a.m. - 9:15 a.m. - Legislative Update 

9:20 a.m. - 10:20 a.m. (Concurrent Sessions) 

   + Powers of Attorney and Guardianship Issues 

   + Multi-State Reporting: Compliance and Mitigation 

   + IP Economic Damages Update 

10:20 a.m. - 10:35 a.m. | Break 

10:35 a.m. - 11:35 a.m. (Concurrent Sessions) 

   + Social Security Update 

   + Texas R&D Credit Update 

   + The Forensic - How a Forensic Expert Took Down Howard Hughes 

11:45 a.m. - 12:35 p.m. | Networking Lunch 

12:45 p.m. - 1:45 p.m. (Concurrent Sessions) 

   + Estate Case Law Update 

   + IRS Deference Post Chevron 

   + Attacking and Defending Personal Injury and Wrongful Death Economic Damage Calculations 

1:45 p.m. - 2 p.m. | Break 

2 p.m. - 2:50 p.m. (Concurrent Sessions) 

   + Valuing Personal Property: Appraisals for Tax Filings, Estate Planning and Charitable Giving 

   + Navigating Late Elections 

   + Family Law - Characterization Complexities of NIL 

2:55 p.m. - 4:10 p.m. 

Standard of Care for the Tax Professional 

Staff Liaison
Anice Asberry

REGISTRATION

RICHARDSON
Conference + Workshop:
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Conference only:
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SAN ANTONIO
Conference + Workshop:
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Conference only:
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Speakers

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