Summit 2021

Summit2021img
  • November 07 - 09, 2021
  • 08:00 AM - 5:00 PM
  • San Antonio & Webcast

The Ultimate CPE Experience for Tax and Estate Planning Professionals!

Join us for the first - in person - Summit this Fall along the beautiful San Antonio Riverwalk. There is an optional pre-conference workshop on Sunday, Nov. 7 in addition to the main conference on Nov. 8-9.

In only its' second year, this new and totally tax-focused CPE program allows participants to select from a mix of three main topics: estate planning, state taxation and general tax. Our flexible format allow you to create your own custom fit learning experience!

A few years ago, we combined our Advanced Estate Planning Conference, Texas State Taxation Conference and Tax Institute into a two-day online tax extravaganza. It was such a success we brought it back again. 

Conference location: Henry B. Gonzalez Convention Center, San Antonio

Conference hotel: Grand Hyatt San Antonio River Walk | Reserve room
600 E. Market Street, San Antonio, 78205 | Phone: 210 224 1234 or 877-803-7534 
Hotel Cut-Off: October 24, 2021 | Rate: $195

 

All times listed are Central Time.

(G) = General Tax track
(E) = Estate Planning track
(S) = State Taxation track

Pre-Conference Workshop - Sunday, Nov 7

2 p.m.- 2:55 p.m. - Employment Law Update (G)

3 p.m.- 3:55 p.m. - Professional Responsibility for Practitioners (G)

3:55 p.m. - 4:10 p.m. | Break

4:10 p.m.- 5:40 p.m. - Professional Presentation: Body Language (G)

 

Day One - Monday, Nov. 8

8 a.m. - 9:15 a.m. - Leading Through the “Great Resignation” (G)

9:20 a.m. - 10:35 a.m. (concurrent session)
    + Estate Planning Legislative and Case Law Update (E)
    + Choice of Forum and New Options for Challenging State Tax Liabilities: Traps for the Unwary (S)
    + Federal Tax Update - Individuals (G)

10:35 a.m. - 10:50 a.m. - Break

10:50 a.m.- 12:05 p.m. (concurrent session)
    + Medicaid Planning and Elder Law (E)
    + Multistage Tax Issues and Marketplace Updates following Wayfair and Remote Working under COVID-19 (S)
    + Federal Tax Update - Entity (G)

12:05 p.m. - 12:55 p.m. - Networking Lunch

12:55 p.m.-2:10 p.m. (concurrent session)
    + Gift Planning with Spousal Trusts (SLATs) (E)
    + Franchise Tax Sourcing (S)
    + Update on Qualified Plan Rule Changes in a post COVID Environment (G)

2:15 p.m. - 3:15 p.m. (concurrent session)
    + Buttoning up SECURE/CARES Act Planning (E)
    + Texas R&D Tax Credit-Past, Present and Future (S)
    + Casualty Losses/Involuntary Conversion (G)

3:15 p.m.-3:30 p.m. - Break

3:30 p.m.- 4:45 p.m. (concurrent session)
    + Community Property - Planning for Revocable Trusts (E)
    + Multistate Tax Update - Non-Texas (S)
    + CARES Act - Winding Down/Mopping Up (G)

 

Day Two - Tuesday, Nov 9

8 a.m. - 9:15 a.m. (concurrent sessions)
    + Income Taxation of Trusts, Fiduciary Accounting (E)
    + Taxation of Oil & Gas (Audit and Refund Issues) (S)
    + Criminal Tax Law Update (G)

9:20 a.m.- 10:35 a.m. (concurrent sessions)
    + Fiduciary Gone Wild (E)
    + Sales and Use Tax Audit Strategies (S)
    + Withholding Requirements/Undocumented Workers (G)

10:35 a.m. - 10:50 a.m.- Break

10:50 a.m. - 11:50 a.m. (concurrent sessions)
    + Charitable Trusts/Corporations (E)
    + Property Tax Update (S)
    + Virtual Currencies (G)

11:50 a.m. - 12:45 p.m. - Networking Lunch

12:45 p.m. - 1:45 p.m. (concurrent sessions)
    + Basis Consistency (E)
    + State and Local Gross Receipts Taxes (S)
    + Oil & Gas Update (G)

1:45 p.m. - 2 p.m. - Break

2 p.m.- 3 p.m. (concurrent session)
    + Estate and Gift Tax Reporting Issues (E)
    + Sales and Use Tax (including local tax rule changes, taxation of digital products, and new exemptions, new legislation and rules) (S)
    + Agriculture vs Hobby Losses (G)

3:05 p.m. - 4:05 p.m. 
    + Economic Update (G)

 


Registration options:

Nov. 7-9 | CPE Hours: Up to 20.5
WORKSHOP & CONFERENCE


Nov. 8-9 | CPE hours: Up to 16.5
CONFERENCE ONLY


Nov. 8-9 | CPE hours: Up to 16.5
WEBCAST


Gold sponsor:

Gray Reed Attorneys & Counselors - Gold Sponsor

 

Silver sponsor:

BKD CPAs & Advisors - Silver Sponsor

 

Conference sponsors:

Goodman Financial - Conference Sponsor

 

CPA Charge - Conference Sponsor

 

TXCPA Insurance Trust -Sponsor

 

 

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