Tax Expo Materials Page

January 6 - 7 2020

6:45 a.m. – 6 p.m.

Houston Marriott Sugar Land

Download the 2020 Tax Expo Program Here



Day 1:

Early Bird: Modernizing Accounting Services Developing Your Innovation Strategy

Lunch: Promises and Perils: Port of Houston Poised for Growth

SALT and New Property Tax Relief Act

Navigating Elder Care

2019 Update on Standards for Reviews, Compilations and Preparation Engagements

- Final Presentation  

20 Techniques and Strategies to Save Income
- Houston Tax Expo Exhibits for Planning to Save Income Tax and Estate Tax
- Exhibit 13 IRC 678 and the BDOT CLE Outline 2019

Medicare Updates 
- Medicare Presentation

Advanced Section 163(j) Compliance and Planning

Transcending Technology: Your Path to Tax Innovation

Improving Firm Profitability


Generation-Skipping Transfer Tax
- GST Final Presentation

Real Estate Depreciation and Tax Strategy

Sips and CPE: From Hello to Goodbye: Myths and Misconceptions in the Marketplace

- Sips & CPE Final Presentation: Common HR Myths and Misconceptions- REBRAND


Day 2: 

Early Bird: Key Factors in the Valuation of a CPA Practice

Final Presenation

The Honorable Juan F. Vasquez, CPA, U.S. Tax Court

Introduction to Shareholder and Partner Basis  

Making a Deal with the IRS 
- PDF for Making a Deal with the IRS: A Look at the Offer in Compromise Program

Tax and Investment Planning from Ages 55-70 
2019 Secure Act and Tax Extender Summary 
Tax and Investment Planning from Ages 55-72

Overview of Partnership Accounting and New Tax Return Reporting 
- Final Presentation

Financial Planning 

Qualified Opportunity Zones 

International Tax – GILTI/FDII 
- Final Presentation

IRS Controversy
- Update presentation

Recognizing Potential Fraud in Your Clients and Others

Sips and CPE: Mergers and Acquisitions of Small Businesses

General Information:
Registration will begin at 6:30 a.m. on January 6 and 7, 2020. Continental breakfast will be served during registration. The Early Bird session will begin at 6:45 a.m. The general sessions will begin at 7:50 a.m. and conclude at 4:50 p.m. Sips and CPE will begin at 5:10 p.m. for an additional hour of CPE. Lunch will be served from 11:30 a.m. to 1 p.m. The registration fee includes all program materials, breakfast, lunch and refreshments.

Location and Parking

Houston Marriott Sugar Land
16090 City Walk
Houston, TX 77479
Phone: 713-654-1777

Complimentary on-site self-parking within Sugar Land Town Square facility.

CPE Certificates: Will be emailed out at the end of the day with electronic evaluations. Please take a few minutes to give us your feedback; these surveys allow us to plan better conferences year after year. If you did not receive any confirmation emails leading up to this conference or if you did not receive an email with the evaluation and CPE certificate, please contact TXCPA Houston at

CPE Credit:22 hours includes optional Early Bird and Sips and CPE

TSBPA rules state: the total CPE credits for a continuous program cannot exceed the actual time spent in the program. Continuous conferences and conventions, when individual segments are less than 50 minutes, should be combined and counted as one total program. For example, five 30-minute presentations would equal 150 minutes and should be counted as three CPE credits.

For every 50 minutes, you will receive 1 credit hour of CPE. For every 30 minutes, you can receive a half-hour of credit. CPAs are responsible for reporting the correct amount of hours.

Leaving Early: Please sign out at the registration table.

Additional Credits: Please sign in at the registration table for applicable credit hours.

MCLE Credit: 15 hours; does not include optional Early Bird or Sips and CPE sessions.

CFP Credit: Certain classes are eligible for CFP credit; see list at the registration table.


  • Smoking is not is allowed in the classrooms or public areas.
  • Please silence your electronic devices so the session won’t be disturbed.
  • Satisfactory temperatures are difficult to maintain. Always bring a sweater or jacket to ensure comfort.
  • Lunch is provided as part of the conference registration fee.

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Facebook - TXCPAHouston
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