To register by US Mail or FAX, PRINT a copy of the latest CPA CPE CIRCULAR issued the 15th of each month.
Fall Industry Specific Conferences Cover The Issues
"The Pulse of HealthCare"
2009 HealthCare Symposium
Tuesday, October 20, 2009
8:00 AM – 4:45 PM
Norris Conference Center at the Houston CityCentre
803 Town & Country Blvd (I-10 and Beltway 8)
8+ Hours CPE
In conjunction with Gulf Coast MGMA and TX Gulf Coast Chapter of HFMA
Personal Financial Planning Conference
Navigating the Financial Storm
Tuesday, October 27, 2009
JW Marriott
Westheimer @ Sage
- Evaluating Your Financial Plan in Light of Recent Events
- Behavorial Finance & Investor Psychology
- Managing Client Expectations to Rebuild Their Portfolios
- Financial Sense During Job Transition
- Financial Planning Lessons from a Tax Return
- Annuities: Know What You Are Getting
- Medicaid Planning
- Estate Planning: Why You Should Re-evaluate Your Plan
Registration information can be found in the monthly CPA CPE Circular or register online
CPA License Renewal…Report Your CPE Like A Wizard
The TSCPA and its Chapters have worked together to automate the upload of Chapter member CPE records to the CPE Personal Assistant identified by the tiny Merlin Wizard on the TSCPA home page at www.tscpa.org. Log in to the CPE Personal Assistant and you can view your CPE course credit listing - which now includes Chapter sponsored courses – and update, add, edit and print your Texas State Board CPE Report for license renewal.
Northeast Satellite October Thriller
Exit Strategies for Privately Owned Businesses presented by Herb Kalman, CPA, of Prather Kalman, PC, will be held at Homewood Suites at Kingwood Parc (23320 Highway 59N) on Thursday, October 29 from 4:00 to 6:00 PM. Kalman will review how the CPA, as a trusted advisor, can play a critical role in initiating, designing and executing a strategically planned exit for privately owned businesses. Proper planning and well-timed exits can literally mean millions of dollars in additional value in wealth preservation for your clients in terms of net worth and legacy.
Registration information can be found in the monthly CPA CPE Circular or register online
FM 1960 Discussion Group Goes Hi-Tech
On Thursday, October 22, 2009, guest speaker Charles Butler, Director of IT and Communications, Prince of Peace Catholic Community, will explore Information Technology Issues Facing CPAs including virus protection, backing up servers, security concerns and staying current in an ever-changing world of computers. This three-hour CPE program will be held from 3:00 to 6:00 PM at The Pearl Fincher Museum of Fine Arts (6815 Cypresswood Dr, Spring).
This session is included in the roundtable members' annual fee; visitors and nonmembers may attend this session for a $25 single session fee. If you are not a member of the roundtable, but would like to attend this tax season review, you may register online.
MARK YOUR CALENDARS
20th Annual TAX EXPO
Monday and Tuesday
JANUARY 4 & 5, 2010
Marriott Westchase Hotel
2900 Briarpark Dr.
Featuring:
1041/ 706/ 709 Update
Fraud Schemes – How to Spot a Ponzi and More
Pass Through Entities – LLCs & FLPs
Long Term Care/ Reverse Mortgage/ Texas Partnership
Form 990 Update
International Taxation – Expanded to 4 hours
Divorce – Taxes Style
Employment Compensation & Retirement
Paperless Office…or Less Paper
IRS Hot Topics
Preparer Penalties under Circular 230 & Malpractice
Individual & Small Business Tax Updates
Bankruptcy Tax Issues
Forgiveness of Debt
Planning Ideas – Beyond 2010
State Income Taxes & Texas Margin Tax
Texas Ethics for CPAs
Keynote Luncheon Speakers:
Monday – Texas Politics (to be announced)
Tuesday - Report of Foreign Bank and Financial Accounts (Gary E. Watkins, IRS)
Watch for additional details coming soon in the monthly CPA CPE Circular; online registration will be available this month.
