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2017 Houston Private Client Services Tax Forum

June 01, 2017

The Hobby Center
800 Bagby Street
Houston, TX  77002
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Angelique Florez
(713) 659-2555
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  • Summary
  • Agenda
  • CPE Information
  • Presenters
BDO USA, LLP invites you to join us for our Private Client Services Tax Forum. Take advantage of this unique opportunity to hear from a panel of BDO tax leaders on tax and economic issues impacting individuals, entrepreneurs, and business owners, as well as a Houston economic update by Patrick Jankowski of the Greater Houston Partnership.

Topics covered include:
  • Houston economic outlook for 2017 and 2018
  • Tax policy updates
  • Cross border tax issues
  • Business valuation concepts and methodologies
  • Domestic and international estate and gift tax matters
The event will conclude with a reception featuring refreshments, hors d’oeuvres and engaging conversation. 
1:00 PM to 1:30 PM - Registration

1:30 PM to 5:00 PM - Program 

5:00 PM - Social Reception

Complimentary parking available in the Hobby Center Parking Garage

CPE Breakdown:
2.0 CPE credits in the field of Tax
1.0 CPE credit in the field of Specialized Knowledge and Applications

Upon completion of this seminar, participants will be able to: 

  • Discuss the current US and state tax developments affecting individuals and closely-held businesses 
  • Describe various estate and gift tax planning techniques 
  • Discuss cross-border tax issues and implications
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.0 CPE credits
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Featured Speaker
Todd Simmens, National Managing Partner of Tax Risk Management, BDO USA, LLP

Keynote Speaker
Patrick Jankowski, Senior Vice President - Research, Greater Houston Partnership

Panelists
Jeff Botvinick, Valuation Principal, BDO Consulting
Jerry Guillott, Tax Partner, BDO USA, LLP
Laura Holmes, Tax Senior Director, BDO USA, LLP
Jack Nuckolls, Tax Senior Director, BDO USA, LLP
Eric Self, Tax Partner, BDO USA, LLP
Craig Shenkman, Tax Partner, BDO USA, LLP