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2018 Houston Private Client Services Tax Forum

May 22, 2018
1:00 PM to 7:00 PM CST

The Hobby Center
800 Bagby Street
Houston, TX 77002
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Nima Vadgama
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  • Summary
  • Agenda
  • CPE Information
  • Speakers
BDO USA, LLP invites you to join us for our annual Private Client Services Tax Forum on Tuesday, May 22, 2018. 
 
Todd Simmens, BDO’s National Managing Partner of Tax Risk Management, will kick off the seminar with a tax policy update, including insight on recently enacted tax reform.
 
A panel of BDO tax professionals will review tax and economic issues impacting individuals, entrepreneurs, and business owners.
 
Additionally, Patrick Jankowski, Senior Vice President of Research, from the Greater Houston Partnership will provide an economic update on Houston’s economy.
1:00 PM to 1:30 PM - Registration
 
1:30 PM to 5:00 PM - Program
 
5:00 PM to 7:00 PM - Networking Reception
Event Learning Objectives:
  • Analyze the Houston economy over the past year
  • Discuss the current US and state tax developments affecting individuals and closely-held businesses
  • Describe various estate and gift tax planning techniques
 

CPE Credit Breakdown:
  • 2.0 in Taxes
  • 1.0 in Economics
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.0 credits total
Program Level: Basic
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
Speakers

Todd Simmens, National Managing Partner of Tax Risk Management, BDO USA, LLP
Patrick Jankowski, Senior Vice President, Research, Greater Houston Partnership 
 

Panelists

Jerry Guillott, Tax Partner, BDO USA, LLP
Craig Shenkman, Tax Partner, BDO USA, LLP
Gregg Steffen, Tax Partner, BDO USA, LLP
Brandon Pauler, Tax Managing Director, BDO USA, LLP
Michelle Melnar, Tax Senior Manager, BDO USA, LLP