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2019 Houston Private Client Services Tax Forum

May 09, 2019
1:00 PM to 7:00 PM CST

Omni Hotel Woodway
4 Riverway
Houston, TX 77056
get directions

Madison Goodson
Email
  • Summary
  • Agenda
  • CPE
  • Panelists
  • Speakers
BDO USA, LLP invites you to join us for our annual Private Client Services Tax Forum on Thursday, May 9, 2019. 
 
Jason Cain, BDO’s Family Office Services Managing Partner, will kick off the seminar with an introduction to family office services at BDO. A panel of BDO tax professionals will review tax and economic issues impacting individuals, entrepreneurs, and business owners. Additionally, Peter Beard, Senior Vice President of Regional Workforce Development, from the Greater Houston Partnership will provide an overview of UpSkill Houston, the region’s nationally recognized employer-led initiative that develops the talent pipeline to meet the needs of Greater Houston’s economy and its people.
 
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
 
After attending the session, you will be able to:
  • Discuss the family office services BDO can provide
  • Discuss the current U.S. and State tax development affecting individuals and closely-held businesses
  • Discuss the importance of the UpSkill Houston initiative to the greater Houston are and its economy
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.5 CPE credits in Tax and Economics
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
  • Jeff Bilsky, Tax Partner, BDO USA, LLP
  • Anthony Gamez, Tax Managing Director, BDO USA, LLP
  • Michelle Melnar, Tax Managing Director, BDO USA, LLP
  • Jason Cain, Family Office Services Managing Partner, BDO USA, LLP
  • Peter Beard, Senior Vice President of Regional Workforce Development, Greater Houston Partnership