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Private Client Services Tax Forum

May 19, 2016
2:00 PM to 6:00 PM EST

The Hobby Center
800 Bagby Street
Houston, TX 77002
get directions

Sandra Ferguson
(713) 407-3960
  • Summary
  • Agenda
  • CPE Information
  • Speakers

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 2016 and 2017
  • Current tax developments
  • Cross border tax issues
  • Business valuation concepts and methodologies
  • Tax implications of alternative investments
  • Domestic and international estate and gift tax matters
The event will conclude with a reception featuring cocktails, hors d’oeuvres and engaging conversation.
1:00 PM - Registration

1:30 PM - Program

5:00 PM - Cocktail 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 Economics

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

  • Discuss the current US 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 available
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

Event Emcee:
Eric Self, Houston Tax Office Managing Partner, BDO USA, LLP

Featured Speaker:
Wayne Berson, Chief Executive Officer, BDO USA, LLP

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

Jeff Botvinick, Valuation Principal, BDO Consulting

Jerry Guillott, Tax Partner, BDO USA, LLP

Bill Hickl, Tax Partner, BDO USA, LLP

Laura Holmes, Tax Senior Director, BDO USA, LLP

Jack Nuckolls, Tax Senior Director, BDO USA, LLP

Mark Walters, Tax Partner, BDO London