38th Annual Tax Planning Seminar
About this Event
Speakers and Topics:
Melissa Womble, J.D., Leigh Rhodes-Zittrer, J.D., Chris M. Goodrich, J.D., LL.M. - Acquisition of Raw Land for Development: Due Diligence, Deal Structure, and Tax Considerations
Chris M. Goodrich, J.D., LL.M. - Potpourri & Tidbits in Tax & Business Planning
Katelyn Van Sickel, J.D., C.P.A., Stephen V. Perry, J.D., C.P.A., AND Grady J. Fleming, J.D. - Series A-B-C: Raising Capital Is Not as Easy as 1-2-3
Anthony A. Garcia, J.D., LL.M. and Lucas Garza, J.D. - Income Taxation of Trusts and Estates
Matthew R. Rodriguez, J.D. and Nickolas M. Tibbetts, J.D., LL.M. - Grantor Trust Rules & Developments – Learn Them so You Can (Safely) Break Them
Carolyn V. Carollo, J.D. and Jonathon L. Mills, J.D. - Ethics, Confidentiality, and Professional Judgment in the Age of Artificial Intelligence
Jay R. Houren, J.D., C.P.A. - Current Tax Developments
CPE 8; CLE 7
Agenda
🕑: 08:00 AM - 08:30 AM
Breakfast and Registration
🕑: 08:30 AM - 09:30 AM
Acquisition of Raw Land for Development: Due Diligence, Deal Structure, and Ta
Info: An overview of key considerations in acquiring raw land for development, due diligence, acquisition structures for large tracts and tax considerations relating to entity structure and purchase price allocation based on the property’s intended uses.
🕑: 09:20 AM - 10:15 AM
Potpourri & Tidbits in Tax & Business Planning
Info: A review of a variety of relatively current topics pertinent to tax and business planning.
🕑: 10:05 AM - 10:25 AM
Break
🕑: 10:15 AM - 11:50 AM
Series A-B-C: Raising Capital Is Not as Easy as 1-2-3
Info: An overview of the tax, securities, and business law issues entrepreneurs face when raising capital, admitting investors, and scaling a growing company. The presentation highlights common pitfalls, key legal considerations, and practical strategies for structuring investments while supporting long-term business objectives.
🕑: 11:50 AM - 12:50 PM
Lunch
🕑: 12:50 PM - 01:50 PM
Income Taxation of Trusts and Estates
Info: An overview of how estates and trusts are taxed, including the treatment of income, deductions, distributions to beneficiaries, and the allocations of responsibilities between fiduciaries and beneficiaries.
🕑: 01:50 PM - 02:50 PM
Grantor Trust Rules & Developments – Learn Them so You Can (Safely) Break Them
Info: An overview of the grantor trust rules, types, related tax and estate planning strategies, as well as current developments, specifically the in-progress Tax Court case, Belmont Investments, LLC, v. Commissioner.
🕑: 02:50 PM - 03:10 PM
Break
🕑: 03:10 PM - 04:00 PM
Ethics, Confidentiality, and Professional Judgment in the Age of Artificial In
Info: A review of the opportunities and risks presented by artificial intelligence in accounting, tax, and financial planning practices, with a focus on ethical AI use, protection of confidential and proprietary information, and the continued importance of professional skepticism, due diligence, verification of AI-generated content, critical thinking, and human judgment.
🕑: 04:00 PM - 05:00 PM
Current Tax Developments
Info: Federal Income, Estate and Gift Tax Developments Affecting Businesses, Individuals and Entities, including Partnerships and S Corporations.
🕑: 05:00 PM - 06:00 PM
Reception
Where is it happening?
Event Location & Nearby Stays:
USD 250.00
