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2014
CPE
The
Intersection
of Knowledge
and Commerce
HOUSTON
DECEMBER 4-5, 2014
GEORGE R. BROWN
CONVENTION CENTER
SAN ANTONIO
DECEMBER 8-9, 2014
OMNI SAN ANTONIO
HOTEL
ARLINGTON
DECEMBER 11-12, 2014
ARLINGTON
CONVENTION CENTER
TSCPACPE
As one of Texas’ most sought-after conferences,
TSCPA’S CPE EXPO is the perfect solution to getting
the most value for your dollar while also getting the best
knowledge needed to be at the top of the profession.
Register today in one of three cities for this greatly
popular, annual conference!
PROGRAMS
at a glance
Accounting Track
Technology & Management Track
Taxation Track
DAY ONE
7:30 a.m.
Accounting and Assurance Update
Data Security: What You Know, What You
Don’t Know, and What You Need to Know
Recent Developments in Federal
Income Taxation
9:15 a.m.
Break
Break
Break
9:30 a.m.
Annual Compilation Update
Increase the ROI of Legacy Systems
This is a Lousy NIIT
11:30 a.m.
Luncheon Presentation:
Obamacare: It Will Take Your Breath Away
Luncheon Presentation:
Obamacare: It Will Take Your Breath Away
Luncheon Presentation:
Obamacare: It Will Take Your Breath Away
1:10 p.m.
Personal and Professional Ethics for Texas
CPAs: A Four Hour Update
Organizations Win with Excel Pivot Tables
Passive Activity and Hobby Loss Limitations:
Withstanding an IRS Attack of Your Client’s
Outside Business Activities Under IRS
Sections 469 and 183
2:40 p.m.
Break
Break
Break
2:55 p.m.
Personal and Professional Ethics for Texas
CPAs (Continued)
Enterprise Power Tips and Tricks for Excel
and Word
Security Incident Response and Forensic
Preparedness
4:00 p.m.
Personal and Professional Ethics for Texas
CPAs (Continued)
The Future of Gadgets
What is Happening to Taxpayers in Court?
5:00 p.m.
Adjourn
Adjourn
Adjourn
DAY TWO
7:30 a.m.
Key Issues in Oil and Gas Taxation
Virtual Office
Everything CPAs Need to Know About
Employment Law (Almost)!
9:15 a.m.
Break
Break
Break
9:30 a.m.
Lost Profits: Is There An Easy Button?
Fraud Prevention: What Would You Have
Done Differently?
Profit and Loss Allocations, Distributions, & Other
Key Tax Provisions for Partnership Agreements
11:30 a.m.
Luncheon Presentation:
Using Social Media to Grow Your Business
Luncheon Presentation:
Using Social Media to Grow Your Business
Luncheon Presentation:
Using Social Media to Grow Your Business
1:10 p.m.
Social Security and Medicare: Forewarned
is Forearmed
How to Get Blood From a Turnip: Navigating
Opportunities in a Low Interest Rate
Environment
The Pepper in Texas SALT, aka Hot Topics
in Texas State and Local Taxes
2:40 p.m.
Break
Break
Break
2:55 p.m.
A Lawyer’s Perspective of Valuing Assets
Developing a Succession Plan That Works
They’ve Changed Circular 230… Again
4:00 p.m.
What Every CPA Should Know About Divorce
Unclaimed Property: Reporting and Claims Process
Divorce Forensics: Making the Boondoggle Basic
5:00 p.m
Adjourn
Adjourn
Adjourn
Accounting Track
D
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Y
O
N
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6:30 A.M. Registration
7:30 A.M.
Accounting and Assurance Update
Address recently issued Accounting Standards Updates (ASUs)
from the FASB. Highlight recent auditing, review and attestation
standards, issued by the AICPA. Cover significant technical matters,
currently in exposure, and gain an executive-level overview of how
to apply these new pronouncements to their particular professional
circumstances.
Gary Hotchkiss, CPA
Break
9:30 A.M. Annual Compilation Update
9:15 A.M.
Gain a high-level overview of what is currently going on in the area of
accounting and review services, aka, compilation and review. Focus
on those SSARS No. 19 implementation issues that have proven to
be troublesome to practitioners, with special emphasis placed on
compilation-related matters. Learn more about matters currently
being considered by the Accounting and Review Services
Committee of the AICPA, including the potential re-write of the framework and compilation standards.
Gary Hotchkiss, CPA
11:30 A.M. LunCheon PresenTaTIon:
Obamacare: It Will Take Your Breath Away
Examine some history about what happened with the exchange and
gain highlights of the impact of the ACA. Examine what the carriers
are doing and determine if the election in 2014 will really be the end
of Obamacare.
Richard Nevins, CPA/Vice President/Higginbotham/Houston
D
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Y
T
W
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6:30 A.M. Registration
7:30 A.M.
Key Issues in Oil and Gas Taxation
Explore how the energy industry is complex and the same can be
said when discussing how it is taxed. Learn about numerous tax
benefits that apply specifically to the industry and discuss key
issues and considerations.
Duane E. Snyder, CPA/Partner/Hein & Associates LLP/Dallas
Break
9:30 A.M. Lost Profits: Is There An Easy Button?
9:15 A.M.
Discover how we all wish there was an easy button, but if there
were, we would not have jobs. More and more professionals have
jumped into the lost profit realm without the tools necessary to
ensure that they are preforming “credible” lost profit analyses.
Explore the four steps to performing credible lost profit analyses
along with other relevant lost profit topics.
David A. Kirk, CPA/CFF Director/ParenteBeard/Dallas
11:30 A.M. LunCheon PresenTaTIon:
Using Social Media to Grow Your Business
Examine how the majority of people use social media to network
and explore anything they can about any business they are interested in learning about. Traditional advertising channels still have
their purpose, such as print, radio and TV by letting the customer
know about new products or services. However, customers want to
read up on other customer experiences, views and opinions when
possible. Learn how the channel they can do this through is social
media, and why every business should consider social media to
market themselves because the competition is already doing it.
Christine R. Spray/President/Strategic Catalyst, Inc./Houston
1:10 P.M.
Personal and Professional Ethics for Texas
CPAs: A Four Hour Update
1:10 P.M.
Benefit from a lively, entertaining and thought provoking look at ethics
presented in a unique context. Examine the basic principles of ethics
that are well known, yet often not applied in personal and professional lives. Consider how the traits that are basic to success are
sometimes abandoned due to personal and career pressures and
identify those traits and reexamine behavioral priorities. This course
satisfies the Texas State Board’s four hour Ethics requirement.
Cover the details that can trip up professionals or make for more
planning opportunities. Focus on why it should be simple, but it’s
not. Review the basic Social Security and Medicare rules for “newbies.”
Dr. Raymond Clay, Jr., CPA
Break
2:55 P.M. Personal and Professional Ethics for Texas
CPAs (Continued)
5:00 P.M. Adjourn
2:40 P.M.
Social Security and Medicare: Forewarned
is Forearmed
Christine A. Romsdahl, CPA, PFS, CFP/Owner/Christine A. Romsdahl, CPA,
PFS/Houston
Break
2:55 P.M. A Lawyer’s Perspective of Valuing Assets
2:40 P.M.
Discuss the various valuation methodologies and how to obtain values for many types of assets. While this session will cover asset
valuation, it is not a business valuation session.
Cynthia (Cindi) Barela Graham/Attorney/Amarillo
4:00 P.M. What Every CPA Should Know
About Divorce
It’s no surprise that couples are getting divorced, but it may surprise
you just how contentious financial issues are in the divorce process.
The financial aspects associated with marital disputes and divorce
are often complex and consume most of the effort and attention of
the parties. Not only are CPAs usually among the first to know about
their clients’ divorces, but their involvement during the divorce proceedings is integral to avoiding the complete destruction or depletion of the marital estate.
Jim Mueller/Managing Partner/VernerBrumley PCA/Dallas
5:00 P.M.
Adjourn
Technology & Management Track
D
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Y
O
N
E
D
A
6:30 A.M. Registration
6:30 A.M. Registration
Data Security: What You Know, What You
Don’t Know, and What You Need to Know
7:30 A.M.
7:30 A.M.
Explore how fraudsters and hackers are constantly evolving to evade
improving defensive measures. Learn from the statistics of global
information security studies combined with first-hand experience of
network penetration assessments and hacker forensic investigations.
Gain up to the minute attack trend information as well as practical
advice to improve the information security posture. Discover how
information security is a fundamental process requiring ongoing management that creates the proper organizational culture.
Michael S. Nyman, CPA, CISA, CISSP, CRISC, CITP/Senior Manager/
CliftonLarsonAllen/Phoenix
Break
9:30 A.M. Increase the ROI of Legacy Systems
9:15 A.M.
Discuss how many organizations are looking for ways to extend the life
of their existing systems. Learn what the real cost is of implementing
new systems versus extending the functionality of existing systems.
Explore how organizations can extend the life of existing systems, such
as accounting or EDI, while at the same time keep up with the growing demands within their organization and of their customers.
Malcolm Coon/CEO/MC2 Universal/San Antonio
11:30 A.M. LunCheon PresenTaTIon:
Obamacare: It Will Take Your Breath Away
Examine some history about what happened with the exchange and
gain highlights of the impact of the ACA. Examine what the carriers
are doing and determine if the election in 2014 will really be the end
of Obamacare.
Richard Nevins, CPA/Vice President/Higginbotham/Houston
1:10 P.M.
Organizations Win with Excel Pivot Tables
Review how organizations can easily be overwhelmed by the amount
of data being generated on a daily basis. Learn how decision makers
are overwhelmed with massive amounts of customer data, market
data, contact data, project data, sales data, research data and more.
Explore how Pivot tables make it possible for decision makers to have
fast, easy and meaningful access to the data they need to make business decisions in real time. Discover ways organizations can use pivot
tables to distribute data in a secure manner to the people who rely on
that data to do their jobs.
Malcolm Coon/CEO/MC2 Universal/San Antonio
Break
2:55 P.M. Enterprise Power Tips & Tricks for Excel and Word
2:40 P.M.
Explore how in many cases the huge corporate knowledge base that
has grown up within an enterprise consists of Microsoft Word and
Excel files scattered across servers, desktops and laptops. Find out
where to turn when an enterprise outgrows the basic functionality of
Word and Excel. Look at power tips and tricks that can extend the use
of these tools in a way that reduces the amount of duplicated or outdated data and allows people to collaborate and share information in
a reliable, meaningful and secure way.
Malcolm Coon/CEO/MC2 Universal/San Antonio
4:00 P.M.
The Future of Gadgets
Do you remember when you could not do business without a fax
machine? Now the fax has all but been replaced by email. Smart phones
and tablets have already changed how most enterprises do business.
Of all the gadgets currently available to us, which of these gadgets have
a place in the enterprise? How will the gadgets of the future change the
business landscape as we know it today? Look at what the future will
bring and how these gadgets will change business forever.
Malcolm Coon/CEO/MC2 Universal/San Antonio
5:00 P.M.
Adjourn
Y
T
W
O
Virtual Office
In today’s high-tech age, your office is wherever you are. With technology like tablets, IP phones and cloud computing available, professionals can conduct business from almost anywhere. Discuss the
merits of setting up a virtual office, how to establish one in your firm
and how to mitigate the involved risks.
Yehuda Cagen/Xvand Technology Corporation/Houston
Break
9:30 A.M. Fraud Prevention: What Would You Have
Done Differently?
9:15 A.M.
You thought you were covered when it came to your internal controls
and anti-fraud program design, yet instances of fraud just keep on
coming. Focus on current recurring fraud cases, the controls that
were in place, and the controls that didn’t work. Gain practical guidance on primary considerations when designing an internal control
system/anti-fraud program.
Steve Dawson, CPA, CFE/President/Dawson Forensic Group/Lubbock
11:30 A.M. LunCheon PresenTaTIon:
Using Social Media to Grow Your Business
Examine how the majority of people use social media to network and
explore anything they can about any business they are interested in
learning about. Traditional advertising channels still have their purpose, such as print, radio and TV by letting the customer know about
new products or services. However, customers want to read up on
other customer experiences, views and opinions when possible.
Learn how the channel they can do this through is social media, and
why every business should consider social media to market themselves because the competition is already doing it.
Christine R. Spray/President/Strategic Catalyst, Inc./Houston
How to Get Blood From a Turnip:
Navigating Opportunities in a Low Interest
Rate Environment
1:10 P.M.
With interest rates hovering at historic lows, discuss forecasting rates,
recognizing risk adjusted opportunities and “chasing yield/returns.”
David McLeroy/Senior Vice President, Investments/Raymond James &
Associates/Houston
Break
2:55 P.M. Developing a Succession Plan That Works
2:40 P.M.
Discuss how the loss of valuable leadership can cripple a company
and the importance of business succession planning is essentially
preparing successors to take on vital leadership roles when the need
arises. Focus on defining business succession planning and its role
within a company, laying the groundwork to develop a succession
plan, and the importance of mentorship. Explore the definition and
use of SWOT analysis to set goals, create a plan, assign roles, execute the plan, and much more.
Christine R. Spray/President/Strategic Catalyst, Inc./Houston
Unclaimed Property: Reporting and
Claims Process
4:00 P.M.
Gain insights from representatives from the comptrollers office about
reporting and claiming unclaimed property.
Bryant Clayton/Supervisor/Unclaimed Property/Texas Comptroller of Public
Accounts/Austin
Verna Bright/Supervisor/Unclaimed Property/Texas Comptroller of Public
Accounts/Austin
5:00 P.M.
Adjourn
Taxation Track
D
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D
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T
W
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6:30 A.M. Registration
6:30 A.M. Registration
7:30 A.M.
Recent Developments in Federal
Income Taxation
7:30 A.M.
Review the most significant statutory enactments, judicial decisions,
IRS rulings and Treasury regulations promulgated during the last
twelve months that affect general income taxation, corporate taxation, partnership taxation and tax procedure.
Hit the highlights in the rapidly-changing area of employment law.
Discuss how the new definition of “spouse” affects employee benefits and payroll, updates on independent contractor status, overtime
calculation traps, and exemptions under the FLSA and other timely
topics.
Bruce A. McGovern, JD, LLM/V.P., Associate Dean and Professor of Law/
South Texas College of Law/Houston
Break
9:30 A.M. This is a Lousy N I IT
9:15 A.M.
Analyze the net investment income tax (NIIT) outbreak on 2013 tax
returns. Review how the NIIT addresses various simple and complex
planning opportunities to reduce the tax.
C. Clinton Davis, Jr., JD, CPA/Partner/Krage & Janvey, LLP/Dallas
11:30 A.M. LunCheon PresenTaTIon:
Obamacare: It Will Take Your Breath Away
Examine some history about what happened with the exchange and
gain highlights of the impact of the ACA. Examine what the carriers
are doing and determine if the election in 2014 will really be the end
of Obamacare.
Richard Nevins, CPA/Vice President/Higginbotham/Houston
Passive Activity and Hobby Loss
Limitations: Withstanding an IRS Attack of Your
Client’s Outside Business Activities Under IRS
Sections 469 and 183
1:10 P.M.
Review how passive activity and hobby loss determinations often go
hand in hand and as a result are on the rise. Focus on the passive
activity limitations under Section 469, the 7 material participation
tests, grouping issues and the inter-play between Section 469 and
the Net Investment Income Tax and more.
Mary E. Wood, JD/Partner/Meadows, Collier, Reed, Cousins, Crouch &
Ungerman, LLP/Dallas
Break
2:55 P.M. Security Incident Response and
Forensic Preparedness
2:40 P.M.
Examine case studies of actual fraud, malicious insider activity and
hacking events. Gain a description of the incident response process
that brought the facts of the situation to light and controls to mitigate
these risks. Learn to recognize and understand current risks and
trends in fraud and data breaches and more.
Michael S. Nyman, CPA, CISA, CISSP, CRISC, CITP/Senior
Manager/CliftonLarsonAllen/Phoenix
4:00 P.M.
What is Happening to Taxpayers in Court?
Everything CPAs Need to Know About
Employment Law (Almost)!
Sheila Gladstone, Attorney/Principal/Lloyd Gosselink Rochelle & Townsend,
PC/Austin
Break
9:30 A.M. Profit and Loss Allocations,
Distributions, and Other Key Tax Provisions
for Partnership Agreements
9:15 A.M.
Gain a practical analysis of typical tax provisions contained in partnership agreements, forcing on the economic effect safe harbors
and special rules for nonrecourse liabilities. Examine three annotated
sets of tax provisions, including the increasingly popular target
approach to show how the provisions operate and relate to the rules
under the Internal Revenue Code and Regulations.
Matthew S. Beard, JD, LLM/Meadows, Collier, Reed, Cousins, Crouch &
Ungerman, LLP/Dallas
11:30 A.M. LunCheon PresenTaTIon:
Using Social Media to Grow Your Business
Examine how the majority of people use social media to network and
explore anything they can about any business they are interested in
learning about. Traditional advertising channels still have their purpose, such as print, radio and TV by letting the customer know about
new products or services. However, customers want to read up on
other customer experiences, views and opinions when possible.
Learn how the channel they can do this through is social media, and
why every business should consider social media to market themselves because the competition is already doing it.
Christine R. Spray/President/Strategic Catalyst, Inc./Houston
1:10 P.M. The Pepper in Texas SALT aka Hot Topics
in Texas State and Local Taxes
Cover primarily Texas sales and franchise tax issues and discuss rule
and policy changes, as well as review administrative and court decisions that impact filing or amending returns. Bring your questions!
Janet Spies/Owner and Consultant/Texas Tax Training & Consulting/Austin
Break
2:55 P.M. They’ve Changed Circular 230… Again
2:40 P.M.
Explore how in June the IRS made changes to Circular 230 that will
impact accounting practices. Get up to date on those changes and
gain insights on OPR’s new direction.
It has been a very active year for the IRS and the Department of
Justice Tax Division in the courts. Learn about the most recent cases
and how they may impact your clients and your practice.
William R. (Trey) Cousins, III, CPA, JD, LMM/Partner/Meadows, Collier,
Reed, Cousins, Crouch & Ungerman, LLP/Dallas
Joel N. Crouch/Attorney/Partner/Meadows, Collier, Reed, Cousins, Crouch &
Ungerman, LLP/Dallas
4:00 P.M. Divorce Forensics: Making the
Boondoggle Basic
5:00 P.M.
Review an outline tracing and characterization of concepts regarding
Texas Marital Property Law, community property and separate property. Study several complicated tracing examples to gain a working
understanding of what Texas lawyers look for to simplify tracing and
characterization issues. Discuss what the Texas CPA can do to assist
the Texas lawyer regarding tracing and characterization issues.
Adjourn
William M. Reppeto, III/Board Certified Family Law Attorney/McCurley,
Orsinger, McCurley, Nelson & Downing/Dallas
5:00 P.M.
Adjourn
PROGRAM
Sites
SAN ANTONIO
Program sITe & aCCommodaTIons: omni san
antonio hotel, 9821 Colonnade Blvd., San Antonio, TX
78230; phone: 210-691-8888; fax: 210-699-5844
room rate: $124 single/$134 double. A limited number of
rooms have been reserved at this rate and are booked on a
first-come, first served basis. When making reservations,
please identify yourself as a “Texas Society of CPAs CPE
Expo conference” registrant. YOU ARE RESPONSIBLE FOR
YOUR OWN RESERVATIONS AND CANCELLATIONS. Call 800THE-OMNI to make a hotel reservation.
Parking: Complimentary self parking and $12 for valet parking
for 24 hours. *
hotel Cut-off date: 5:00 p.m. CST on November 24, 2014,
or when block fills.
Check-in Time: 3:00 p.m. Check-out Time: 12:00 p.m.
ARLINGTON
Program sITe: arlington Convention Center; 1200
Ballpark Way, Arlington, TX, 76012; phone: 817-459-5000;
fax: 817-459-5091
Parking: $5 *
Program aCCommodaTIons: sheraton arlington hotel,
1500 Convention Center Dr., Arlington, TX 76012; phone: 817261-8200; fax 817-548-2873
room rate: $119 single/double. A limited number of rooms
have been reserved at this rate and are booked on a firstcome, first served basis. When making reservations, please
identify yourself as a “Texas Society of CPAs CPE Expo
Conference” registrant. YOU ARE RESPONSIBLE FOR YOUR OWN
RESERVATIONS AND CANCELLATIONS. Call 800-442-7275 to
make a hotel reservation.
Parking: Complimentary self parking and $12 for valet *
hotel Cut-off date: November 19, 2014, or when block fills.
Check-in Time: 3:00 p.m. Check-out Time: 12:00 p.m
HOUSTON
Program sITe: george r. brown Convention Center,
1001 Avenida De Las Americas, Houston, TX 77010-6099,
phone 713-853-8000, fax 713-853-8090
Parking: $10 surface lot; $12 underground Convention
District Parking Garage under “Discovery Green;” $20 Hilton
Americas-Houston Garage. *
aCCommodaTIons: hilton of americas, 1600 Lamar,
Houston, TX 77010, phone 713-739-8000, fax 713-739-8007
room rate: $174 single/double. A limited number of rooms
have been reserved at this rate and are booked on a firstcome, first served basis. When making reservations, please
identify yourself as a “Texas Society of CPAs CPE Expo
Conference” registrant. YOU ARE RESPONSIBLE FOR YOUR
OWN RESERVATIONS AND CANCELLATIONS. Call 800-7741500 to make a hotel reservation.
Parking: Self parking $20 (garage parking) and $32 for valet. *
hotel Cut-off date: November 14, 2014, or when block fills.
Check-in Time: 3:00 p.m. Check-out Time: 12:00 p.m.
* Parking charges are not included as part of the conference registration
fee and are subject to change.
GENERAL
CPE
Information Policies
For All Locations
regIsTraTIon:
6:30 a.m. both days.
CeLLuLar Phones: Please turn off
cellular phones while in session rooms.
breaK TImes:
9:15 a.m. and 2:40 p.m. both days.
ChILdren: Participants are not
allowed to bring children into any
TSCPA-sponsored CPE program.
LunCh:
Provided by TSCPA from 11:30 a.m.
to 1:00 p.m. both days.
fees:
TSCPA member: $325
TSCPA member with Ethics Course:
$400;
Nonmember: $450
Nonmember with Ethics Course:
$550
Ethics course offered to conference
attendees on Day One only. Separate
fee applies.
day one onLy
TSCPA member: $220
TSCPA member with Ethics Course:
$295; Separate fee applies.
Nonmember: $345
Nonmember with Ethics Course:
$445; Separate fee applies.
day Two onLy
TSCPA member: $220
Nonmember: $345
Ethics course offered to conference
attendees on Day One only. Separate
fee applies. Please call to register for
Ethics.
Conference Early Bird Discounts Do
Not Apply.
CPe hours:
20 possible CPE hours for both
days, INCLUDING LUNCH. CPe
hours based on actual attendance.
CondITIons:
Satisfactory meeting room temperatures are difficult to maintain. Always
bring a sweater or jacket to ensure
comfort. Casual attire is acceptable.
reCordIng devICes: All audio and
video recording devices are prohibited
in session rooms without prior written
permission from the speaker and the
TSCPA CPE Foundation prior to the
session.
smoKIng: Smoking (including e-cigarettes) is prohibited in meeting rooms at
all times.
regIsTraTIon: Registrations are
accepted under the policies and procedures listed in the CPe registers. If
you are paying by credit card, you may
fax your registration to TSCPA at
800/207-0273 or 972/687-8696; or
phone the CPE InfoLine at 800/4280272 or, in the Dallas area at 972/6878500 or visit our website at
www.tscpa.org. All registration forms
must be accompanied by the fee
(check, VISA, MasterCard or American
Express). Make your check payable to
the TSCPA CPE Foundation. For CPE
inquiries, phone the CPE InfoLine at
800/428-0272, ext. 1 or, in the Dallas
area at 972/687-8500, ext.1.
ParTICIPanT CanCeLLaTIons,
Transfers and subsTITuTIons
will be accepted with no administration
fee ON or BEFORE the program date
by contacting the TSCPA CPE Infoline
at 800/428-0272, ext.1 or in the Dallas
area at 972/687-8500, ext.1. NOSHOWS FORFEIT THE ENTIRE REGISTRATION FEE.
Tax InformaTIon: The IRS will
allow only 50 percent of all expenses for
business meals/entertainment as
deductible for tax purposes. The definition of meals includes continental breakfast, refreshment breaks, lunches and
receptions at professional conferences/seminars, including taxes and
gratuities. The portion of your registration
fee for this conference that applies to
meals is $125.
sessIon InformaTIon: Seating for
this conference is on a first come, first
served basis. Some sessions may fill up
and once they have done so, the class
will be closed and participants will be
directed to another class.
Registration
TSCPACPE
P LE A S E T Y P E O R P R I N T. P HO T O CO P I E S A CC E P T E D .
T S CPA R E G I S T E R E D S P O NS O R #260
____________
Name: ______________________________________________________________________ CPA Certificate # ______________________________
Firm: _______________________________________________________________________________________________________________________________
Address: _____________________________________________________________________________________________________________________________
__________________________
City: ___________________________________________________________ State: __________________ Zip Code: ___________
Business Phone: __________________________________________________ Home Phone: ____________________________________________________________
E-mail Address: ______________________________________________________________________________________________________________________
2014 CPE EXPO
Program daTes
December 4-5, 2014
Program CITIes
Program #s
Houston
EXPO01
December 4, 2014
Houston
EXPO02
December 5, 2014
Houston
EXPO03
December 8-9, 2014
San Antonio
EXPO04
December 8, 2014
San Antonio
EXPO05
December 9, 2014
San Antonio
EXPO06
December 11-12, 2014
Arlington
EXPO07
December 11, 2014
Arlington
EXPO08
December 12, 2014
Arlington
EXPO09
I have special needs under the Americans with Disabilities Act. Attach a written
description.
I request a vegetarian meal.
f e e s :
TSCPA member: $325
TSCPA member with Ethics Course: $400;
Nonmember: $450
Nonmember with Ethics Course: $550. Ethics
course offered to conference attendees on Day
One only. Separate fee applies.
day one only
TSCPA member: $220
TSCPA member with Ethics Course: $295;
Separate fee applies.
Nonmember: $345
Nonmember with Ethics Course: $445;
Separate fee applies.
day Two only
TSCPA member: $220
Nonmember: $345
Ethics course offered to conference attendees on
day One only. Separate fee applies. Please call to
register for Ethics.
Check your event confirmation for the conference’s handout
website address. handouts will be available beginning
december 1, 2014
TOTAL $
Check
Amount $ ____________________
Credit Card Number: _______________________________________________________________________________________________ Exp. Date ______/______
Cardholder’s Name: _________________________________________________ Cardholder’s Signature: _______________________________________________
Mail your check and registration form to TSCPA CPE Foundation, Inc.; 14651 Dallas Parkway, Suite 700; Dallas, TX 75254; or Fax credit card registrations to 972/687-8696 or 800/207-0273; or phone your registration to the CPE InfoLine at 800/428-0272 (972/687-8500 in the Dallas area).
Or register on-line at www.tscpa.org
Non-Profit
Organization
U . S . P O S TA G E PA I D
D a l l a s , Te x a s
Permit No. 195
Connecting. Protecting. Advancing
14651 Dallas Parkway, Suite 700
Dallas, TX 75254
Check your event confirmation for the conference’s
handout website address. handouts will be available
beginning december 1, 2014
2014
Edie Edie
Edie
CPE
Edie
EXPO
Committee
Edie McDonald, CPA, Chair
Cook McDonald & Co.
Bridgeport
Eddie Schulte, CPA, Vice Chair
Eddie W. Schulte, Jr, CPA
Frisco
Rene Adair, CPA
Rene Curtis Adair PC
Hockley
Gene Anderson, CPA
City of Paris
Paris
Walter Baldree, CPA
Walter H. Baldree, CPA
Lipan
Carol Cooper, CPA
Carol A. Cooper, PC
Conroe
Frank Norris, CPA
Frank D. Norris, CPA, CFF
Ennis
Steve Deel, CPA
Gastroenterology Consultants
of San Antonio PA
San Antonio
Bonnie Vaughn, CPA
Lange & Associates PC
Fort Worth
Joseph Feuge, CPA
Joseph V. Feuge, PC
San Antonio
Jeanie Hargis, CPA
Kerr County Auditor
Kerrville
Ruth Ann Walker, CPA
Ruth Ann Walker, CPA
Hillsboro
Samantha Elliott
Meeting Planner
TSCPA CPE Foundation, Inc.
Dallas
Dorothy Hart, CPA
Dorothy C. Hart, CPA
Conroe
Patty Havard, CPA,
Patricia Havard, PC
Lancaster
Follow TSCPA On
Terry Hobbs, CPA
Hobbs and Associates
Joshua
Robert Howerton, CPA
Robert M. Howerton, CPA
Dallas
Susan Clifford, CPA
Eggelhoff, Inc.
Humble
Kay Johnson, CPA
Kyle
W. Ray Cook, CPA,
Cook McDonald & Co.
Bridgeport
Betty J.Maines, CPA
Clifton Larson Allen LLP
Dallas
#CPEexpo14