This program is in-person only. We are applying for CLE in states where attendees indicate they need credits, and for CPE through NASBA. CLE will be provided in 50-minute or 60-minute hours, depending on the state. One 50-minute period is equal to one CPE credit.
Venues
Conference Hotel
Le Meridien Fort Worth
811 Commerce Street
Fort Worth, TX 76102
Note: the conference hotel will be opening in the spring; there is no link for reservations at this time, attendees can call Rebecca Halloway at 817-882-1387 and ask for the AAA-CPA rate ($209+tax) to book their hotel rooms.
Thursday Education Sessions
Texas A&M Law School
1515 Commerce Street
Fort Worth, TX 76102
Friday Education Sessions
Texas Christian University Neeley School of Business
2800 South University Drive
Fort Worth, TX 76109
Saturday Installation Dinner
Colonial Country Club
3735 Country Club Circle
Fort Worth, TX 76109
Shuttle service will be available between the Le Meridien and Colonial Country Club
Conference Agenda (subject to change)
Education sponsored by the AAA-CPA Foundation
Wednesday, June 26, 2024
6:30 pm - 9:30 pm; Le Meridien Rooftop Bar
Welcome Reception
Thursday, June 27, 2024
Breakfast on Own (hotel has buffet breakfast)
9:30 am – 11:00 am; Le Meridien, Chisholm Trail
Spouse & Guest Breakfast
9:00 am – 10:00 am; Texas A&M Law School
Intellectual Property/ Law & Artificial Intelligence
Rachel Greene, JD, Attorney, Greene IP
10:10 am – 11:10 am; Texas A&M Law School
Recent US Supreme Court Tax Jurisprudence
Tim Todd, PhD, JD, CPA, Liberty University Associate Dean for Faculty Development & Scholarship; Professor of Law
11:15 am – 12:15 pm; Texas A&M Law School
Updates on BOI Reporting
William "Bill" LeVay, JD, CPA, FCA Corp. Chief Compliance Officer & In House Counsel
Marina Hammond, JD, CPA, Gordon Davis Johnson & Shane P.C.
12:25 pm – 1:35 pm; Texas A&M Law School
Lunch & Remarks: The Attorney-CPA of Tomorrow
Robert Scharar, JD, CPA, MBA, Founder & CEO, FCA Corp, President, Attorney-CPA Foundation
Daniel Rosefelt, JD, CPA, Founder & Managing Attorney, Rosefelt Tax Law; President, American Academy of Attorney-CPAs
1:40 pm – 2:30 pm; Texas A&M Law School
Boost Transaction Value with SALT Due Diligence
Judy Vorndran, JD, CPA, Partner, State & Local Tax, TaxOps, LLC
Tram Le, JD, LLM, State and Local Tax Senior Manager, TaxOps, LLC
Business transactions often trigger complex tax considerations for state and local taxes (SALT), such as income and franchise taxes, sales and use taxes, property taxes, and more. These SALT-related issues have the potential to cut into the purchase price in ways that can come as a shock to unprepared sellers. Motivated sellers that complete SALT-related sell-side due diligence before identifying a buyer can clear potential issues and leverage tax opportunities, justifying a higher sales price. Join Tram Le and Judy Vorndran as they discuss the evidence and what to do now to create positive, documented facts around SALT issues prior to a sale, potentially justifying a higher sales price and paving the way for a smooth transaction.
Learning Objectives
- Analyze SALT positions and reduce exposure in income, sales and use, property, unclaimed property, and payroll taxes
- Understand how a Perform a nexus and exposure review is used to determine tax obligations and risk based on multistate activity
- Leverage tax opportunities, such as tax credits, net operating carryforwards, and other opportunities
- Manage potential tax consequences that could lead to escrow or the seller asking for more money
- Assess and gather supporting documents to anticipate buyer questions and alleviate concerns-side "
2:40 pm – 3:30 pm; Texas A&M Law School
Tax Planning for Investment Decisions
Cory Dowell, MBA, Managing Director–Wealth Management, Private Wealth Advisor, UBS | Clarity Advisors
Ryan Scharar, JD, CPA, MBA, President & Director of Tax, FCA Corp
3:40 pm – 4:40 pm; Texas A&M Law School
Federal Tax Developments, October 2023-May 2024
David DeJong, JD, CPA, Principal, Stein Sperling
5:15 pm – 6:05 pm; Le Meridien, Library, Sundance & Longhorn Rooms
Roundtable Discussions
6:30 pm – 9:30 pm; various locations
Dine Arounds
9:00 pm - 11:00 pm; Le Meridien Rooftop Bar
No-host hospitality/networking
Friday, June 28, 2024
Breakfast on Own (hotel has buffet breakfast)
Spouse & Guest Activities TBD
9:00 am – 10:00 am; TCU Neeley School of Business
A Crucial Window for Estate Planning: Preparing for 2026
Dan Rahill, JD, CPA, PFS, LLM, CGMA, Wealth Strategist, Wintrust Wealth Management
10:10 am – 11:00 am; TCU Neeley School of Business
Financial Reporting Update
Simon Little, CPA, CISA, Office Managing Partner, Dallas and Plano, Crowe
Mark Shannon, CPA, Crowe
11:10 am – 12:00 pm; TCU Neeley School of Business
Financial Reporting Update
Simon Little, CPA, CISA, Office Managing Partner, Dallas and Plano, Crowe
Mark Shannon, CPA, Crowe
12:10 pm – 1:35 pm; TCU Neeley School of Business
Attorney-CPA Foundation Lunch; Speaker: State of the Profession
W. Robert Knechel, PhD, Frederick E. Fisher Eminent Scholar Chair, Distinguished Professor and Frederick E. Fisher Eminent Scholar University of Florida
1:45 pm – 2:35 pm; TCU Neeley School of Business
Preparing for the IRS Audit and its Afterlife
E. Martin Davidoff, JD, CPA, Partner-in-Charge – National Tax Controversy Practice, Prager Metis
2:45 pm – 3:35 pm; TCU Neeley School of Business
The Government’s Crackdown on Tax Fraud Enablers: How Tax Professionals Can Avoid Becoming Criminal Defendants
Anthony "Tony" Box, JD, CPA, Partner, Gray Reed
Dinner on Own
Saturday, June 29, 2024
8:00 am - 9:20 am; Le Meridien, Pre-function Area
Breakfast Eat & Learn Roundtable Session
9:45 am - 10:30 am; Le Meridien, Chisholm Trail
AAA-CPA Foundation Board Meeting
10:30 am - 12:00pm; Le Meridien, Chisholm Trail
Academy of Attorney CPAs Board Meeting; open to all
12:30 pm - 5:00 pm
Group tour/activity TBD
7:00 pm - 10:00 pm; Colonial Country Club
Cocktail Reception & Installation Dinner
Continuing Education
We are applying for continuing education credits for this program. Attendees who attended the full session and completed the evaluation will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the full conference or day-pass fee. Otherwise, reporting and state fees are the individual's responsibility.
To get credit, attendees MUST:
- Have paid for the full conference or a day pass.
- Have attended the entirety of the session they are claiming credit for.
- Have filled out the post-session evaluation in full for EACH session they would like credit for.
State bar numbers must be provided at registration in order for AAA-CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply.
Registration Fees
Full Conference: includes Welcome Reception, lunch on Thursday, Friday, Saturday Group Activity, and Installation Dinner; continuing education
AAA-CPA Members: $850
Non-Members: $950
First Time Attendee, must be a current member: $750
Thursday or Friday Only: includes education and lunch on the day of choice
AAA-CPA Members: $300
Non-Members: $350
Installation Dinner Only: $150
Guest/Spouse Registration: includes Includes Welcome Reception, Guest/Spouse breakfast on Thursday, Saturday Group Activity, Installation Dinner: $450
Guest registration is meant for non-member attendees, e.g., spouses, significant others, family members. It is NOT meant for other members/attorney-CPA professionals. Those attendees should complete their own registration so we can accurately track their continuing education.
*Optional Guest Activity on Friday – To be determined, additional fee will apply
Child: 0-2: Complimentary
Child: 3-7: $85
Child: 8-18: $150
Cancellation Policy
Cancellations received prior to 5:00 pm ET on Friday, June 14, 2024 may be refunded, less a 25% processing fee. No refunds can be issued for cancellations received after this deadline. Substitutions can be made.
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