Annual Meeting & Education Conference: June 26-29, 2024 | Fort Worth, TX
Wednesday, June 26, 2024 to Saturday, June 29, 2024
Category: Annual Conference
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. Click here to registerVenuesConference Hotels The Historic Ashton Hotel610 Main Street Fort Worth, TX Sleeping rooms are $209/night plus applicable taxes. The hotel has King rooms only. The hotel is 25 minutes from DFW; 40 minutes from Dallas Love Field. Overnight parking: $40 plus tax; Overnight oversized parking: $55 plus tax. The room block is sold out. Hilton Fort Worth Thursday Education Sessions Friday Education Sessions Saturday Installation Dinner Click here to registerConference Agenda (subject to change)Education sponsored by the AAA-CPA Foundation Wednesday, June 26, 20246:30 pm - 9:30 pm; Historic Ashton Hotel, Winfree Ballroom (1st floor) Thursday, June 27, 20247:30 am - 8:30 am; Historic Ashton Hotel, Winfree Ballroom (1st floor) 9:30 am - 11:00 am; Historic Ashton Hotel, Scott Ballroom (2nd floor) 9:00 am – 10:00 am; Texas A&M Law School 10:10 am – 11:10 am; Texas A&M Law School 11:15 am – 12:15 pm; Texas A&M Law School 12:25 pm – 1:35 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
2:40 pm – 3:30 pm; Texas A&M Law School 3:40 pm – 4:40 pm; Texas A&M Law School 5:15 pm – 6:05 pm; Historic Ashton Hotel, Winfree Ballroom 6:30 pm – 9:30 pm; various locations
9:00 pm - 11:00 pm; Historic Ashton Hotel, President's Suite (room number provided onsite) Friday, June 28, 20247:30 am - 8:30 am; Historic Ashton Hotel, Winfree Ballroom (1st Floor) Spouse & Guest Activities 9:00 am – 10:00 am; TCU Neeley School of Business Recent Accounting and Financial Reporting Topics from the Financial Accounting Standards Board, the Securities and Exchange Commission, and Other Standard Setters Relevant to Practicing Attorney-CPAs Simon Little, CPA, CISA, Office Managing Partner, Dallas and Plano, Crowe Mark Shannon, CPA, Partner, Crowe Discussion will include recent FASB developments, recent SEC developments, and recent PCAOB developments. 12:10 pm – 1:35 pm; TCU Neeley School of Business 1:45 pm – 2:35 pm; TCU Neeley School of Business 2:45 pm – 3:35 pm; TCU Neeley School of Business Dinner on Own 9:00 pm - 11:00 pm; Historic Ashton Hotel Saturday, June 29, 20248:00 am - 9:20 am; Historic Ashton Hotel, Winfree Ballroom 9:30 am - 10:45 am; Historic Ashton Hotel, Winfield Scott (2nd floor) 11:00 am - 12:00 pm; Historic Ashton Hotel, Winfield Scott (2nd floor) Afternoon Activities 7:00 pm - 10:00 pm; Colonial Country Club Click here to registerContinuing 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: 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 Thursday or Friday Only: includes education and lunch on the day of choice Installation Dinner Only: $150 Guest/Spouse Registration: includes Includes Welcome Reception, Guest/Spouse breakfast on Thursday, Saturday Group Activity, Installation Dinner: $450 Cancellation Policyhttps://aaacpa.memberclicks.net/administrator/index.php#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. Click here to register |