​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Texas Chapter Education

Texas Tax Tuesday Talk Webinar

The Texas Chapter is hosting a series of open talk webinars. These webinars are discussions around the current tax environment. The webinars will be led by a variety of people including ​Gary Brown, CPA, CMA, CITP, PFS, CGMA. He is currently serving on the Texas NATP Chapter Board of Directors, as the Government Relations committee chair and stays up to date with the ever-changing laws regarding our tax profession. These FREE webinars will be an excellent opportunity to network with other tax professionals. Please submit any topic requests to: Texasnatp@gmail.com.

Date & Time:

Location:

Information is subject to change. Please keep watching this webpage for updated information.

Texas Meet N Greet

This Meet N Greet will be held in the hotel bar area just off the lobby. Snacks will be provided by the chapter and beverages can be purchased on your own.​

Date ​& Time:

November 3, 2024
5:30 p.m. - 8:00 p.m. CT

Location:

Hampton Inn & Suites Fort Worth
1001 Commerce St
Fort Worth, TX 76102
817-332-5300

TX NATP Cowtown CPE

Join your Texas chapter for an event-filled three days! Highlights include a meet & greet, happy hour social, banquet dinner, charity auction, time to explore the area, the chapter annual meeting as well as the following education:

• Deep Dive Into Energy Credits:
  Read More
  This session will examine the new energy credits. Attendees should be able to: Competently advise clients on the vehicle credits available in 2023 and the transfer of the credits in 2024; Understand the difference between the 2022 and 2023 credits; accurately compute the vehicle credits; understand the impact of transferring credit to the dealer in 2024 through 2032; including the potential of repaying the credit; discuss the different energy credits available to homeowners and renters; accurately compute the energy credits; and advise the clients on the basis adjustments required when using credits. Presented by Kathryn Keane, EA.
• Crypto and the 1040:
  Read More
  This session will provide the preparer with the information needed to recognize crypto transactions and the reporting requirements; attendees will be able to discuss crypto and virtual currency effectively with clients; recognize taxable transactions such as a hard forks; properly report transactions when crypto is sold or exchanged; determine the proper vehicle for reporting the sale/exchange of crypto currency; and be able to understand late breaking changes to reporting/transaction reporting of crypto. Presented by Kathryn Keane, EA.
• Real Life Estate Planning: Assisting Clients at the End:
  Read More
  With the new estate tax exemption many think that estate planning is passé. But the titling of the assets can be a significant factor when a working person dies. From retirement plans to home, clients often need the guidance of their tax pro to get their affairs in order. This session will address the impact of inherited retirement accounts, the need of Form 709, and other issues. Attendees will be able to recognize title issues of a client; advise clients on the treatment of retirement plans with no beneficiary; discuss potential problems of naming the estate as the beneficiary of retirement plans; comprehend the differences to beneficiary between gifted and inherited items; and understand viatical options. Presented by Kathryn Keane, EA.
• When a Client Dies:
  Read More
  Many times, the death of a client is a confusing time for all. There are times when the client's family turns to the tax professional for assistance. This session will assist the tax professional in sorting out what goes where (706, 1041 and final 1040) as well as the preparation of these returns by the use of a case study. Attendees will be able to recognize when a Form 706 is required and when, while not required is definitely advisable; be able to determine the basis of the assets of the Estate; recognizing IRD or Income in Respect to a Descendent; understand the impact the Secure Act & Secure 2.0 have on beneficiaries; and identify items for the client's Final 1040. Presented by Kathryn Keane, EA.
• WISP - As Seen by a Professional Hacker:
  Read More
  This session will discuss all the obstacles that tax professionals face to keep client data safe and adhere to Circular 230 standards. Upon completion, attendees will be able to identify more readily current data risks associated with their technology devices, software, portals, cell phones, data attachments, and current scams that are targeted to collect data. System procedures will be discussed to help minimize risks. Presented by Victor Garcia, OSCP, CEH of Noble Guardian Security.
• Net Operating Losses:
  Read More
  The goal of every business is to make a profit, but losses still occur. It is critical to know the provisions under Sec 172, Net Operating Loss Deduction because tax professionals increasingly find themselves working with clients who are incurring net operating losses (NOLs). Without a basic understanding of NOLs, tax professionals may not provide their clients with best possible tax outcome. This seminar is designed to enhance the tax professional's knowledge tool kit with hands on examples, complete with the changes from the CARES Act and how it impacts today's return. Presented by Kathryn Keane, EA.
• What We Know Now:
  Read More
  This session will look at what we have learned this year from the recent tax law changes during the tax season as well as looking ahead at what might be coming. Attendees should be able to recognize provisions of the recent tax law changes applicable to their clients; review the application of the recent tax law changes in their own practice; discuss recent regulatory changes; discuss any relevant Tax Court cases; and comprehend any other federal tax law changes and the current tax environment. Presented by Kathryn Keane, EA.
• IRS Criminal Investigative Division Discussion:
  Read More
  Special Agent Christopher Altemus will be discussing the current climate of the Criminal Investigative Division within the IRS and the challenges facing both the IRS and tax professionals; discussion of some of the types of crimes being committed in Texas affecting the Treasury; how criminals are implementing new techniques to try to collect client data; discussion of how tax professionals can help with identifying different types of crimes being committed and how to report these crimes. Presented by IRS Special Agent in Charge, Christopher Altemus, CI Division.
• C to S, S to C - The Impact of the TCJA on Business Clients:
  Read More
  Tax Cuts and Jobs Act reduced the corporate tax to 21% and effectively repealed the PSC rate. QBID is limited by income. The changes made by the TCJA have business clients rethinking their entity status. This session examines the impact of a S revoking its election to become a C Corporation as well as a C Corporation electing S status in their mid-life. Attendees will recognize when a C Corporation faces the Built in Gains (Loss) tax upon its election to S Corp; comprehend the impact of carryover items when going from C to S corporation; properly execute the S Corporation election and the revocation; and to advise clients on the impact of revoking the S Corporation election. Presented by Kathryn Keane, EA.
• Operating an Ethical Practice:
  Read More
  Recent tax law changes such as the PATH and Tax Reform introduce changes to how tax practices are handled. Due Diligence, Best Practices, and Safeguarding Taxpayer's Information are essential components to an ethical and successful tax practice. Attendees will be able to: Implement safeguards to assure Best Practices are followed; develop procedures to implement the Due Diligence requirements; recognize the ethical dilemmas common in today's environment; and establish mechanisms to safeguard taxpayer's information as well as the firms. Presented by Kathryn Keane, EA.

Date

Times

• Attendee Check-In: 7:30 a.m. CT each day
• Education on Nov. 4: 8:00 a.m. - 5:00 p.m.
• Annual Meeting on Nov. 4: 9:40 a.m. - 3:15 p.m.
• Education on Nov. 5: 8:00 a.m. - 1:00 p.m.
• Education on Nov. 6: 8:00 a.m. - 12:30 p.m.
• Additional Event Details:
  Read More
  There will be a free Cowtown Meet N Greet on Sunday, Nov. 3, 2024, in the hotel bar area at 6:00 p.m. - beverages can be purchased. A light snack will be furnished. A Happy Hour Social will take place on Monday, Nov. 4 2024, from 5:00 - 6:00 p.m. before the banquet begins. This is a cash bar - attendees will receive a drink ticket for the first drink courtesy of the chapter. Wine, beer, spirits, soda and water will be available. There will be a charity auction for a local community food bank and the Texas NATP Scholarship Fund on Monday, Nov. 4, 2024, at the banquet. Attendees are welcome to bring an item to be auctioned off or to make a donation. Classes end early on Tuesday, Nov. 5, 2024, at 1:00 p.m. followed by lunch at the hotel bar area. Attendees are then free to stroll down to the Water Gardens at one end of the street or the other to Sundance Square for exploring; or they can hop onto the free Molly the Trolley to the Fort Worth Stockyards to shop, dine, visit Yellowstone filming locations or to watch the Longhorn cattle drive. Classes end early on Wednesday, Nov. 6, 2024, at 12:30 p.m. to allow attendees to continue their Cowtown experience. Lunch will be on their own that day.

Education Location:

Fort Worth Convention Center (Room 202)
1201 Houston St
Fort Worth, TX 76102

Hotel Location & Booking Information:

Hampton Inn & Suites Fort Worth Downtown
1001 Commerce St
Fort Worth, TX 76102
817-332-5300
Reserve your room by Sept. 1 to take advantage of the special rate of $155/night. This rate allows for your choice of either 2 queen beds and mini fridge or a king bed with mini fridge. Includes free breakfast buffet daily. The hotel is located across the street from the convention center.

Fees:

• Early pricing available until Sept. 2, 2024
• Attendees will receive a pdf of all class session materials via email the week before the event. 
  
• All meals, including the banquet, are included in the registration fee. A complimentary breakfast is served for all hotel guests every morning from 6:00 a.m. - 7:30 a.m. A guest meal package is available for a $95 fee and includes the banquet dinner and both lunches on Monday and Tuesday.

Cancellation Policy:

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

1 Day TX NATP Cowtown CPE

Registration for Nov. 4 only is available for those unable to attend all three days of the TX NATP Cowtown CPE event. This option includes the meet & greet, happy hour social, banquet, charity auction, annual meeting & the following education:

• Deep Dive Into Energy Credits:
  Read More
  This session will examine the new energy credits. Attendees should be able to: Competently advise clients on the vehicle credits available in 2023 and the transfer of the credits in 2024; Understand the difference between the 2022 and 2023 credits; accurately compute the vehicle credits; understand the impact of transferring credit to the dealer in 2024 through 2032; including the potential of repaying the credit; discuss the different energy credits available to homeowners and renters; accurately compute the energy credits; and advise the clients on the basis adjustments required when using credits. Presented by Kathryn Keane, EA.
• Crypto and the 1040:
  Read More
  This session will provide the preparer with the information needed to recognize crypto transactions and the reporting requirements; attendees will be able to discuss crypto and virtual currency effectively with clients; recognize taxable transactions such as a hard forks; properly report transactions when crypto is sold or exchanged; determine the proper vehicle for reporting the sale/exchange of crypto currency; and be able to understand late breaking changes to reporting/transaction reporting of crypto. Presented by Kathryn Keane, EA.
• Real Life Estate Planning: Assisting Clients at the End:
  Read More
  With the new estate tax exemption many think that estate planning is passé. But the titling of the assets can be a significant factor when a working person dies. From retirement plans to home, clients often need the guidance of their tax pro to get their affairs in order. This session will address the impact of inherited retirement accounts, the need of Form 709, and other issues. Attendees will be able to recognize title issues of a client; advise clients on the treatment of retirement plans with no beneficiary; discuss potential problems of naming the estate as the beneficiary of retirement plans; comprehend the differences to beneficiary between gifted and inherited items; and understand viatical options. Presented by Kathryn Keane, EA.
• When a Client Dies:
  Read Less
  Many times, the death of a client is a confusing time for all. There are times when the client's family turns to the tax professional for assistance. This session will assist the tax professional in sorting out what goes where (706, 1041 and final 1040) as well as the preparation of these returns by the use of a case study. Attendees will be able to recognize when a Form 706 is required and when, while not required is definitely advisable; be able to determine the basis of the assets of the Estate; recognizing IRD or Income in Respect to a Descendent; understand the impact the Secure Act & Secure 2.0 have on beneficiaries; and identify items for the client's Final 1040. Presented by Kathryn Keane, EA.

Date

Times

• Attendee Check-In: 7:30 a.m. CT
• Education on Nov. 4: 8:00 a.m. - 5:00 p.m.
• Annual Meeting on Nov. 4: 9:40 a.m. - 3:15 p.m.
• Additional Event Details:
  Read Less
  There will be a free Cowtown Meet N Greet on Sunday, Nov. 3, 2024, in the hotel bar area at 6:00 p.m. - beverages can be purchased. A light snack will be furnished. A Happy Hour Social will take place on Monday, Nov. 4 2024, from 5:00 - 6:00 p.m. before the banquet begins. This is a cash bar - attendees will receive a drink ticket for the first drink courtesy of the chapter. Wine, beer, spirits, soda and water will be available. There will be a charity auction for a local community food bank and the Texas NATP Scholarship Fund on Monday, Nov. 4, 2024, at the banquet. Attendees are welcome to bring an item to be auctioned off or to make a donation.

Education Location:

Fort Worth Convention Center (Room 202)
1201 Houston St
Fort Worth, TX 76102

Hotel Location & Booking Information:

Hampton Inn & Suites Fort Worth Downtown
1001 Commerce St
Fort Worth, TX 76102
817-332-5300​

Reserve your room by Sept. 1 to take advantage of the special rate of $155/night. This rate allows for your choice of either 2 queen beds and mini fridge or a king bed with mini fridge. Includes free breakfast buffet daily. The hotel is located across the street from the convention center.

Fees:

• Early pricing available until Sept. 2, 2024
• Attendees will receive a pdf of all class session materials via email the week before the event. There will be some handouts from our guest speaker, Victor Garcia, OSCP, CEH of Noble Guardian Security.
• All meals, including the banquet, are included in the registration fee. A complimentary breakfast is served for all hotel guests every morning from 6:00 a.m. - 7:30 a.m. A guest meal ticket is available for a $95 fee and includes the banquet dinner and lunch on Monday.

Cancellation Policy:

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

 ​

Texas Meet N Greet Pizza Event

The TX board of directors will be hosting a pizza TX Meet N Greet event on Monday, December 9 for all Grapevine TSU attendees at no charge to them.

Date & Time:

December 9, 2024
11:45 p.m. - 12:45 p.m. CT

Location:

Courtyard Dallas DFW Airport North/Grapevine
2200 Bas Pro Court
Grapevine, TX 76051
817-251-9095

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