Plan to join your fellow DCPAS members for the very popular
Member Appreciation CPE Series
Tuesday, October 23, 2018
1pm-5pm
in the
Community Room
of the
Communities Foundation of Texas
5500 Caruth Haven Lane
at North Central Expressway
Dallas, Texas 75225
Don’t miss these outstanding sessions:
Brand Protection — What CPAs Must Know About Intellectual Property
James Creedon, Managing Attorney, Creedon PLLC
Course Description: For many companies, the brand is the core asset, and risks to brand identity could sink the entire venture. Through the lens of intellectual property, we will discuss the top causes of brand damage and the vital role CPA’s play in both assessing risk and preventing loss.
Learning Objectives: Participants will learn how to identify significant flags for risk to a company brand, and will be provided tools to decide when use of intellectual property counsel is advisable. The presentation will focus on practical knowledge and discussion of real-world examples, making it easier for CPA’s to apply the learning points to their current clients. Finally, attendees will leave with a one-page checklist to use in their future practice
Course Level: Basic/Update
Prerequisites: None
Handling the IRS Audit
Larry Jones, Tax Attorney, Freeman Law PLLC
Course Description: This course will instruct participants on how to represent clients in IRS audits and how to deal with the IRS.
Learning Objectives: Participants will learn: 1) how to effectively represent a client in an IRS audit; and 2) how the IRS works in IRS audits.
Course Level: Basic/Technical
Prerequisites: None
Common Malpractice Tips for CPAs and Ways to Avoid Them
Robert Tobey, Shareholder, Johnson Tobey Baruch
Course Description: This session will include a discussion of issues the speaker has seen in cases, including conflicts, serving on boards of directors, and failing to advise clients of issues that CPAs see in tax planning.
Learning Objectives: Participants will learn and understand the traps for the unwary.
Course Level: Basic/Technical
Prerequisites: None
Should I Stay or Should I Go: Choosing Your Battleground
Jimmy Martens, Partner, Martens Todd Leonard & Ahlrich
Course Description: Your client has just received a Texas sales tax or franchise tax audit assessment. What should be done? Should your client proceed with an Independent Audit Review conference? File a Petition for Redetermination? Initiate a lawsuit in state district court? Or, undertake a combination of these options? This presentation discusses the advantages and disadvantages of the various forums in which taxpayers may challenge a Comptroller assessment and the approximate attorney’s fees involved.
Learning Objectives:
Course Level: Basic/Technical
Prerequisites: None
Course #: 19120515
Date: October 23, 2018
Time: 1pm-5pm; Registration begins at noon
Location: Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas, TX 75225
Cost: $25
Use this link to register for this CPE Seminar and stay tuned for more details.
Save the date for more Member Appreciation CPE Series events coming
November 12, 2018, December 18, 2018 and January 8, 2019.