Member Appreciation CPE Series

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:

• Understand the advantages and disadvantages of each potential venue for challenging Texas tax assessments.
• Discuss an analytical framework for determining the optimal venue for challenging an assessment.
• Learn how to properly advise clients on their choices in contesting Texas tax assessments.

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.