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DAY 1 – COURSE #2020102208 – TXCPA Member $195
8 CPE hours
DAY 2 – COURSE #2020102304 – TXCPA Member $125
4 CPE hours
DAY 1 & 2 COURSE #2020102212 – TXCPA Member $300
12 CPE hours
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
Take advantage of dynamic speakers and topics at TXCPA-San Antonio’s 2020 CE Symposium.
Register for both days and get 12 hours of CPE, or take your choice of Day 1 (8 hours) or Day 2 (4 hours) of CPE.
8:00 – 9:40 AM INDIVIDUAL TAX UPDATE Blaise Bender, JD, CPA
This session will cover Legislative, Judicial, and IRS Guidance of the past year as it affects individual taxpayers. The session will include new tax legislation pertaining to individuals under the CARES Act and recently issued regulations under the Tax Cuts and Jobs Act. The session is also designed to assist CPAs in individual tax planning for their clients. The session will provide coverage of the latest IRS rulings, regulations and procedures impacting individuals as well as an up-to-date assessment of important tax court decisions.
9:50 – 11:30 AM BUSINESS TAX UPDATE Blaise Bender, JD, CPA
This session will cover Legislative, Judicial and IRS guidance of the past year as it impacts Sole Proprietorships, Corporations, S Corporations, Partnerships and LLCs. This section will include business tax provisions and legislation under the CARES Act for the upcoming tax season as well as recently issued regulations under the Tax Cuts and Jobs Act pertaining to business matters. The session is designed to assist CPAs in business tax planning matters. The session will provide coverage of the most recent IRS rulings, regulations and procedures, and relevant tax court cases impacting various forms of businesses
11:30 AM – 12:10 PM LUNCH
12:10 – 1:00 PM GOVERNMENT AFFAIRS/LEGISLATIVE UPDATE Kenneth Besserman, JD, LLM, Texas Society of CPAs Director of Government Affairs and Special Counsel
In this session, Kenneth will discuss recent developments in government affairs as his office works closely with TSBPA and other professional agencies. He will also provide an update on current legislation that effects the accounting profession, taxpayers and all Texans.
1:10 – 2:00 PM EMBRACE 2020: RESILIENCE A CORE LEADERSHIP COMPETENCY Barbara Greene, Founder & CEO, Greene & Associates, Inc.
Resiliency is key to leading with gusto. Join us for an engaging workshop highlighting the Resiliency Strength (RS)-P6 Approach©. The approach was highlighted on The CPI Leading Advantage podcast and can be found on the front page of the greeneandassociates.com web site. We will take a deeper dive into this approach for leaders to enhance their effectiveness.
2:10 – 3:00 PM PAYROLL PROTECTION PROGRAM LOAN FORGIVENESS UPDATE Christine Green, Senior Attorney, Clark Hill
This session will explore the requirements for obtaining loan forgiveness under the Payroll Protection Program and will discuss the various safe harbors that clients may be able to use to avoid reductions in loan forgiveness. Also, an overview of recent guidance regarding SBA approval for M&A transactions involving borrowers under the Payroll Protection Program will be provided.
3:10 – 4:00 PM IMMUNE SYSTEM HACKS Brad Hunt, Principal, WHY Group
With the onslaught of Covid-19 and the approaching winter cold and flu season, maintaining a strong immune system has never been more important. Join Brad in this entertaining, yet informative session, as he “arms” us with information to strengthen and improve our immune systems.
8:00 – 8:50 AM PLANNING FOR BANKRUPTCY AND DEBT WORKOUTS Lydia Webb, Counselor & Brian Clark, CPA, Gray Reed, Attorneys & Counselors
This presentation will provide an overview of the federal income tax treatment of debt discharge inside and outside of bankruptcy, foreclosures on tax partnerships, and basic corporate reorganizations inside bankruptcy. We will then discuss bankruptcy basics, including common scenarios like restructuring versus liquidation, before turning to the financial aspects of bankruptcy, such as post-petition financing, budgeting, and reporting.
9:OO – 9:50 AM WHAT’S ALL THE FUSS ABOUT SLEEP Brad Hunt, Principal, WHY Group
Continuing on from his talk on Immune System Hacks, Brad will update us and educate us on the latest information on the impact of sleep to our health and well-being.
10:00 – 10:50 AM THE FUTURE IS HERE: HR TACTICS FOR NAVIGATING THE NEW WORLD OF REMOTE WORK
Steve Peglar, SPHR, PI, SHRM-SCP, Senior Vice President, The WhitneySmith Company
As organizations throughout the world move out of lockdown, it’s becoming clear that the largest ever experiment in remote working practices has generally resulted in a broad positive impact, and that for many of these organizations and their employees things will never again be the same. Recent and robust survey data supports this, and it appears as if the of remote work for many organizations will continue as a foundation of the “new normal” of work, with a range of anticipated benefits for both organizations and employees.
With this new reality upon us, HR is faced with a range of challenges in continuing to implement, administer, and enhance this new way of working. In this engaging webinar, Steve Peglar, SPHR, SHRM-SCP, will present insightful observations and practical tactics for addressing these concerns, with topics including:
• Creating a foundation for remote work – policies, procedures, & frameworks
• Required resources for employees & managers
• Communication issues & solutions
• “Zoom fatigue” – Remote work and our brains
• Recruiting challenges & the skills needed in new world of work
• Remote Hiring & Onboarding
• Engagement of remote workers
• Accountability & performance management challenges
• Recognizing & rewarding remote workers
• Preserving, fostering, and changing organizational culture in the “new normal”
11:00 – 11:50 AM THE CASE OF CARLOS URESTI/FOUR WINDS LOGISTICS: Socionomic Toolkit for Detecting Fraud
Dennis Elam, PhD, CPA, Associate Professor at Texas A & M University San Antonio
This presentation covers the Four Winds Logistics Fraud which resulted in jail terms for former State Senator Carlos Uresti, Four Winds CEO Stanley Bates, and Fund Raiser Gary Cain. Four Winds was supposedly organized to market frack sand to shale drillers in the Eagle Ford production area south of San Antonio. The scheme could only have been launched when positive social mood towards shale production peaked after three years of triple digit oil prices. The story is a morality play in which all parties lost their moral and fiduciary compass. Senator Uresti violated his fiduciary duty to his client causing her to place $800,000 in what would be termed a Ponzi Scheme. The case played out as front page news for weeks in a San Antonio Federal Court. Professor Elam actively followed the proceedings, making this available as an “Up Close and Personal Story of an Ethical Failure.”
Prerequisites: The method of presentation is online instruction and the program level is overview/update. There are no prerequisites for these presentations nor is there any advanced preparation required.
For more information, contact TXCPA-SA CE coordinator Joann Moore at 210-828-2722 or email@example.com.