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The firm is pleased to provide you with a calendar featuring the attorney's speaking engagements that have been confirmed to-date in 2007. The calendar will be updated, so watch for new additions. If you would like more information about these speaking engagements or a copy of a speech, please contact Susan House, Marketing Manager at 214/744-3700. |
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| January 2007 | ||
| January 4, 2007 | Josh Ungerman East Texas Estate Planning Council Tyler, TX Presentation: IRS Issues Appeal Settlement Guidelines for Family Limited Partnerships |
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| January 30, 2007 | Josh Ungerman Dallas CPA Society - Annual Meeting Dallas, TX Presentation: The IRS is Looking for Non-Compliant Taxpayers with Foreign Accounts: Is Your Client One of Them? |
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| February 2007 | ||
| February 16, 2007 | Trey Cousins Houston Bar Association's Annual Probate, Trust and Estate Institute Houston, Texas Presentation: Circular 230 w/Updates |
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| February 16, 2007 | Todd Welty A Tax Controversy Toolkit CLE Webcast co-sponsored by CLE Options Network and the State Bar of Texas Taxation Section Dallas, TX Panelist |
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| February 20, 2007 | Anthony
Daddino Free CPE Day sponsored by the Dallas CPA Society Dallas, Texas Presentation: Employment Tax Controversies |
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| February 21, 2007 | Trey Cousins Red River Valley Estate Planning Council Fargo, North Dakota Presentation: Care and Feeding of Family Limited Partnerships |
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| February 23, 2007 | Trey Cousins Houston Estate & Financial Forum Houston, TX Panel Presentation: What's Working and not Working with Family Limited Partnerships |
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| March 2007 | ||
| March 9, 2007 | Todd Welty The 31st Annual Tax Law Conference presented by the Section of Taxation of the Federal Bar Association Washington, DC Panel Presentation: Current Issues in Enforcement: Hot Topics |
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| March 13, 2007 | Alan
Davis Midland Business & Estate Council (MBEC) Midland, TX Presentation: Planned Giving: Various Strategies and Techniques |
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| March 15, 2007 | Trey Cousins The Council of Petroleum Accountants Society in Dallas (COPAS) Dallas, TX Presentation: Care and Maintenance of Family Limited Partnerships |
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| April 2007 | ||
| April 17, 2007 | Trey Cousins San Antonio Estate Planning Council San Antonio, TX Presentation: The New IRS: What Practitioners Ought Not To Do |
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| MAY 2007 | ||
| May 5, 2007 | Charlie Blau Amarillo Area Bar Association 2007 Spring Institute Amarillo, TX Presentation: Perils and Pitfalls of the Attorney-Client Privilege |
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| May 8, 2007 | Josh Ungerman Midland Business & Estate Planning Council (MBEC) Midland, TX Presentation: IRS Issues Appeals Settlement Guidelines for Family Limited Partnerships |
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| May 10, 2007 | Charles
Pulman North American Petroleum Accounting Conference - (NAPAC) sponsored by Professional Development Institute (PDI)/Council of Petroleum Accountants Societies of Dallas Dallas, TX Presentations: New Texas Business Tax |
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| May 16, 2007 May 23, 2007 |
Longview, TX Tyler, TX Chuck Meadows, Alan Davis and Josh Ungerman Taxation and Estate Planning Update for Professionals sponsored by Texas Bank and Trust Presentations: Case Law and Legislative Update, Estate Planning For Small Business Owners, The New IRS: Tax Controversies, Audit Processes, and What Practitioners Ought Not To Do and The Difficult Situations Practitioners Find Themselves In (A Panel To Discuss The Ethical Perspective) |
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| May 22, 2007 | Chuck Meadows Nonprofit Organizations Conference sponsored by the TSCPA CPE Foundation, Inc. Dallas, TX Presentation: Civil and Criminal Exposure Resulting from Advising Nonprofits |
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| May 25, 2007 | David
Colmenero KRLD CPE Event presented by the Dallas CPA Society, ViewPoint Bank, SMU Cox of Business and KRLD Dallas, TX Presentation: The New and Evolving Texas Margin Tax |
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| JUNE 2007 | ||
| June19, 2007 | David
Colmenero Seminar -The Texas Margin Tax: What Has the Legislature Wrought? sponsored by The Dallas CPA Society Dallas, TX |
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| June 21, 2007 | Todd Welty CPE Family Conference sponsored by the TSCPA CPE Foundation, Inc. and the Houston Chapter/TSCPA Galveston, TX Presentation: IRS Procedures and Circular 230 |
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| June 22, 2007 | Trey Cousins
and Todd Welty Annual Meeting - The Tax Section of the State Bar of Texas San Antonio, TX Trey Cousins-Lunch w/Legends: Questions & Answers Todd Welty-Panel Presentation: Estate Tax: Litigating When the Best Plans Go Awry |
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| June 25, 2007 | David
Colmenero Practice Management Group Irving, TX Presentation: The Texas Margin Tax: What Has the Legislature Wrought? |
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| June 28, 2007 | Charlie Blau Dallas Bar Association Environmental Law Section Dallas, TX Presentation: Management of a Parallel Environmental Investigation |
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| JULY 2007 | ||
| July 14, 2007 | Alan Davis Metroplex Timber and Forestry Association Dallas, TX Presentation: Estate Planning for Landowners |
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| July 24, 2007 | David
Colmenero Dallas Practice Management Group Dallas, TX Presentation: The Texas Margin Tax: What Has the Legislature Wrought? |
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| AUGUST 2007 | ||
| August 6, 2007 | Laura
Gavioli Dallas Bar Association Tax Section Meeting Dallas, TX Presentation: Statutes of Limitations in Tax Litigation |
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| August 10, 2007 | Josh Ungerman American Bar Association Tax Section Annual Meeting San Francisco, CA Panel Presentation: Has Your Client Engaged in Foreign Transactions? The IRS Wants to Know |
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| August 17, 2007 | Charlie Blau Satellite Broadcast - Federal Sentencing Update Post-Booker, Part 3 sponsored by Business Professionals' Network, Inc. and The Continuing Legal Education Options Network (CLEON) Dallas, TX Satellite Broadcast Moderator |
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| August 23, 2007 | Trey Cousins Advanced Estate Planning Conference sponsored by the TSCPA CPE Foundation, Inc. San Antonio, TX Presentation: Trends in Transfer Tax Litigation |
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| August 23, 2007 | Joel
Crouch Ft. Worth CPA Tax Institute sponsored by the Ft. Worth Chapter/TSCPA Fort Worth, TX Presentation: IRS Activity Update |
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| August 23, 2007 | David
Colmenero Unclaimed Property Reporting in Texas Seminar sponsored by Lorman Education Services, Inc. Dallas, TX Presentation: Advanced Legal Issues and Current Trends and Industry Issues |
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| August 29, 2007 | Trey Cousins
and Laura
Gavioli 9th Annual CPE Symposium sponsored by the San Antonio CPA Society/CE Foundation San Antonio, TX Presentation: IRS Update and Statutes of Limitations: How Long Can This Go On? |
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| SEPTEMBER 2007 | ||
| September 25, 2007 | David
Colmenero Texarkana Chapter/TSCPA Texarkana, TX Presentation: The New and Evolving Texas Margin Tax |
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| September 28, 2007 | David
Colmenero Prosperity Above & Beyond the Bottom Line seminar Ft. Worth, TX Presentation: The New and Evolving Texas Margin Tax |
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| OCTOBER 2007 | ||
| October 1, 2007 | Trey Cousins Central Arizona Estate Planning Council Phoenix, AZ Presentation: Family Limited Partnerships |
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| October 9, 2007 | Charlie Blau Dallas Bar Association - Business Litigation Section Meeting Dallas, TX Presentation: THE TRUTH WILL NOT ALWAYS SET YOUR CLIENTS FREE: Perspectives on the Role of the Fifth Amendment in Civil Litigation |
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| October 17, 2007 | Trey Cousins
and Todd Welty Tax Controversy Tool Kit Satellite Broadcast sponsored by Business Professionals' Network, Inc. and the Accounting Continuing Professional Education Network (ACPEN) Dallas, TX Presentations: Going to Tax Court and Examinations |
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| October 18, 2007 | Trey Cousins
and David Colmenero 55th Annual Texas Tech University Tax Institute Lubbock, TX Presentations: IRS Activity Update and The New and Evolving Texas Margin Tax |
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| October 18, 2007 | Josh Ungerman Corpus Christi Estate Planning Council Corpus Christi, TX Presentation: IRS Issues Appeals Settlement Guidelines for Family Limited Partnerships |
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| October 18, 2007 | Todd Welty What You Need to Know if the IRS Special Agents Come a Calling Webcast sponsored by the Tax Section of the State Bar of Texas |
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| October 19, 2007 | Chuck
Meadows and
Todd Welty 50th Annual Tax Conference sponsored by the Corpus Christi Chapter/TSCPA Corpus Christi, TX Presentation: Conspiracy, Aiding and Abetting, and Obstruction--Co-Defendants in Civil and Criminal Proceedings, and Tax Planning Under Attack |
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| October 19, 2007 | Charles
Pulman Texas Taxes Seminar sponsored by the Dallas CPA Society/TSCPA Dallas, TX Presentation: Update of the Comptroller's Margin Tax Rules |
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| October 19, 2007 | Alan
Davis 2007 National Association of Royalty Owners Convention Albuquerque, NM Presentation: Estate Planning for Royalty Interest Owners |
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| October 19, 2007 | David
Colmenero Seminar sponsored by the East Texas Chapter/TSCPA Nacogdoches, TX Presentation: The New and Evolving Texas Margin Tax and Administrative Law Judges have moved from the Texas Comptroller's Office to the State Office of Administrative Hearings and New Rules now Apply to Administrative Tax Appeals: What is all this About? |
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| October 23, 2007 | 9th Annual Meadows
Collier Taxation Conference 2007 Taxation: Planning, Defending and Surviving Dallas, TX Various Firm Attorneys |
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| October 26, 2007 | Trey Cousins Houston Estate and Financial Forum Houston, TX Presentation: TBD |
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| NOVEMBER 2007 | ||
| November 2, 2007 | David
Colmenero Permian Basin Chapter/TSCPA CPE Expo Odessa, TX Presentation: The New and Evolving Texas Margin Tax |
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November 8-9, 2007 |
Dallas, TX and San Antonio, TX Trey Cousins, Todd Welty and David Colmenero TSCPA Tax Institute sponsored by the TSCPA CPE Foundation, Inc. Trey's Presentation: An Update of the Examination Process Todd's Presentation: Tax Planning Under Attack David's Presentations: Planning in the Wake of The New Texas Margin Tax and Luncheon Panelist - Texas Margin Tax Questions and Answers |
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| November 10, 2007 | David
Colmenero Seminar -The New and Evolving Texas Margin Tax sponsored by The Texas Association of CPAs Austin, TX |
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| November 11, 2007 | Todd Welty NYU's 66th Institute on Federal Taxation sponsored by New York University San Francisco, CA Panel Presentation: Strategies and Techniques in Tax Controversy and in Tax Court Litigation With U.S. Tax Court Chief Judge John O. Colvin and IRS Chief Counsel Donald L. Korb |
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| November 13, 2007 | Trey Cousins 3rd Annual Tax and Financial Planning Institute sponsored by the McLennan County Community College Foundation Waco, TX Presentation: Current Status of Family Limited Partnerships |
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| November 14, 2007 | Alan
Davis
Satellite Broadcast-Post-Mortem Planning for Small Business Owners sponsored by the Accounting Continuing Professional Education Network (ACPEN) Dallas, TX Satellite Broadcast Panelist |
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| November 26, 2007 | David
Colmenero CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. Houston, TX Presentation: The New and Evolving Texas Margin Tax |
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| November 27, 2007 | Trey Cousins
CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. Houston, TX Presentation: The Family Limited Partnership: Its Continued Vitality |
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| November 29, 2007 | David
Colmenero CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. San Antonio, TX Presentation: The New and Evolving Texas Margin Tax |
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| November 30, 2007 | Trey Cousins
CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. San Antonio, TX Presentation: The Family Limited Partnership: Its Continued Vitality |
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| DECEMBER 2007 | ||
| December 3, 2007 | Trey Cousins
Annual Tax Conference sponsored by The Austin Chapter/TSCPA Austin, TX Presentation: FLP Litigation |
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| December 3, 2007 | David
Colmenero CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. Arlington, TX Presentation: The New and Evolving Texas Margin Tax |
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| December 4, 2007 | Trey Cousins
CPE Exposition sponsored by The Texas Society of CPAs CPE Foundation, Inc. Arlington, TX Presentation: The Family Limited Partnership: Its Continued Vitality |
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| December 4-5, 2007 | Josh Ungerman IIR's Annual International Trusts Congress London, England Panel Presentation: U.S. Traps and Problems: An Overview of Non-US Trustees |
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| December 6, 2007 | Chuck
Meadows ABA Twenty-Fourth National Institute on Criminal Tax Fraud San Francisco, CA Panel Presentation: Successful Trial Strategies |
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| December 11, 2007 | David
Colmenero Whitley Penn In-House Seminar Euless, TX Presentation: The New and Evolving Texas Margin Tax |
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| December 18, 2007 | Trey Cousins
Louisiana Tax Conference sponsored by The Louisiana CPA Society New Orleans, LA Presentation: An Update of the Examination Process |
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| January 2008 | ||
| January 18, 2008 |
Charles
Pulman and David
Colmenero New Texas Margin Tax Seminar sponsored by the Rio Grande Valley Chapter/TSCPA Weslaco, TX |
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| January 31, 2008 | Chuck Meadows,
Trey Cousins
, Josh Ungerman and Mary
Wood Seminar Sponsored by The Dallas CPA Society Dallas, TX Presentations: TBD |
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| February 2008 | ||
| March 2008 | ||
| March 6, 2008 | Chuck
Meadows American Bar Association White Collar Crime Miami, FL Presentation: TBA |
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| March 7, 2008 | Chuck
Meadows Advanced Federal Criminal Law Seminar sponsored by the Texas Criminal Defense Lawyers Association New Orleans, LA Presentation: Expert and Summary Witnesses: Making the Rules More Than a Speed Bump |
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| April 2008 | ||
| April 15, 2008 | Trey Cousins San Antonio Estate Planning Council San Antonio, TX Presentation: TBD |
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| May 2008 | ||
| May 6, 2008 | Trey Cousins Midland Business & Estate Council Midland, TX Presentation: The New IRS - What Practitioners Ought Not To Do |
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