Annual Meeting & Education Conference: June 26-29, 2024 | Fort Worth, TX
Wednesday, June 26, 2024 to Saturday, June 29, 2024
Category: Annual Conference
This program is in-person only. We are applying for CLE in states where attendees indicate they need credits, and for CPE through NASBA. CLE will be provided in 50-minute or 60-minute hours, depending on the state. One 50-minute period is equal to one CPE credit. Click here to registerVenuesConference Hotel Thursday Education Sessions Friday Education Sessions Saturday Installation Dinner Click here to registerConference Agenda (subject to change)Education sponsored by the AAA-CPA Foundation Wednesday, June 26, 20246:30 pm - 9:30 pm; Le Meridien Rooftop Bar Thursday, June 27, 2024Breakfast on Own (hotel has buffet breakfast)9:30 am – 11:00 am; Le Meridien, Chisholm Trail 9:00 am – 10:00 am; Texas A&M Law School 10:10 am – 11:10 am; Texas A&M Law School 11:15 am – 12:15 pm; Texas A&M Law School 12:25 pm – 1:35 pm; Texas A&M Law School Boost Transaction Value with SALT Due Diligence Judy Vorndran, JD, CPA, Partner, State & Local Tax, TaxOps, LLC Tram Le, JD, LLM, State and Local Tax Senior Manager, TaxOps, LLC Business transactions often trigger complex tax considerations for state and local taxes (SALT), such as income and franchise taxes, sales and use taxes, property taxes, and more. These SALT-related issues have the potential to cut into the purchase price in ways that can come as a shock to unprepared sellers. Motivated sellers that complete SALT-related sell-side due diligence before identifying a buyer can clear potential issues and leverage tax opportunities, justifying a higher sales price. Join Tram Le and Judy Vorndran as they discuss the evidence and what to do now to create positive, documented facts around SALT issues prior to a sale, potentially justifying a higher sales price and paving the way for a smooth transaction. Learning Objectives
2:40 pm – 3:30 pm; Texas A&M Law School 3:40 pm – 4:40 pm; Texas A&M Law School 5:15 pm – 6:05 pm; Le Meridien, Library, Sundance & Longhorn Rooms 6:30 pm – 9:30 pm; various locations 9:00 pm - 11:00 pm; Le Meridien Rooftop Bar Friday, June 28, 2024Breakfast on Own (hotel has buffet breakfast) 9:00 am – 10:00 am; TCU Neeley School of Business 10:10 am – 11:00 am; TCU Neeley School of Business 11:10 am – 12:00 pm; TCU Neeley School of Business 12:10 pm – 1:35 pm; TCU Neeley School of Business 1:45 pm – 2:35 pm; TCU Neeley School of Business 2:45 pm – 3:35 pm; TCU Neeley School of Business Dinner on Own Saturday, June 29, 20248:00 am - 9:20 am; Le Meridien, Pre-function Area 9:45 am - 10:30 am; Le Meridien, Chisholm Trail 10:30 am - 12:00pm; Le Meridien, Chisholm Trail 12:30 pm - 5:00 pm 7:00 pm - 10:00 pm; Colonial Country Club Click here to register
Continuing Education
We are applying for continuing education credits for this program. Attendees who attended the full session and completed the evaluation will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the full conference or day-pass fee. Otherwise, reporting and state fees are the individual's responsibility. To get credit, attendees MUST: State bar numbers must be provided at registration in order for AAA-CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply. Registration Fees
Full Conference: includes Welcome Reception, lunch on Thursday, Friday, Saturday Group Activity, and Installation Dinner; continuing education Thursday or Friday Only: includes education and lunch on the day of choice Installation Dinner Only: $150 Guest/Spouse Registration: includes Includes Welcome Reception, Guest/Spouse breakfast on Thursday, Saturday Group Activity, Installation Dinner: $450 Cancellation PolicyCancellations received prior to 5:00 pm ET on Friday, June 14, 2024 may be refunded, less a 25% processing fee. No refunds can be issued for cancellations received after this deadline. Substitutions can be made. Click here to register |