2020 Tax Expo

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Gear up for tax season at our 2020 Tax Expo on Monday and Tuesday, January 6-7, 2020 at the Houston Marriott Sugar Land Hotel! This two-day conference provides practitioners with the updates and resources needed to prepare for tax season. We're super excited to have Steven J. Tillinger, CPA back to start things off with his Individual & Small Business Tax Update session!

Designed For:

With over 500 CPAs, top national speakers and vendors who have products to help your business succeed, this is the must-attend conference of the year for CPAs, EAs, and other tax practitioners. 

Conference Times:

Monday and Tuesday, January 6 - 7, 2020
6:45 a.m. - 6 p.m.
Houston Marriott Sugar Land
22 CPE Hours


Please note: The current scheduled represents approximately 22 hours of CPE if you attend all sessions. Hours may be reduced or increased before the actual conference date. Refer to the program at the event for the correct number of hours. 


Houston Marriott Sugar Land
16090 City Walk, Sugar Land, TX 77479 | 713-654-1777

Book your group rate for TXCPA Houston 2020 Tax Conference
Start Date: Sunday, January 5, 2020
End Date: Tuesday, January 7, 2020

Last Day to Book: Monday, December 23, 2019

Hotel(s) offering your special group rate: Houston Marriott Sugar Land Hotel for 119 USD per night

Book your group rate for Houston CPA Society Tax Conference Jan2020


TimeDay 1
6:45 - 7:35 a.m

Early Bird: Integrating Technology - Donny Shimamoto, CPA.CITP, CGMA

7:50 - 11:30 a.m.
Individual & Small Business Tax Update
Steven J. Tillinger, CPA
11:50 a.m. -
12:40 p.m.
LUNCH - Promises and Perils: Port of Houston Poised for Growth - CAPT Bill Diehl, PE
1 - 1:50 p.m.

SALT and New Property Tax Relief Act
Pete Lowy, JD, LLM

Navigating Healthcare
Cindy Hartman, BSN. RN
Kevin Sweeney, JD
Update on SSARS 21
Kelly Hunter, CPA
2:05 - 3:45 p.m.20 Techniques and Strategies to Save Income and Transfer Taxes
Leonard Weiner, JD, CPA, MBA, AEP®
Advanced Section 163(j) Compliance and Planning
Eric Horvitz, JD, LLM
Medicare and Medicaid Update

Transcending Technology
Donny Shimamoto, CPA.CITP, CGMA

4 - 4:50 p.m.Improving Firm Profitability
Donny Shimamoto, CPA.CITP, CGMA
Matt Davis, CPA, CFE

Generation-Skipping Transfer Tax
Brett Berly, JD

Real Estate Depreciation
5:10 - 6 p.m. 

Sips and CPE: From Hello to Goodbye: Myths and Misconceptions in the Marketplace


TimeDay 2
6:45 - 7:35 a.m

Early Bird Key Factors in the Valuation of a CPA Practice - Wade Holmes

7:50 - 11:30 a.m.
199A - Nick Miller, CPA and Jay White, CPA
11:50 a.m. -
12:40 p.m.
LUNCH - Speaker to be announced soon
1 - 1:50 p.m.

Introduction to Shareholder and Partner Basis
Michelle D. Mullen, CPA

Ethics for CPAs - It’s a Matter of Choice
Deanna Sullivan, CPA, CIA, CFE, CGMA, CRMA
Offers in Compromise Renesha Fountain, JD, LLMTax and Investment Planning from Ages 55-70
Steven R. Goodman, CPA, CFP®
2:05 - 3:45 p.m.Partnership/LLC
Jay R. Houren, JD, CPA
Ethics for CPAs - It’s a Matter of Choice (cont.)
Deanna Sullivan, CPA, CIA, CFE, CGMA, CRMA
Financial Planning Panel
Rick Alphonso (Moderator)
Nate Bowen, CFP®
Steven Rife, CFA, CFP®
Qualified Opportunity Zone
Austin Carlson, CPA, JD
Dan Kroll, JD
4 - 4:50 p.m.International Tax - GILTI/FDII Sebastien Chain, JD, LLMEthics for CPAs - It’s a Matter of Choice (cont.)
Deanna Sullivan, CPA, CIA, CFE, CGMA, CRMA
IRS Controversy
John Green, JD, CPA
Recognizing Potential Fraud in Your Clients
Chuck Cummings, CPA, CFF, CFE
5:10 - 6 p.m. 

Sips and CPE: Mergers and Acquisitions of Small Businesses
Jason Sharp and Hobbs Gnaim

Download a PDF brochure here 

For more information, contact TXCPA Houston at cpe@houstoncpa.org.


CPE Credits: 22 hours 


TSBPA rules state: the total CPE credits for a continuous program cannot exceed the actual time spent in the program. Continuous conferences and conventions, when individual segments are less than 50 minutes, should be combined and counted as one total program. For example, five 30-minute presentations would equal 150 minutes and should be counted as three CPE credits.


For every 50 minutes, you will receive 1 credit hour of CPE. For every 30 minutes, you can receive a half-hour of credit. CPAs are responsible for reporting the correct amount of hours. 


CPE Certificate: CPE Certificates will be emailed out at the end of the day with electronic evaluations. Please take a few minutes to fill this evaluation out; these surveys allow us to plan better conferences year after year. If you did not receive any confirmation emails leading up to this conference or if you did not receive an email with the evaluation and CPE certificate, please contact TXCPA Houston at cpe@houstoncpa.org.




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