Medicare and Personal Financial Planning Conference

8 a.m. - 9:45 a.m.

 

Changes to Medicare for 2020 & MACRA Laws

Mike Alexander, Sr.

ABM Insurance and Benefit Services, Inc.

 

Handout

10 a.m. - 11:45 a.m.

 

Medicare Basics: Medicare ABCD

Pi-Yi Mayo, JD, CELA

Mayo & Poland, PLLC

 

Presentation
Handout

12:30 p.m. - 1:30 p.m.

 

Medicaid Coverage for Long Term Care

Bryn Poland, JD 

Mayo & Poland, PLLC

 

Presentation

1:40 p.m. - 2:50 p.m.

Aging Life Care

Cindy Hartman, RN, BSN 

C + S Care Management, Inc.

 

Presentation

3:10 - 4:40 p.m.

 

Social Security 2019
Andy Hardwick
Social Security Administration

 

Presentation

 

Personal Financial Planning 

October 29, 2019

7 a.m. - 5:30 p.m.

Houston CPA Society Learning Center

 

EARLY BIRD - 7 - 7:50 a.m.              

 

Education Planning Under the Tax Cuts and Job Act

Ross A. Riskin, CPA/PFS, CCFC

Riskin & Riskin, PC

Presentation

8 - 8:50 a.m.

Reverse Mortgage

Vicki Cheairs

Reverse Mortgage Funding, LLC

Presentation

 


9 - 9:50 a.m.

Financial Markets Update: Where Have We Been and Where Are We Going?

Chris Matlock, CPA, CFA

Goodman Financial Corporation

 

Presentation

10 - 10:50 a.m.                   

 

Investor Behavior

Michael Kraten, CPA, PhD

Houston Baptist University

 

Presentation

11 - 11:50 a.m.       

 

The ABC's of Mergers and Acquisitions

Robert Mendell, JD

Robert M. Mendell, Attorney at Law, PC

 

Handout

12:50 - 1:40 p.m.     

 

Opportunity Zones: What's the Big Deal?
Alex Smith
Melton & Melton, LLP

Presentation

1:50 - 3:30 p.m.          

 

Section 199A Qualified Business Income Deduction Opportunities
Corey Brassard
Baker Tilly

 

Presentation

 

3:40 - 4:30 p.m.

Charitable Planning Essentials
Brandon O'Neill, CFP, CAP
Fidelity Charitable

Presentation

4:40 - 5:30 p.m. - SIPS AND CPE

R&D Tax Credit
Lindsay Duke, JD
ABIP, PC

Presentation

PLATINUM SPONSOR

Goodman Financial Corporation

 

GOLD SPONSOR

Cornerstone Wealth Management

 

SILVER AND LANYARD SPONSOR

Reverse Mortgage Funding

 

BRONZE SPONSOR

Hancock Whitney

 

PROGRAM SUPPORTERS

AIG
Black Creek Group
Hines Securities
Mercer Street Company
New York Life Investments
STA Wealth Management

 

 

CPE Credits: 

 

Medicare Workshop 

 

CPE: 8.5 hours 

 

Personal Financial Planning

 

CPE: 10 (includes the early bird and Sips and CPE sessions)

 

TSBPA rules states: 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 713-622-7733 or cpe@houstoncpa.org.

Parking: Complimentary on-site parking.