Planning for Mineral Interest Owners - S. TX Chapter Meeting

Apr 20, 2012 08:00am -
Apr 20, 2012 09:00am

Event Description

 The South Texas Chapter of the AAA-CPA present:


 "Planning for Mineral Interest Owners"


Speaker:  Chad M. Jones

Bernstein Global Wealth Management



Future S. TX Meeting Topics:  

May 18th
"Preserving the $5,120,000 Exemption & Other Estate Planning Ideas"  

Speaker: Leonard Weiner   




AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted.  There are no prerequisites or advance preparation requirements for this course.   


Accounting CPE/Legal CLE/MCLE  

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors and CLE in the States of Florida, Texas, and Pennsylvania. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.  


American Association of Attorney-CPAs    
3921 Old Lee Highway, Suite 71A

Fairfax, Virginia 22030

Phone: (703) 352-8064 
Fax: (703) 352-8073



Program Details

Date: Friday, April 20, 2012   


Location: FCA Offices
, 791 Town & Country Blvd., Suite 250, Houston, TX

1 CPE/(M)CLE credit



Speaker Biography 

Chad M. Jones is a Senior Investment Planning Analyst in the Wealth Management Group. Based in Bernstein's Dallas office, he works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy and diversification planning for holders of concentrated portfolios. Jones joined Bernstein in 2006 as a private client associate in the New York office. In 2008 he became an investment planning analyst in the Wealth Management Group; he was promoted to his current position in 2010. Jones earned a BS in economics with a minor in business from Texas A&M University. 



Click on the button in the left hand corner (Register for this Event) to register online or CLICK HEREForms may be faxed to (703) 352-8073 or emailed to




Please contact the AAA-CPA National Office with any questions at 888-ATTY-CPA or

Event Type:Chapter Meeting
Early registration ends on Jan 17, 2012.
Regular registration starts on Jan 18, 2012 and ends on Apr 19, 2012.
Late registration starts on Apr 20, 2012.