Net Investment Income (NII) Tax - Houston, TX

Jun 20, 2014 08:30am -
Jun 20, 2014 09:30am

Event Description


American Association of Attorney-CPAs

Net Investment Income (NII) Tax

Presented by Mark T. Watson, CPA, CFP  

*Please note title and speaker change from original announcement 

 

South Texas Chapter Meeting  

June 20, 2014


 

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Annual Meeting & Education Conference
July 2-7, 2014
Waterfront Beach Resort
Huntington Beach, CA  

Registration

Date: Friday, June 20, 2014

 

Time: 8:30 - 9:30am (Breakfast provided)

Location: FCA Offices

                 791 Town & Country Blvd., Suite 250 

                 Houston, TX  

                 

Education Credit: 1 (M)CLE/1 CPE credit 

 

Cost: FREE for Members, Guests and Non-Members

 

 

 

About the Presenter - Mark T. Watson, CPA, CFP

 

Partner, Tax and Strategic Business Services

Certified Public Accountant, Texas

Certified Financial Planner

 

▪          More than 22 years of experience providing businesses, entrepreneurs, executives and wealthy individuals with tax compliance and consulting services

▪          Focus on individual and fiduciary income tax, estate tax, gift tax, generation-skipping transfer tax, and oil and gas tax matters

▪          Served as partner in the national tax office of a "Big Four" firm

▪          Provide tax compliance and consulting services to independent oil and gas exploration and production companies

▪          Advise owners of operating and non-operating mineral interests about various income, gift and estate tax issues associated with those interests

▪          Assist taxpayers with international income, estate and gift tax issues

▪          Advise clients about individual and fiduciary income tax, estate tax, gift tax, generation-skipping transfer tax, and philanthropic matters

▪          Review corporate, estate, gift, individual, partnership and trust tax returns

▪          Represented clients before the Internal Revenue Service in audits involving the hobby loss rules and the passive loss rules

▪          Requested private letter rulings on behalf of clients about various income, gift and estate tax issues

 

CONTINUING EDUCATION INFORMATION

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, 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 American Association of Attorney-CPAsis 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. 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 www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. These programs meet 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. 

 


 



Event Type:Chapter Meeting
Early registration ends on May 05, 2014.
Regular registration starts on May 06, 2014 and ends on Jun 19, 2014.
Late registration starts on Jun 20, 2014.

 

 
 
 
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