The Nuts and Bolts of Trust Fund Recovery Penalty - Houston, TX

Oct 21, 2016 08:30am -
Oct 21, 2016 09:30am

Event Description




The South Texas Chapter of the American Academy of Attorney-CPAs presents:


 The Nuts and Bolts of Trust Fund Recovery Penalty 


Presented by: Bethany Petersen, JD, LLM


Program Description 

The AAA-CPA South Texas Chapter invites you to this free breakfast to learn about the Trust Fund Recovery Penalty. 


Learning Objectives

  • Better understand what funds the trust fund recovery penalty applies to and who may be liable.
  • Practical business practices to avoid the Trust Fund Recovery Penalty. 

About the Presenter

Bethany Peterson, JD, LLM, is an associate of Scharar Law Firm, P.C. Bethany is a transactional attorney focused on a variety of business matters, including advising small businesses related to choice of entity, acquisitions, and corporate governance. She focuses her attention on federal income tax planning and compliance matters for small business clients.  In addition, she assists clients with their estate planning needs, including estate and gift tax planning. Before joining Scharar Law Firm, P.C., Bethany graduated from Southern Methodist University with her Master of Tax Law (LLM).  She received her law degree from Texas Tech University School of Law in May 2014. At Texas Tech, she was the founding Business Manager of the Business & Bankruptcy Law Journal where she gained valuable experience in the formation of a tax exempt organization. She also has a degree in accounting and is in the process of taking the exam to become a Certified Public Accountant (CPA).


Date & Time

Friday, October 21, 2016

8:30 am - 9:30am (Breakfast Provided)                                                                



FCA Offices, 791 Town & Country, Suite 250,  Houston, TX



NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0 MCLE credit 


Free Admission

Admission is FREE for all business professionals. 



Registration is available at or by phone at 888-ATTY-CPA ext. 2.




Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals


Registration is NOW open for the AAA-CPA Fall Meeting & Education Conference in Houston this November!


We hope you can join us at the Magnolia Hotel for all or part of this event! This education program will provide 18 hours of CPE and MCLE on a 50-minute track or 15 MCLE on a 60-minute track. Click HERE for more information and to register at the early bird rate today!


Not a member? Join the Academy now and receive a discount on your full meeting registration!  


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. For information on the cancellation policy please call 888-ATTY-CPA ext. 2. 


The American Academy of Attorney-Certified Public Accountants, Inc. (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. 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:




Event Type:Chapter Meeting
Early registration ends on Jul 06, 2016.
Regular registration starts on Jul 07, 2016 and ends on Oct 20, 2016.
Late registration starts on Oct 21, 2016.