All Seminars Presented

Seminar Handouts

Succession Planning for Closely-Held Businesses, American Academy of Attorney-Certified Public Accountants, 3/17/2017

Negotiating the Business Acquisition , American Association of Attorney-Certified Public Accountants/2016 Southwest Regional Education Conference, 1/23/2016

Issues Impacting Entity Selection , American Association of Attorney-Certified Public Accountants, 9/18/2015

Negotiating the Business Acquisition , American Association of Attorney-Certified Public Accountants, 3/20/2015

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 1/20/2015

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 2/18/2014

Pass-Thru Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2014 Tax Expo, 1/7/2014

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 7/17/2013

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/16/2013

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 6/26/2013

Pass-Thru Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2013 Tax Expo, 1/8/2013

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 8/8/2012

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/20/2012

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 11/15/2011

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 8/3/2011

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 8/1/2011

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/27/2011

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 7/25/2011

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 7/20/2011

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 6/16/2011

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Panhandle Chapter, 8/24/2010

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Panhandle Chapter, 8/24/2010

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 7/6/2010

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 6/28/2010

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/23/2010

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/21/2010

Family Limited Partnerships , Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 9/25/2009

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 8/6/2009

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/27/2009

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter, 11/20/2008

Succession Planning for Closely-Held Businesses , Texas Society of Certified Public Accountants/Houston Chapter/2008 CFO Conference, 10/21/2008

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 6/25/2008

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/23/2008

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/18/2008

Negotiating the Business Acquisition , Merrill Lynch/Certified Business Brokers, 4/10, 2008

Negotiating the Business Acquisition , Melton & Melton, L.L.P., CPAs, 12/7/2007

Closely-Held Corporations , Melton & Melton, L.L.P., CPAs, 12/7/2007

Texas Limited Liability Companies , Melton & Melton, L.L.P., CPAs, 12/7/2007

Family Limited Partnerships , Melton & Melton, L.L.P., CPAs, 12/7/2007

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 8/10/2007

Closely-Held Corporations , Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 8/10/2007

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 8/10/2007

Family Limited Partnerships , Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 8/10/2007

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/28/2007

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 6/25/2007

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/21/2007

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/18/2007

Pass-Thru Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2007 Tax Expo, 1/9/2007

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/21/2006

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 6/19/2006

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/14/2006

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/12/2006

Is an LLC Right for You? , National Business Institute, 5/23/2006

Pass-Thru Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2006 Tax Expo, 1/6/2006

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 10/21/2005

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 7/13/2005

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/11/2005

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/22/2005

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/20/2005

Pass-Thru Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2005 Tax Expo, 1/6/2005

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/14/2004

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/30/2004

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/23/2004

Choice of Business Entity , Texas Society of Certified Public Accountants/Houston Chapter, 10/8/2003

Choice of Business Entity in Texas , National Business Institute, 9/30/2003

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter/2003 Tax Expo, 1/14/2003

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/17/2002

Pass-Through Tax Entities , Texas Society of Certified Public Accountants/Houston Chapter/2002 Tax Expo, 1/22/2002

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 1/18/2002

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/8/2001

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 10/24/2001

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 11/16/2000

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/2/2000

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 10/26/2000

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/16/2000

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/7/2000

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 5/31/2000

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 5/24/2000

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter/2000 Tax Expo, 2/1/2000

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 12/1/1999

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/10/1999

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 9/22/1999

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 7/21/1999

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 7/7/1999

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/30/1999

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 9/22/1998

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 7/27/1998

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 7/20/1998

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 7/13/1998

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter/1998 CPE Family Conference, 7/10/1998

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter/1998 CPE Family Conference, 7/10/1998

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/13/1997

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/11/1997

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 10/27/1997

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter/1997 CPE Family Conference, 6/20/1997

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter/1997 CPE Family Conference, 6/20/1997

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 6/18/1997

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/4/1997

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter/1997 Spring Accounting Expo, 5/23/1997

Small Business Entity Selection , Texas Society of Certified Public Accountants/Houston Chapter/1997 Tax Expo, 1/24/1997

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 12/4/1996

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/19/1996

Family Limited Partnerships , National Business Institute, 8/7/1996

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/24/1996

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/10/1996

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 5/20/1996

Family Limited Partnerships , Texas Women's Society of Certified Public Accountants, 3/9/1996

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 11/20/1995

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/13/1995

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 9/20/1995

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 9/19/1995

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 9/13/1995

Family Limited Partnerships , The AFP Group, 9/8/1995

Family Limited Partnerships , National Business Institute, 7/25/1995

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/28/1995

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 5/22/1995

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 5/15/1995

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 12/29/1994

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 12/15/1994

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/21/1994

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/8/1994

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 11/3/1994

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 10/24/1994

Family Limited Partnerships , CE Seminars, 9/22/1994

Family Limited Partnerships , Remington Insurance Group, 8/4/1994

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/28/1994

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter/1994 Spring Accounting Expo, 5/26/1994

Family Limited Partnerships , Cox & Lord P.C. Certified Public Accountants, 5/24/1994

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 5/17/1994

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 5/10/1994

Life Insurance Trusts , Texas Society of Certified Public Accountants/Houston Chapter, 3/3/1994

Negotiating the Business Acquisition , Texas Society of Certified Public Accountants/Houston Chapter, 2/16/1994

Family Limited Partnerships , Texas Society of Certified Public Accountants/Houston Chapter, 1/6/1994

Family Limited Partnerships , CE Seminars, 12/16/1993

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/30/1993

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/4/1993

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/2/1993

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 10/26/1993

Americans With Disabilities Act , Texas Society of Certified Public Accountants/Houston Chapter, 7/18/1993

Life Insurance Trusts , Texas Society of Certified Public Accountants/The CPA & The Older Client, 6/29/1993

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/15/1993

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter/1993 Spring Accounting Expo, 5/27/1993

Texas Limited Liability Companies , The CPA Club, 5/20/1993

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 5/11/1993

Closely-Held Corporations , Houston Bar Association/Taxation Section, 11/18/1992

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/3/1992

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 10/27/1992

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 9/22/1992

Americans With Disabilities Act , National Conference of CPA Practitioners, 9/18/1992

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 5/21/1992

Texas Limited Liability Companies , Grubb & Ellis, 5/20/1992

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 5/12/1992

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 5/5/1992

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 2/14/1992

Texas Limited Liability Companies , National Conference of CPA Practitioners, 1/17/1992

Selected Tax Topics for High Technology Companies , Texas Society of Certified Public Accountants/1991 CPE Expo in Dallas, 12/17/1991

Selected Tax Topics Affecting Physician Practices , Texas Society of Certified Public Accountants/Houston Chapter, 12/10/1991

Selected Tax Topics for High Technology Companies , Texas Society of Certified Public Accountants/1991 CPE Expo in Houston, 12/10/1991

Selected Tax Topics for High Technology Companies , Texas Society of Certified Public Accountants/1991 CPE Expo in San Antonio, 12/4/1991

Texas Limited Liability Companies , Texas Society of Certified Public Accountants/Houston Chapter, 11/26/1991

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/19/1991

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/12/1991

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/5/1991

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 10/8/1991

Tax Considerations in Foreclosures and Loan Workouts, Texas Society of Certified Public Accountants/Houston Chapter, 7/31/1991

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/25/1991

Selected Tax Topics for High Technology Companies , Texas Society of Certified Public Accountants/Houston Chapter, 6/18/1991

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 6/11/1991

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 6/4/1991

Selected Tax Topics for High Technology Companies , Texas Society of Certified Public Accountants/Houston Chapter, 12/11/1990

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 11/27/1990

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/6/1990

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 10/30/1990

Tax Considerations in Foreclosures and Loan Workouts, Texas Society of Certified Public Accountants/Houston Chapter, 7/17/1990

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 6/12/1990

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 5/22/1990

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 5/15/1990

Partnership Special Allocations , Texas Society of Certified Public Accountants/1989 CEP Expo in Dallas, 12/11/1989

Partnership Special Allocations , Texas Society of Certified Public Accountants/1989 CEP Expo in Houston, 12/4/1989

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/28/1989

Partnership Special Allocations , Texas Society of Certified Public Accountants/1989 CEP Expo in Austin, 11/27/1989

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 11/7/1989

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 10/24/1989

Tax Considerations in Foreclosures and Loan Workouts, Texas Society of Certified Public Accountants/Houston Chapter, 8/24/1989

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/27/1989

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 6/20/1989

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 5/30/1989

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/29/1988

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 10/18/1988

Tax Considerations in Foreclosures and Loan Workouts, Texas Society of Certified Public Accountants/Houston Chapter, 9/28/1988

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/14/1988

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 5/10/1988

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 5/3/1988

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 11/17/1987

Partnership Taxation , North Harris County Community College, 11/10/1987

Partnership Special Allocations , Texas Society of Certified Public Accountants/Houston Chapter, 10/27/1987

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 10/6/1987

Tax Aspects of Foreign Investment in U.S. Real Property , Texas Society of Certified Public Accountants/Houston Chapter, 9/22/1987

S Corporations , Texas Society of Certified Public Accountants/1987 CPE Expo in Dallas, 8/21/1987

S Corporations , Texas Society of Certified Public Accountants/1987 CPE Expo in Houston, 8/6/1987

Closely-Held Corporations , Texas Society of Certified Public Accountants/Houston Chapter, 6/16/1987

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 5/12/1987

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 4/28/1987

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 11/10/1986

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 11/4/1986

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 10/28/1986

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 10/20/1986

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 5/27/1986

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 5/20/1986

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 10/8/1985

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 10/1/1985

Advanced Partnership Taxation/Part II , Texas Society of Certified Public Accountants/Houston Chapter, 6/3/1985

Advanced Partnership Taxation/Part I , Texas Society of Certified Public Accountants/Houston Chapter, 5/29/1985

Advanced Partnership Taxation , Texas Society of Certified Public Accountants/Houston Chapter, 10/22/1984