Previous Firm Speaking Engagements
If you would like more information about these speaking engagements or a copy of a speech, please contact Susan House, Marketing Manager at 214-744-3700 or send her an email.
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January 5, 2009
- Sarah Wirskye "Criminal Tax - Recent Developments"
- Dallas Bar Association Tax Section
- Dallas, TX
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January 10, 2009
- Joel Crouch, "Experts on 'Legal' Matters"
- ABA Section of Taxation 2009 Mid-Year Meeting, (Civili & Criminal Tax Penalties)
- New Orleans, LA
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January 13, 2009
- Alan Davis, "Current Trends in Estate Planning"
- Southeast Texas Chapter of TSCPA
- Beaumont, TX
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January 29, 2009
- Joel Crouch, "IRS Examinations of Estate & Gift Tax Returns"
- Estate Planning Council of Central Texas
- Austin, TX
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February 3, 2009
- Joel Crouch, "Preparer Beware: Circular 230 and the New Section 6694 Penalty" and "The IRS is Currently Auditing Taxpayers Again: What Issues Will the IRS Likely Raise During your Next Audit?"
- David Colmenero, "Current Developments and Hot Issues Under the Revised Texas Franchise Tax"
- 51st Annual Tax Conference
- sponsored by the Corpus Christi Chapter/TSCPA
- Corpus Christi, TX
- Charles Pulman, "The New Texas 'Margin' Tax: Pitfalls and Opportunities for Technology Companies and Other Businesses Operating in Texas"
- Tax Issues for Technology Companies Seminar
- sponsored by Lorman Educaton Services
- Dallas, TX
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February 11, 2009
- Joel Crouch, "The Nuts & Bolts of IRS Practice: Audit, Appeal & Tax Litigation"
- National Constitution Center Audio Conferences
- Dallas, TX
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March 19, 2009
- David Colmenero, “Texas Franchise Tax Update”
- Dallas Practice Management Group
- Dallas, TX
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April 8, 2009
- Joel Crouch, "Update on Tax Issues in Divorce and Separation"
- Dallas Bar Association Family Law Section
- Dallas, TX
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April 17, 2009
- Chuck Meadows, "Expert and Summary Witnesses"
- 5th Annual Federal Criminal Law Practice Seminar
- Sponsored by the Federal Bar Association, United States District Courts for the Northern District of Texas, and the Federal Public Defender's Office for the Northern District of Texas
- Dallas, TX
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April 21, 2009
- Alan Davis, "Current Status of IRS Examinations of Estate & Gift Tax Returns"
- San Antonio Estate Planning Council
- San Antonio, TX
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April 30, 2009
- Trey Cousins, "Farm and Ranch Estate Planning"
- Amarillo Area Estate Planning Council Two-Day Spring Meeting
- Amarillo, TX
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May 1, 2009
- David Colmenero, “Franchise Tax and Related Pending Legislation”
- Dallas CPA Society Free CPE Day "Celebrate Dallas 2009"
- Dallas, TX
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May 7, 2009
- Tom Hineman, "Tax Planning for Acquisition & Disposition of Oil & Gas Properties"
- Midland Memorial Foundation's 12th Annual Estate Planning Seminar
- Midland, TX
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May 7, 2009
- Steve Beck, "Tax Law Changes of the Stimulus Bill"
- Trust Administration Forum Seminar sponsored by the Texas Bankers Association
- Dallas, TX
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May 13, 2009
- Joel Crouch, "Tax and Divorce: What You Need to Know"
- National Constitution Center Audio Conferences
- Dallas, TX
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May 20, 2009
- Annual Taxation and Estate Planning Update for Professionals Seminar sponsored by Texas Bank and Trust
- Trey Cousins, “IRS Examinations of Estate and Gift Tax Returns”
- Josh Ungerman, “IRS Update”
- David Colmenero, “State Tax Developments”
- Steve Beck, “American Recovery and Reinvestment Act of 2009”
- Longview, TX
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May 27, 2009
- Annual Taxation and Estate Planning Update for Professionals Seminar sponsored by Texas Bank and Trust
- Trey Cousins, “IRS Examinations of Estate and Gift Tax Returns”
- Josh Ungerman, “IRS Update”
- David Colmenero, “State Tax Developments”
- Steve Beck, “American Recovery and Reinvestment Act of 2009”
- Tyler, TX
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July 6, 2009
- Josh Ungerman and Anthony Daddino, "Sink or Swim: IRS Throws Out a Limited-Time Voluntary Disclosure Program as a Life Preserver to Taxpayers Treading in Shark-Infested International Waters"
- Dallas Bar Association Tax Section
- Dallas, TX
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July 8, 2009
- Joel Crouch, "Update on Tax Issues in Divorce and Separation" (Part II)
- Dallas Bar Association Family Law Section
- Dallas, TX
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August 7, 2009
- Chuck Meadows, "Staying Out of Trouble: CPAs' Communications with Clients and Courts"
- 25th Annual Fort Worth CPA Tax Institute sponsored by the Fort Worth Chapter/TSCPA
- Fort Worth, TX
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August 15, 2009
- Trey Cousins, "Tax Issues for Timber Investors"
- Northeast Texas Forest Landowners Association
- Gilmer, TX
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August 20, 2009
- Joel Crouch, "IRS Examinations/Appeals"
- San Antonio Chapter/TSCPA CE Symposium
- San Antonio, TX
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August 26, 2009
- Trey Cousins, "Five Ways to Help Your Client or Employer and Improve Your Bottom Line"
- Dallas CPA Society Employment/CPE/Happy Hour Event
- Dallas, TX
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August 28, 2009
- Trey Cousins, “Preparing for and Defending the Examination of Estate and Gift Tax Returns” '
- David Colmenero, “The Texas Franchise Tax and Your Client's Estate Plan: Navigating Thru Opportunities and Potential Pitfalls”
- TSCPA Advanced Estate Planning Conference
- San Antonio, TX
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September 8, 2009
- Josh Ungerman "Circular 230: Best Practices"
- 2009 IRS Nationwide Tax Forum sponsored by the Internal Revenue Service
- Dallas, TX
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September 9, 2009
- Josh Ungerman "Circular 230: Best Practices"
- 2009 IRS Nationwide Tax Forum sponsored by the Internal Revenue Service
- Dallas, TX
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September 16, 2009
- Joel N. Crouch "Preserving the Benefits of Family Limited Partnerships: What You Need to Know Now"
- National Constitution Center Audio Conference
- Dallas, TX
- Kristen Cox and Shari Ellington "Asset Protection Planning in Difficult Economic Times"
- North Dallas Practice Management Group
- Dallas, TX
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September 17, 2009
- Trey Cousins, "Representing the Taxpayer in Tax Court"
- Denver Estate Planning Council
- Denver, CO
- Alan Davis, "Current Status of IRS Examinations of Estate and Gift Tax Returns"
- Victoria Area Estate Planning Council
- Victoria, TX
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September 18, 2009
- Todd Kraft "The American Recovery and Reinvestment Act of 2009"
- David Colmenero "Margin Tax Update"
- East Texas Chapter/TSCPA CE Expo
- Nacogdoches, TX
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September 26, 2009
- Josh Ungerman, "Trial Strategies in Complex Tax Prosecutions: Evidentiary and Procedural Challenges" and "Practical Considerations Involving Ongoing Voluntary Disclosures (of Offshore Accounts)" (Panelist)
- American Bar Association Tax Section 2009 Joint Fall CLE Meeting
- Chicago, IL
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October 01, 2009
- Josh Ungerman "Preparing for and Defending the Examination of Estate and Gift Tax Returns"
- East Texas Estate Planning Council
- Tyler, TX
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October 21, 2009
- Joel Crouch, "Partnership and LLCs Update"
- Accounting Continuing Professional Education Network (ACPEN) Live Webcast
- Dallas, TX
- Josh Ungerman, "Liability and Disclosure Issues/Circular 230 and Code 7216 "
- DFK/USA Multidiscipline Conference
- Fort Worth, TX
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October 22, 2009
- Trey Cousins, "IRS Enforcement Issues"
- Todd Kraft & Kathryn Lyles, "Foreclosure/Debt Issues"
- DFK/USA Multidiscipline Conference
- Fort Worth, TX
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October 23, 2009
- Trey Cousins, "Litigation Family Limited Partnerships - the Keller Decision"
- Houston Estate and Financial Forum
- Houston, TX
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October 27, 2009
- Ideas for Helping Your Clients and Improving Your Bottom Line"
- 11th Annual Meadows Collier Taxation Conference
- Cityplace Conference Center, Dallas, TX
- The IRS Program on Undisclosed Foreign Accounts Closed on September 23, 2009 - What to do if Your Client did not Come in Under the Program Josh O. Ungerman, J.D., CPA and Anthony P. Daddino, J.D.
- Tax Planning for Financially Distressed Partnerships Thomas (Tom) G. Hineman, J.D., LL.M.
- Planning on the Precipice Alan K. Davis, J.D., CPA
- Hot Issues in Texas Tax: Areas Where You Can Save Your Clients Money and Add to Your Bottom Line David E. Colmenero, J.D., LL.M.
- Professionals Under the Microscope Charles (Chuck) M. Meadows, Jr., J.D., CPA
- Divorce and Separation: A Taxing Experience Charles D. Pulman, J.D., LL.M., CPA
- Federal Income Tax Update -- Planning Opportunities and Pitfalls Todd A. Kraft, J.D., LL.M. and Stephen A. Beck, J.D., LL.M.
- Traps to Avoid When Dealing with the IRS Joel N. Crouch, J.D. and Stephanie D. Mongiello, J.D.
- Preparing for and Defending the Examination of Estate and Gift Tax Returns William (Trey) R. Cousins, III, J.D., LL.M., CPA
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November 3, 2009
- Josh Ungerman "The IRS is Engaging Taxpayers Again: From Examination to Investigation-What the IRS is Looking For and How to Respond"
- 2009 Austin CPA Chapter Annual Tax Conference
- Austin, TX
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November 6, 2009
- Todd Kraft "The American Recovery and Reinvestment Act of 2009"
- Permian Basin Chapter/TSCPA CPE Expo
- Odessa, TX
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November 10, 2009
- Todd Kraft and David Colmenero "Annual Tax Update"
- The McLennan Community College Foundation Fifth Annual Tax Institute
- Waco, TX
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November 11, 2009
- Trey Cousins, "FLPs"
- San Angelo Chapter/TSCPA
- San Angelo, TX
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November 12, 2009
- Chuck Meadows, "Staying out of Trouble: CPAs Communications with Clients and Courts"
- Trey Cousins, "IRS Audit"
- Joel Crouch, "IRS Examinations/Appeals"
- Wichita Falls Chapter/TSCPA
- Wichita Falls, TX
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November 17, 2009
- David Colmenero, "Margin Tax Update"
- Metroplex Practice Management Group
- Dallas, TX
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November 19, 2009
- Joel Crouch, "Current Trends in IRS Examinations and Appeals"
- Fort Worth Chapter/TSCPA Monthly Member Meeting
- Fort Worth, TX
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December 1, 2009
- Joel Crouch, "What are our 'Friends' at the IRS Doing Today?"
- Charles Pulman, "Divorce and Separation: A 'Taxing' Experience"
- TSCPA CPE Expo
- Houston, TX
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December 3, 2009
- Chuck Meadows, "Successful Trial Strategies" (Panel Discussion)
- ABA Twenty-Sixth National Institute on Criminal Tax Fraud
- San Francisco, CA
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December 4, 2009
- Joel Crouch, "What are our 'Friends' at the IRS Doing Today?"
- Charles Pulman, "Divorce and Separation: A 'Taxing' Experience"
- TSCPA CPE Expo
- San Antonio, TX
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December 9, 2009
- Joel Crouch, "What are our 'Friends' at the IRS Doing Today?"
- Charles Pulman, "Divorce and Separation: A 'Taxing' Experience"
- TSCPA CPE Expo
- Arlington, TX
- David Colmenero, "Texas Margin Tax"
- San Angelo Chapter/TSCPA
- San Angelo, TX
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December 10, 2009
- Chuck Meadows, "Tax Shelters"
- UT Taxation Conference
- Austin, TX
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December 11, 2009
- Trey Cousins, "The United States Tax Court from an Estate and Gift Tax Litigator's Perspective"
- 2009 Stanley M. Johanson's Estate Planning Workshop
- Sponsored by The University of Texas School of Law
- Austin, TX
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December 14, 2009
- Mike Villa, "Voluntary Disclosures & Tax Consequences of Ponzi Schemes"
- Louisiana Tax Conference sponsored by the Louisiana Society of CPAs
- New Orleans, LA
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December 15, 2009
- Trey Cousins, "IRS Enforcement Priorities"
- Louisiana Tax Conference sponsored by the Louisiana Society of CPAs
- New Orleans, LA
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January 23, 2010
- Josh Ungerman "The IRS Wealth Squad - Holistic Taxpayer Analysis"
- ABA 2010 Midyear Meeting
- Taxation Section - Civil & Criminal Penalties Committee
- San Antonio, TX
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February 4, 2010
- Trey Cousins, "IRS Attacks on Estate Planning Techniques"
- Dallas Estate Planning Council
- Dallas, TX
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February 11, 2010
- David Colmenero, "How to Survive an Audit"
- UT 2010 Texas Margin Tax Conference
- Austin, TX
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February 17, 2010
- Joel Crouch, "Tax Disputes Before the IRS: Audit, Appeal & Tax Litigation"
- National Constitution Center Audio Conferences
- Dallas, TX
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February 18, 2010
- David Colmenero, "How to Survive an Audit"
- UT 2010 Texas Margin Tax Conference
- Houston, TX
- David Colmenero, "Texas Franchise Tax Update"
- Dallas Practice Management Group
- Dallas, TX
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February 23, 2010
- Josh Ungerman "Preparing for and Defending the Examination of Estate and Gift Tax Returns"
- Central Texas Estate Planning Council
- Austin, TX
- David Colmenero, "How to Survive an Audit"
- UT 2010 Texas Margin Tax Conference
- Dallas, TX
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February 25, 2010
- Sarah Wirskye "Criminal Procedure in White Collar Crime Cases - Panel"
- American Bar Association White Collar Crime Conference
- Miami, FL
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March 26, 2010
- Alan Davis, "Estate Taxes"
- Filipino American Chamber of Commerce
- Dallas, TX
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April 20, 2010
- Trey Cousins, "Litigating FLP's: The Keller Decision"
- San Antonio Estate Planning Council
- San Antonio, TX
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April 27, 2010
- Trey Cousins, "What's Going On at the IRS and How it Affects You"
- Harvard Club of Dallas
- Dallas, TX
- David Colmenero, "The Texas Franchise Tax: What the Texas Comptroller and the Texas Legislature Have in Mind"
- South Plains Chapter/TSCPA
- Lubbock, TX
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May 4, 2010
- Chuck Meadows, "Agressive Tax Planning, Unethical Conduct or Tax Fraud"
- Tom Hineman, "Planning Opportunities for Financially Distressed Entities and Related Issues"
- Josh Ungerman, "Foreign Account Disclosure and Reporting Issues"
- David Colmenero, "Representing Your Clients Before the Texas Comptroller of Public Accounts"
- Dallas CPA Society Free CPE Day 2010
- Dallas, TX
- Trey Cousins, "How CPA's Get in Trouble"
- AICPA Conference on Tax Strategies for the High Income Individual
- Las Vegas, NV
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May 6, 2010
- Trey Cousins, "Litigating FLP's: The Keller Decision"
- Midland Memorial Hospital Foundation and the Midland College Foundation 13th Annual Estate Planning Update Seminar
- Midland, TX
- Alan Davis, "No Estate Tax - Now What?"
- Austin Financial Planning Association
- Austin, TX
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May 7, 2010
- Trey Cousins, "Transfer Tax Litigation Issues After The Dust Clears"
- DFW Financial Planning Association
- Dallas, TX
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May 12, 2010
- Trey Cousins, "Transfer Tax Litigation and the Keller Decision"
- Alan Davis, "No Estate Tax - Now What?"
- Josh Ungerman, "Evolution of an IRS Fraud Case"
- Todd Kraft, "Paying for Healthcare: Tax Provisions in the Healthcare Legislation"
- Texas Bank and Trust Seminar
- Tyler, TX
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May 14, 2010
- Trey Cousins, "Aggressive Tax Planning without the Necessity of IRS Litigation"
- Professional Advisor Day hosted by the Office of Gift Planning at The University of Texas at Austin
- Austin, TX
- Anthony Daddino, "Circular 230 and the Section 6694 Penalty Regime - The Answer to Such Questions as What's Causing My Anxiety Attacks? Why is My Malpractice Insurance Increasing? Should I Retire? and Many Others"
- North American Petroleum Accounting Conference
- Dallas, TX
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May 19, 2010
- Trey Cousins, "IRS Attacks on Estate Planning Techniques" and "Litigating FLPs: The Keller Decision"
- Farm and Ranch Accounting & Tax Update
- Accounting Continuing Professional Education Network (ACPEN) Broadcast
- Dallas, TX
- Joel Crouch, "Circular 230"
- San Angelo Chapter/TSCPA
- San Angelo, TX
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May 20, 2010
- Josh Ungerman, "Differences Between Aggressive Tax Planning and Tax Fraud"
- Joel Crouch, "Tax Disputes Before the IRS: Audit, Appeal and Tax Litigation"
- Todd Kraft, "Paying for Healthcare: Tax Provisions in the Healthcare Legislation"
- David Colmenero, "The Texas Franchise Tax: What the Texas Comptroller and the Texas Legislature Have in Mind"
- Central Texas Chapter/TSCPA CPE Expo
- Waco, TX
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May 24, 2010
- Todd Kraft, "Paying for Healthcare: Tax Provisions in the Healthcare Legislation"
- David Colmenero,"The Texas Franchise Tax: What the Texas Comptroller and the Texas Legislature Have in Mind For You and Your Clients"
- Anthony Daddino, "Circular 230 and the Section 6694 Penalty Regime - The Answer to Such Questions as What's Causing My Anxiety Attacks? Why is My Malpractice Insurance Increasing? Should I Retire? and Many Others"
- East Texas Chapter/TSCPA CPE Expo
- Tyler, TX
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May 25, 2010
- Chuck Meadows, "Differences Between Agressive Tax Planning and Tax Fraud"
- Alan Davis, "No Estate Tax - Now What?"
- David Colmenero, "Representing Clients Before the Texas Comptroller of Public Accounts"
- Wichita Falls Chapter/TSCPA
- Wichita Falls, TX
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May 26, 2010
- Trey Cousins, "Transfer Tax Litigation and the Keller Decision"
- Alan Davis, "No Estate Tax - Now What?"
- Josh Ungerman, "Evolution of an IRS Fraud Case"
- Todd Kraft, "Paying for Healthcare: Tax Provisions in the Healthcare Legislation"
- Texas Bank and Trust Seminar
- Longview, TX
- Joel Crouch, "Current Trends in IRS Examinations and Appeals"
- Fort Worth Chapter - American Society of Women Accountants
- Fort Worth, TX
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June 15, 2010
- Joel Crouch, "IRS Criminal Tax Investigations: Successfully Representing Your Client"
- National Constitution Center Audio Conferences
- Dallas, TX
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July 22, 2010
- Charles Pulman and Tom Hineman "Tax Mumbo Jumbo: Demystifying Partnership and LLP Agreements"
- National Constitution Center Audio Conferences
- Dallas, TX
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July 23, 2010
- Trey Cousins, "Family Limited Partnerships: Where Are We Now?"
- 2010 UT LLCs and Partnerships Conference
- Austin, TX