Seminars

Description:

NOTE:  The on-line posted Registration Rates include a 3% Convenience Fee.  To avoid this fee, mail a check or money order for the following applicable amount along with your registration form to TAA, P.O. Box 332526, Murfreesboro, TN  37133:

TAA Member:  $335 early/ $385 after October 23

Non-Member:  $425 early/ $475 after October 23

Are you registering five or more attendees from the SAME firm for this seminar?  Call Dawn at 615-308-2659 for a group discount.

Program notes will be emailed to you a few days before each respective seminar.  You are encouraged to bring a printed copy to the seminar OR upload to your personal device.

Seminar Overviews:

Eight hours of 2024 Federal and Tennessee Tax Update Including Recent Legislation:

I. Federal Individual and Fiduciary Taxation Update
A. Individual and Fiduciary Tax Rates
B. Individual and Fiduciary Taxable Income
C. Individual and Fiduciary Tax Deductions and Credits
II. Federal Business Taxation Update
A. Corporate Tax Rates and Taxable Income
B. Business Tax Deductions and Credits
C. Business Tax Depreciation
III. Federal and Tennessee Tax Legislation
A. 2024 Federal Tax Legislation (enacted)
B. 2024 Tennessee Tax Legislation (enacted)
C. 2024 Federal Corporate Transparency Act (CTA) and BOI Reporting
IV. Tax Planning and Other Discussion
A. Formation of a New Business – General Considerations
B. Choosing a New Business Entity – Specific Choices
C. Estate and Gift Taxation – Overview
D. Retirement Plans and Individual Accounts - Overview

 

Eight hours of Accounting and Auditing Update including the following:

A&A Update – A review of the new FASB, SAS and SSARS the will be affecting GAAP financial Statements for periods ending 12/31/24 and into 2025.

NOCLAR – Responding to Noncompliance with Laws and Regulations ET Sec 1.180.010, 2.180.010 and other new Ethics changes and proposals

Fraud and forensic accounting – A look into forensic accounting and the roles of an accountant in forensics.

Blockchain and Digital Assets- An intro into blockchain and digital assets including how to account for digital assets under FASB 2023-08 Intangibles – Goodwill and Other – Crypto Asset

 

Speakers:

JOHN D. HOUSTON, CPA, will lead our Tax Seminar on November 13.  He is founder and principal of John D. Houston CPA, a local Chattanooga CPA firm. His more than 47 years of public accounting experience in the Chattanooga area includes 12+ years with two national accounting firms. Mr. Houston’s tax consulting and CPA services firm provides tax compliance and consulting services for privately held companies, business executives and professionals, investors, self-employed individuals, and estates and trusts. His specialized areas of tax expertise include estate and trust tax planning, consulting on asset sales and acquisitions, consultation on choice of business entity, and client representation before the Internal Revenue Service and state taxing authorities. Mr. Houston is a frequent  speaker on Federal income taxation with emphasis on recent tax legislation and current developments. He has held various offices with the Tennessee Society of Certified Public Accountants including the TSCPA and Chattanooga chapter board of directors and is a current member of the TSCPA Federal Taxation Committee. He previously served on the board of directors of the  SE Tennessee American Red Cross and is a past president of The Estate Planning Council of Chattanooga. Mr. Houston is a 1977 highest honors graduate of the University of Tennessee’s College of Business Administration where he majored in accounting and management science.

 

Thomas E. Newell, Jr. (Tom) will lead our Accounting and Auditing Seminar on November 14.  He is a shareholder in the firm of Newell & Newell, P.C., which is located in Columbus, GA. Tom started the firm with his wife, Silvia Newell, CPA in 1986. Prior to that, his public accounting experience included both local firms and international firms. Tom has performed hundreds of peer reviews and has been involved with the peer review program since 1989.

Tom served on the Georgia Society (GSCPA) peer review committees from 1989 to 1993. In 1993, he was selected to be one of the technical reviewers for the Georgia Society Peer Review Program and served for nine years. During his time as technical reviewer, Tom worked with the GSCPA to move the peer review committee from in-person to online meetings. Tom has also served several years on the accounting and auditing committee at the Georgia Society.

Tom has been a presenter at conferences and CPE courses for over 30 years. He has been a frequent presenter for the Georgia Society of CPAs at the Southeastern Accounting Show, Tax Forum (A&A topics), and the Accounting Institute. Tom is also a discussion leader for various continuing education courses on A&A topics for other state societies. He has made presentations at Fortune 500 companies and several government agencies on accounting and auditing, internal controls, and cybersecurity.

As a presenter, Tom has been described as a dynamic speaker who is able to take a boring topic (accounting and auditing) and make it interesting. His skills resulted in his being awarded the Surgent Outstanding Discussion Leader Award in 2015, 2016, 2018, 2020, 2021, 2022 and 2023. Tom was recognized in 2018, 2021 and 2023 by the AICPA as an Outstanding Facilitator for his consistently high evaluations of knowledge and presentation skills. As the world of presentations has been changing, Tom has been a champion of moving to virtual presentations. He was involved in the early years of simulcasting by various state CPA societies, as well as the recording of video and audio self-study courses. Tom has now moved into the next wave of change toward the totally virtual classroom that simulates a true live classroom experience.

Tom graduated cum laude from Georgia Southwestern College in Americus, GA in 1980.

Seminar Details and Policies:

• Registration 7:30 am EASTERN; Seminar 8:00 am EASTERN; morning and afternoon breaks; on-site lunch
• A $40 processing fee will be assessed for cancellations made BEFORE early registration deadline ends.
• NO REFUNDS WILL BE ISSUED AFTER EARLY REGISTRATION ENDS.