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All Seminars Presented

Seminar Handouts

Date

Course

Sponsor

2/18/2014

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

1/7/2014

Pass-Thru Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2014 Tax Expo

7/17/2013

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter

7/16/2013

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/26/2013

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

1/8/2013

Pass-Thru Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2013 Tax Expo

8/8/2012

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/20/2012

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/15/2011

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

8/3/2011

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter

8/1/2011

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

7/27/2011

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

7/25/2011

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

7/20/2011

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/16/2011

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter

8/24/2010

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

7/6/2010

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter

6/28/2010

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

6/23/2010

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/21/2010

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

9/25/2009

Family Limited Partnerships

Texas Society of Certified Public Accountants/Rio Grande Valley Chapter

8/6/2009

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter

7/27/2009

Family Limited Partnerships

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

10/21/2008

Succession Planning for Closely-Held Businesses

Texas Society of Certified Public Accountants/Houston Chapter/2008 CFO Conference

6/25/2008

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

6/23/2008

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/18/2008

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

4/10/2008

Negotiating the Business Acquisition

Merrill Lynch/Certified Business Brokers

12/7/2007

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

8/10/2007

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

6/28/2007

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

6/25/2007

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

6/21/2007

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/18/2007

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

1/9/2007

Pass-Thru Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2007 Tax Expo

6/21/2006

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/19/2006

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

6/14/2006

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/12/2006

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/23/2006

Is an LLC Right for You?

National Business Institute

1/6/2006

Pass-Thru Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2006 Tax Expo

10/21/2005

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

7/13/2005

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

7/11/2005

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/22/2005

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

6/20/2005

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

1/6/2005

Pass-Thru Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2005 Tax Expo

7/14/2004

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/30/2004

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

6/23/2004

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

10/8/2003

Choice of Business Entity

Texas Society of Certified Public Accountants/Houston Chapter

9/30/2003

Choice of Business Entity in Texas

National Business Institute

1/14/2003

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter/2003 Tax Expo

6/17/2002

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

1/22/2002

Pass-Through Tax Entities

Texas Society of Certified Public Accountants/Houston Chapter/2002 Tax Expo

1/18/2002

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

11/8/2001

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

10/24/2001

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/16/2000

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

11/2/2000

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

10/26/2000

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/16/2000

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/7/2000

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/31/2000

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

5/24/2000

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

2/1/2000

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter/2000 Tax Expo

12/1/1999

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

11/10/1999

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houson Chapter

9/22/1999

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

7/21/1999

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

7/7/1999

Closely-Held Corporations

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

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

7/27/1998

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

7/20/1998

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

7/13/1998

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

7/10/1998

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

11/13/1997

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/11/1997

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

10/27/1997

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/20/1997

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

6/18/1997

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

6/4/1997

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/23/1997

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter/1997 Spring Accounting Expo

1/24/1997

Small Business Entity Selection

Texas Society of Certified Public Accountants/Houston Chapter/1997 Tax Expo

12/4/1996

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

11/19/1996

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

8/7/1996

Family Limited Partnerships

National Business Institute

6/24/1996

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/10/1996

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/20/1996

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

3/9/1996

Family Limited Partnerships

Texas Women's Society of Certified Public Accountants

11/20/1995

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

11/13/1995

Closely-Held Corporations

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

Texas Society of Certified Public Accountants/Houston Chapter

9/8/1995

Family Limited Partnerships

The AFP Group

7/25/1995

Family Limited Partnerships

National Business Institute

6/28/1995

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/22/1995

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

5/15/1995

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

12/29/1994

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

12/15/1994

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

11/21/1994

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/8/1994

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

11/3/1994

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

10/24/1994

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

9/22/1994

Family Limited Partnerships

CE Seminars

8/4/1994

Family Limited Partnerships

Remington Insurance Group

6/28/1994

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/26/1994

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter/1994 Spring Accounting Expo

5/24/1994

Family Limited Partnerships

Cox & LordP.C. Certified Public Accountants

5/17/1994

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/10/1994

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

3/3/1994

Life Insurance Trusts

Texas Society of Certified Public Accountants/Houston Chapter

2/16/1994

Negotiating the Business Acquisition

Texas Society of Certified Public Accountants/Houston Chapter

1/6/1994

Family Limited Partnerships

Texas Society of Certified Public Accountants/Houston Chapter

12/16/1993

Family Limited Partnerships

CE Seminars

11/30/1993

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/4/1993

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

11/2/1993

Texas Limited Liability Companies

CE Seminars

10/26/1993

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

7/18/1993

Americans With Disabilities Act

Texas Society of Certified Public Accountants/Houston Chapter

6/29/1993

Life Insurance Trusts

Texas Society of Certified Public Accountants/The CPA & The Older Client

6/15/1993

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/27/1993

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter/1993 Spring Accounting Expo

5/20/1993

Texas Limited Liability Companies

The CPA Club

5/11/1993

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

11/18/1992

Closely-Held Corporations

Houston Bar Association/TaxationSection

11/3/1992

Texas Limited Liability Companies

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

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

9/18/1992

Americans With Disabilities Act

National Conference of CPA Practitioners

5/21/1992

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/20/1992

Texas Limited Liability Companies

Grubb & Ellis

5/12/1992

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

5/5/1992

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

2/14/1992

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

1/17/1992

Texas Limited Liability Companies

National Conference of CPA Practitioners

12/17/1991

Selected Tax Topics for High Technology Companies

Texas Society of Certified Public Accountants/1991 CPE Expo in Dallas

12/10/1991

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

12/4/1991

Selected Tax Topics for High Technology Companies

Texas Society of Certified Public Accountants/1991 CPE Expo in San Antonio

11/26/1991

Texas Limited Liability Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/19/1991

Closely-Held Corporations

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

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

7/31/1991

Tax Considerations in Foreclosures and Loan Workouts

Texas Society of Certified Public Accountants/Houston Chapter

6/25/1991

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/18/1991

Selected Tax Topics for High Technology Companies

Texas Society of Certified Public Accountants/Houston Chapter

6/11/1991

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

6/4/1991

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

12/11/1990

Selected Tax Topics for High Technology Companies

Texas Society of Certified Public Accountants/Houston Chapter

11/27/1990

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

11/6/1990

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

10/30/1990

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

7/17/1990

Tax Considerations in Foreclosures and Loan Workouts

Texas Society of Certified Public Accountants/Houston Chapter

6/12/1990

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

5/22/1990

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

5/15/1990

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

12/11/1989

Partnership Special Allocations

Texas Society of Certified Public Accountants/1989 CPE Expo in Dallas

12/4/1989

Partnership Special Allocations

Texas Society of Certified Public Accountants/1989 CPE Expo in Houston

11/28/1989

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

11/27/1989

Partnership Special Allocations

Texas Society of Certified Public Accountants/1989 CPE Expo in Austin

11/7/1989

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

10/24/1989

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

8/24/1989

Tax Considerations in Foreclosures and Loan Workouts

Texas Society of Certified Public Accountants/Houston Chapter

6/27/1989

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

6/20/1989

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

5/30/1989

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

11/29/1988

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

10/18/1988

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

9/28/1988

Tax Considerations in Foreclosures and Loan Workouts

Texas Society of Certified Public Accountants/Houston Chapter

6/14/1988

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

5/10/1988

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

5/3/1988

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

11/17/1987

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

11/10/1987

Partnership Taxation

North Harris County Community College

10/27/1987

Partnership Special Allocations

Texas Society of Certified Public Accountants/Houston Chapter

10/6/1987

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

9/22/1987

Tax Aspects of Foreign Investment in U.S. Real Property

Texas Society of Certified Public Accountants/Houston Chapter

8/21/1987

S Corporations

Texas Society of Certified Public Accountants/1987 CPE Expo in Dallas

8/6/1987

S Corporations

Texas Society of Certified Public Accountants/1987 CPE Expo in Houston

6/16/1987

Closely-Held Corporations

Texas Society of Certified Public Accountants/Houston Chapter

5/12/1987

Advanced Partnership Taxation/Part II

Texas Society ofCertified Public Accountants/Houston Chapter

4/28/1987

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

11/10/1986

Advanced Partnership Taxation/Part II

Texas Society of Certified Public Accountants/Houston Chapter

11/4/1986

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

10/28/1986

Advanced Partnership Taxation/Part II

Texas Society of Certified Public Accountants/Houston Chapter

10/20/1986

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

5/27/1986

Advanced Partnership Taxation/Part II

Texas Society of Certified Public Accountants/Houston Chapter

5/20/1986

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

10/8/1985

Advanced Partnership Taxation/Part II

Texas Society of Certified Public Accountants/Houston Chapter

10/1/1985

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

6/3/1985

Advanced Partnership Taxation/Part II

Texas Society of Certified Public Accountants/Houston Chapter

5/29/1985

Advanced Partnership Taxation/Part I

Texas Society of Certified Public Accountants/Houston Chapter

10/22/1984

Advanced Partnership Taxation

Texas Society of Certified Public Accountants/Houston Chapter

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