Gray Reed Partners Austin Carlson and Cleve Clinton will be speaking at TXCPA Houston’s CPE by the Sea continuing education event on June 12, 2024, at the SouthShore Harbour Resort & Conference Center.
Austin’s session at 2pm will provide a top ten rundown of tips and traps related to 1031 exchanges. This will cover the basic rules all the way to complex strategies.
As a business lawyer and CPA, Austin brings unique skills and perspectives to every area of his practice, which includes corporate and tax counsel on M&A deals, complex corporate and tax planning for domestic and international transactions, and foreign account and income disclosure and penalty abatement issues including the Streamlined Filing Compliance Procedures and Delinquent International Information Return Submission Procedures. He helps companies (domestic and international) and individuals structure corporations, LLCs, partnerships and nonprofit entities achieve their transactional tax and corporate planning goals, and successfully resolve tax controversies with the IRS and state taxing authorities.
Cleve’s session at 2:50pm will 1) outline the multifaceted role a CPA plays across the spectrum of scenarios that can ignite conflict and threaten net worth, 2) equip CPAs to spot emerging trouble signs within the families they serve and 3) explore the fiduciary responsibilities owed to families—whether by a CPA’s client serving in a fiduciary role or by the CPAs themselves.
Whether he’s lead counsel in one of the growing number of fiduciary litigation claims or facilitating solutions for businesses as they transition to younger generations, Cleve’s focus is always the same – understand the client’s goals, remain mindful of family dynamics and strive to promote consensus within the family. His clients range from individuals to family-owned businesses spanning nearly every industry, including beverage distribution, real estate, manufacturing, telecommunications and transportation.
Register now for CPE by the Sea by clicking here.