2020 Bonus Virtual Lone Star Conference & Happy Hour

When:  Sep 18, 2020 from 1:00 PM to 5:30 PM (CT)
Associated with  San Antonio, TX

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Agenda                                 Earn up to 2.5 Hours of CPE!

1:00-1:15       Opening remarks

1:15-2:30       Scary Stories from the Texas Comptroller’s Office

Isreal Miller, Gray Reed
The purpose is to educate on how to defend Texas state tax audits. Isreal has a unique perspective because before joining Gray Reed, he served five years as a trial attorney for the Texas Comptroller of Public Accounts where he personally handled over 1,700 cases and litigated over 850 of those cases.  During his work at the Comptroller, he gained extensive experience working with taxpayers, taxpayer representatives, auditors, and other agency personnel to resolve disputed state tax issues and claims.

Learning Objectives:
The course begins with a general discussion of how the Texas Comptroller conducts tax compliance audits.  It then offers strategies for handling audits, including steps to take before, during, and after the audit. Throughout the course, there will be a discussion of the Comptroller’s STAR system and a review of case law.

Level: Basic
1.5 CPE Credits in Taxation
No Prerequisites or Advance Preparation Required

2:30-2:45       Break

2:45-3:45       Where We Are and Where We're Headed: A preview of the 87th Texas Legislature

Evan Smith, The Texas Tribune
A preview of the 87th Texas Legislature
Learning objectives: Following this presentation, the attendees will be aware of state legislative initiatives that may affect their business and taxes.

Level: Overview
1 CPE Credit in Economics
No Prerequisites or Advance Preparation Required

3:45-4:15       Remarks from National CFMA and Prep for Virtual Happy Hour

4:15-5:30       Virtual Happy Hour

Member: $50  Non Member: $75


Speaker Bios:
Isreal J. Miller, Counsel

4_Miller_Israel_2x3.jpgLeader of the State and Local Tax Practice Group, Isreal Miller is a tax attorney focused on advising clients in state and local taxation matters and resolving related audits and litigation, primarily involving Texas sales and use tax, franchise tax and ad valorem taxes. He also regularly advises clients on reporting and remitting unclaimed property and the recovery of unclaimed property. Isreal routinely handles requests for penalty abatements, innocent spouse relief, and installment agreements with the Internal Revenue Service.

Before joining Gray Reed, Isreal served for five years as a trial attorney for the Texas Comptroller of Public Accounts, where he personally handled over 1,700 cases, including over 850 cases litigated at the State Office of Administrative Hearings. He gained significant experience working with taxpayers, taxpayer representatives, auditors and other agency personnel to resolve disputed state tax issues and claims. He is Board Certified in Tax Law by the Texas Board of Legal Specialization, a Certified Public Accountant, a Certified Financial Planner™ practitioner and a Personal Financial Specialist.

Isreal also advises individuals and families on all aspects of tax-efficient estate planning and wealth preservation, from sophisticated planning for wealthy individuals and families with numerous assets and business interests to simple wills for clients with smaller estates. In addition to planning, Isreal guides executors and family members through every phase of uncontested will probates and in estate administration, including asset gathering and appraisal, payment of debts, filing estate tax returns and distributions to beneficiaries. Isreal counsels business owners on a broad range of general tax matters and strategic planning issues as well, including tax-efficient entity structuring, succession planning and conducting due diligence on a variety of commercial transactions.

5_Evan_Smith.jpgEvan Smith is the CEO and co-founder of The Texas Tribune, a pioneering nonprofit, nonpartisan digital news organization whose deep coverage of Texas politics and public policy can be found at its website, texastribune.org, in newspapers and on TV and radio stations across the state, and in the print and online editions of the Washington Post. Since its launch in 2009, the Tribune has won international acclaim and numerous honors, including a Peabody Award, twenty-one national Edward R. Murrow Awards from the Radio Television Digital News Association and three general excellence awards from the Online News Association. Evan is also the host of “Overheard with Evan Smith,” a weekly half-hour interview program that airs on PBS stations around the country. Previously he spent nearly 18 years at Texas Monthly, including eight years as the magazine's editor and a year as its president and editor in chief.


Register by September 2 to get your Cocktail Kit 2 Go! Please specify which kit you prefer during your registration.

We will be offering the following 5 kits + a "None" option:
  • Old Fashioned
  • Martini
  • Mint Julep
  • Champagne Cocktail
  • Mojito
The kit will make 4 drinks but the attendee will have to provide their own alcohol.


Dial-in Instructions:
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