# Event Details - **Event Name**: 38th Annual Tax Planning Seminar - **Event Start and End Date**: Thu, 05 Nov, 2026 at 08:00 am – Thu, 05 Nov, 2026 at 06:00 pm (-06:00) - **Event Description**: 38th Annual Tax Planning Seminar | Earn CPE and CLE creditsAbout this EventSpeakers and Topics:Melissa Womble, J.D., Leigh Rhodes-Zittrer, J.D., Chris M. Goodrich, J.D., LL.M. - Acquisition of Raw Land for Development: Due Diligence, Deal Structure, and Tax ConsiderationsChris M. Goodrich, J.D., LL.M. - Potpourri & Tidbits in Tax & Business PlanningKatelyn Van Sickel, J.D., C.P.A., Stephen V. Perry, J.D., C.P.A., AND Grady J. Fleming, J.D. - Series A-B-C: Raising Capital Is Not as Easy as 1-2-3Anthony A. Garcia, J.D., LL.M. and Lucas Garza, J.D. - Income Taxation of Trusts and EstatesMatthew R. Rodriguez, J.D. and Nickolas M. Tibbetts, J.D., LL.M. - Grantor Trust Rules & Developments – Learn Them so You Can (Safely) Break ThemCarolyn V. Carollo, J.D. and Jonathon L. Mills, J.D. - Ethics, Confidentiality, and Professional Judgment in the Age of Artificial IntelligenceJay R. Houren, J.D., C.P.A. - Current Tax DevelopmentsCPE 8; CLE 7Agenda🕑: 08:00 AM - 08:30 AMBreakfast and Registration🕑: 08:30 AM - 09:30 AMAcquisition of Raw Land for Development: Due Diligence, Deal Structure, and TaInfo: An overview of key considerations in acquiring raw land for development, due diligence, acquisition structures for large tracts and tax considerations relating to entity structure and purchase price allocation based on the property’s intended uses.🕑: 09:20 AM - 10:15 AMPotpourri & Tidbits in Tax & Business PlanningInfo: A review of a variety of relatively current topics pertinent to tax and business planning.🕑: 10:05 AM - 10:25 AMBreak🕑: 10:15 AM - 11:50 AMSeries A-B-C: Raising Capital Is Not as Easy as 1-2-3Info: An overview of the tax, securities, and business law issues entrepreneurs face when raising capital, admitting investors, and scaling a growing company. The presentation highlights common pitfalls, key legal considerations, and practical strategies for structuring investments while supporting long-term business objectives.🕑: 11:50 AM - 12:50 PMLunch🕑: 12:50 PM - 01:50 PMIncome Taxation of Trusts and EstatesInfo: An overview of how estates and trusts are taxed, including the treatment of income, deductions, distributions to beneficiaries, and the allocations of responsibilities between fiduciaries and beneficiaries.🕑: 01:50 PM - 02:50 PMGrantor Trust Rules & Developments – Learn Them so You Can (Safely) Break ThemInfo: An overview of the grantor trust rules, types, related tax and estate planning strategies, as well as current developments, specifically the in-progress Tax Court case, Belmont Investments, LLC, v. Commissioner.🕑: 02:50 PM - 03:10 PMBreak🕑: 03:10 PM - 04:00 PMEthics, Confidentiality, and Professional Judgment in the Age of Artificial InInfo: A review of the opportunities and risks presented by artificial intelligence in accounting, tax, and financial planning practices, with a focus on ethical AI use, protection of confidential and proprietary information, and the continued importance of professional skepticism, due diligence, verification of AI-generated content, critical thinking, and human judgment.🕑: 04:00 PM - 05:00 PMCurrent Tax Developments Info: Federal Income, Estate and Gift Tax Developments Affecting Businesses, Individuals and Entities, including Partnerships and S Corporations.🕑: 05:00 PM - 06:00 PMReception - **Event URL**: https://allevents.in/houston/38th-annual-tax-planning-seminar/100002001386719554 - **Event Categories**: workshops, business, artificial-intelligence - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Duration: 10 hours - Location: The Briar Club - Languages: English ## Ticket Details - **Ticket Price Range**: min: 250, max: 250, currency: USD ## Event venue details - **city**: Houston - **state**: TX - **country**: United States - **location**: The Briar Club - **lat**: 29.7412125 - **long**: -95.436437 - **full address**: The Briar Club, 2603 Timmons Lane, Houston, United States ## Event gallery - **Alt text**: 38th Annual Tax Planning Seminar - **Image URL**: https://cdn-az.allevents.in/events2/banners/7e72d017fb2b7caf477b14759055bc22f162f5b790dee9c37622852c3b0d1b0e-rimg-w1200-h600-dc183858-gmir.jpg?v=1791802864 ## FAQs - **Q**: When and where is 38th Annual Tax Planning Seminar being held? - **A:** 38th Annual Tax Planning Seminar takes place on Thu, 05 Nov, 2026 at 08:00 am to Thu, 05 Nov, 2026 at 06:00 pm at The Briar Club, 2603 Timmons Lane, Houston, United States. - **Q**: Who is organizing 38th Annual Tax Planning Seminar? - **A:** 38th Annual Tax Planning Seminar is organized by Crady Jewett McCulley Houren LLP. - **Q**: Who is this event for? Is it right for me? - **A:** 38th Annual Tax Planning Seminar is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Houston, this event is thoughtfully curated to deliver a standout experience worth every moment. 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