ONLINE REGISTRATION FOR THIS MEETING IS CLOSED. CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY: [email protected].
FEI Dallas Summer Professional Development Series
August 2, 2023 | 7:30-9:45 a.m. | 2 CPEs
Gupta College of Business, University of Dallas
Registration open through Wednesday, July 26, 2023
Attire: Business Casual
Tax Complexity: How It Started, How It Grows, How It Can Be Limited
Presented by the University of Dallas, Gupta College of Business
The US Tax Code continues to grow more complex each year. How did it start? Why does it continue to grow? How can you reduce complexity on your tax return? Are there any ways to reduce or deferred your annual federal income tax liability because of complexity? We hope to cover any these questions and more in our program.
Robert Walsh, Ph.D. | Associate Professor of Accounting, University of Dallas
Learning Objectives – At the completion of this workshop, attendees will know the history of complexity in the tax code and how to perhaps simplify their own tax return and reduce their current tax liability.
SCHEDULE
7:30 a.m. | Breakfast available
8:00-9:45 a.m. | Program with Q&A (2 CPEs)
9:45-10:00 a.m. | Post-event networking (optional)
LOCATION & PARKING
Satish & Yasmin Gupta College of Business, University of Dallas
SB Hall, Room 122 Multi-Purpose Room
2925 Gorman Dr.
Irving, TX 75062
Google maplink
Parking lots are located on either side of SB Hall. There is no charge for parking.
REGISTRATION
Registration open through Wednesday, July 26, 2023
This meeting is open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy. Pre-registration required for all attendees.
*SPECIAL BENEFIT FOR DALLAS MEMBERS: Bring your financial staff at no charge! See the Guests section below for information on how to register guests.
FEI Dallas Members | Free
Chapter Sponsors | Free per the attendance guidelines for your sponsorship level. Sponsors with registration-enabled logins may register on this page. If you receive a notice that you are not eligible to register, contact Jackie Dunn at [email protected].
Chapter Title Sponsor | 2 attendees
Strategic Partner | 2 attendees
Special Events Partner | 2 attendees
Platinum Sponsor | 2 attendees
Communications/Media Sponsor | 2 attendees
Academic Partner | Hosted event only
Special Partner | 1 attendee
Guests | $35.00 guest fee
FEI Dallas members may occasionally bring guests to chapter events subject to advance registration and approval. Guest fees are payable by credit card in advance at the time of registration. Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance.
To request guest approval, contact Jackie Dunn at [email protected] with the following information. Please send complete information to facilitate approval and registration.
Full name
First name for nametag
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Payment information | Guest fee $35
Credit card number
Expiration date
Name on card
FEI MEMBERSHIP QUALIFICATIONS
https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
GUEST POLICY
Chapter members and sponsors may bring guests to monthly chapter meetings subject to advance registration and approval. The following general conditions apply with exceptions approved in advance. Contact Jackie Dunn to request guest approval: [email protected]
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Guest fees, if applicable, are payable by credit card in advance at the time of registration. See ‘Cancellation’ for refund information.
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Guests generally may not attend monthly chapter meetings on a repeated basis. A notable exception is that chapter members’ financial staff are invited to the Summer Professional Development Series at no charge as a value-add to members, and may attend more than one session.
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Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance.
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Not all chapter events are open to guests. Refer to the registration section for each meeting for information on guest registration.
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to monthly chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event. Prospective members may attend one monthly chapter meeting on a complimentary basis and one session of the Summer Professional Development Series subject to the guest fee, to evaluate the benefits of FEI membership.
CPE CREDIT
CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members. This event offers 2 CPE credits to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite signature verification of attendance is required to earn CPE credit.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CANCELLATION
To cancel a reservation, contact Jackie Dunn at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CONTACT
Jackie Dunn
FEI Dallas Manager
[email protected] | www.feidallas.org