Federal Tax + Wealth Asset Management

December 8-9, 2026

Up to 18 Hours of CPE

 

 

Houston Expo brings together two focused learning tracks in one CPE experience: Federal Tax and Wealth Asset Management.

Attend the full two-day event in person in Houston, or choose the online option that best fits your schedule. Online participation is available for both days, Day 1 only or Day 2 only.

Whether you attend in person or online, you can select sessions from either track based on your role, your clients and the topics most relevant to your work.



JOIN US IN HOUSTON

Choose the Track Built for Your Role

The Houston Expo offers two focused learning paths for professionals with different responsibilities and practice needs. Select the track that aligns with your role, your clients and your area of professional focus.

Tax Track

Designed for CPAs, tax practitioners and advisors in public practice who need current tax updates before the next tax season.

Best suited for:

  • Professionals in corproate tax and finance roles
  • Tax practitioners and advisors
  • Attorneys advising clients on tax matters
  • Professionals preparing for year-end planning and filing season

Expected focus areas may include:

  • Tax updates for individuals and businesses
  • Year-end tax planning considerations
  • IRS developments and compliance issues
  • Practical guidance for advising clients

Wealth & Asset Management Track

Designed for accounting and finance professionals working in, advising or serving in wealth and asset management.

Best suited for:

  • Healthcare CFOs, controllers and finance leaders
  • Accounting professionals in hospitals and health systems
  • Professionals working with physician practices, clinics or related entities
  • CPAs and advisors who serve healthcare clients

Expected focus areas may include:

  • Healthcare accounting and financial reporting issues
  • Operational and regulatory considerations impacting healthcare organizations
  • Financial management challenges in healthcare settings
  • Compliance, reimbursement or risk-related updates

Note: Program details, speakers and session information are still being finalized. Additional information will be added as it is confirmed.


 

Registration & Rates

In Person

Full two-day registration only.

TXCPA Member Early Bird Rate Until November 10, 2026: $479

TXCPA Member Standard Rate: $529
Nonmember Rate: $699

Online

Both-day and single-day online options are available.

Single-day rates: $279 member / $369 nonmember

 

Location

Marriott Houston West Loop at The Galleria

1750 West Loop South, Houston, TX, 77027


Note: Our 8-Hour Tax program is approved for IRS Enrolled Agent continuing education credit under Program Number DVPYP-U00006-25-I. 

 

COURSE CODES:

XPO03L27
XPOC03W27
XPOC03D1W27
XPOC03D2W27

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