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Live Webcast Replay

ACPEN Signature 2023: Annual Tax Update

Total Credits: 8 including 8 Taxes - Technical

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ACPEN Signature |  Tax |  IRS Approved
C. Clinton Davis, CPA, JD |  Bruce McGovern, JD, LLM |  James A. Smith, CPA, CGMA |  Abbey B. Garber |  Christi Mondrik, CPA, JD
Course Levels:
8 Hours
Product Setting: Expires 30 day(s) after program date.



For practitioners, it’s a challenge to stay current or ahead of the curve! Change in the tax law is a virtual certainty and keeping up to date is always difficult. This ACPEN course will include a panel of national tax practitioners and experts reviewing the latest judicial, legislative and regulatory developments affecting individuals, corporations and other business entities.

Even if Congress cannot muster enough votes to pass new legislation before the next elections, The SECURE 2.0 Act is now law and will require all but the smallest businesses and most individual taxpayers to make changes. Various tax provisions will expire or benefits will be reduced if Congress fails to act. The courts and the IRS continue to churn out rulings and decisions that affect your clients. 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • Focus on providing practical advice useful to practitioners during the 2024 tax season and beyond  
  • Learn the latest legislative and regulatory developments affecting individuals, corporations and other business entities  
  • Understand the latest legislation, IRS initiatives, new regulations, revenue rulings and court decisions that impact the way you advise your clients

Major Subjects
  • Our panel of national tax experts will explain as they discuss federal tax changes and developments during 2023 and pending changes, including legislative, administrative and procedural changes of which you need to be aware ACPEN will give you the best information anywhere on current tax issues…current to the day of the broadcast! Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues.
  • Get the latest details and all the developments in this up-to-the minute tax program that you won't want to miss

Course Materials


C. Clinton Davis, CPA, JD's Profile

C. Clinton Davis, CPA, JD Related Seminars and Products

Krage & Janvey, L.L.P.

C. Clinton Davis JR, is with the law firm of Krage & Janvey, LLP in downtown Dallas. He graduated cum laude from the SMU Dedman School of Law in 1980 and first in his graduating class from Northwestern State University of Louisiana in 1977 with a Bachelor of Science in Accounting. He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982. He has been a licensed CPA in Texas since 1980. He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988. He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area.

Clint has in the past been an author and discussion leader for numerous CPE courses for the Texas Society of CPAs. Clint also speaks before various bar associations and accounting conferences and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network.

Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to real estate tax planning, implementation of S corporation ESOPs, mergers and acquisitions and private foundations.


Bruce McGovern, JD, LLM Related Seminars and Products


South Texas College of Law

Bruce McGovern is a tenured member of the faculty at South Texas College of Law Houston, where he also serves as Director of the school’s Low Income Taxpayer Clinic.  Previously, he served for many years as the school’s Vice President and Associate Dean for Academic Administration.  He received his undergraduate degree from Columbia University and his law degree from Fordham University School of Law.  After law school, he served as a judicial clerk for Judge Thomas Meskill on the U.S. Court of Appeals for the Second Circuit in New York.  He then practiced law with the law firm of Covington & Burling in Washington, D.C.  He subsequently earned an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston.


Professor McGovern teaches and writes in the areas of business organizations and taxation.  His courses include Federal Income Taxation, U.S. Taxation of International Transactions, Partnership and Subchapter S Taxation, and Federal Tax Procedure.  He frequently speaks on recent developments in federal income taxation.  Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former Chair of the Houston Bar Association Section of Taxation, and a Fellow of the American College of Tax Counsel.


James A. Smith, CPA, CGMA's Profile

James A. Smith, CPA, CGMA Related Seminars and Products

Managing Director

Smith, Jackson, Boyer & Bovard, PLLC

James A. Smith, CPA, CGMA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas Certified Public Accounting firm. He practices extensively in tax compliance, planning and controversy representation for individuals and entrepreneurial businesses. He also is engaged in the preparation, compilation and review of financial statements; exit strategy planning for entrepreneurs; merger and acquisition planning and transactions; and forensic accounting and litigation services.  Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, and as a member of its Professional Standards and Federal Tax Policy Committees since their inception. He served as a member of the AICPA Council 2007 through 2011 and from 2012 through 2015. He also served as an appointed member of two of the AICPA’s key standard setting committees: the Accounting and Review Services Committee from 2008 through 2011 and the Tax Practice Responsibilities Committee, 2014 to 2017.

Abbey B. Garber's Profile

Abbey B. Garber Related Seminars and Products


Holland & Knight LLP

Abbey Garber is a tax attorney in Holland & Knight's Dallas office. Mr. Garber focuses his practice on tax litigation and providing advice in connection with applying tax laws to individuals, estates, corporations and partnerships.

Mr. Garber has experience in all aspects of IRS practice, including audit, appeals, collection and litigation. He works with a range of clients, including individuals, small businesses and multi-national corporations, to resolve their tax disputes.

Prior to joining Holland & Knight, Mr. Garber served as an attorney, manager and executive for more than 30 years in the Office of Chief Counsel at the Internal Revenue Service, where he tried cases of all sizes in U.S. Tax Court, earning significant favorable opinions in fraud, tax shelter and many other cases. He also received a full Tax Court opinion in an attorneys' fees case and prosecuted criminal tax cases in U.S. District Court as a Special Assistant United States Attorney. In addition, Mr. Garber served as the Southwest Area Team Leader in Chief Counsel, charged with ensuring collaboration and cooperation across operating divisions in a nine-state area.

Abbey received a J.D. from The University of Texas School of Law in 1985 and a B.B.A. in Accounting from The University of Texas at Austin in 1982. Currently, he is a Fellow of the Texas Bar Foundation and American College of Tax Counsel. He is a member of the Dallas Bar Association Tax Section and Administrative Practice Committee member of the American Bar Association Tax Section. He is the Treasurer of the State Bar of Texas Tax Section and on the Tax Law 2023 Planning Committee of the State Bar of Texas Advanced Tax Law Course. He is also the Chair of the Temple Shalom Brotherhood Softball Hall of Fame.

His recent accolades include being named to The Best Lawyers in America guide, Tax Law, Litigation and Controversy-Tax; The Legal 500 USA, Tax: U.S. Taxes: Contentious; Best Lawyers in Dallas, D Magazine, Tax: Litigation; and receiving the  Distinguished Service Award from the State Bar of Texas Tax Section.

Christi Mondrik, CPA, JD's Profile

Christi Mondrik, CPA, JD Related Seminars and Products

Christi Mondrik, attorney, focuses her practice on resolving state and federal tax controversies and litigation. She is board certified in Tax Law by the Texas Board of Legal Specialization. Ms. Mondrik has handled IRS cases involving substantial corporate, individual and estate taxes. Her state tax experience includes disputes arising under Texas franchise tax, sales and use tax, fuel taxes, severance taxes, motor vehicle sales tax, and other state taxes. Ms. Mondrik is also a CPA.

Ms. Mondrik and her associates represent the firm’s state tax clients in administrative and legal proceedings before the Comptroller’s office, the State Office of Administrative Hearings and the Texas state courts. She also represents federal tax clients at the administrative appeals level and in proceedings before the United States Tax Court and the United States District Courts. She is licensed to practice in the United States Tax Court, the United States District Court, Western District of Texas, and all of the Texas state courts.

Ms. Mondrik served as the 2019-2020 Chair of the State Bar of Texas Tax Section. She has served on its governing council for two terms and has served as chair and vice-chair of its Tax Controversy, CLE and Solo and Small Firms Committee Committees. She served as the chair of the 2014 State Bar Tax Section Annual Meeting planning committee and was co-chair of its 2016-17 Leadership Academy program.

Ms. Mondrik was the 2009-10 President of the Austin Chapter of CPAs. She has also served as manager of education and leadership and chair and vice-chair of its Oversight Council. Ms. Mondrik also has served on the TXCPA Executive Board, and currently serves on the State Bar of Texas and TXCPA State Taxation Committees, and the TXCPA Federal Tax Policy Committee, for which she was the 2017-19 chair. She was the 2009-13 chair of the TXCPA state taxation committee and the chair of the 2009-10 and 2019 Texas State Taxation Conference committee. As chair of the state tax committee of the TXCPA, she was a principal drafter of comments submitted by the TXCPA in response to legislation implementing the Texas margin tax and to administrative rules promulgated under the various state taxes. Ms. Mondrik earned her B.B.A. and her J.D., with honors, both from the University of Texas at Austin. Click here for a detailed resume.


Wed, Dec 20, 2023 - 10:00am to 06:00pm EST
Wed, Dec 20, 2023 - 02:00pm to 10:00pm EST
Fri, Dec 22, 2023 - 10:00am to 06:00pm EST
Fri, Dec 22, 2023 - 02:00pm to 10:00pm EST
Thu, Dec 28, 2023 - 10:00am to 06:00pm EST
Thu, Dec 28, 2023 - 02:00pm to 10:00pm EST
Mon, Jan 08, 2024 - 10:00am to 06:00pm EST
Mon, Jan 08, 2024 - 02:00pm to 10:00pm EST
Tue, Jan 16, 2024 - 10:00am to 06:00pm EST
Tue, Jan 16, 2024 - 02:00pm to 10:00pm EST
Thu, Feb 01, 2024 - 10:00am to 06:00pm EST
Thu, Feb 01, 2024 - 02:00pm to 10:00pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Public Practitioners, Industry CPAs, and EAs
Original Recording Date 12/13/23
Yellow Book No
Course Developer Business Professionals' Network (ACPEN)
Date Added to Catalog 03/01/2023

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.
Official Registry Statement Business Professionals' Network, Inc. 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:
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.  
Course Registration Requirements Online Registration