Previous Events

Southeastern Regional Council (SERC) – NAHRO 2019 Annual Conference

Start date: June 23, 2019

End date: June 26, 2019

Time: June 23-26, 2019

Location: Orlando, Florida

Affodable Housing

Kelly Longwell is a panelist on the “Leveraging Low Income Housing Tax Credits” panel, along with Holly Knight with BCG Advantage, LLC and moderator Dannie Walker. on Monday, June 24, 2019.

IADC Professional Liability Roundtable

Date: May 30, 2019

Time: 3:30 - 4:30pm ET

Location: New York University School of Law


Elizabeth Haecker Ryan will moderate the panel “Ensuring That #METOO is Not You Too: Defending a #MeToo Claim, Including Practical Tips for Clients.”

The legal industry is not immune to the #MeToo movement as the country witnessed in last year’s Supreme Court hearings. This panel will discuss ways to prepare a defense of a #MeToo claim against a lawyer including how to approach a claimant as well as how to present a defense to a jury. The panel will also discuss practical ways law firms and lawyers can establish standards and policies to prevent #MeToo claims in the future but do not limit women and men from working together.

Moderator: Elizabeth Haecker Ryan, Coats Rose, New Orleans, LA

Speakers: Cynthia A. Carter, Berkley Select, Chicago, IL; Lisa Lupion, Orrick, New York, NY; Peter J. Woo, Goldberg Segalla, Los Angeles, CA

Anatomy of a Legal Opinion and the Ethical Implications Involved – ABA Forum on Affordable Housing and Community Development Law

Start date: May 22, 2019

End date: May 24, 2019

Location: Washington, D.C.

Affodable Housing

Mattye Gouldsby Jones will serve as a panelist on the “Anatomy of a Legal Opinion and the Ethical Implications Involved,” panel at the ABA Forum.

The panelists will present a breakdown of the typical topics addressed in a legal opinions and, for each section, as deals become increasingly more complex, the considerations and best practices for complying with ABA Model Rules 1.1, 1.7, 3.1, and 4.1; AICPA SSTS No. 1(5)(a) and No. 7; Circular 230 Section 10.34 and 10.37 and ABA Formal Opinion Number 314.

2019 Spring Ohio Housing Authorities Conference

Start date: May 1, 2019

End date: May 3, 2019

Location: Cincinnati, Ohio

Affodable Housing

Coats Rose is an exhibitor at the 2019 Spring Ohio Housing Authorities Conference.

Girls Inc. of Greater Houston – 2019 Strong, Smart and Bold Celebration Breakfast

Date: April 3, 2019

Time: 7:30 AM - 9:00 AM

Location: The Briar Club

Coats Rose is proud to sponsor the Girls Inc. of Greater Houston 2019 Strong, Smart and Bold Celebration Breakfast.

Texas Real Estate Opportunity Zones

Date: March 28, 2019

Time: 8:00AM - 12:00PM

Location: The Briar Club

Real Estate | Tax

Coats Rose Director, Kelly Longwell, will be a feature panel moderator at the Texas Real Estate Opportunity Zones presentedby RED News.  The “Legal and Accounting Considerations” panel will explore:

  • What is the timing involved in an Opportunity Zone deal?
  • How does this compare to 1031
  • Can I still do a 1031 exchange?
  • 70/30 “substantially all” test
  • Governing documents of Opportunity Fund
  • Risk Factors to consider
  • Opportunity Zone Due Diligence and Representations
  • Legal timeline and Exit Strategies

“Women Making Waves – The Power of Engagement” hosted by Tulane University

Start date: March 22, 2019

End date: March 23, 2019

Location: Lavin-Bernick Center for University Life, Tulane University’s Uptown Campus

Kelly Longwell served as panel moderator, “How Being Engaged Contributes to Your Career,” where she and the panelists shared how being involved in their community, professional organizations, and within the workplace has contributed to their success.

Chef Fest Houston 2019

Date: March 10, 2019

Time: 12:00 PM - 4:00 PM CST

Location: Harvest Green Willage Farm - 8939 Harlem Rd, Richmond, TX 77406

Coats Rose is a proud sponsor of the 3rd Annual Chef Fest, a Harvest Green event.

Housing + Equitable Communities: Building with Purpose

Date: March 1, 2019

Time: 7:30AM – 4:00PM CST

Location: Hyatt Regency Austin Hotel (208 Barton Springs, Austin, TX 78704)

Affodable Housing

Coats Rose is proud to be a Platinum Sponsor of the “Housing + Equitable Communities: Building with Purpose” program, hosted by Housing Works Austin and the Federal Reserve Bank of Dallas.

San Antonio Chapter of AGC – Installation of Directors Luncheon

Date: January 14, 2019

Time: 12:00 noon - 1:30 p.m.

Location: 3903 N. St. Mary's St.


Coats Rose is proud to sponsor the San Antonio Chapter of the Associated General Contractors (AGC)  General Membership and Installation of Directors Luncheon on Monday, January 14, 2019 at San Antonio Zoo in “The Beastro.”

12:00 noon – 1:30 p.m.

3903 N. St. Mary’s St.

Free Parking 

2019 Novogradac Affordable Housing Conference – “Using RAD and the LIHTC to Improve Communities”

Start date: January 10, 2019

End date: January 11, 2019

Location: Miami Beach, Florida

Affodable Housing

Barry Palmer will speak on “Adding LIHTC to the RAD Process/Financing Your RAD Development.” About half of RAD conversions are financed through low-income housing tax credit equity and this panel explains how you can use credits. Learn the benefits and hurdles involved in using LIHTCs and best practices for PHAs that do so.

Kelly Longwell will speak on “Opportunity Zones & RAD Conversions.” The opportunity zones (OZ) incentive was part of tax reform at the end of 2017 and provides another tool to help RAD conversions located in OZs. Hear how the incentive works and how it can help fund your conversion.

The conference will be held on January 10-11, 2019 in Miami, Beach, Florida. For more information:

2018 Tavola Reindeer Run

Date: December 1, 2018

Time: 8:00 AM - 12:00 PM

Location: Recreation Center located at Roman Forest Blvd, New Caney, Texas 77357

Coats Rose is proud to sponsor the 2018 Tavola Reindeer Run benefitting the New Caney ISD Education Foundation

Groundbreaking for Alexandria Housing Authority’s Royal Cambridge Homes

Date: November 29, 2018

Time: 10:30 AM CT

Location: 2555 Loblolly Lane, Alexandria, LA

Affodable Housing

Coats Rose is proud to be working with the Alexandria Housing Authority as developer counsel on the enhancement and new construction of 384 units at Royal Cambridge Homes, the largest affordable housing rehabilitation ever for the housing authority.

A ground breaking ceremony will be held on Thursday, November 29 at 10:30 AM at 2555 Loblolly Lane, Alexandria, LA.

Permian Basin Landmen’s Association – November 13 Meeting

Date: November 13, 2018

Time: 11:30 AM

Location: Midland Petroleum Club

Oil & Gas

Roger Scales will present “Cessation of Production,” at the November 13 Permian Basin Landmen’s Association (“PBLA”) lunch meeting.

AHF Live! Summit

Start date: November 12, 2018

End date: November 14, 2018

Location: Hyatt Regency (Chicago, Illinois)

Affodable Housing

Coats Rose is a sponsor and exhibitor at this affordable housing finance conference. The conference will be held in Chicago, Illinois at the Hyatt Regency, November 12-14, 2018

For more information:

NAHRO National Conference & Exhibition

Start date: October 25, 2018

End date: October 27, 2018

Location: Hyatt Regency Atlanta

Affodable Housing

Barry Palmer will speak on “RAD: Critical Negotiating Issues with Developer Partners and Tax Credit Investors.” The conference will be held in Atlanta, Georgia at the Hyatt Regency Atlanta, October 25-27, 2018

For more information:

4th Annual Southeast Construction Defect & Dispute Conference – “Proving Damages by Expert in Construction Cases”

Date: October 12, 2018

Time: 08:15 AM - 0500: PM

Location: Loyola University College of Law (New Orleans, LA)


Ben Aderholt will speak “Proving Damages by Expert in Construction Cases” at the 4th Annual Southeast Construction Defect & Dispute Conference to be held in New Orleans, Louisiana at Loyola University College of Law on Friday, October 12, 2018.

LAAHP 2018 Annual Conference

Date: October 3, 2018

Location: The Westin New Orleans Canal Place

Affodable Housing

Kelly Longwell will speak on “Qualified Opportunity Zone Businesses.” The conference will be held in New Orleans, Louisiana at The Westin New Orleans Canal Place on Wednesday, October 3, 2018.

For more information:

Novogradac 2018 Opportunity Zones Conference

Start date: October 2, 2018

End date: October 3, 2018

Location: The Roosevelt New Orleans

Affodable Housing

Kelly Longwell will present “Qualified Opportunity Zone Businesses,”practical tips about operating opportunity zone businesses at the Novogradac 2018 Opportunities Zones Conference

The Future Direction of Estate Planning (The Woodlands)

Date: August 28, 2018

Time: 7:00 PM - 9:00 PM

Location: Hyatt Place, 1909 Research Forest Dr., The Woodlands, Texas 77380

Estate Planning

Sol S. Reifer will present at this education event hosted by Money Matters with Ken Moraif.

Recently estate planning has changed under the tax bill known informally as the Tax Cuts and Jobs Act(the “Act”), which was signed into law on December 22, 2017. With this change the Act doubles the estate tax exemptions to$11.2 Million per taxpayer and offers us an unexpected “window of opportunity” to shift significant wealth off the balance sheet tax free. The Act is the
biggest tax overhaul in more than 30 years!  In this informative seminar, we will:

  • Explore document updates
  • Discuss post mortem planning
  • Plan revisions
  • Learn how to navigate the recent changes to the tax law

For more information and to register:

View Current Events



9 Greenway Plaza, Ste. 1000
Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220
Toll Free: 800.535.2701


14755 Preston Road
Suite 600
Dallas, Texas 75254
Phone: 972.788.1600
Fax: 972.702.0662


901 South Mopac Expressway
Bldg. 1, Ste. 500
Austin, Texas 78746
Phone: 512.469.7987
Fax: 512.469.9408
Toll Free: 855.679.6763


San Antonio

1020 Northeast Loop 410, Ste. 800
San Antonio, Texas 78209
Phone: 210.224.7098
Fax: 210.212.5698
Toll Free: 800.862.5079

New Orleans

365 Canal Street, Ste. 800
New Orleans, Louisiana 70130
Phone: 504.299.3070
Fax: 504.299.3071
Toll Free: 888.435.8214


PNC Center
201 E. 5th Street, Suite 1810
Cincinnati, OH 45202
Phone: 513.830.0261
Fax: 513.672.0381