Previous Events

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.

Construction

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: http://bit.ly/2QmJEjh

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: http://bit.ly/AHF-Live-2018

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: http://bit.ly/NAHRO2018

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)

Construction

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: http://bit.ly/LAAHP2018

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: http://bit.ly/EstatePlanning-Event

The Future Direction Of Estate Planning Seminar (Houston)

Date: August 27, 2018

Time: 7:00 PM - 9:00 PM

Location: Crowne Plaza Houston Galleria (7611 Katy Freeway, Houston, TX 77024)

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: http://bit.ly/EstatePlanning-Event

2018 Texas Housing Conference – Texas Affiliation of Affordable Housing Providers (TAAHP)

Date: July 24, 2018

Time: 8:30 AM - 9:45 PM

Barry Palmer will serve as moderator for the “RAD: The Latest Update” panel at the Texas Affiliation of Affordable Housing Providers (TAAHP) 2018 Texas Housing Conference.

This RAD panel will provide an update on RAD transactions closed to date and discuss new and creative ways that PHAs are using to make deals work. The panel will discuss the latest developments in RAD including the increase in the unit cap and the Section 18 disposition notice allowing 4% deals to be done on a 75% RAD/25% PBV basis with tenant replacement vouchers. The panel will discuss major issues that they have worked through and practical problems to think about in planning a RAD conversion.

2018 Texas Housing Conference – “The Highlights of Tax Reform” Texas Affiliation of Affordable Housing Providers (TAAHP)

Date: July 24, 2018

Time: 10:30 AM - 11:45 AM

Location: Fairmont Hotel | Austin, TX

Kelly Longwell will speak, as a panelist, on “The Highlights of Tax Reform” at the Texas Affiliation of Affordable Housing Providers (TAAHP) 2018 Texas Housing Conference.

This power panel consists of housing advocates who not only walked the halls of Congress during the Tax Cut and Jobs Act but have measured its impact after passage- hear about the march forward to fix the 4% credit and increase resources across the board- and what developers can do to increase equity resources. The story behind our success this year has laid the groundwork with key members of Congress; but the road ahead has changes in the making as we speak. There will be turnover in the Tax Writing committees in November- who will be left to hold our torch?

 

2018 Texas Housing Conference – “Changes in the QAP”

Date: July 24, 2018

Time: 3:30 PM - 4:45 PM

Location: Fairmont Hotel | Austin, TX

Scott Marks will speak, as a panelist, on “Changes the QAP,” at the Texas Affiliation of Affordable Housing Providers (TAAHP) 2018 Texas Housing Conference.

Annual changes to the Texas Qualified Allocation Plan (QAP) are always a key driver in the types and location of housing tax credit developments. This panel offers perspectives from the Texas Department of Housing and Community Affairs (TDHCA) as well as leaders in the development and consulting communities related to affordable housing policy in Texas. Panelists will discuss the priorities of TDHCA in the development of the 2019 QAP, proposed changes for 2019, and the implications of changes on the competitive landscape within the housing tax credit program. The panel will also host a Q & A to answer your questions and give insight into what the future holds.

2018 Texas Housing Conference – “Tax Reform: What You Need to Know”

Date: July 23, 2018

Time: 1:00 PM - 3:00 PM

Location: Fairmont Hotel | Austin, TX

Ron Bell will speak, as a panelist, on “Tax Reform: What You Need to Know,” at the Texas Affiliation of Affordable Housing Providers (TAAHP) 2018 Texas Housing Conference.

This panel will cover tax reform and its impact current and future developments. Items covered include interest expense deductibility, depreciation, income averaging, pass-through deductions, and opportunity funds. Participants will leave with an understanding of the intricacies and nuances of tax reform and the impact on multifamily and affordable housing.

Exit Planning Institute (EPI) North Texas Chapter Meeting

Date: July 13, 2018

Time: 07:30 AM - 09:15 AM

Location: Salmon Sims Thomas & Associates PLLC (12720 Hillcrest Road, Suite 500, Dallas TX 75230)

Mark D. Wigder will present at the Exit Planning Institute (EPI) North Texas Chapter Meeting on July 13. The panelists will discuss, among other things, the important role of due diligence in an M&A transaction from the buyer’s perspective, the scope and nature of the buyer’s due diligence requests, the need for and elements of the seller’s pre-deal due diligence process, the role of advisers, management and other employees in the pre-deal due diligence process and the need for a Nondisclosure Agreement before any sensitive information is provided about the company to certain outsiders.

CE Credit will be offered: 1 CPE Hour | 1 CFP® Credit.

IADC 2018 Annual Meeting

Start date: July 7, 2018

End date: July 12, 2018

Location: Epic Sana Lisboa, Lisbon, Portugal

Elizabeth Haecker Ryan will speak on “Multi-Party and Multi-Contract Disputes in International Arbitration,” on July 9, at 8:45am.

Major commercial projects typically involve multiple parties and interconnected contracts. When settling disputes arising from these projects through international arbitration, parties and counsel face various challenges not typically encountered in state court litigation involving multiple parties and contracts. In the context of a hypothetical fact scenario, this panel comprised of experienced in-house and external counsel will show you how to address such challenges based on the major arbitration rules and their recent amendments designed to address multi-party and multi-contract situations. Issues to be discussed include intervention or joinder of non-signatories having a direct interest in the outcome; parallel or follow-on arbitrations in related contracts or involving the same or related parties; confidentiality and privacy issues; and effectively tailoring arbitration clauses.

Mediation Arbitration Professional Systems, Inc. (MAPS) – “Ethical Leadership in Exchange”

Date: May 4, 2018

Location: Sheraton - Metairie (4 Galleria Blvd, Metairie, LA 70001)

Elizabeth Haecker Ryan will present on how to maintain ethical leadership in negotiations and bargaining and recommended steps toward the ethical traits and behaviors that you want to demonstrate in your profession and your personal life.

Novogradac 2018 RAD Public Housing Conference

Start date: April 26, 2018

End date: April 27, 2018

Location: Lowes Philadelphia Hotel

Barry Palmer will speak on “Financing Your RAD Development,” on April 27 at 9:00am.

Coats Rose is a proud sponsor of this event.


 
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Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220
Toll Free: 800.535.2701

Dallas

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Suite 600
Dallas, Texas 75254
Phone: 972.788.1600
Fax: 972.702.0662

Austin

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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

Cincinnati

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