Baker Botts Tax Controversy Update: Treasury "Greenbook" for Fiscal Year 2023 Revenue Proposals
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The Sensible Taxation and Equity Promotion Act of 2021
Speeches & PresentationsNational Association of Manufacturers Inheritance Tax Webinar
Tax Highlights from Biden's American Jobs Plan
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Tax Controversy Highlights from President Biden's Infrastructure Plan
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Current Issues in Estate and Gift Tax Audits and Litigation
Speeches & PresentationsPhiladelphia Estate Planning Council
Business Planning for Family Members
Speeches & PresentationsState Bar of Texas, Advanced Estate Planning Strategies
A View from the Trenches - Current Issues in Estate and Gift Tax Audits and Litigation
Speeches & PresentationsHouston Estate and Financial Forum
Hot Topics in Estate Planning
Speeches & PresentationsTarrant County Bar Association Business & Estates Council
Current Issues in Gift and Estate Tax Audits and Litigation
Speeches & PresentationsTXCPA Summit
Current Issues in Gift and Estate Tax Audits
Speeches & PresentationsAICPA & CIMA ENGAGE 2020 Digital
Baker Botts Quarterly Tax Controversy Update
Client UpdatesTax Update
Trends in the IRS's Approaches to Transfer Tax Audits, Appeals and Litigation: How to Represent Clients and Draft Accordingly
Speeches & PresentationsGoldman Sachs Wealth Advisory Services
Baker Botts Quarterly Tax Controversy Update
Client UpdatesTrends in the IRS's Approaches to Transfer Tax Audits, Appeals and Litigation: How to Represent Clients and Draft Accordingly
Speeches & PresentationsNYU School of Professional Studies, 78th Institute on Federal Taxation
Trends in the IRS's Approaches to Transfer Tax Audits, Appeals and Litigation: How to Represent Clients and Draft Accordingly
Speeches & PresentationsHouston Business and Estate Planning Council
Transfer Tax Audits in an Era of Increased Exemptions
Speeches & Presentations54th Annual Southern Federal Tax Institute
Trends in the IRS's Approaches to Transfer Tax Audits, Appeals and Litigation: How to Represent Clients and Draft Accordingly
Speeches & PresentationsForty-Fifth Annual Notre Dame Tax and Estate Planning Institute
Hot Topics in Estate Planning
Speeches & PresentationsTarrant County Bar Association - Business & Estates Council
A View From the Trenches: What's Happening with Transfer Tax Audits/Controversies in the Era of Higher Exemptions
Speeches & PresentationsNorth Carolina Bar Association
Hot Topics in Estate and Gift Tax Audits and Litigation
Speeches & PresentationsAICPA Engage
Current Transfer Tax Issues
Speeches & PresentationsCentral Florida Estate Planning Council
A View From the Trenches: What's Happening with Transfer Tax Audits/Controversies in the Era of Higher Exemptions
Speeches & Presentations53rd Annual Heckerling Institute on Estate Planning
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2021 AICPA & CIMA ENGAGE Conference
Join us in attending ENGAGE 2021, presented by AICPA and CIMA, July 26-29, 2021 at the ARIA Resort & Casino in Las Vegas, Nevada and live online.
State Bar of Texas Advanced Estate Planning and Probate Conference 2021
Please join us in attending the State Bar of Texas, Advanced Estate Planning and Probate Conference 2021 (webcast) June 9-11 from 8:50 a.m. - 5:15 p.m. CT.
San Francisco Estate Planning Council's SFEPC & GGU Symposium
Please join us in attending San Francisco Estate Planning Council's SFEPC & GGU Symposium on Friday, June 4, 2021 from 8:30 a.m. - 1:00 p.m. PDT.
AICPA & CIMA ENGAGE 2020
Join us in attending ENGAGE 2020, presented by AICPA and CIMA, June 6 - 11 at the ARIA Resort Las Vegas, Nevada.
Advanced Estate Planning Strategies Conference
Join us in attending the Texas Bar's Advanced Estate Planning Strategies Conference April 16 - 17, 2020 at the Eldorado Hotel & Spa in Sante Fe, New Mexico.