About this event

Registration is closed for this event.

Hot Topics in Estate Planning
Joint Luncheon with Tarrant County Bar Association Business & Estates Council

Join colleagues from accounting, law, investment management and insurance for the annual Fort Worth Chapter joint meeting with the Fort Worth Business & Estates Council.

The meeting will be held at The City Club, 301 Commerce, Fort Worth 76102. Fort Worth Chapter members who are not members of the Tarrant Bar: register here and pay $25 to attend. Members of the Tarrant Bar: please contact the bar to register: 817-338-4092

Attorney Mike Bourland once again assembles a stellar panel of nationally-recognized advisers, advocates and thought leaders to discuss emerging topics, drawn from legislative and regulatory developments and judicial action. On the panel:

  • Michael V. Bourland, Bourland Wall & Wenzel PC, Fort Worth
  • John Porter, Baker Botts LLP, Houston
  • Lee Schwemer, UT Arlington
  • Steve Akers, Bessemer Trust, Dallas
The program includes:
  • An advanced session, beginning at 10:30 am, in the Presidents Room (one hour CPE)
  • A general session, beginning at noon, with plated lunch, in the Ball Room (one hour CPE)
Learning Objectives (complete agendas posted at this link):
  • Advanced session: consider an array of issues regarding the qualified business income deduction under new IRC sec. 199A; learn about attacks on FLP/LLC planning techniques; learn about the IRS' radar screen screen; consider specific issues on which IRS has or has not issued guidance and related legislative issues.
  • Luncheon session: develop an understanding of the qualified business income deduction under new IRC sec. 199A; consider current IRS guidance and legislative issues; review transfer planning and consider general planning implications in the current environment; examine the impact of Powell v. Commissioner and Cahill v. Commissioner on sec. 2036(a)(2) and sec. 2038; review the IRS radar screen regarding audits and litigation
Delivery Method: Group live.

Hours and field of study: one or two hours in the taxes field of study; technical.

Level: the optional pre-luncheon session is advanced. Luncheon panel presentation is update.

Prerequisites/advance preparation: No prerequisites and no advance preparation required.

Included in your registration: Materials will be available online for download. Lunch included. Parking on your own; discount available with City Club validation.

Underwriting for this event from the Texas Health Resources Foundation. 

Contact: cepinfo@fortworthcpa.org

Member Registration Register as Guest

Hot Topics in Estate Planning

Map to the event location

vCalendar Google Calendar