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Knowledge & Events Results

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Firm News

Media Coverage

Blogs

Events

Publications

Speeches

  • 11.29.18A Fine Tasting Opinion – The Art of Reviewing an Appraisal, Ethically Protecting Privileges, and Popping the Cork off of Kovel, Great Plains FTI, Omaha, NE
  • A Fine Tasting Opinion – The Art of Reviewing an Appraisal, Ethically Protecting Privileges, and Popping the Cork off of Kovel, Great Plains FTI, Omaha, NE(11.29.18)
  • 11.29.18Starting off on the Right Foot While Avoiding Foot Faults – Issues at the Formation of the Family Business, Great Plains FTI, Omaha, NE
  • Starting off on the Right Foot While Avoiding Foot Faults – Issues at the Formation of the Family Business, Great Plains FTI, Omaha, NE(11.29.18)
  • 11.29.18Planning for the Family Business Owner from a Tax Litigator’s Perspective, Great Plains FTI, Omaha, NE
  • Planning for the Family Business Owner from a Tax Litigator’s Perspective, Great Plains FTI, Omaha, NE(11.29.18)
  • 11.15.18Update on Estate and Gift Tax Litigation, Salt Lake EPC, Salt Lake City, UT
  • Update on Estate and Gift Tax Litigation, Salt Lake EPC, Salt Lake City, UT(11.15.18)
  • 11.09.18University of Texas Bernard O. Dow Leasing Institute: Insurance and Indemnity
  • University of Texas Bernard O. Dow Leasing Institute: Insurance and Indemnity(11.09.18)
  • 11.07.18Opportunity Zones: Maximizing Impact in Your Community, Council of Development Finance Agencies (CDFA), National Development Finance Summit, Dallas, TX
  • Opportunity Zones: Maximizing Impact in Your Community, Council of Development Finance Agencies (CDFA), National Development Finance Summit, Dallas, TX(11.07.18)
  • 11.05.18Unique Issues, Pitfalls and Potential Nightmares for Individual and Professional Fiduciaries Holding a Closely Held Business, Hawaii Tax Institute, Honolulu, HI
  • Unique Issues, Pitfalls and Potential Nightmares for Individual and Professional Fiduciaries Holding a Closely Held Business, Hawaii Tax Institute, Honolulu, HI(11.05.18)
  • 10.26.18Practice Made Perfect: Lessons from the Tax Court Bench, Moderator, ACTEC Fall Meeting, Washington, D.C.
  • Practice Made Perfect: Lessons from the Tax Court Bench, Moderator, ACTEC Fall Meeting, Washington, D.C.(10.26.18)
  • 10.18.18Partnership Creation and Defense—Avoiding Audit: Considering, Creating, and Caring for Family Limited Partnerships, as well as Defending Transfer Tax Returns with Closely Held Interests, Wilmington Trust and Estate Symposium, Palm Beach Gardens, FL
  • Partnership Creation and Defense—Avoiding Audit: Considering, Creating, and Caring for Family Limited Partnerships, as well as Defending Transfer Tax Returns with Closely Held Interests, Wilmington Trust and Estate Symposium, Palm Beach Gardens, FL(10.18.18)
  • 10.05.18Can the IRS Have Their Cahill and Eat Yours Too?, 2018 Fall Tax Meeting, Atlanta, GA
  • Can the IRS Have Their Cahill and Eat Yours Too?, 2018 Fall Tax Meeting, Atlanta, GA(10.05.18)
  • 10.05.18A Primer on the Use of Experts in Tax Court, 2018 Fall Tax Meeting, Atlanta, GA
  • A Primer on the Use of Experts in Tax Court, 2018 Fall Tax Meeting, Atlanta, GA(10.05.18)
  • 09.24.18Retiree Medical Benefits Liabilities After the U.S. Supreme Court’s Decision in M&G Polymers USA, LLC. v. Tackett Regulations  (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers - HR Issues and Welfare Benefit Plan Update)
  • Retiree Medical Benefits Liabilities After the U.S. Supreme Court’s Decision in M&G Polymers USA, LLC. v. Tackett Regulations  (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers - HR Issues and Welfare Benefit Plan Update)(09.24.18)
  • 09.24.18A Whole Employer Approach to the Opioid Epidemic - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers)
  • A Whole Employer Approach to the Opioid Epidemic - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers) (09.24.18)
  • 09.24.18Executive Compensation Limits for Tax-Exempts, Charities and Governmental Employers after the Tax Cuts and Jobs Act (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers)
  • Executive Compensation Limits for Tax-Exempts, Charities and Governmental Employers after the Tax Cuts and Jobs Act (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers) (09.24.18)
  • 09.24.18DOL Final Disability Claim Procedure Regulations - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers)
  • DOL Final Disability Claim Procedure Regulations - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers)(09.24.18)
  • 09.20.18Fiduciaries – Pitfalls for Fiduciaries Holding Closely Held Interests, Greenville Estate Planning Council, Greenville, SC
  • Fiduciaries – Pitfalls for Fiduciaries Holding Closely Held Interests, Greenville Estate Planning Council, Greenville, SC(09.20.18)
  • 09.20.18Exploring the Breadth of Privileges in the Estate Planning Context, Greenville Estate Planning Council, Greenville, SC
  • Exploring the Breadth of Privileges in the Estate Planning Context, Greenville Estate Planning Council, Greenville, SC(09.20.18)
  • 09.18.18Midstream Oil & Gas M&A Deal Point Study (Including Transactions from 2013-2017)
  • Midstream Oil & Gas M&A Deal Point Study (Including Transactions from 2013-2017)(09.18.18)
  • 09.13.18Texas Case Law Update, 52nd Annual William W. Gibson, Jr. Mortgage Lending and Servicing Institute, University of Texas School of Law
  • Texas Case Law Update, 52nd Annual William W. Gibson, Jr. Mortgage Lending and Servicing Institute, University of Texas School of Law(09.13.18)
  • 09.06.18The Prerogatives of Privileges - The Ethics of Protecting Our Planning Clients - Even From Themselves, Central Florida Estate Planning Council, Orlando, FL
  • The Prerogatives of Privileges - The Ethics of Protecting Our Planning Clients - Even From Themselves, Central Florida Estate Planning Council, Orlando, FL(09.06.18)
  • 08.27.18How to Read and Critique an Appraiser's Appraisal - Wells Fargo Planning Acumen and Action Call, Wells Fargo Planning Acumen and Action Call, The Woodlands, TX
  • How to Read and Critique an Appraiser's Appraisal - Wells Fargo Planning Acumen and Action Call, Wells Fargo Planning Acumen and Action Call, The Woodlands, TX(08.27.18)
  • 08.15.18Preparing Gift Tax Returns with an Eye Toward Audit, TSCPA Advanced Estate Planning Conference, San Antonio, TX
  • Preparing Gift Tax Returns with an Eye Toward Audit, TSCPA Advanced Estate Planning Conference, San Antonio, TX(08.15.18)
  • 08.03.18Tools & Resources, including Technology and RPTE’s Website, RPTE Leadership Training Program, Chicago, IL
  • Tools & Resources, including Technology and RPTE’s Website, RPTE Leadership Training Program, Chicago, IL(08.03.18)
  • 08.01.18Managing Hidden Risks in the HR Department, SouthWest Benefits Association
  • Managing Hidden Risks in the HR Department, SouthWest Benefits Association(08.01.18)
  • 07.26.18Managing Hidden Risks in the People Department, ACC Charlotte
  • Managing Hidden Risks in the People Department, ACC Charlotte(07.26.18)
  • 07.23.18Justice Is Blind, But Does it Have to Be Mute?, 44th Annual Advanced Criminal Law, State Bar of Texas
  • Justice Is Blind, But Does it Have to Be Mute?, 44th Annual Advanced Criminal Law, State Bar of Texas(07.23.18)
  • 07.13.18Limited Partnerships with Section 2036 Implications, RPTE: Skills Training for Estate Planners, New York, NY
  • Limited Partnerships with Section 2036 Implications, RPTE: Skills Training for Estate Planners, New York, NY(07.13.18)
  • 07.12.18Panelist, "Amendments," the Most Important Provision in the Operating Agreement, UT Law CLE 27th Annual LLCs, LPs and Partnerships
  • Panelist, "Amendments," the Most Important Provision in the Operating Agreement, UT Law CLE 27th Annual LLCs, LPs and Partnerships(07.12.18)
  • 07.12.18Valuation Theory and Practice Including Selecting and Working with Appraisers, RPTE: Skills Training for Estate Planners, New York, NY
  • Valuation Theory and Practice Including Selecting and Working with Appraisers, RPTE: Skills Training for Estate Planners, New York, NY(07.12.18)
  • 07.11.18Planning for the Probate Contest, RPTE Skills Training for Estate Planners, New York, NY
  • Planning for the Probate Contest, RPTE Skills Training for Estate Planners, New York, NY(07.11.18)
  • 06.26.18Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests, Estate Planning in Depth, Madison, WI
  • Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests, Estate Planning in Depth, Madison, WI(06.26.18)
  • 06.15.18Midstream Oil and Gas M&A Deal Point Study – Presentation to legal department of NYSE-listed midstream O&G industry client, Houston, Texas
  • Midstream Oil and Gas M&A Deal Point Study – Presentation to legal department of NYSE-listed midstream O&G industry client, Houston, Texas(06.15.18)
  • 06.15.18Grading the Appraiser’s Report: How to Read Valuations for Transfer Tax Purposes, Advanced Estate Planning & Probate, Dallas, TX
  • Grading the Appraiser’s Report: How to Read Valuations for Transfer Tax Purposes, Advanced Estate Planning & Probate, Dallas, TX(06.15.18)
  • 05.23.18Speaker, Understanding Convertible Debt Financings, MassChallenge Texas Fundraising Week
  • Speaker, Understanding Convertible Debt Financings, MassChallenge Texas Fundraising Week (05.23.18)
  • 05.11.18Powell Proof Your Partnership, RPTE 2018 Spring Symposia, Orlando, FL
  • Powell Proof Your Partnership, RPTE 2018 Spring Symposia, Orlando, FL(05.11.18)
  • 05.10.18Structured Dismissals in a Post-Jevic World (Southern District of Texas Bankruptcy Bench-Bar Conference)
  • Structured Dismissals in a Post-Jevic World (Southern District of Texas Bankruptcy Bench-Bar Conference)(05.10.18)
  • 04.27.18Bitcoin and Blockchain: U.S. Regulatory Considerations and Resources
  • Bitcoin and Blockchain: U.S. Regulatory Considerations and Resources(04.27.18)
  • 04.26.18The New Disability Claims Regulations, ALI-CLE, The Year in Employee Benefits
  • The New Disability Claims Regulations, ALI-CLE, The Year in Employee Benefits(04.26.18)
  • 04.26.18The Prerogatives of Privilege—The Ethics of Protecting Our Planning Clients, Even from Themselves!, Planned Giving Council of Houston, Houston, TX
  • The Prerogatives of Privilege—The Ethics of Protecting Our Planning Clients, Even from Themselves!, Planned Giving Council of Houston, Houston, TX(04.26.18)
  • 04.19.18Avoiding Audit on Your Valuation Journey—The Art of Crafting Defensible Appraisals, Sioux Falls Estate Planning Council, Sioux Falls, SD
  • Avoiding Audit on Your Valuation Journey—The Art of Crafting Defensible Appraisals, Sioux Falls Estate Planning Council, Sioux Falls, SD(04.19.18)
  • 03.28.18Texas Hedge Fund Association, Cryptocurrency Event, Panelist
  • Texas Hedge Fund Association, Cryptocurrency Event, Panelist(03.28.18)
  • 03.27.18Presenter, ALI-CLE Webinar, Executive Compensation Issues for Tax Exempts: The New Rules under Tax Reform
  • Presenter, ALI-CLE Webinar, Executive Compensation Issues for Tax Exempts: The New Rules under Tax Reform(03.27.18)
  • 03.27.18Winstead University, Bitcoin & Blockchain U.S. Regulatory Considerations & More!, Presenter
  • Winstead University, Bitcoin & Blockchain U.S. Regulatory Considerations & More!, Presenter(03.27.18)
  • 03.27.18Advising Tax Exempt Compensation Committees in Light of New Code section 4960, ALI-CLE
  • Advising Tax Exempt Compensation Committees in Light of New Code section 4960, ALI-CLE(03.27.18)
  • 03.09.18SoFin @ SXSW, Presenter
  • SoFin @ SXSW, Presenter(03.09.18)
  • 03.02.18Panelist, Indiana University Kelley School of Business, 2nd Annual Women’s Leadership Summit
  • Panelist, Indiana University Kelley School of Business, 2nd Annual Women’s Leadership Summit(03.02.18)
  • 03.01.18Top Tips for Avoiding Litigation…or Costly Litigation, Two Degrees
  • Top Tips for Avoiding Litigation…or Costly Litigation, Two Degrees(03.01.18)
  • 03.01.18How to Succeed as a First Year-Associate, The University of Houston Law Center
  • How to Succeed as a First Year-Associate, The University of Houston Law Center(03.01.18)
  • 02.22.18What’s on Our Desk – ‘Top 5’ List of Practitioner Issues for the DOL, 2018 Joint Tax-Exempt & Government Entities Council Employee Plans & Exempt Organizations Annual Meeting - Baltirmore, MD
  • What’s on Our Desk – ‘Top 5’ List of Practitioner Issues for the DOL, 2018 Joint Tax-Exempt & Government Entities Council Employee Plans & Exempt Organizations Annual Meeting - Baltirmore, MD(02.22.18)
  • 02.15.18Understanding Issues in Contract Administration
  • Understanding Issues in Contract Administration(02.15.18)
  • 02.07.18Panelist, 31st Texas Bar Advanced Intellectual Property Law Workshop: Cybersecurity, Making Sense of the Patchwork of Cybersecurity Laws, What is Reasonable?
  • Panelist, 31st Texas Bar Advanced Intellectual Property Law Workshop: Cybersecurity, Making Sense of the Patchwork of Cybersecurity Laws, What is Reasonable?(02.07.18)
  • 02.01.18Corporate Personhood: Limits and Possibilities, The Center for Ethics and Leadership, Austin, Texas
  • Corporate Personhood: Limits and Possibilities, The Center for Ethics and Leadership, Austin, Texas(02.01.18)
  • 02.01.18#unplug?: Legal Ethics for Employers in an Online World, The Association of Corporate Counsel
  • #unplug?: Legal Ethics for Employers in an Online World, The Association of Corporate Counsel(02.01.18)