A Winning Proposition: Estate Planning While Divesting Uncle Sam of his Interest in Your Estate

 

You are invited to join an upcoming webinar on this important and timely topic. The panelists will explore tried-and-true ways to pass wealth during life and at death that protect not only your family but also your wealth through the use of trusts. Among other advantages, trusts serve to cut off future creditors and prevent the commingling of separate property with community property. This presentation will also explore potential planning techniques that taxpayers may wish to consider and ways to address the uncertainties of today’s planning environment and mitigate the impact of legislative proposals that could change the legal landscape in the months and years to come. Learn more about each of our panelists below.

Click here to register and submit questions.

BKM Sowan Horan is registered with the Texas State Board of Public Accountancy as a sponsor of continuing professional education. We are currently not a NASBA registered CPE sponsor. As a result, we will be offering CPE for this webinar to Texas CPAs only. Eligibility for CPE will be determined upon registration, and certificates will be issued following the webinar.

Panelist: Tim Horan, Partner, BKM Sowan Horan, LLP

Tim has more than 35 years of experience in public accounting, equipping him to deal effectively on behalf of his clients on issues related to federal and state income tax planning and compliance. Through cost segregation studies, research and development tax credit studies, state income tax nexus studies, acquisition planning, and other tax strategies, Tim has worked closely and collaboratively with clients on tax minimization.

His areas of concentration also include tax controversy, international taxation, transfer pricing, and mergers and acquisitions. His industry experience encompasses professional services, staffing, restaurant and hospitality, real estate, energy, manufacturing, and distribution.

 

Panelist: Brad Marckx, Partner, BKM Sowan Horan, LLP

Brad started his career approximately 25 years ago, working as a revenue agent with the Internal Revenue Service (IRS). The background with the IRS and a Masters Degree in Taxation (MT) from the University of Denver provides a solid foundation in helping businesses, both private and public. Brad’s areas of concentration include federal and state tax planning and compliance, ASC 740, Accounting for income taxes (including documentation of uncertain positions), entity choice, and strategic plans and forecasts.

Brad’s clients benefit from tax strategies that work with the short and long-range business objectives. Listening to individuals and management teams’ objectives and educating them on the tax options provides a collaborative approach. This may include state nexus, mergers, and acquisitions, or other complex situations.

 

Panelist: Anthony Daddino, Managing Partner, Meadows Collier, LLC

Anthony P. Daddino, P.C. is the Managing Partner of the firm. Anthony devotes his practice to handling complex, and often times delicate, tax issues that successful businesses and their owners face.  For nearly two decades, he has counseled clients on income and estate tax issues both in the planning stage (before contact by the Internal Revenue Service) as well as in the controversy stage (after IRS contact).

On planning matters, Anthony commonly works with business entrepreneurs and their families on wealth preservation and transfer strategies. His work focuses on structuring their business and personal financial affairs in a way that accomplishes global wealth preservation goals and that is efficient from both an income and estate and gift tax perspective.

 

Panelist: Jana Simons, Associate, Meadows Collier, LLC

Jana draws from a vast breadth of experience in her law practice. Before joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices. Jana’s business-focused background allows her to understand her clients’ concerns and employ a practical approach to tax, estate, and business planning issues.

She holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning. During her time at Georgetown, Jana served as an extern for the United States Department of Justice, Tax Division. While working on her J.D., Jana completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas.