69^th Annual

Taxation Conference

Austin Dec 1-2, 2021 AT&T Conference Center
Conference Concluded

Live Webcast Dec 1-2, 2021
Conference Concluded

Overview

UT Law CLE’s 69th Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape.

Hear an update from Commissioner Charles P. Rettig of the Internal Revenue Service.
Gain tips, best practices, and guidance for virtual and in-person trials at the United States Tax Court with Hon. Elizabeth A. Copeland.
Analyze the tax considerations and developments for virtual currencies including estate, audit, tax penalties, and client relationship concerns.
Review updates in state and federal income taxation, including changes to the Internal Revenue Code, refund claims, audit assessments, employee benefits, partnership audit rules, and carried interests.

Following the conference, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.

Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 December 1, 2021
Day 2 December 2, 2021

Time

Credit

Subject

Speaker
Wednesday Morning, Dec. 1, 2021
Presiding Officer:
Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
7:30 am
Austin Only

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

2.00 hrs

Recent Developments in Federal Income Taxation

Review significant court decisions, rulings, and statutory and regulatory developments of the past year.

Bruce A. McGovern, South Texas College of Law Houston - Houston, TX

Bruce A. McGovern, South Texas College of Law Houston - Houston, TX
10:30 am

15-Minute Break
10:45 am

1.00 hr

New Developments in Texas Taxes

Texas tax laws and rules have quickly changed. Our Legislature enacted laws allowing direct access to the courts for refund claims and challenging audit assessments without first paying the contested taxes. Meanwhile, the Comptroller made sweeping changes to his rules for apportionment and research incentives. Learn about these changes and how they will affect Texas taxpayers.

Jimmy Martens, Martens, Todd & Leonard - Austin, TX

Jimmy Martens, Martens, Todd & Leonard - Austin, TX
11:45 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Wednesday Afternoon, Dec. 1, 2021
Presiding Officer:
Maxine Aaronson, Attorney at Law - Dallas, TX
LUNCHEON PRESENTATION
THANK YOU TO OUR LUNCHEON SPONSOR
12:15 pm

1.00 hr

Luncheon Presentation with Commissioner Charles P. Rettig

Charles P. Rettig, Internal Revenue Service - Washington, DC

Charles P. Rettig, Internal Revenue Service - Washington, DC
1:15 pm

15-Minute Break
1:30 pm

1.00 hr

Legislative Update

This presentation covers pending or recently enacted legislation with a particular focus on U.S. international tax provisions.

Christopher Hanna, Southern Methodist University Dedman School of Law - Dallas, TX

Christopher Hanna, Southern Methodist University Dedman School of Law - Dallas, TX
2:30 pm

1.00 hr

Employee Benefits Issues

A survey of the changing landscape of employee benefits during 2021, including legislative changes from the Consolidated Appropriations Act, 2021, the American Rescue Plan Act and guidance on COVID relief efforts, retirement plan changes and other benefits changes. A brief overview of cybersecurity-related to benefit plans, and of new developments with respect to deferred compensation and 409A.

Greta E. Cowart, Jackson Walker LLP - Dallas, TX

Greta E. Cowart, Jackson Walker LLP - Dallas, TX
3:30 pm

15-Minute Break
3:45 pm

1.00 hr
0.25 hr ethics

Important Tax Considerations for Cryptocurrencies

Cryptocurrencies such as bitcoin and other virtual currencies, stablecoins and tokens, are receiving significant attention from financial market participants, investors, Congress, the courts, and the IRS. This presentation highlights the important tax considerations and new developments for virtual currencies including estate, audit, tax penalties, and client relationship concerns.

Stevie D. Conlon, Wolters Kluwer - Chicago, IL

Stevie D. Conlon, Wolters Kluwer - Chicago, IL
4:45 pm

Adjourn

Time

Credit

Subject

Speaker
Thursday Morning, Dec. 2, 2021
Presiding Officer:
Donald O. Jansen, The University of Texas System - Austin, TX
7:30 am
Austin Only

Continental Breakfast and Conference Room Opens

THANK YOU TO OUR BREAKFAST SPONSOR
8:25 am

Morning Announcements
8:30 am

1.00 hr

Preparing for Your First Partnership Audit Under the New Rules

The new partnership audit rules went into effect in 2018 and, with the IRS’s increased emphasis on partnership audits, many partnerships may experience their first audit under the new rules soon. Explore the new rules and tips for surviving your first audit.

Lee Meyercord, Holland & Knight LLP - Dallas, TX
Mary A. McNulty, Holland & Knight LLP - Dallas, TX

Lee Meyercord, Holland & Knight LLP - Dallas, TX
Mary A. McNulty, Holland & Knight LLP - Dallas, TX
9:30 am

1.00 hr

Developments Concerning Carried Interests

A focus on the various legislative and regulatory approaches being taken with respect to the taxation of carried interests, as well as the issues concerning the structuring of carried interests and fee waivers.

Richard M. Lipton, Baker McKenzie LLP - Dallas, TX

Richard M. Lipton, Baker McKenzie LLP - Dallas, TX
10:30 am

15-Minute Break
10:45 am

1.00 hr
0.25 hr ethics

Employment Tax Update: Worker Classification, It’s Not Just About Gig Workers

An update on the most recent case law, including gig worker issues, and other tax issues related to worker classification. These issues have been highlighted recently by the gig worker cases, but continue to have a wide-range impact on other industries as well. Hear an update on settlement opportunities and initiatives for employers, and potential state tax implications.

Christina A. Mondrik, Mondrik & Associates - Austin, TX

Christina A. Mondrik, Mondrik & Associates - Austin, TX
11:45 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Dec. 2, 2021
Presiding Officer:
Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
LUNCHEON PRESENTATION
THANK YOU TO OUR LUNCHEON SPONSOR
12:15 pm

1.00 hr

The Good, the Bad and the UGLY in Tax Court Trials: A Luncheon Presentation with Judge Elizabeth A. Copeland

Compare and contrast the United States Tax Court’s virtual Zoomgov trials with live in-person trials and hear tips on what works in each, what doesn’t, what to expect, and best practices.

Hon. Elizabeth A. Copeland, United States Tax Court - Washington, DC

Hon. Elizabeth A. Copeland, United States Tax Court - Washington, DC
1:15 pm

15-Minute Break
1:30 pm

1.50 hrs

What Does Enforcement Look Like Today?

While Congress debates whether to fund more IRS enforcement, the Service continues to prioritize certain audit and criminal enforcement issues. Discuss areas of current IRS focus, such as John Doe summonses, conservation easements, captive insurance, employment taxes, passport restrictions, repatriation of assets, innocent spouse claims in the Tax Court, information return penalties, and regulation of return preparers.

Moderator:
Larry A. Campagna, Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. - Houston, TX
Panelist:
Hon. Elizabeth A. Copeland, United States Tax Court - Washington, DC
Charles J. "Chad" Muller III, Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX
Materials By:
Steve Toscher, Hochman Salkin Toscher Perez P.C. - Beverly Hills, CA

Moderator:
Larry A. Campagna, Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. - Houston, TX
Panelist:
Hon. Elizabeth A. Copeland, United States Tax Court - Washington, DC
Charles J. "Chad" Muller III, Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX
Materials By:
Steve Toscher, Hochman Salkin Toscher Perez P.C. - Beverly Hills, CA
3:00 pm

10-Minute Break
3:10 pm

1.00 hr

Legislative Changes As They Affect Your Daily Practice

The administration has proposed significant changes to the Internal Revenue Code that will impact the advice and planning we do for clients. These speakers discuss the current status of the proposed changes and the current thinking for planning possibilities, taking into account legislative changes that have been enacted and potential future changes.

Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
Richard M. Lipton, Baker McKenzie LLP - Dallas, TX

Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
Richard M. Lipton, Baker McKenzie LLP - Dallas, TX
4:10 pm

1.00 hr

Creative Charitable Giving Tools Your Clients Can Use, Including Use of Donor Advised Funds

Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore key factors to consider when comparing donor advised funds and private foundations. Design split-interest trusts to fit your clients’ needs. Consider using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
5:10 pm

Adjourn

Day 1 December 1, 2021
Day 2 December 2, 2021

Download Schedule

Conference Faculty

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Larry A. Campagna

Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.
Houston, TX

Stevie D. Conlon

Wolters Kluwer
Chicago, IL

Michael L. Cook

Cook Brooks Johnson PLLC
Austin, TX

Hon. Elizabeth A. Copeland

United States Tax Court
Washington, DC

Greta E. Cowart

Jackson Walker LLP
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Christopher Hanna

Southern Methodist University Dedman School of Law
Dallas, TX

Richard M. Lipton

Baker McKenzie LLP
Dallas, TX

Jimmy Martens

Martens, Todd & Leonard
Austin, TX

Bruce A. McGovern

South Texas College of Law Houston
Houston, TX

Mary A. McNulty

Holland & Knight LLP
Dallas, TX

Lee Meyercord

Holland & Knight LLP
Dallas, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller III

Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX

Charles P. Rettig

Internal Revenue Service
Washington, DC

Steve Toscher

Hochman Salkin Toscher Perez P.C.
Beverly Hills, CA

Planning Committee

Stanley L. Blend—Co-Chair

Clark Hill, PLC
San Antonio, TX

Michael L. Cook—Co-Chair

Cook Brooks Johnson PLLC
Austin, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

R. Gordon Appleman

Holland & Knight LLP
Fort Worth, TX

Barbara Spudis de Marigny

Baker Botts
Houston, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Lawrence B. Gibbs

Former Commissioner, IRS, Miller & Chevalier
Washington, DC

Christopher Hanna

Southern Methodist University Dedman School of Law
Dallas, TX

Donald O. Jansen

The University of Texas System
Austin, TX

Calvin H. Johnson

The University of Texas School of Law
Austin, TX

Jimmy Martens

Martens, Todd & Leonard
Austin, TX

Kenton E. McDonald

McDonald & Adkins, LLP
Corpus Christi, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller III

Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX

Patrick L. O'Daniel

Norton Rose Fulbright
Austin, TX

T. Charles Parr III

ABIP, P.C.
San Antonio, TX

Robert J. Peroni

The University of Texas School of Law
Austin, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

MCLE Credit

Texas – 14.50 hrs | 0.50 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 14.50 hrs | 0.50 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 17.50 hrs | 0.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 14.50 hrs | 0.50 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 14.50 hrs | 0.50 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 17.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

National Accounting CPE – 17.50 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 17.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

MCLE Credit

Texas – 14.50 hrs | 0.50 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 14.50 hrs | 0.50 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 17.50 hrs | 0.50 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 14.50 hrs | 0.50 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 14.50 hrs | 0.50 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 17.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account.Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

TX Accounting CPE – 17.50 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Dec 1-2, 2021 – AT&T Conference Center

Conference Concluded

Live Webcast – Dec 1-2, 2021

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $475.00 Regular pricing: Oct 15, 2021
$575.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $430.00 Regular pricing: Oct 15, 2021
$520.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $380.00 Regular pricing: Oct 15, 2021
$460.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 24, 2021
$50 processing fee applied after this date
Last day for cancellation: Nov 29, 2021

Venue

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $189 per night. Special room rate is available until November 1, or until the room block is exhausted, whichever comes first. You can reserve by calling 877-744-8822 and mentioning "Taxation & Estate Planning Conference" or by visiting their website here.

Parking Information

Parking is available in the hotel's attached garage, as well as Rowling Hall Garage. Both garage entrances are located on W 20th St. Guests may self-park or use the hotel's valet services at the University Avenue entrance. Parking rates are subject to change without notice.

Self-parking fees:

Hourly Parking:
0-30 minutes, $3
31-60 minutes, $4
1– 2 hours, $6
2– 3 hours, $9
3– 4 hours, $12
4– 5 hours, $15
5– 8 hours, $18
8– 24 hours, $21

Overnight Guests:
Hotel guests may obtain a parking card at the front desk for $21 per night.

Valet Parking Rates:

Daily valet: $21
Overnight valet: $35

Additional Information

The conference will take place in the Grand Ballroom at the AT&T Center. If you self-park in the AT&T Conference Center Garage, please take the conference center elevators to level “M3" and follow signs to the Grand Ballroom. If you park in Rowling Hall Garage, please take the elevators to level “B1” and walk across the courtyard to the Conference Center, where you can take the elevators to level "M3" Grand Ballroom.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Clark Hill, PLC

Clark Hill, PLC
www.clarkhill.com

Clark Hill is a full service international law firm with 27 offices in the United States, Ireland, and Mexico. In Texas, Clark Hill has offices in Austin, Beaumont, Collin County, Dallas, Houston, and San Antonio. While Clark Hill is full service, it has a significant practice in tax and estate planning. To establish its presence in Texas, Clark Hill merged with the Strasburger firm in 2018, which seven years earlier had merged with Oppenheimer, Blend, Harrison and Tate, a San Antonio firm with a strong presence in tax and estate planning. Clark Hill is pleased to be a sponsor of the University of Texas Annual Tax program.
Baker Botts

Baker Botts
www.bakerbotts.com

Since 1840, Baker Botts has been among the leading law firms. Today, with 725 lawyers based in 13 locations around the world, it ranks among the largest global law firms in scope and influence. We focus on providing full service in the energy and technology sectors. We regularly work with project companies, banks, insurance companies, investment firms, governmental agencies, non-profit organizations, individuals, estates and partnerships. Baker Botts represents most of the Fortune 100 companies, as well as many individuals and small and medium sized business entities.

Baker Botts’ market leading practices advise clients on cutting edge issues in all manner of tax matters; project development and finance; international trade; corporate finance and securities; legislative, administrative and regulatory activities; civil and white-collar criminal defense, litigation, arbitration; real estate; intellectual property; government contracts law; and environmental matters. We are chosen for experience in representing clients in novel and innovative projects, and for matters that can determine the success or failure of a company. Trust is a cornerstone of all our client relationships.
Frost Wealth Advisors

Frost Wealth Advisors
www.frostbank.com

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $47 billion in assets at September 30, 2021. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
Martens, Todd, & Leonard

Martens, Todd, & Leonard
www.texastaxlaw.com

A boutique law firm located in downtown Austin, Texas. We limit our practice to handling Texas tax controversies and litigation. We represent clients in all stages: including audits, administrative hearings, trials, and appeals. We have successfully tried numerous Texas sales tax and franchise tax cases and handled the ensuing appeals: Combs v. Roark Amusement & Vending, L.P.; Hegar v. Gulf Copper and Manufacturing Corp.; Titan Transportation, L.P. v. Combs; Combs v. Newpark Resources, Inc.; Hegar v. CGG Veritas Services (U.S.), Inc.; Pointsmith Point-of-Purchase Management Services, L.P. v. Hegar; Garriott v. Combs; L.P.; Taylor & Hill, Inc. v. Combs.
McDonald & Adkins, LLP

McDonald & Adkins, LLP
mcdonaldadkins.com

Significant businesses throughout Texas rely on McDonald & Adkins, LLP, for experienced counsel and representation.

With over 44 years of experience, Kenton McDonald’s practice is focused on helping clients structure their businesses and transactions in a tax-advantaged manner; structure their estates to minimize estate taxes; and contest unfavorable actions proposed by the IRS.

With 30 years’ experience as a trial attorney, Alissa Adkins has a broad civil litigation practice involving contested matters in state and federal trial and appellate courts, including the U.S. Bankruptcy Court.

McDonald & Adkins, LLP, has been selected by U.S. News and World Report as a top tier law firm for Tax Law.

Taxation Conference

Overview

Event Schedule

Wednesday Morning, Dec. 1, 2021

Wednesday Afternoon, Dec. 1, 2021

Thursday Morning, Dec. 2, 2021

Thursday Afternoon, Dec. 2, 2021

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Additional Information

Our Sponsors

Clark Hill, PLC

Baker Botts

Frost Wealth Advisors

Martens, Todd, & Leonard

McDonald & Adkins, LLP

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