73^rd Annual

Taxation Conference

Austin Dec 3-4, 2025 AT&T Conference Center $695 Individual | $795 after Nov 19 $625 Group rate per person (5 registrants minimum) | $725 after Nov 19 $555 Group rate per person (10 registrants minimum) | $655 after Nov 19

Live Webcast Dec 3-4, 2025 $795 Individual $715 Group rate per person (5 registrants minimum) $635 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Overview

UT Law CLE’s 73rd 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.

We're continuing the prior year's agenda format! The topics are grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday for Focus on Business Planning and Thursday for Focus on Tax Controversy.

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

Highlights and Learning Outcomes:

Gain insights into recent federal and state tax legislative, regulatory, and judicial developments and their implications for tax planning and compliance.
Learn how to apply current IRS guidance and best practices to the taxation of cryptocurrency, digital assets, and data-driven substantiation of tax positions.
Assess ethical considerations and professional responsibilities under Circular 230 and IRS enforcement procedures, including administrative summonses and grand jury subpoenas.
Develop strategies for handling refund claims, including navigating procedural requirements, forum selection, and common pitfalls in litigation.
Integrate insights from expert practitioners to enhance tax advisory services and advocacy in a rapidly evolving regulatory environment.

Event Schedule

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

Day 1 December 3, 2025
Day 2 December 4, 2025

Time

Credit

Subject

Speaker
Wednesday Morning, Dec. 3, 2025
Presiding Officer:
Craig M. Bergez, Porter Hedges LLP - Houston, TX
Thank You to Our Premier Sponsor
7:30 am
Austin Only

Continental Breakfast and Registration Opens
8:30 am

Welcoming Remarks
8:45 am

1.00 hr

Advanced Section 1031 Problems

Current strategies for addressing the most challenging problems when planning for and structuring Section 1031 transactions, including partnership split ups, exchanges of underwater properties, and a comparison of the pros and cons of drop and swaps versus Delaware Statutory Trusts.

Todd Keator, Deloitte Tax LLP - Dallas, TX

Todd Keator, Deloitte Tax LLP - Dallas, TX
9:45 am

1.00 hr

Startup Financing: The Tax Aspects of SAFEs and Convertible Notes

Startup companies often need to raise capital between priced financing rounds. Doing so by entering into convertible notes or a Simple Agreement for Future Equity ("SAFE") is popular, but comes with substantial uncertainty regarding tax treatment and outcomes. This presentation covers common structures for SAFEs and convertible notes, key tax considerations, strategies to mitigate adverse outcomes, and other related matters.

Lesley P. Adamo, Lowenstein Sandler LLP - New York, NY
Daniel Mayo, Withum - Red Bank, NJ

Lesley P. Adamo, Lowenstein Sandler LLP - New York, NY
Daniel Mayo, Withum - Red Bank, NJ
10:45 am

15-Minute Break
11:00 am

1.00 hr

Taxation of Cryptocurrency and Digital Assets

A review of the tax considerations and concerns associated with acquiring, holding, and transacting in cryptocurrency and digital assets.

Joshua Smeltzer, Gray Reed - Dallas, TX

Joshua Smeltzer, Gray Reed - Dallas, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Wednesday Afternoon, Dec. 3, 2025
Presiding Officer:
Jaime Vasquez, Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX
LUNCHEON PRESENTATION
12:30 pm

1.00 hr

Federal Tax Legislative Update

Hear about the current tax policy landscape, including recently enacted legislation and the prospects for additional legislation.

Marc J. Gerson, Miller & Chevalier Chartered - Washington, DC

Marc J. Gerson, Miller & Chevalier Chartered - Washington, DC
Thank You to Our Wednesday Luncheon Sponsor
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

Into the Depths of Grayness: Navigating State Income Taxation of Nonresident Individuals

Under well-established constitutional principles, states are allowed to tax resident taxpayers on all of their income, wherever derived, whereas nonresident taxpayers are subject to tax only on their income derived from sources in the nonresident state. But it's not as simple as that. The scope of nonresident taxation can be surprisingly broad. Address a number of potential challenges that nonresident taxpayers face.

Debra Silverman Herman, Hodgson Russ LLP - New York, NY

Debra Silverman Herman, Hodgson Russ LLP - New York, NY
2:45 pm

1.00 hr ethics

What You Need to Know About the IRS Office of Professional Responsibility and Circular 230

Join Sharyn Fisk, the former Director of the IRS Office of Professional Responsibility, for an insider’s view of OPR, including a discussion of recent developments, current trends, and how these changes will affect your practice.

Sharyn Fisk, Cal Poly Pomona - Los Angeles, CA

Sharyn Fisk, Cal Poly Pomona - Los Angeles, CA
3:45 pm

15-Minute Break
4:00 pm

1.00 hr

Partnership Taxation: New Rules Governing the Allocation of Debt Among Partners

Discuss recently issued final regulations regarding the allocation of debt among partners, including the changes made to the core rules governing recourse liabilities.

Mark Melton, Holland & Knight - Dallas, TX

Mark Melton, Holland & Knight - Dallas, TX
5:00 pm

Adjourn
Austin Only

Meet the Speakers Reception (in Austin from 5:00 p.m. - 6:00 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.

Thank You to Our Reception Sponsor

Time

Credit

Subject

Speaker
Thursday Morning, Dec. 4, 2025
Presiding Officer:
Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
Thank You to Our Premier Sponsor
8:00 am
Austin Only

Continental Breakfast and Conference Room Opens

Thank You to Our Thursday Breakfast Sponsor
8:30 am

1.00 hr

Recent Developments

A review of significant court decisions, rulings, and statutory and regulatory developments from the past year.

Cassady V. Brewer, Carlton Fields, P.A. - Atlanta, GA

Cassady V. Brewer, Carlton Fields, P.A. - Atlanta, GA
9:30 am

1.00 hr

Texas Tax Update

An update on Texas tax cases, new legislation, and rulings from the past year.

Karey Barton, KPMG - Austin, TX

Karey Barton, KPMG - Austin, TX
10:30 am

15-Minute Break
10:45 am

1.00 hr

What to Do With All the Data? Substantiating Tax Positions in the Face of Tidal Waves of Data

In 2025, daily data creation is projected to increase to 495.89 million terabytes, with annual data generation reaching 181 zettabytes. Data is created through every digital process – electronic transactions, smart phones, social media, and live video feeds. All of this is “big data.” Explore how the rise in big data has revolutionized interactions and the exchange of information between taxpayers and tax authorities, and how to best advocate for your client in the Digital Age.

Melissa L. Wiley, Kostelanetz LLP - Washington, DC

Melissa L. Wiley, Kostelanetz LLP - Washington, DC
11:45 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Dec. 4, 2025
Presiding Officer:
Joshua Smeltzer, Gray Reed - Dallas, TX
LUNCHEON PRESENTATION
12:15 pm

1.00 hr

How the IRS is Using AI and Other Advanced Tools to Improve Compliance and Increase Efficiency

Former IRS Commissioner Charles P. Rettig will discuss how the IRS is leveraging artificial intelligence and sophisticated data analytics to curtail abuse, drive innovation, and increase efficiency at all levels of the IRS.

Charles P. Rettig, Chamberlain Hrdlicka - Los Angeles, CA

Charles P. Rettig, Chamberlain Hrdlicka - Los Angeles, CA
Thank You to Our Thursday Luncheon Sponsor
1:15 pm

15-Minute Break
1:30 pm

1.00 hr
0.50 hr ethics

Responding to Administrative Summonses and Grand Jury Subpoenas

Learn best practices for minimizing adverse consequences to your client’s business and personal life when faced with one of these investigative tools. Explore what to do both before and after an IRS Special Agent shows up with a summons or grand jury subpoena; the ethical implications surrounding representing a client who has received one of these notices, and responding when one of these documents has been issued to the client’s business, related parties, and third party contacts.

Guinevere M. Moore, Moore Tax Law Group - Chicago, IL
R. Damon Rowe, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX

Guinevere M. Moore, Moore Tax Law Group - Chicago, IL
R. Damon Rowe, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
2:30 pm

1.00 hr

You Can’t Always Get What You Want… But You Can Try Sometimes: The Latest Tax Court Jurisdictional Disputes and Other Rolling Topics

Tax Court litigation continues to evolve. Discuss challenges created by recent developments including the effect of Jarkesy v. SEC on penalty assessments and the National Tapayer Advocate's recent recommendations to subject assessable penalties to the deficiency procedures and to extend the Court's jurisdiction to refund cases.

Michel R. Stein, Hochman Salkin Toscher Perez P.C. - Beverly Hills, CA

Michel R. Stein, Hochman Salkin Toscher Perez P.C. - Beverly Hills, CA
3:30 pm

15-Minute Break
3:45 pm

1.50 hrs

Refund Claims: A Field Guide

A practical guide to the rules, strategies, and best practices for handling a refund claim with an emphasis on avoiding traps for the unwary. Address the administrative prerequisites to filing suit, choice of forum, the variance doctrine, the full payment rule, offsets, abatements, statutes of limitations, and other common pitfalls.

Michael W. May, Department of Justice - Dallas, TX
Shawn O'Brien, McDermott Will & Schulte - Houston, TX

Michael W. May, Department of Justice - Dallas, TX
Shawn O'Brien, McDermott Will & Schulte - Houston, TX
5:15 pm

Adjourn

Day 1 December 3, 2025
Day 2 December 4, 2025

Download Schedule

Conference Faculty

Lesley P. Adamo

Lowenstein Sandler LLP
New York, NY

Karey Barton

KPMG
Austin, TX

Cassady V. Brewer

Carlton Fields, P.A.
Atlanta, GA

Sharyn Fisk

Cal Poly Pomona
Los Angeles, CA

Marc J. Gerson

Miller & Chevalier Chartered
Washington, DC

Debra Silverman Herman

Hodgson Russ LLP
New York, NY

Todd Keator

Deloitte Tax LLP
Dallas, TX

Michael W. May

Department of Justice
Dallas, TX

Daniel Mayo

Withum
Red Bank, NJ

Mark Melton

Holland & Knight
Dallas, TX

Guinevere M. Moore

Moore Tax Law Group
Chicago, IL

Shawn O'Brien

McDermott Will & Schulte
Houston, TX

Charles P. Rettig

Chamberlain Hrdlicka
Los Angeles, CA

R. Damon Rowe

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

Joshua Smeltzer

Gray Reed
Dallas, TX

Michel R. Stein

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

Melissa L. Wiley

Kostelanetz LLP
Washington, DC

Planning Committee

Craig M. Bergez—Chair

Porter Hedges LLP
Houston, TX

Michael L. Cook—Vice-Chair

Cook Brooks Johnson PLLC
Austin, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

R. Gordon Appleman

Fort Worth, TX

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Barbara Spudis de Marigny

Baker Botts
Houston, TX

Christina Doherty

FCA Corp
Houston, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Aparna Koneru

EY
Houston, TX

Gordon J. Martens

Martens Law
Austin, TX

Kenton E. McDonald

McDonald & Adkins, LLP
Corpus Christi, TX

Lee Meyercord

Holland & Knight
Dallas, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Fred F. Murray

Gainesville, FL

Patrick L. O'Daniel

Norton Rose Fulbright US LLP
Austin, TX

T. Charles Parr III

ABIP, P.C.
San Antonio, TX

Robert D. Probasco

Texas A&M University School of Law
Fort Worth, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Joshua Smeltzer

Gray Reed
Dallas, TX

Jaime Vasquez

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

MCLE Credit

Texas – 14.50 hrs | 1.50 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 | 1.50 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 | 2.00 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 | 1.50 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 | 1.50 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

National Accounting CPE – 17.40 hrs

TX Accounting CPE – 17.40 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 | 1.50 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 | 1.50 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 | 2.00 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 | 1.50 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 | 1.50 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

National Accounting CPE – 17.40 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-Internet Based

To comply with NASBA Standards, attendees claiming CPE credit must select NASBA CPE in the "Choose Your Credit" pop-up window that appears when you sign into the webcast. Once you have selected this option you will receive random verification pop-ups through out the webcast that you must acknowledge. Your acknowledgment of the pop-ups will inform how much credit you are able to claim at the end of the program. Electronic attendance sign-in sheets will be shared in the webcast chat throughout the program. You will need your CPA license number to sign in. You will also need to make sure you that you complete the sign-in documents as they are shared. Once the program concludes you will need to claim your credit in the system, using the orange "Claim Credit" button at the bottom of the webcast player page. Once this is completed you will be able to download your Certificate of Completion that you may use to report your credit to the appropriate state board of accountancy. Please contact us at accreditation@utcle.org if you have additional questions or concerns regarding verification pop-ups, sign-in sheets, or your certificate of attendance.

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 – 17.40 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 3-4, 2025 – AT&T Conference Center

Live Webcast – Dec 3-4, 2025

Austin
Live Webcast

Individual
Last day for $695.00 Regular pricing: Nov 19, 2025
$795.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $625.00 Regular pricing: Nov 19, 2025
$725.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $555.00 Regular pricing: Nov 19, 2025
$655.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 21, 2025
$50 processing fee applied after this date
Last day for cancellation: Nov 24, 2025

Individual
$795.00

Group (5 registrants minimum)
$715.00

Group (10 registrants minimum)
$635.00

Add-on (in-person registration required)
$100.00

Cancellation Policy
Last day for full refund cancellation: Nov 21, 2025
$50 processing fee applied after this date
Last day for cancellation: Nov 24, 2025

Venue

AT&T Conference Center

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

Accommodations

Our room block has sold out. Nearby hotels:
The Otis Hotel Austin
AC Hotel by Marriott Austin-University
Hilton Garden Inn Austin University Capitol District
Hotel Ella
DoubleTree Suites by Hilton Hotel Austin

Parking Information

Parking is available in the conference center'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
Lost ticket, $42

Valet Parking Rates:
Daily valet: $21
Overnight valet: $38

Additional Information

The Conference will take place in Classroom 203, which is located on level M2 of the conference center.

Our Sponsors

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

Chamberlain Hrdlicka

Chamberlain Hrdlicka
www.chamberlainlaw.com

Chamberlain Hrdlicka is a diversified business firm with offices in Atlanta, Houston, Philadelphia and San Antonio. The firm represents both public and private companies, as well as individuals and family-owned businesses across the nation. The firm offers counsel in appellate law, bankruptcy, commercial and probate litigation, construction law, corporate, employee benefits, energy and maritime law, ERISA, estate planning and administration, intellectual property, international and immigration law, labor and employment, privacy and data security, real estate, securities and finance, tax controversy and tax planning.
ABIP, P.C.

ABIP, P.C.
www.abipcpa.com

ABIP is a Texas-based CPA and advisory firm with offices in San Antonio and Houston. ABIP’s client service approach is to seek and assist with value contributions as organizations grow. This approach is collaborative and technical to achieve the desired and unique goals of each client.

While each client has different needs, ABIP’s services help clients focus on their core business. The available services are robust and include access to an international network of member firms. Their clients include privately held businesses, family legacy offices, start-up companies, high-net-worth individuals, non-profits, and government entities. To learn more, please reach us at 210.341.2581.
Gray Reed

Gray Reed
www.grayreed.com

Gray Reed's Tax Practice Group offers comprehensive legal counsel on international and federal tax matters to clients ranging from individuals to multinational corporations. Our expertise spans a wide range of areas, including corporate and partnership taxation, mergers and acquisitions, international tax, cryptocurrency, and tax controversy. Our tax planning and structuring team works closely with clients to structure deals in a cost-effective manner that achieves the client’s objectives with minimal exposure to tax. In tax controversy, we offer skilled representation at all levels, from IRS audits to litigation in federal courts. Many of us hold advanced degrees in tax or accounting, are Board Certified in Tax Law by the Texas Board of Legal Specialization and/or are current or former CPAs. As part of a full-service firm, we can address a broad spectrum of legal needs beyond taxation, serving as trusted advisors throughout our clients' business lifecycles.
Holland & Knight LLP

Holland & Knight LLP
www.hklaw.com

With offices in Dallas, Houston, and Austin, Holland & Knight’s Tax Practice provides guidance on a broad spectrum of tax issues, including transactional planning, tax controversies, and tax policy. Our team of 160 attorneys delivers client value through the coordinated efforts of experienced professionals with a wide range of backgrounds, experiences, and viewpoints. We provide tax advice to wealthy individuals, private equity, the largest Fortune 100 companies, and organizations at the local, state, and federal levels.

Established in 1887, Holland & Knight is a full-service law firm with more than 2,000 attorneys and 35 offices nationwide. Our Firm has been at the forefront of groundbreaking litigation and transactions that have historically shaped the legal and business communities in Texas and the Southwest.
Porter Hedges LLP

Porter Hedges LLP
www.porterhedges.com

Founded in 1981, Porter Hedges is a full-service Houston-based law firm with an office in Oklahoma City. We provide the highest quality work across a range of industries, with particular preeminence in the energy sector. As leading practitioners, we are committed to excellence across our firm and favor an efficient, value-minded approach to serving our clients. We develop practical and integrated solutions to complex challenges that we approach with a business-oriented mindset.

Porter Hedges tax lawyers help businesses, exempt organizations, and individuals plan and achieve their financial objectives while maximizing their tax advantages. We integrate tax planning, transactional assistance, and tax controversy resolution in advising clients on all aspects of federal, state, local, and international taxation. Our tax lawyers regularly assist company owners and executives, chief financial officers, tax directors, bankers, outside accountants, and other advisors in creating sophisticated solutions for complex tax challenges.
Clark Hill, PLC

Clark Hill, PLC
www.clarkhill.com

Clark Hill is a full service international law firm with 29 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.
Hochman Salkin Toscher Perez P.C.

Hochman Salkin Toscher Perez P.C.
www.taxlitigator.com

Founded in 1960, Hochman Salkin Toscher Perez P.C., is internationally recognized as the preeminent tax law firm on the West Coast. The reputation of the firm for excellence and integrity in the tax community is unparalleled. The firm specializes in civil and criminal tax litigation, tax controversies and tax disputes with the federal, state, and local taxing authorities, and white-collar criminal defense. We attract the most difficult cases and produce the best results for clients before the Federal Appellate Courts, the Federal District Courts, the Bankruptcy Courts, the United States Tax Court, and various state courts, including the California Franchise Tax Board California Department of Tax and Fee Administration and the California Employment Development Department.
Martens Law

Martens Law
texastaxlaw.com

Located in the heart of downtown Austin, Martens Law is a boutique firm dedicated to defending taxpayers in Texas tax controversies. With a deep bench of trial and appellate experience, the firm focuses solely on matters involving Texas sales and use tax, franchise (margin) tax, and other state-level taxes including motor fuels, motor vehicle, severance, well servicing, and more.

Martens Law represents clients in administrative audits, hearings, state court trials, and appeals before the State Office of Administrative Hearings, Texas state trial courts, appellate courts, and the Texas Supreme Court. Martens Law has a proven record in minimizing liability, securing refunds, and challenging adverse Texas tax assessments.
McDonald & Adkins, LLP

McDonald & Adkins, LLP
mcdonaldadkins.com

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

With over 48 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 33 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.

Michael Gibbs, former General Counsel and Executive Vice President of Whataburger, is available to provide strategic guidance to clients.

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

Moore Tax Law Group LLC
mooretaxlawgroup.com

Moore Tax Law Group helps United States taxpayers from all over the world resolve significant civil and criminal tax disputes. Managing Member Guinevere Moore is an experienced tax litigator who has mastered the art of defending her clients in high-stakes disputes with state taxing agencies, the IRS, the Department of Justice, and in courts around the country. She works to resolve her cases without the need for a trial, but if a settlement can’t be reached, she is a powerful courtroom litigator. Guinevere is a frequent speaker and author, speaking and conferences worldwide on tax controversy and litigation and routinely publishing in Forbes, Bloomberg, and Tax Notes.
American Academy of Attorney-CPAs

American Academy of Attorney-CPAs
www.attorney-cpa.com

The American Academy of Attorney-CPA is committed to safeguarding the right of the public to access the unique expertise of professionals who are or have been dually-qualified as Attorneys and Certified Public Accountants. Our mission is to provide members with quality education, opportunities to interface with other Attorney-CPAs, and resources to support and develop their professional practices. Dually-licensed Attorney-CPAs offer a far more advanced and superior option than an expert in just a single field. The skillsets required for both of these specialists are unique; the attorney must be able to devise creative and persuasive solutions within the constraints of the law, whereas the CPA can advise on the financial aspects and monetary ramifications of key operating decisions.

Taxation Conference

Overview

Event Schedule

Wednesday Morning, Dec. 3, 2025

Wednesday Afternoon, Dec. 3, 2025

Thursday Morning, Dec. 4, 2025

Thursday Afternoon, Dec. 4, 2025

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

Chamberlain Hrdlicka

ABIP, P.C.

Gray Reed

Holland & Knight LLP

Porter Hedges LLP

Clark Hill, PLC

Hochman Salkin Toscher Perez P.C.

Martens Law

McDonald & Adkins, LLP

Moore Tax Law Group LLC

American Academy of Attorney-CPAs

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