74^th Annual

Taxation Conference

Austin Dec 2-3, 2026 AT&T Conference Center $725 Individual | $825 after Nov 19 $655 Group rate per person (5 registrants minimum) | $745 after Nov 19 $580 Group rate per person (10 registrants minimum) | $660 after Nov 19

Live Webcast Dec 2-3, 2026 $825 Individual $745 Group rate per person (5 registrants minimum) $660 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Overview

UT Law CLE’s 74th 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.

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

Attorney-CPA Foundation Scholarship Opportunity for Newer Tax Professionals

UT Law CLE is offering a limited number of scholarships that cover the full registration fee for the 74th Annual Taxation Conference and, if desired, the 2026 Stanley M. Johanson Estate Planning Workshop.

Learn more and apply today!

Event Schedule

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

Day 1 December 2, 2026
Day 2 December 3, 2026

Time

Credit

Subject

Speaker
Wednesday Morning, Dec. 2, 2026
Presiding Officer:
Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
Thank You to Our Premier Sponsor
7:30 am

Continental Breakfast and Registration Opens
8:30 am

Welcoming Remarks
8:45 am

1.00 hr

Recent Developments in Federal Taxation

Discuss recent case law and IRS publications reflecting federal tax law.

Stanley L. Blend, Clark Hill, PLC - San Antonio, TX

Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
9:45 am

0.50 hr

Texas Tax Update

Survey the past year’s most significant developments in Texas state and local tax areas, covering recently decided and pending court rulings alongside key Comptroller policy pronouncements to give practitioners the insights they need to navigate an evolving landscape.

Gordon J. Martens, Martens Law - Austin, TX

Gordon J. Martens, Martens Law - Austin, TX
10:15 am

15-Minute Break
10:30 am

1.25 hrs ethics

Ethically Integrating AI Into Your Tax Practice

While AI presents significant opportunities to enhance efficiency, insight, and client service, its value depends on how thoughtfully it is governed and deployed. This presentation addresses the management of AI-related risk, including the importance of human-centric compliance models that address governance, HR, technical infrastructure, and third-party vendors. It will also address how client-driven conversations around AI use and alternative fee arrangements can strengthen trust and drive long-term value.

Travis W. Thompson, Fennemore - Walnut Creek, CA

Travis W. Thompson, Fennemore - Walnut Creek, CA
11:45 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Wednesday Afternoon, Dec. 2, 2026
Presiding Officer:
Joshua Smeltzer, Gray Reed - Dallas, TX
LUNCHEON PRESENTATION
12:15 pm

1.00 hr

Federal Tax Litigation with the reorganized Department of Justice

Discuss the new Tax Litigation Branch of the Department of Justice, including its origin, structure, areas of responsibility, and settlement process. Offer several practical suggestions for resolving cases handled by the Tax Litigation Branch.

Andy Sobotka, U.S. Department of Justice, Tax Division - Dallas, TX

Andy Sobotka, U.S. Department of Justice, Tax Division - Dallas, TX
Thank You to Our Wednesday Luncheon Sponsor
1:15 pm

15-Minute Break
1:30 pm

1.25 hrs
0.25 hr ethics

Rethinking ADR in Tax Matters: Recent Events Create New Opportunities for Taxpayers

Recent changes to the Fast Track Settlement and Post Appeals Mediation programs open up new opportunities for resolving cases at both Examinations and Appeals. This presentation will provide a practical guide to effectively using these new tools to settle cases faster and more efficiently.

Maxine Aaronson, Attorney at Law - Dallas, TX

Maxine Aaronson, Attorney at Law - Dallas, TX
2:45 pm

1.25 hrs

Stacking Solutions: Tax Dischargeability in Chapter 7 and When to Use IRS Resolution Instead

When is bankruptcy the best path for resolving tax debt? Explore the dischargeability of federal tax liabilities under Chapter 7 and how it compares to IRS administrative resolution tools like Collection Due Process, Offers in Compromise, Installment Agreements and Currently Not Collectible status. Also cover real world strategies for stacking IRS resolution programs to bridge gaps before and after bankruptcy and advise clients across both systems.

Eric E. Bononi, Bononi & Company, P.C. - Greensburg, PA
Alyssa Whatley, Frost Law - Annapolis, MD

Eric E. Bononi, Bononi & Company, P.C. - Greensburg, PA
Alyssa Whatley, Frost Law - Annapolis, MD
4:00 pm

15-Minute Break
4:15 pm

1.25 hrs

Employee Retention Tax Credit Update

With the ERC closed to new claims and most remaining cases now sitting in audit, appeal, or active litigation, the battleground has shifted to the courts, where judges across the country are reaching divergent determinations on the meanings and application of the statutory language. Map this fast-developing legal landscape and what the emerging split in authority means as these disputes head toward the appellate courts.

Michelle Abroms Levin, Dentons Sirote - Huntsville, AL
Justin A. Nelson, Susman Godfrey LLP - Houston, TX

Michelle Abroms Levin, Dentons Sirote - Huntsville, AL
Justin A. Nelson, Susman Godfrey LLP - Houston, TX
5:30 pm

Adjourn
Austin Only

Meet the Speakers Reception (in Austin from 5:30 p.m. - 6:30 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. 3, 2026
Presiding Officer:
Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
Thank You to Our Premier Sponsor
8:00 am

Continental Breakfast and Conference Room Opens
8:30 am

1.00 hr

Income Tax Considerations for Non-Resident Investment into the United States

Cover the major considerations and most common planning structures for investment by non-U.S. persons into the U.S. Discuss the use of blocker corporations vs. passthrough structures, income tax treaty considerations, portfolio loan interest structures, and debt vs. equity planning for investments.

Austin C. Carlson, Gray Reed - Houston, TX

Austin C. Carlson, Gray Reed - Houston, TX
9:30 am

1.00 hr

The Limited Partner Exception on Appeal: What Sirius, Soroban, and Denham Capital Mean for Limited Partners and Partnerships

Examine the evolving meaning of “limited partner” for purposes of section 1402(a)(13), focusing on the Fifth Circuit’s decision in Sirius and the pending First and Second Circuit appeals in Denham Capital and Soroban. Address how these decisions will impact limited partners and partnerships in IRS audits and appeals as well as from a planning perspective.

Ossie Borosh, KPMG LLP Washington National Tax - Washington, DC
Lee Meyercord, Holland & Knight - Dallas, TX

Ossie Borosh, KPMG LLP Washington National Tax - Washington, DC
Lee Meyercord, Holland & Knight - Dallas, TX
10:30 am

15-Minute Break
10:45 am

1.50 hrs

Rollovers with Partnerships, S Corporations and QSBS

Provide an overview of the complex issues that arise in rollover transactions involving partnerships, S corporations and section 1202 qualified small business stock. Discuss the mechanics of F reorganizations, disguised sale risks in leveraged partnership buyouts, and traps for the unwary in section 1202 transactions.

Ryan Dobens, KBF Advisory, LLC - Washington, DC
Mark Melton, Holland & Knight LLP - Dallas, TX

Ryan Dobens, KBF Advisory, LLC - Washington, DC
Mark Melton, Holland & Knight LLP - Dallas, TX
12:15 pm
Austin Only

Pick Up Lunch (in Austin)
Thursday Afternoon, Dec. 3, 2026
Presiding Officer:
Gordon J. Martens, Martens Law - Austin, TX
LUNCHEON PRESENTATION
12:45 pm

1.00 hr

Where Do Tax Ideas Come From?

Ideas for tax legislation, regulatory and procedural changes come from many sources. Explore many of these idea generators including reports from various government agencies, hearing testimony, comment letters, advisory groups, and more.

Annette Nellen, San José State University - San José, CA

Annette Nellen, San José State University - San José, CA
1:45 pm

15-Minute Break
2:00 pm

1.00 hr ethics

No Notice? No Appeal? Why Deal Lawyers Must Learn to Plan for the BBA Audit Rules

Significant ethical problems can arise when a partnership’s documents fail to anticipate all of the possibilities under the BBA Audit rules. Focus on real world examples of the economic shifts that can occur between current, former, and future partners and will provide practical advice for avoiding sticky situations before they occur.

Jennifer Breen, Jones Day - Washington, DC

Jennifer Breen, Jones Day - Washington, DC
3:00 pm

1.00 hr

The Great Unknown: What Really Happens When Partners Die?

They say the only certainties in life are death and taxes. If that has always been true, then why do we know so little about what really happens when a partner dies? This presentation unveils the real truth about the “step-up” in basis when a partner dies and what’s left behind for the partnership and its partners. It will discuss planning opportunities before and after death, pitfalls to avoid, and unanswered questions, with a focus on “negative basis” and “negative capital” assets.

Paul S. Lee, Consiglio, Indivisible Partners, LLC - New York, NY

Paul S. Lee, Consiglio, Indivisible Partners, LLC - New York, NY
4:00 pm

15-Minute Break
4:15 pm

1.00 hr

Ins and Outs of Sales Tax on Information Services and Consulting

As the world increases its dependence on data and information, the sales tax framework becomes increasingly murky. Address challenges in categorizing various information-related services for state tax purposes and provide guidance on how to navigate the myriad of exemptions and exclusions surrounding them. Topics include traps for the unwary (such as inadvertently describing an information service as remotely-accessed software), documentation concerns, bundling, and mixed transactions.

DiAndria Green, Bennett Thrasher LLP - Atlanta, GA
Christina A. Mondrik, Mondrik & Associates - Austin, TX

DiAndria Green, Bennett Thrasher LLP - Atlanta, GA
Christina A. Mondrik, Mondrik & Associates - Austin, TX
5:15 pm

Adjourn

Day 1 December 2, 2026
Day 2 December 3, 2026

Download Schedule

Conference Faculty

Maxine Aaronson

Attorney at Law
Dallas, TX

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Eric E. Bononi

Bononi & Company, P.C.
Greensburg, PA

Ossie Borosh

KPMG LLP Washington National Tax
Washington, DC

Jennifer Breen

Jones Day
Washington, DC

Austin C. Carlson

Gray Reed
Houston, TX

Ryan Dobens

KBF Advisory, LLC
Washington, DC

DiAndria Green

Bennett Thrasher LLP
Atlanta, GA

Paul S. Lee

Consiglio, Indivisible Partners, LLC
New York, NY

Michelle Abroms Levin

Dentons Sirote
Huntsville, AL

Gordon J. Martens

Martens Law
Austin, TX

Mark Melton

Holland & Knight LLP
Dallas, TX

Lee Meyercord

Holland & Knight
Dallas, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Annette Nellen

San José State University
San José, CA

Justin A. Nelson

Susman Godfrey LLP
Houston, TX

Andy Sobotka

U.S. Department of Justice, Tax Division
Dallas, TX

Travis W. Thompson

Fennemore
Walnut Creek, CA

Alyssa Whatley

Frost Law
Annapolis, MD

Planning Committee

Michael L. Cook—Chair

Cook Brooks Johnson PLLC
Austin, TX

Joshua Smeltzer—Vice-Chair

Gray Reed
Dallas, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

R. Gordon Appleman

Fort Worth, TX

Craig M. Bergez

Porter Hedges LLP
Houston, TX

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Donald O. Jansen

The University of Texas System
Austin, 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

Patrick L. O'Daniel

Norton Rose Fulbright US LLP
Austin, TX

T. Charles Parr III

ABIP, P.C.
San Antonio, TX

Michael G. Polis

Wilke Fleury
Sacramento, CA

Catherine C. Scheid

Attorney at Law
Houston, TX

MCLE Credit

Texas – 15.00 hrs | 2.50 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 – 15.00 hrs | 2.50 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 – 18.00 hrs | 3.00 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 – 15.00 hrs | 2.50 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 . 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 – Expected – 15.00 hrs | 2.50 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 – 18.00 hrs

TX Accounting CPE – 18.00 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 – 15.00 hrs | 2.50 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 – 15.00 hrs | 2.50 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 – 18.00 hrs | 3.00 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 – 15.00 hrs | 2.50 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 – Expected – 15.00 hrs | 2.50 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 – 18.00 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 National Accounting 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 UT CLE 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 – 18.00 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 2-3, 2026 – AT&T Conference Center

Live Webcast – Dec 2-3, 2026

Austin
Live Webcast

Individual
Last day for $725.00 Regular pricing: Nov 19, 2026
$825.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $655.00 Regular pricing: Nov 19, 2026
$745.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Regular pricing: Nov 19, 2026
$660.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 20, 2026
$50 processing fee applied after this date
Last day for cancellation: Nov 23, 2026

Individual
$825.00

Group (5 registrants minimum)
$745.00

Group (10 registrants minimum)
$660.00

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

Cancellation Policy
Last day for full refund cancellation: Nov 20, 2026
$50 processing fee applied after this date
Last day for cancellation: Nov 23, 2026

Venue

AT&T Conference Center

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

Accommodations

$204 room rate good through November 11, 2026 (subject to availability). Book by calling 877-744-8822 and asking for the 2026 Taxation and Estate Planning Conference room block rate or book online.

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

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.
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.
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.
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. 2, 2026

Wednesday Afternoon, Dec. 2, 2026

Thursday Morning, Dec. 3, 2026

Thursday Afternoon, Dec. 3, 2026

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Our Sponsors

Chamberlain Hrdlicka

ABIP, P.C.

Gray Reed

Porter Hedges LLP

Martens Law

American Academy of Attorney-CPAs

Stay in the loop with UT Law CLE