Biography

Matt Beard's practice spans two broad areas of taxation: transactional matters; and estate planning and probate.

On transactional matters, Mr. Beard advises clients with a focus on tax issues. He works with a broad range of entities, such as partnerships, limited liability companies, and publicly traded "C" corporations. Typical transactions include formations, acquisitions/mergers, and liquidations. Mr. Beard is the author of "Annotated Tax Provisions for Limited Liability Companies," which includes tax provisions for company agreements with explanations of how the provisions operate and provide pass through taxation.

In his estate planning and probate practice, Mr. Beard designs and implements estate and business succession plans with an emphasis on federal tax issues. He often works closely with accountants, bankers and financial advisors in this process. Mr. Beard also represents fiduciaries in all facets of estate and trust administration. This typically includes court proceedings, tax matters, administration and transfer of assets, and matters before the IRS. Mr. Beard is the author of "An Introductory Guide to Tax and Estate Planning," which provides an introduction to estate planning under Texas law and planning for federal estate, gift, and generation-skipping transfer taxes.

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Organization Membership

• American Bar Association
  
  
• State Bar of Texas
  
  
• Dallas Bar Association
  
  
• Dallas Estate Planning Council
  
  
• Associate Producers of Dallas Summer Musicals
  • Board of Directors, 2009 – current
    
  • Secretary, 2010 – current
    
  • Philanthropy, 2010 – current
  
  
• Dallas Association of Young Lawyers (DAYL)
  • Leadership Class, 2007-2008
  
  
• The Real Estate Council (TREC)
  • Fall Gala Committee, 2008 & 2011

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Speeches / Publications

Mr. Beard authored the following:

Links to Publications

• Gift Tax Opportunity Expiring at the End of 2012 and 2012 Inflation Adjustments for Items Affecting Estate Planning
• ROTH CONVERSIONS: Planning Opportunities Available Until April 18, 2011
• An Introductory Guide to Tax and Estate Planning
• Roth IRA Conversions in 2010: How To Utilize Roth IRAs In Your Personal Income Tax Plan
• Impact of Repeal of GST Tax: Certain 2010 Gifts May Need To Be Postponed
• Status of Estate Tax for 2010: ESTATE TAX REPEALED
• Status of Estate Tax Repeal
• Status of Estate Tax Repeal
• IRS Provides Relief for Certain Taxpayers Affected by Hurricane Ike
• The Margin Tax Impact on Choice of Entity in Texas

More about Matthew S. Beard: Biography | Involvement | News

Latest News

• Matt Beard Speaks at Lockheed Martin on Estate and Tax Planning
• Matt Beard Speaks at Lockheed Martin on Estate and Tax Planning

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