MATTHEW S. BEARD, P.C.
––––––––TAX ATTORNEY––––––––
TAX, ESTATE, TRUST, AND PARTNERSHIP

Legal advice for the

transfer and taxation

of property

Estates follow a life cycle pattern of growth, maturity, and termination. With proper planning and administration, this cycle occurs over multiple generations.

We work with clients and their advisors on tax and other legal issues for estates, trusts, and partnerships.

New

Growth

Income tax rules favor growth of estates over time. Unfortunately, new entity reporting requirements have also increased.

Tax Considerations for April

April brings an end to the tax season, and a start to the home selling season.

Process

The path forward presents both opportunities and pitfalls. The planning process anticipates and addresses them.

Academia

Good advice draws from years of study, teaching, and publications. We are committed to contributing to the academic side of the law.

New

Treatise

The Internal Revenue Code provides favorable income tax rules that impact all individuals. There is a risk, however, of inadvertently foregoing favorable results. This treatise provides a resource for income tax considerations in estate planning.

Office

The office is located in Turtle Creek Village in Dallas, Texas, minutes from Love Field and downtown.

Matthew S. Beard, P.C.

3838 Oak Lawn, Suite 1220

Dallas, TX 75219

(214) 434-1813