Marvin Blum and Q & A with Warren Buffett, May 2015.
Read about it here.
Please welcome our newest attorneys, Emily Seawright (in our Fort Worth office) and Emily Franco (in our Austin office).
Thomson Reuters named Marvin Blum, Gary Post, John Hunter, Steve Novak, & Len Woodard as 2014 Super Lawyers.
Amy E. Ott was named a “Rising Star” by the TSCPAs.
Marvin E. Blum was in the Dallas Morning News discussing key estate planning documents to have prepared before a time of crisis. Read the entire article here.
- August 27, 2015 – Gary V. Post will be speaking at the 2015 TSCPA Advanced Estate Planning Conference on The Applied Generation-Skipping Transfer Tax II.
- August 7, 2015 – Gary V. Post will be speaking at the 2015 Fort Worth CPA Tax Institute on the Estate Tax Update.
Recent Speeches & Handouts
- June 10, 2015 – Kerri Nipp on Planning for Digital Assets at the Advanced Estate Planning & Probate Course in Dallas.
- June 9, 2015 – Christine Wakeman on Gift Tax Reporting at the Intermediate Estate Planning & Probate Course.
- January 21, 2015 – Using Life Insurance for Basis Step-Up and Estate Tax Savings
- Fall 2014 – Do I Need to Do More Estate Planning?
- October 24, 2014 – Gary V. Post on Estate Planning for the Blended Family at the Houston Estate and Financial Planning Forum
- September 17, 2014 – Marvin E. Blum on Business Succession at Bank of Texas Seminar Series.