Attorneys  

Matthew S. Beard

Mr. Beard's practice spans two broad areas of taxation: estate planning and probate and income tax and business planning.

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.

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.  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.

Prior to joining the firm in 2012, he was an associate with one of the largest Texas-based law firms.

Mr. Beard was admitted to practice in Texas in November 2005.


Education

  • LL.M. in Taxation, Southern Methodist University Dedman School of Law, 2006
  • J.D., Baylor University Law School, 2005
  • B.B.A. in Economics, Baylor University, 2002 

Teaching

  • Southern Methodist University, Dedman School of Law, Adjunct Professor, Federal Income Taxation, 2014-2018

Awards

  • Texas Rising Stars in Tax, Texas Monthly and Texas Super Lawyers, 2017-2018

Publications

  • Annotated Tax Provisions for Limited Liability Companies, Practising Law Institute, Partnership Tax Practice Series, 2013-2018
  • Symposium – What Estate and Trust Counsel Say About the Current State of Estates and Trusts, Willamette Management Associates’ Insights, Issue 106, Winter 2016

Publications and Speaking Engagements

  • Baylor Law School sponsored by the State Bar of Texas Tax Section, "Practice of Tax Law", Waco - 2/21/18
  • Tax Law in a Day sponsored by the State Bar of Texas Tax Section, Houston – 2/9/18
  • Judge - The Closer, National Transactional Law Competition, Baylor Law School, Waco – 1/13/18
  • 19th Annual Meadows Collier Taxation Conference, Dallas – 10/24/17
  • University of North Texas Graduate Accounting Program, Denton – 9/20/17
  • San Antonio Academy of General Dentistry - Back to Basics Lecture Series, San Antonio – 9/14/17
  • Wichita Falls Chapter/TSCPA CPE, Wichita Falls – 5/25/17
  • ACPEN Broadcast - LLCs & Partnerships Update, Dallas – 5/24/17
  • Taxation and Estate Planning Update for Professionals Texas Bank and Trust, Longview – 5/23/17
  • Taxation and Estate Planning Update for Professionals Texas Bank and Trust, Tyler – 5/9/17
  • Texas Association of CPAs Dallas CPE Meeting, Dallas – 5/5/17
  • Dallas Bar Association, Tax Section Luncheon, Dallas – 2/6/17
  • State Bar of Texas Tax Section - Tax Law in a Day, Dallas – 2/3/17
  • "Symposium--What Estate and Trust Counsel Say about the Current State of Estates and Trusts" as published in Williamette Management Associates' Insights, Issue 106, Winter 2016
  • 2016 Panhandle Tax Institute sponsored by the Panhandle Chapter/TSCPA, Amarillo, "Estate Planning Following the Final Portability Regulations and ATRA" – 8/25/16
  • 18th Annual Meadows Collier Taxation Conference, Dallas – 10/25/16
  • Collaborative Law Dallas, "Tax Aspects of Divorce" – 7/20/16
  • Tax Law in a Day, State Bar of Texas, Tax Section, Dallas – 2/3/16
  • 2015 TSCPA CPE Expo, Houston, "Estate Planning Following the Final Portability Regulations and the American Taxpayer Relief Act of 2012" – 12/11/15
  • 2015 TSCPA CPE Expo, San Antonio, "Estate Planning Following the Final Portability Regulations and the American Taxpayer Relief Act of 2012" – 12/8/15
  • 2015 TSCPA CPE Expo, Arlington, "Estate Planning Following the Final Portability Regulations and the American Taxpayer Relief Act of 2012" – 12/3/15
  • 17th Annual Meadows Collier Taxation Conference, Dallas – 11/3/15
  • TSCPA CPE Expo, Arlington, "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements" – 12/12/14
  • TSCPA CPE Expo, San Antonio, "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements" – 12/9/14
  • TSCPA CPE Expo, Houston, "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements" – 12/5/14
  • Texas Association of CPAs, Dallas, "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements" – 6/6/14
  • American National Bank, Dallas, "Tax and Estate Planning Following the Portability Regulations and ATRA" – 1/30/14
  • Corpus Christi Chapter/TSCPA 56th Annual Tax Conference, Corpus Christi, "Profit and Loss Allocations, Distributions, and Other Key Provisions for Partnership Agreements" – 1/29/14
  • San Antonio Estate Planners Council, San Antonio, "Tax and Estate Planning Following the Portability Regulations and The American Taxpayer Relief Act of 2012" – 1/14/14
  • ACPEN Basic Tax Considerations for Individuals Broadcast, Dallas, "Estate and Trust Planning Following the American Taxpayer Relief Act of 2012" – 11/13/13
  • ACPEN Partnerships & LLCs Update Broadcast, Dallas, "Profit and Loss Allocations, Distributions, Basis and Other Key Tax Provisions for Partnership Agreements" – 10/30/13
  • 15th Annual Meadows Collier Taxation Conference, Dallas, "Tax and Estate Planning Following the Portability Regulations and ATRA" – 10/29/13
  • Southwest Practice Management Group, Colorado Springs, CO, "Tax and Estate Planning Following the Portability Regulations and ATRA" and "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements" – 10/28/13
  • "Annotated Tax Provisions for Limited Liability Companies," Partnership Tax Practice Series, Practising Law Institute (PLI), September 2013
  • Panhandle Chapter/TSCPA Tax Institute, Amarillo, "Partnership Formation and Liquidation" – 8/14/13
  • Central Texas Chapter/TSCPA CPE Expo, Waco "Tax, Estate and Asset Protection Planning Following the American Tax Relief Act of 2012" – 5/29/13
  • Texas Bank and Trust Seminar, Longview "Tax, Estate and Asset Protection Planning Following the American Tax Relief Act of 2012" – 5/16/13
  • Texas Bank and Trust Seminar, Tyler "Tax, Estate and Asset Protection Planning Following the American Tax Relief Act of 2012" – 5/1/13
  • Texas Academy of General Dentistry, Fort Worth – 4/17/13
  • 14th Annual Meadows Collier Taxation Conference, Dallas – 10/30/12
  • 2012 LLCs, LPs and Partnerships sponsored by The University of Texas School of Law – 7/12/12

Matthew S. Beard
Matthew S. Beard
Partner
  • phone (214) 749-2450
  • toll-free 800.451.0093
  • fax 214.747.3732
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© Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.901 Main Street, Suite 3700, Dallas Texas 75202phone (214) 744-3700 | toll-free (800) 451-0093 | fax (214) 747-3732Hosted on the FirmWise Platform