March 12, 2024
Alan is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow (ACTEC). He maintains his CPA license. He represents clients in all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the Internal Revenue Code for federal estate and gift taxes. His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes.
Alan’s business planning practice includes counseling clients with respect to establishment, operation and tax reporting requirements of their business transactions. Primary emphasis is placed on the most tax efficient manner of transferring business interests to family members while also providing second (and third) generations with the best chance of family business continuance.
Alan also counsels clients in all aspects of their charitable planning and charitable entities as to their formation and operation.
In the area of probate law, Alan represents executors in the administration and settlement of estates, in addition to preparing estate and inheritance tax returns on both the federal and state level.
Alan frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.
Alan was admitted to practice in Texas in 1988.
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- Texas Tech School of Law, J.D., cum laude, 1988
- University of Texas at El Paso, B.B.A., 1985
- American Bar Association
- Tax and Real Estate and Probate Sections
- State Bar of Texas
- Tax and Real Estate and Probate Sections
- Dallas Bar Association
- Tax Probate, and Trusts and Estates Sections
- The American College of Trust and Estate Counsel
- Fellow
- American Institute of Certified Public Accountants
- Communities Foundation of Texas
- Professional Seminar Committee, 2010-2021
- Professional Seminar Committee Chair, 2014
- Dallas Estate Planning Council
- Best Lawyers in Dallas, D Magazine, Tax: Trusts & Estates, 2009, 2022-2024
- The Best Lawyers in America®, 2020-2025, Trusts and Estates
July 25, 2023
Alan Davis - 2023 Graduate Texas Trust School... [ read ]
July 11, 2023
Meadows Collier July Webinar... [ read ]
May 24, 2023
2023 Texas Bank and Trust - Longview, TX... [ read ]
May 17, 2023
2023 Texas Bank and Trust, Tyler, TX... [ read ]
March 7 2023
Estate Income Tax Review... [ read ]
October 21, 2022
Texas Management Group (TMG) Conference ( Day Two)... [ read ]
September 14, 2022
September 2022 1-Hour Webinar... [ read ]
August 2, 2022
Armanino Presentation... [ read ]
July 26, 2022
2022 Graduate Texas Trust School... [ read ]
June 22, 2022
Cryptocurrency: A Tax and Estate Planning Perspective... [ read ]
June 14, 2022
June 2022 Meadows Collier Free 1-Hour Monthly Webinar... [ read ]
May 25, 2022
Texas Bank and Trust Taxation and Estate Planning Update for Professionals... [ read ]
May 10, 2022
Texas Bank and Trust Taxation and Estate Planning Update for Professionals... [ read ]
March 24, 2022
Corpus Christi Estate Planning Council... [ read ]
March 8, 2022
Meadows Collier March 2022 One-Hour Free Monthly Webinar... [ read ]
November 8, 2021
TXCPA Summit 2021... [ read ]
October 29, 2021
Texas Management Group (TMG) Conference... [ read ]
September 30, 2021
Texas Bankers Association Wealth Management & Trust Conference... [ read ]
August 24, 2021
2021 (MPMG) Metroplex Practice Management Group... [ read ]
July 22, 2021
2022 Texas Bankers Association Graduate Trust Schools... [ read ]
June 22, 2021
ACPEN-Estate and Gift Tax Alert... [ read ]
March 9, 2021
Meadows Collier Monthly Webinar March 2021... [ read ]
December 8, 2020
Meadows Collier Monthly Webinar December 2020... [ read ]
November 18, 2020
ACPEN Signature: 2020 Tax Planning Ideas... [ read ]
September 1, 2020
Meadows Collier Monthly Webinar September 2020... [ read ]
July 28, 2020
Texas Bankers Association Texas Trust School Virtual Program... [ read ]
June 16, 2020
Meadows Collier Monthly Webinar June 2020... [ read ]
March 10, 2020
Meadows Collier Monthly Webinar March 2020... [ read ]
November 5, 2019
21st Annual Meadows Collier Tax Conference... [ read ]
July 23, 2019
2019 Graduate Texas Trust School... [ read ]
May 22, 2019
Taxation and Estate Planning Update for Professionals... [ read ]
May 14, 2019
Taxation and Estate Planning Update for Professionals... [ read ]
November 14, 2018
ACPEN Broadcast - Planning for Small Businesses After Tax Reform... [ read ]
November 1, 2018
2018 Meadows Collier Annual Tax Conference... [ read ]
October 30, 2018
The Texas Family Office & High Net Worth Annual Conference... [ read ]
July 17, 2018
2018 Graduate Trust Schools - Texas Bankers Association... [ read ]
July 14, 2018
International Society of Appraisers... [ read ]
June 21, 2018
The Practice Management Group... [ read ]
June 13, 2018
2nd Annual Trust Audit & Operations seminar sponsored by the Texas Bankers Association, Wealth Management & Trust... [ read ]
May 11, 2018
45th Annual Estate Planning Seminar sponsored by the Corpus Christi Estate Planning Council... [ read ]
April 30. 2018
Amarillo Area Estate Planning Council... [ read ]
January 24, 2018
Panhandle Chapter/TSCPA and Amarillo EP Council... [ read ]
August 17, 2017
State Bar of Texas Advanced Tax Law... [ read ]
July 25, 2017
TBA's Annual Graduate Trust School... [ read ]
November 9, 2016
First Bank & Trust Seminar... [ read ]
October 25, 2016
18th Annual Meadows Collier Tax Conference... [ read ]
May 24, 2016
Texas Bank & Trust Seminar- Longview... [ read ]
May 17, 2016
Texas Bank & Trust Seminar- Tyler... [ read ]
March 1, 2016
Partnership for Philanthropic Planning... [ read ]
February 5, 2016
Corpus Christi 58th Annual Tax Conference... [ read ]
November 3, 2015
2015 Meadows Collier Taxation Conference... [ read ]
July 14, 2015
Texas Bankers Association... [ read ]
May 19, 2015
Texas Bank and Trust Seminar-Longview... [ read ]
May 6, 2015
Texas Bank and Trust Seminar- Tyler... [ read ]
February 19, 2015
"Estate Planning - Navigating the Potholes and Speed Bumps"... [ read ]
January 30, 2015
"Family Limited Partnerships"... [ read ]
November 20, 2014
"The Importance of and Requirements for Portability... [ read ]
August 8, 2014
"Planning for Same-Sex Couples after Windsor"... [ read ]
July 22, 2014
"Income Taxation of Estates and Trusts"... [ read ]
June 11, 2014
"Planning with Employer Funded Life Insurance"... [ read ]
May 19, 2014
"What's New in the World of Private Foundation Excise Taxes"... [ read ]
April 25, 2014
"Family Limited Partnerships"... [ read ]
February 20, 2014
"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]
November 12, 2013
"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]
July 16, 2013
"Income Taxation of Estates and Trusts"... [ read ]
July 11, 2013
"Dysfunctional Family Limited Partnerships"... [ read ]
May 2, 2013
"Planning with Buy-Sell Agreements"... [ read ]
July 17, 2012
"Income Taxation of Estates and Trusts"... [ read ]
May 18, 2012
"Using Family Limited Partnerships and What to Expect from the IRS"... [ read ]
May 10, 2012
"Life Insurance Issues and Estate Planning"... [ read ]
May 3, 2012
"Litigating FLP's: The Keller Decision"... [ read ]
October 27, 2011
"Life Insurance Issues and Estate Planning"... [ read ]
May 5, 2011
"Life Insurance Issues and Estate Planning"... [ read ]
December 10, 2010
"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]
December 7, 2010
"Judicial Update: What's Happening in the Courts?"... [ read ]
December 3, 2010
"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]
November 4-5, 2010
"Federal income Tax Update--Planning in an Uncertain Climate" "Estate Planning Update and Year-End Planning" "Evolution of an IRS Fraud Case"... [ read ]
October 21, 2010
"Exploring Criminal/Civil Overlap Issues" "Employment Tax Law" "Federal Estate and Gift Tax Examinations and Case Updates"... [ read ]
September 16, 2010
"Transfer Tax Controversies: Current and Future" "Estate Planning Update and Year-End Planning"... [ read ]
May 26, 2010
"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Longview... [ read ]
May 25, 2010
"Differences Between Aggressive Tax Planning and Tax Fraud"... [ read ]
May 12, 2010
"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Tyler... [ read ]
May 6, 2010
"Litigating FLP's: The Keller Decision" "No Estate Tax - Now What?"... [ read ]
March 26, 2010
"Estate Taxes"... [ read ]
September 17, 2009
"Current Status of IRS Examinations of Estate and Gift Tax Returns"... [ read ]
April 21, 2009
"Current Status of IRS Examinations of Estate & Gift Tax Returns"... [ read ]
January 13, 2009
"Current Trends in Estate Planning"... [ read ]
September 15, 2021
Proposed Changes to Gift and Estate Tax Provisions... [ read ]
On September 13, 2021, the House Ways and Means Committee issued a series of proposals for consideration for the payment of the Biden Administration's desired $3.5 Trillion infrastructure Bill. The final legislation will likely look very different than the proposals as issued on Monday. Nevertheless, they are instructive as to the way things may develop over the next few months.
December 21, 2017
Estate Tax and the New Tax Act... [ read ]
As we sit on the precipice of the new tax act going into effect (it only needs the President's signature to become law), it appears that the only transfer tax change in the Act consists of the doubling of the Section 2010(c) basic exclusion amount from $5,000,000 to $10,000,000 for transfers made and decedents dying after December 31, 2017 and before January 1, 2026.
March 13, 2017
Divorce Final? Not So Fast.... [ read ]
After navigating the turbulent waters of a divorce, many clients have had enough of lawyers and accountants to last a lifetime. Nevertheless, there are many legal and financial matters that should be attended to in order to protect you and your family from unintended consequences, or frankly, an outright mutiny among your family in the event of your death or incapacity.
January 18, 2017
Proposed Regulations under I.R.C. Section 2704 (NOTE: Treasury Withdrew these Regulations in October 2017)... [ read ]
New tax proposed Treasury Regulations may affect the amount of tax on family businesses. Alan Davis discusses the proposed Regulations under I.R.C. Section 2704.
March 2, 2016
Wealth Transfer Planning: What Your Investment Banker Didn't Tell You... [ read ]
Just like real estate brokers will help you stage your home before they list it, investment banks and commercial banks will advise you to perform a corporate house cleaning before you begin to market your company. A few common "due diligence" questions you may want to ask yourself include:
June 22, 2015
Three Questions... [ read ]
Does your Will benefit charity? Is your estate small enough to avoid an estate tax? Do you trust your family? If you answer yes to these questions, you may want to revise your Will and estate plan to enhance the income tax benefits of your charitable bequest.
