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.
- 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
Alan Davis - 2023 Graduate Texas Trust School... [ read ]
Meadows Collier July Webinar... [ read ]
2023 Texas Bank and Trust - Longview, TX... [ read ]
2023 Texas Bank and Trust, Tyler, TX... [ read ]
Estate Income Tax Review... [ read ]
Texas Management Group (TMG) Conference ( Day Two)... [ read ]
September 2022 1-Hour Webinar... [ read ]
Armanino Presentation... [ read ]
2022 Graduate Texas Trust School... [ read ]
Cryptocurrency: A Tax and Estate Planning Perspective... [ read ]
June 2022 Meadows Collier Free 1-Hour Monthly Webinar... [ read ]
Texas Bank and Trust Taxation and Estate Planning Update for Professionals... [ read ]
Texas Bank and Trust Taxation and Estate Planning Update for Professionals... [ read ]
Corpus Christi Estate Planning Council... [ read ]
Meadows Collier March 2022 One-Hour Free Monthly Webinar... [ read ]
TXCPA Summit 2021... [ read ]
Texas Management Group (TMG) Conference... [ read ]
Texas Bankers Association Wealth Management & Trust Conference... [ read ]
2021 (MPMG) Metroplex Practice Management Group... [ read ]
2022 Texas Bankers Association Graduate Trust Schools... [ read ]
ACPEN-Estate and Gift Tax Alert... [ read ]
Meadows Collier Monthly Webinar March 2021... [ read ]
Meadows Collier Monthly Webinar December 2020... [ read ]
ACPEN Signature: 2020 Tax Planning Ideas... [ read ]
Meadows Collier Monthly Webinar September 2020... [ read ]
Texas Bankers Association Texas Trust School Virtual Program... [ read ]
Meadows Collier Monthly Webinar June 2020... [ read ]
Meadows Collier Monthly Webinar March 2020... [ read ]
21st Annual Meadows Collier Tax Conference... [ read ]
2019 Graduate Texas Trust School... [ read ]
Taxation and Estate Planning Update for Professionals... [ read ]
Taxation and Estate Planning Update for Professionals... [ read ]
ACPEN Broadcast - Planning for Small Businesses After Tax Reform... [ read ]
2018 Meadows Collier Annual Tax Conference... [ read ]
The Texas Family Office & High Net Worth Annual Conference... [ read ]
2018 Graduate Trust Schools - Texas Bankers Association... [ read ]
International Society of Appraisers... [ read ]
The Practice Management Group... [ read ]
2nd Annual Trust Audit & Operations seminar sponsored by the Texas Bankers Association, Wealth Management & Trust... [ read ]
45th Annual Estate Planning Seminar sponsored by the Corpus Christi Estate Planning Council... [ read ]
Amarillo Area Estate Planning Council... [ read ]
Panhandle Chapter/TSCPA and Amarillo EP Council... [ read ]
State Bar of Texas Advanced Tax Law... [ read ]
TBA's Annual Graduate Trust School... [ read ]
First Bank & Trust Seminar... [ read ]
18th Annual Meadows Collier Tax Conference... [ read ]
Texas Bank & Trust Seminar- Longview... [ read ]
Texas Bank & Trust Seminar- Tyler... [ read ]
Partnership for Philanthropic Planning... [ read ]
Corpus Christi 58th Annual Tax Conference... [ read ]
2015 Meadows Collier Taxation Conference... [ read ]
Texas Bankers Association... [ read ]
Texas Bank and Trust Seminar-Longview... [ read ]
Texas Bank and Trust Seminar- Tyler... [ read ]
"Estate Planning - Navigating the Potholes and Speed Bumps"... [ read ]
"Family Limited Partnerships"... [ read ]
"The Importance of and Requirements for Portability... [ read ]
"Planning for Same-Sex Couples after Windsor"... [ read ]
"Income Taxation of Estates and Trusts"... [ read ]
"Planning with Employer Funded Life Insurance"... [ read ]
"What's New in the World of Private Foundation Excise Taxes"... [ read ]
"Family Limited Partnerships"... [ read ]
"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]
"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]
"Income Taxation of Estates and Trusts"... [ read ]
"Dysfunctional Family Limited Partnerships"... [ read ]
"Planning with Buy-Sell Agreements"... [ read ]
"Income Taxation of Estates and Trusts"... [ read ]
"Using Family Limited Partnerships and What to Expect from the IRS"... [ read ]
"Life Insurance Issues and Estate Planning"... [ read ]
"Litigating FLP's: The Keller Decision"... [ read ]
"Life Insurance Issues and Estate Planning"... [ read ]
"Life Insurance Issues and Estate Planning"... [ read ]
"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]
"Judicial Update: What's Happening in the Courts?"... [ read ]
"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]
"Federal income Tax Update--Planning in an Uncertain Climate" "Estate Planning Update and Year-End Planning" "Evolution of an IRS Fraud Case"... [ read ]
"Exploring Criminal/Civil Overlap Issues" "Employment Tax Law" "Federal Estate and Gift Tax Examinations and Case Updates"... [ read ]
"Transfer Tax Controversies: Current and Future" "Estate Planning Update and Year-End Planning"... [ read ]
"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Longview... [ read ]
"Differences Between Aggressive Tax Planning and Tax Fraud"... [ read ]
"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Tyler... [ read ]
"Litigating FLP's: The Keller Decision" "No Estate Tax - Now What?"... [ read ]
"Estate Taxes"... [ read ]
"Current Status of IRS Examinations of Estate and Gift Tax Returns"... [ read ]
"Current Status of IRS Examinations of Estate & Gift Tax Returns"... [ read ]
"Current Trends in Estate Planning"... [ read ]
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.
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.
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.
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.
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:
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.