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Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

901 Main Street, Suite 3700
Dallas, TX 75202

Phone: 214.744.3700
Fax: 214.747.3732
Toll Free: 800.451.0093

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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.

  • Southern Methodist University Dedman School of Law, LL.M. in Taxation, 2006
  • Baylor University Law School, J.D., 2005
  • Baylor University, Hankamer School of Business, B.B.A., 2002
  • American Bar Association
  • State Bar of Texas
  • Dallas Bar Association
  • Dallas Association of Young Lawyers (DAYL)
    • Leadership Class, 2007-2008
  • Texas Bar Foundation
    • Fellow
  • Dallas Estate Planning Council
  • Dallas Summer Musicals Associate Producers 
    • President, Board of Directors
    • Member, Board of Directors, 2009-2011
  • The Real Estate Council (TREC)
  • Fall Gala Committee, 2008 & 2011
  • Southern Methodist University, Dedman School of Law, Adjunct Law Professor, Federal Income Taxation, Spring 2014-2018
  • Texas Rising Stars, as published in Texas Monthly and in Texas Super Lawyers - Rising Stars Edition and on the web at superlawyers.com, Tax-2017
  • "Annotated Tax Provisions for Limited Liability Companies," Partnership Tax Practice Series, Practising Law Institute (PLI), September 2013-2018.
  • "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.
June 22, 2018

State Bar of Texas Annual Meeting 2018 – Tax Section... [ read ]

June 12, 2018

Tax Liens in Estate Administration... [ read ]

May 11, 2018

45th Annual Estate Planning Seminar sponsored by the Corpus Christi Estate Planning Council... [ read ]

February 21, 2018

State Bar of Texas, Tax Section Baylor Law School... [ read ]

September 20, 2017

University of North Texas Graduate Class... [ read ]

September 14, 2017

San Antonio Academy of General Dentistry (San Antonio AGD)... [ read ]

May 25, 2017

Wichita Falls Chapter/TSCPA... [ read ]

May 24, 2017

ACPEN Broadcast LLCs & Partnership Update... [ read ]

May 23, 2017

Texas Bank and Trust Seminar... [ read ]

May 9, 2017

Texas Bank and Trust Seminar... [ read ]

May 5, 2017

Texas Association of CPAs Dallas CPE Meeting... [ read ]

February 6, 2017

Dallas Bar Association Tax Section... [ read ]

February 3, 2017

State Bar of Texas Tax Law in a Day... [ read ]

October 25, 2016

18th Annual Meadows Collier Tax Conference... [ read ]

August 25, 2016

Panhandle Chapter/TSCPA Tax Institute... [ read ]

July 20, 2016

Collaborative Law Dallas... [ read ]

May 18, 2016

ACPEN LLCs & Partnershp Update Broadcast... [ read ]

December 11, 2015

TSCPA CPE Expo- Houston... [ read ]

December 8, 2015

TSCPA CPE Expo- San Antonio... [ read ]

December 3, 2015

TSCPA CPE Expo- Arlington... [ read ]

November 3, 2015

2015 Meadows Collier Taxation Conference... [ read ]

December 12, 2014

"Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements"... [ read ]

December 9, 2014

"Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements"... [ read ]

December 5, 2014

"Handling the Sensitive Estate Tax Examination"... [ read ]

June 6, 2014

"Hobby Loss and Passive Activity Limitations"... [ read ]

January 30, 2014

"Tax and Estate Planning Following the Portability Regulations and ATRA"... [ read ]

January 29, 2014

"Self Employment Tax for LLCs and S Corps"... [ read ]

January 14, 2014

"Tax and Estate Planning Following the Portability Regulations and The American Taxpayer Relief Act of 2012"... [ read ]

November 13, 2013

"Estate and Trust Planning and Administration following ATRA"... [ read ]

October 30, 2013

"Procedural Issues in Partnership Audits and Litigation, Return Preparer Penalties and Hot Litigation Topics"... [ read ]

October 28, 2013

"Tax and Estate Planning Following the Portability Regulations and ATRA" and "Profit and Loss Allocations, Distributions, and Other Key Tax Provisions for Partnership Agreements"... [ read ]

August 14, 2013

"Partnership Formation and Liquidation"... [ read ]

May 29, 2013

"What We Can Expect from the IRS in 2013"... [ read ]

May 16, 2013

"Using Family Limited Partnerships"... [ read ]

May 1, 2013

"Using Family Limited Partnerships"... [ read ]

April 17, 2013

"Tax and Estate Planning"... [ read ]

December 5, 2016

Report From Public Hearing On Proposed 2704 Regulations... [ read ]

On December 1, 2016, I attended and testified at the hearing on the proposed regulations under IRC § 2704 in the Internal Revenue Service building located in the Federal Triangle in Washington D.C. The proposed regulations provide valuation rules that the Department of the Treasury (the "Treasury") and the Internal Revenue Service (the "Service") believe are necessary for the determination of fair market value of entity interests (such as corporations, partnerships, and LLCs) held by family members. These issues typically arise when property is transferred with respect to a large estate. The Service received thousands of comments during the three month comment period. The hearing was the next step in the process.