Is Your IRA an IOU to the IRS?
BREAKFAST MEETING
WEDNESDAY, JANUARY 21, 2015
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
NOTE: MEETING LOCATION
GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)
RESERVATION DEADLINE: WEDNESDAY, JANUARY 14
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, JANUARY 14)
IS YOUR IRA AN IOU TO THE IRS?
REX HOGUE
Did you know that for most people, an IRA is their biggest problem asset? It doesn’t matter whether it is a traditional IRA or a Roth IRA. Well, here is a fact that you ought to know about: There are significant tax traps to IRAs. Not understanding these issues could cost you a lot of money! And tax issues aren’t even the biggest problems with qualified retirement plans! Other issues could actually destroy your family. Rex Hogue graduated from Texas Tech University receiving his B.A.. He worked as a business specialist and managed an office for Business Investment Group, specializing in the merger and acquisition of privately held companies. He later founded a financial consulting firm. Then he went to law school, receiving his Juris Doctor from Regent University. Mr. Hogue started his legal career practicing estate planning with the law office of Barnhouse & Associates, in Richardson, Texas. Eventually he became a name partner in the firm. In 1994, he accepted a position at Warner E. Stone & Associates, in Dallas, Texas, as the head of the estate-planning department. In November 1996, he joined Mr. Matt Fry to form the law firm of Fry & Hogue. After being a solo practitioner for several years, Mr. Hogue partnered with Mr. Bradley L. Bolinger to form the firm of Rex L. Hogue, PC, from 2006-2013. He now has his office is in Frisco, Texas. Mr. Hogue limits his practice to estate planning, including estate and gift tax planning, tax planning, business planning, asset protection planning, charitable planning, and probate matters. He has a statewide law practice, planning for estates ranging in size from very small to about $300 million. He frequently works with other attorneys on complex estate planning cases. He is considered an expert in preparing limited partnerships. Limited partnerships prepared by him have received valuation adjustments ranging from 40-60% from IRS appraisers. Mr. Hogue designed the family limited partnership in the case of Estate of Kelley v. Commissioner, TC Memo 2005-235. The case was decided in 2005 and is considered a huge taxpayer victory. He is frequently asked to speak regarding their success in that case. Mr. Hogue is a published author. He is one of seven co-authors of the Family Limited Partnership Practice System, published by WealthCounsel, LLC. It is a six-volume set designed for estate planning attorneys.
Continuing education credits are pending for this program.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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