REGISTRATION FOR THIS EVENT IS CLOSED

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CASH OR CHECK AT THE DOOR

ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, OCTOBER 16, 2024

Breakfast served 7:30-8:00 a.m.

Program 8:00-9:00 a.m.

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

Registration Deadline: OCTOBER 9 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

JIM ROBERTS

Sponsored by Lindquist Eisenberg and Frost Bank

Congress has enacted the Corporate Transparency Act which requires all entities, whether corporations, limited partnerships, LLCs or otherwise, filed with the Secretary of State or similar agencies, to report information about the "beneficial owners" of each such entity. The presentation will cover the basic definitions, basic reporting requirements, deadlines, and some detail on the applicability of the CTA to trustees and trusts. In addition, the presentation will include a discussion of the penalties for failure to report or for reporting in accurate or incomplete information. Finally, the presentation will discuss challenges to the CTA in court and elsewhere.

Jim Roberts, JD is with Glast Phillips & Murray.  His practice focuses on estate planning, income tax issues ancillary to those fields and state law issues related to those areas of planning.  He handles estates of all sizes. In doing so, he has become very familiar with business entity creation, including corporations, limited liability companies and partnerships and the impact those types of entities have on both estate and gift tax strategies as well as on income tax planning.  He is a frequent speaker related to estate planning and tax issues.

There are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW.

We would like to thank the following Sponsors for their support for 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, and Farmers National Company.

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 10/22/24)

PAYMENT IS REQUIRED FOR REGISTRATION

$30 - Member 

$40 - Guest 

TO PAY VIA CREDIT CARD:  follow these instructions:

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