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PRODID:-//hacksw/handcal//NONSGML v1.0//EN
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BEGIN:VEVENT
DTSTART:20230419T123000Z
DTEND:20230419T140000Z
LOCATION:Gleneagles Country Club
UID:2276520230419T123000ZFLPs in Tax Court - Where We Are Today and How We Got Here
DTSTAMP:20260423T181520Z
DESCRIPTION:\nREGISTRATION FOR THIS EVENT IS CLOSED\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nBREAKFAST MEETING\n \nWEDNESDAY, APRIL 19, 2023\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: April 12 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \n(Virtual Option Not Available/Presentation Will Not Be Recorded)\n \n \n \nFLPs IN TAX COURT – WHERE WE ARE TODAY AND HOW WE GOT HERE\n \nWILL FRAZIER\n \n\n \nSponsored by Argent Trust and Lindquist Eisenberg LLP                  \n \nThirteen U.S. Tax Court cases involving valuation issues related to family limited partnerships are reviewed. The opinions, decided between 2000 and 2020, highlight valuation issues but, most specifically, the discount for lack of marketability (DLOM). This metric has never been clearly understood by either the Court or many valuation professionals. The presentation discusses the reasons for this and why, after so many years, quantitative techniques are beginning to overtake the traditional discounting methodology. William H. Frazier, ASA, has over 40 years of experience in valuation, investment banking, and litigation advisory services. For the last 20 years, Will's career focus has included valuing family-owned businesses and holding entities, such as family limited partnerships. He has performed valuations for estate and gift taxation, fairness/solvency opinions, bankruptcy and reorganization, disputes related to business transactions and shareholder disputes, family law matters, purchase and sale advisement, employee stock ownership plans, equity compensation, financial reporting, and other litigation, tax and corporate matters. Additionally, Will has served as an expert witness and appraiser in several U.S. Tax Court cases.\n \nThere 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.\n \nRegister with the link below.\n \nWe would like to thank the following Sponsors for their support for 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth and The Weeks Law Firm.\n \nIMPORTANT: 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: 4/25/23)\n \nPAYMENT IS REQUIRED FOR MEETING REGISTRATION.\n \n$25 - Member (program and meal)\n \n$35 - Guest (program and meal)\n \n$15 - Member (program only/no meal)\n \n$20 - Guest (program only/no meal)\n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS
SUMMARY:FLPs in Tax Court - Where We Are Today and How We Got Here - Estate Planning Council of North Texas 
PRIORITY:3
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DESCRIPTION:Reminder
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