Matthew S. Beard

(214) 434-1813 | mbeard@mbeardpc.com

Attorney

Matthew S. Beard practices law in Dallas, Texas. He represents clients in Texas and around the country with respect to tax and other matters for estates, trusts, and partnerships.

Matt received his undergraduate and law degrees from Baylor University. He then studied tax law at Southern Methodist University under professors Hanna, Mylan, and Lischer, and graduated with a masters in law in taxation. While at SMU, Matt served as an extern with the Department of Treasury, Office of Chief Counsel. After school, he worked in several distinguished tax law practices as an associate and then partner. In 2021, Matt established his firm.

In addition to the practice of law, Matt is actively involved with the academic side of tax law. He serves as an adjunct professor of law at SMU for federal estate, gift, and income tax. He also contributes journal articles on various tax topics. Matt is particularly involved with income tax issues in estate planning. He wrote the treatise on the topic, "Income Taxation of Property Acquired from a Decedent", P.L.I. (2024).

Matt has served on the estate and gift tax committee for the State Bar of Texas, Tax Section, commented on several proposed federal treasury regulations, and testified before the Internal Revenue Service in Washington, D.C., on proposed valuation regulations.

SchoolDegreeYear
Southern Methodist UniversityLL.M. (Taxation)2006
Baylor UniversityJ.D.2005
Baylor UniversityB.B.A. (Economics)2002
StateBar No.Year
Texas204502682005
SchoolCourseYear
SMU LawEstate and gift tax2024
SMU LawEstate and gift tax2023
SMU LawIncome tax2022
SMU LawIncome tax2021
SMU LawIncome tax2020
SMU LawIncome tax2019
SMU LawIncome tax2018
SMU LawIncome tax2017
SMU LawIncome tax2016
SMU LawIncome tax2015
SMU LawIncome tax2014
SMU LawIncome tax2013
TitlePublisherYear
Income Taxation of Property Acquired from a DecedentP.L.I.2024
TitleJournalYear
Curing Basis Discrepancy: Exercise of Substitution PowerTax Notes Federal, Volume 1722021
Curing Basis Discrepancy: Sales and Substitutions of Trust PropertyTax Notes Federal, Volume 169 (cover article)2020
Annotated Tax Provisions for Limited Liability CompaniesPartnership Tax Practice Series, Practising Law Institute2013-2024
Addressing Tax Liens in Estate AdministrationState Bar of Texas, Intermediate Estate Planning and Probate Course2018
Symposium – What Estate and Trust Counsel Say About the Current State of Estates and TrustsWillamette Management Associates’ Insights, Issue 1062016

Matthew S. Beard, P.C.

3838 Oak Lawn, Suite 1220

Dallas, TX 75219

(214) 434-1813