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.
School | Degree | Year |
---|---|---|
Southern Methodist University | LL.M. (Taxation) | 2006 |
Baylor University | J.D. | 2005 |
Baylor University | B.B.A. (Economics) | 2002 |
State | Bar No. | Year |
---|---|---|
Texas | 20450268 | 2005 |
School | Course | Year |
---|---|---|
SMU Law | Estate and gift tax | 2024 |
SMU Law | Estate and gift tax | 2023 |
SMU Law | Income tax | 2022 |
SMU Law | Income tax | 2021 |
SMU Law | Income tax | 2020 |
SMU Law | Income tax | 2019 |
SMU Law | Income tax | 2018 |
SMU Law | Income tax | 2017 |
SMU Law | Income tax | 2016 |
SMU Law | Income tax | 2015 |
SMU Law | Income tax | 2014 |
SMU Law | Income tax | 2013 |
Title | Journal | Year | |
---|---|---|---|
Disclaimer Planning: No Coin Toss Needed for Unpredictable Tax Law | Estate Planning Journal, Volume 51, Number 06 | 2024 | |
Curing Basis Discrepancy: Exercise of Substitution Power | Tax Notes Federal, Volume 172 | 2021 | |
Curing Basis Discrepancy: Sales and Substitutions of Trust Property | Tax Notes Federal, Volume 169 (cover article) | 2020 | |
Annotated Tax Provisions for Limited Liability Companies | Partnership Tax Practice Series, Practising Law Institute | 2013-2024 | |
Addressing Tax Liens in Estate Administration | State Bar of Texas, Intermediate Estate Planning and Probate Course | 2018 | |
Symposium – What Estate and Trust Counsel Say About the Current State of Estates and Trusts | Willamette Management Associates’ Insights, Issue 106 | 2016 |