Academia

Through teaching and publications, we contribute to the knowledge base.

Teaching

SchoolCourseYear
SMU LawEstate and gift tax2025
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

Treatise

TitlePublisherYear
Income Taxation of Property Acquired from a DecedentP.L.I.2024
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Articles

TitleJournalYear
The Disposition of a ResidenceEstate Planning Journal, Volume 51, Number 112024
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The Yoke of a Joint InterestEstate Planning Journal, Volume 51, Number 092024
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Disclaimer Planning: No Coin Toss Needed for Unpredictable Tax LawEstate Planning Journal, Volume 51, Number 062024
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Curing Basis Discrepancy: Exercise of Substitution PowerTax Notes Federal, Volume 1722021
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Curing Basis Discrepancy: Sales and Substitutions of Trust PropertyTax Notes Federal, Volume 169 (cover article)2020
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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
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Symposium – What Estate and Trust Counsel Say About the Current State of Estates and TrustsWillamette Management Associates’ Insights, Issue 1062016
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The Margin Tax Impact on Choice of Entity in TexasDallas Bar Association, Headnotes, Volume 32, Number 62008
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Comments to Proposed Regulations

TitleYear
Comments to Proposed Regulations Regarding Estate, Gift, and GST Taxes; Restrictions on Liquidation of an Interest (I.R.C. § 2704)2016
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Matthew S. Beard, P.C.

3838 Oak Lawn, Suite 1220

Dallas, TX 75219

(214) 434-1813