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Two-Day Tax Updates: October 29 and 30

Join us at Greenhill Towers in Addison for two valuable tax sessions: Estate Planning Update: Tools and Techniques on October 29 and K-1 Preparation, Interpretation and Analysis on October 30.

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Behind-the-Scenes Event: My Possibilities: November 6

Join us on November 6 for a Behind-the-Scenes tour and Day of Inclusion at My Possibilities, a North Texas program empowering adults with intellectual and developmental disabilities. Engage with participants and see how education and job training make a lasting impact.

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Two-Day Tax Updates: October 29 and 30

  • Published on Sep 16, 2025
  • by Dana Barnes

Join us for Estate Planning Update: Tools and Techniques on Wednesday, October 29 from 8:30 a.m. at Greenhill Towers in Addison. This session will cover recent legislative developments, emerging strategies and practical tools for estate planning. Participants will gain insights on generation-skipping transfer tax planning, wills and powers of attorney, trusts, probate procedures, nonprobate assets and IRS audit considerations.

Click here to register.

Join us for K-1 Preparation, Interpretation and Analysis: Partnerships, LLCs and S-Corporations on Thursday, October 30 from 8:30 a.m. to 4:30 p.m. at Greenhill Towers in Addison. This course provides an in-depth review of Schedule K-1s, highlighting structural and reporting differences across entities and their impact on tax preparation. Topics include at-risk limitations, recourse and nonrecourse debt, distributions, loan repayments and composite state filings. Participants will gain practical skills to prepare and interpret both simple and complicated K-1s.

Click here to register.

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