DALLAS ESTATE PLANNING COUNCIL

REGISTRATION FOR THIS EVENT IS CLOSED.

WALK-INS ARE NOT GUARANTEED A MEAL

NOON MEETING

THURSDAY, SEPTEMBER 7, 2017

(Lunch served Noon-12:30 p.m..; Program 12:30-1:30)

DALLAS COUNTRY CLUB

4155 Mockingbird Lane, Dallas, Texas

RESERVATION DEADLINE: WEDNESDAY, AUGUST 30 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)

Washington Update: Prospects for Tax Changes Eight Months

into the Trump Administration

RON AUCUTT

Sponsored by HighGround Advisors and Jackson Walker

This presentation will provide an up-to-the-minute look at the formation of tax policy and tax law in Washington, D.C.  It will discuss the current status and prospects for changes in the federal tax law affecting estate planning and estate planners.  Questions that the presentation will address will include: Will there be tax reform?  If so, when, how, and what? Will the estate tax be repealed?  Or is it really permanent? What in the world is happening with valuation discounts? Can the consistent basis rules ever make any sense? What else is happening that will affect estate planning? Ronald D. Aucutt is a partner in the Tysons, Virginia office of McGuireWoods LLP and is co-chair of the firm’s Private Wealth Services Group.  Ron concentrates on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions.  He has extensive experience in assisting clients with the transfer of wealth from one generation to another, particularly including the orderly and tax-efficient succession of family-owned businesses.  He also advises lawyers and other professionals on tax planning and controversy issues across the entire spectrum of estate planning and charitable giving, including the complex rules governing generation-skipping transfers under chapter 13 and the special valuation rules under chapter 14 of the Internal Revenue Code.  He is experienced in resolving tax issues through rulings in the Internal Revenue Service’s National Office and in administrative appeals throughout the country.  He has contributed to the formation of tax policy through legislation since 1976, as well as in Treasury regulations, has served as an expert witness in estate and gift tax matters, and in 2014 through 2016 served three years as a member of the Internal Revenue Service Advisory Council and two years as chair of its “OPR Subgroup” (working with the IRS Office of Professional Responsibility).  He was appointed in 2015 to be the Reporter for the current revision of the Uniform Principal and Income Act. Ron was recognized as one of Washington’s 31 “Best Lawyers” in the December 2011 issue of Washingtonian and as one of the top 30 “Stars of the Bar” in the December 2009 issue of Washingtonian; he holds Chambers USA’s “Band 1” ranking for Wealth Management; and he was elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame and given the designation of Distinguished Accredited Estate Planner in 2009.  He was awarded the 1995-1996 Estate Planner of the Year Award by the Washington, D.C. Estate Planning Council.

 There is continuing ed credit pending for this presentation. The program handouts are paperless.  The handout will be available to download on the website (Document Library) a few days prior to each meeting.  YOU may print the handout if you prefer to have a handout at the meeting.

Note:  Paid membership dues do not include meals.  To register for the meeting with a check, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. You may register online with a credit card payment on the website:  scroll down to the bottom of the page and register.  If you need a receipt, print out the confirmation page.    

PREPAID MEALS:  Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE -scroll down to the bottom of the page and register.

THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline)

Name: ________________________________________

 ____$37  ___$60    ____$25 (Member-Program Only)  ____$20 (EP-First Meeting)

E-mail: ________________________________________

Phone No: _____________________________________

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  ARMANINO LLP, BESSEMER TRUST COMPANY, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, HIGHGROUND ADVISORS, JACKSON, WALKER, MERRILL LYNCH, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, TEXAS BANK & TRUST, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT.  IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, DAVIS STEPHENSON, HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, LINDQUIST EISENBERG, PLAINSCAPITAL BANK, STOUT RISIUS ROSS, RUSSELL TETHER FINE ARTS AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.