DFW Tax & Estate Planning Summit 2025

August 20–22, 2025 | Richardson, Texas
(Optional Pre-conference Workshop: August 20, 2025 – Afternoon)

Sharpen Your Edge in a Shifting Landscape

Stay ahead of the curve in tax, estate, and valuation planning at this immersive, high-level event built for seasoned professionals. Designed for CPAs, attorneys, and financial planners, Summit 2025 brings together top instructors and thought leaders for an in-depth exploration of today’s most pressing issues—and tomorrow’s emerging challenges.

Over two focused days, you’ll gain the knowledge and strategies you need to confidently guide clients through complex legal, tax, and financial environments. From federal and state tax updates to international reform and the impact of AI on your practice, the content is current, relevant, and practical.

Who Should Attend

CPAs, attorneys, and financial professionals with expertise in:

• Estate Planning

• Taxation (Individual, Corporate, State)

• Business Appraisals

• Valuations

Key Topics Include

• Estate Case Law Update

• Federal Income Tax Update: Individual & Business

• Legislative & Social Security Updates

• One Big Beautiful Bill: Global Impacts of International Tax Reform

• The Benefits and Pitfalls of AI to CPAs

Learning Objectives

• Navigate evolving legal and regulatory frameworks

• Understand recent federal and state tax changes

• Apply valuation and appraisal best practices

• Explore how AI is transforming professional standards and client service

Join us for actionable insights, meaningful connections, and a deeper understanding of the issues shaping the future of advanced planning.