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News & Headlines

Trump Creates Council on Opportunity Zones

12/13/2018
President Trump yesterday signed an executive order creating a new council that will help ensure the success of the Opportunity Zones tax incentive.

FCC Adopts Reassigned Number Database with Safe Harbor

12/13/2018
The Federal Communications Commission yesterday voted unanimously to create a database of phone numbers that have been relinquished by one individual and reassigned to another individual.

Operating Expenses, Access to Credit Top Challenges for Non-Employer Small Businesses

12/13/2018
Nonemployer firms, those without full-time or part-time employees on payroll, said that meeting operating expenses and accessing credit were their top financial challenges, according to a new report yesterday.

Congress Passes ABA-Backed 2018 Farm Bill

12/13/2018
With a vote of 369 to 47 yesterday, the House approved the 2018 Farm Bill.

Upcoming Events

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February 7 2019
2019 Changes and Trends Affecting Special Needs Trusts 02/07/2019 The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources.

Click here for more information and to register.

Questions: Contact at (512) 472-7391.

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February 21 2019
Complete Fundamentals 02/21/2019 The introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand “the basics.”

Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

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February 28 2019
Real Estate, Oil & Gas Conference 02/28/2019 This two-day event offers a unique, tailored opportunity for asset management professionals. It provides a full day of presentations on the latest topics in the areas of real estate and oil and gas, respectively. Speakers will address timely topics in an evolving area of trust.

o Real Estate Managers
o Mineral Managers
o Landmen
o Those new to real estate or oil and gas

Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

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April 17 2019
2019 Wealth Management & Trust Conference 04/17/2019 The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CLE, CPE) and valuable networking opportunities, the event is worth every penny.

Questions: Contact at (512) 472-7391.

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