DALLAS ESTATE PLANNING COUNCIL

LUNCHEON PROGRAM

THURSDAY, SEPTEMBER 3, 2026

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)

REGISTRATION DEADLINE: AUGUST 25 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 - MEMBER WITH MEAL

$50 - GUEST WITH MEAL

$25 - PROGRAM ONLY/NO MEAL

QUEUEING-UP QUANTUM QSBS EXCLUSIONS

PAUL LEE

 Sponsored by Communities Foundation of Texas and EisnerAmper

In 2018, TCJA made Qualified Small Business Stock (Section 1202) suddenly relevant after 25 years of existence.  Since then, QSBS planning has exploded, and now, OBBBA has added fuel to the fire.  This presentation centers on the evolution of QSBS planning since TCJA and how the new OBBBA changes have expanded (but further complicated) planning.

Paul S. Lee, J.D., LL.M. Paul S. Lee is the founder and CEO of Consiglio Advisors LLC, an independent tax and wealth advisory consulting firm. He is also the Chief Tax Strategist of Indivisible Partners, serving its private wealth clients and advisor teams. The clients of Consiglio Advisors include ultra-high-net-worth families, single and multi-family offices, entrepreneurs, C-Suite executives, law firms, accounting firms, financial institutions, public companies, privately-owned family businesses, and venture capital funds (and their principals). Prior to founding Consiglio Advisors, Paul was the Chief Tax Strategist and Executive Vice President of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. Prior Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Paul is a Fellow of the American College of Trusts and Estate Counsel and an Academician of the International Academy of Estate and Trust Lawyers. He has been inducted into the NAEPC Estate Planning Hall of Fame® and designated an Accredited Estate Planner® (Distinguished). He was the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia. Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, Southern Federal Tax Institute, ACTEC National Meeting, USC Institute on Federal Taxation, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes Federal, Tax Notes International, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-authored the law review article, “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation. He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.

Continuing ed credit is APPROVED for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3^rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, SPCA of Texas, Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art,  Bisignano Harrison, Inspired Valuation Group,, Tipping Mineral Management,,  Probity Advisors, Inc., Operation Kindness Humane Society, Practical Planning Group, Patten & Company, Happy Trust Company, Baker Tilly, Value, Inc, Matter Family Office, Stout

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING