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  • Exit Planning Exchange
Exit Planning Exchange
Apr
23

XPX HOUSTON OWNERS' ACADEMY (HOUSTON MEMBER + INVITED OWNER) - BUSINESS UPDATE FOR OWNERS: LEGAL, TAX AND MARKET UPDATE

Details

Date & Time

Tue, Apr 23rd, 2024 â‹… 4:00pm - 6:30pm (CDT)

Location

The Briar Club 2603 Timmons Lane Houston, TX 77027

Tickets

XPX Houston Member & Owner Guest
$0.00
Guests

Registrants

21 people attended
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
WW
DR
BJ
JP
+16





BUSINESS UPDATE FOR OWNERS: LEGAL, TAX AND MARKET UPDATE
(For XPX Houston Members & Business Owners)

Join us as we hear from the experts on recent developments in legal, tax, and the market. Our focus will be on an update useful to owners, with content focused on impacts to business growth, transfer, and owner legacy.


Members MUST register an Owner
at the same time to attend the event.


AGENDA:

4:00 - 5:15 pm Program
5:15 - 5:30 pm Q&A
5:30 - 6:30 pm Drinks and Hors d'oeuvres


PANEL:

LEGAL UPDATE COVERED BY:

Thomas J. McCaffrey
Partner
Akin

Alison L. Chen
Partner
Akin

TAX UPDATE COVERED BY:

Dan Russell
Partner
RSM US LLP

MARKET UPDATE COVERED BY:

Frank deVay
Managing Director
Chaffe & Associates


REGISTRATION FEES:

No Charge to XPX Houston Members & Owner. Members MUST register an Owner at the same time to attend the event. In the event you would like to register more than one business owner, please notify Angie Ellis at angie@exitplanningexchange.com and include their name, company name and email address.

NON-SOLICITATION POLICY:

Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Houston Chapter of the Exit Planning Exchange's policy that both member advisors will not solicit any business owner either at the event or afterward.

Our event registrations are not transferable/no substitutes from a member to non-member. Our memberships are not sharable. Membership benefits only apply to the "Approved Individual Member", not to other employees of the same firm or company.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
ActionCOACH of Central West Houston
WW
William Wu
Expense Reduction Analysts
DR
Daniel Russell
RSM US, LLP
BJ
Brandon Jordan
S Tapia CPA
JP
Josh Patten
Westpark Communications
MA
Marty Abrahams
Supernova Furniture
CE
Christopher Eldridge
Supernova Furniture
BB
Billy Bray
Outsourced Risk Managers
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
Pangea Financial Group
WH
Wendy Holley
Holley Acquisitions
TM
Thomas McCaffrey
Akin
AC
Alison Chen
Akin
Frank deVay of Chaffe & Associates, Investment Bankers is a member of XPX Houston
Frank Devay
Chaffe & Associates, Investment Bankers
WG
Wendy Ghormley
Live Oak Bank
AS
Alexa Stachowiak
Love For Dogs
JC
Jagger Clowers
Pampered Pet Resorts
Rich Hall of Rich Hall Group is a member of XPX Houston
Rich Hall
Rich Hall Group
JT
Jamie Tipton
The IVP Group
FL
Fernando Lehrer
Capital Insight
WB
Will Bateman
UHY
RB
Royce Bowman
Bowman Physical Therapy