XPX Dallas - Tax Strategies for Business Owners

Business Owners spend their life building their life’s work, during which they’re taxed a whole heck of a lot. We’ll explore ways they can maximize their post-sale take-home and minimize taxes. There are several levers typically used to minimize taxes and are totally dependent on the business owner’s typical priorities—lifestyle, gifting to future generations or philanthropy. What if all these factors could be addressed before and simultaneous to the sale? Come attend May 6 to see how!

Our Speakers:

Jen Colby is a Vice President, Wealth Advisor in the Dallas office of Bernstein Private Wealth Management advising high-net-worth families, nonprofits and private business owners. Prior to joining the firm she was a Financial Advisor for Edward Jones Investments. She served 8.5 years in the Air Force as an Officer directing the Human Resources and hospitality needs of base Airmen and their families. Jen holds a BS in Humanities from the United States Air Force Academy and MBA from the University of Maryland.

In her spare time, she relishes gardening and visiting National Park with her husband and 2 boys.

Clay Oh is Associate Director, Wealth Strategies at Bernstein Private Wealth Management assisting high-net-worth clients understand the impact of their legacy and tax planning in conjunction with their investments. He previously worked at Goldman Sachs as a Financial Planner. Clay also served in the US Army in Supply and logistics. Clay has both his CFA and CFP as well as a Bachelors in Finance from California State University, an MBA from Liberty University and MS in Taxation & Accounting with California State University.

When not at work Clay can be found on camping trips with his wife and 2 kids.

Registration Fees: 

XPX Dallas Members in Good Standing: Free.  Registration is required for food order purposes.  Please be sure to sign up.

XPX Chapter Network Members: $45.00
XPX Chapter Network Members Same Day/Walk-in Fee: $55.00

Non-Members: $55.00
Non-Members Same Day/Walk-in Fee: $65.00

Registration includes a full buffet breakfast plus coffee and juice.

First time guest. (Member referral is required- members (NOT GUEST) must email angie@exitplanningexchange to sign up their guest) 

Dallas Members Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.  Please note that our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.  If you can't attend the event, please email angie@exitplanningexchange.com so she can remove you from the list.

Non-Members & XPX Chapter Network Members Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.