XPX Northern California: Elevate Your Exit Advisory Game: Exclusive Launch of the Northern California Exit Planning Exchange Community

Calling all exit planning professionals!

Join us for a groundbreaking event that combines the formal launch of the Northern California Exit Planning Community with a tax planning panel discussion.

We will have a laser-focused session on Exit Tax Strategies - the critical third leg of the value creation stool.

• Exclusive access to a network of top-tier exit planning experts
• Panel discussion on Exit taxation and exit tax strategies that your clients need to be aware of
• Opportunity to be part of and shape the future of the Exit Advisory Community

This isn't just another networking event. It's your chance to position yourself at the cutting edge of exit planning and achieving successful exits for your clients.

Limited spots are available.

Secure your place now and cement your status as an indispensable exit planning authority!

Agenda:

4:30 – 5:15 - Registration & Networking
5:15 – 5:40 - Why XPX and the Northern California Chapter
5:40 – 6:30 - Taxation panel discussion and Q&A
6:30 – 7:00 - Networking
7:00 - Close

Our Speakers:

Jonathan Rubens
Partner
Moscone Emblidge & Rubens LLP

Jonathan Rubens leads his firm’s transactions team, focusing on lower-middle market M&A, and he advises entrepreneurs and investors in early-stage companies. Jon speaks on preparing companies for exit, and for over 15 has led a course on representing early-¬stage companies and leading them through financing.

Jon will chair the ABA Business Law Section in 2027. He started his career representing media businesses, and he interned at the French small business administration, studying lending and early--stage financing trends. He is a graduate of Dartmouth College and UCLA Law.

Kaitlyn Gardner, J.D.
Director, Institute for Trust and Estate Planning
Bernstein

Katie Gardner is a Vice President and Director of the Institute for Trust and Estate Planning at Bernstein Private Wealth Management, sitting in the San Francisco Office. Before joining Bernstein in 2024, Katie was an estate planning associate at Coblentz Patch Duffy & Bass LLP and at Loeb & Loeb LLP, where she focused on sophisticated tax and estate planning techniques for high-net-worth families. Prior to developing an expertise in estate planning, Katie spent two years practicing employee benefits and tax law at Hanson Bridgett LLP. Katie earned her BA in developmental psychology from Stanford University, where she received the J.E. Wallace Sterling Award for Scholastic Achievement. Katie earned her JD from Stanford Law School, where she contributed to the Stanford Law & Policy Review journal and volunteered for the Stanford Tax Pro Bono Project.

Chad Gumm
Managing Director
Moss Adams

Chad is a tax managing director at Moss Adams LLP and has worked in public accounting since 2001. He specializes in the tax implications of M&A transactions, including tax diligence, tax modeling, and tax structuring on the applicable federal income tax issues. Chad also has a deep technical knowledge and is a subject matter specialist in corporate tax matters including section 382 net operating losses, qualified small business stock, determination of earnings and profit and stock basis, application of the consolidated federal income tax rules, cancellation of debt issues, and worthless stock deductions.

Registration Fees:

XPX Northern California Members: $0
Non-Members: $0

There is no charge for this event but registration is required for for catering planning.

There will be drinks and light hors d’oeuvres.