XPX Northern California: 2026 Planning (Members Only)

Join us for a session to support advisors to help their clients get ready for 2026.  Further details to come soon.

We request your RSVP to be able to set expectations with the venue and the attendees.

Our Speakers:

Michael Barrett
Corporate Tax Partner
Andersen

Michael Barrett is a Managing Director with over 17 years of experience. He advises large, owner-operated, venture capital-backed, and private equity-backed businesses and their owners.  His work spans federal and state tax compliance, ASC 740, entity structuring, state and local tax planning, and international tax planning. He provides guidance on a wide range of tax and commercial matters, including tax reforms, IP planning, U.S. taxation of foreign businesses, equity compensation, R&D tax credits, and M&A.  Beyond his work with operating businesses, he provides tax compliance and consulting services to high-net-worth individuals, families, and owners of closely held companies.

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

Todd Wellnitz
President
Wellguard Insurance Solutions

Todd Wellnitz is President of Wellguard Insurance & Financial, an independent insurance brokerage providing key person insurance and succession planning solution.  Todd has over 20-years of experience utilizing the highest rated insurance companies in protecting business owners and their key employees from an untimely death or disability.  Todd specializes in translating complicated, advanced planning concepts into easy-to-understand conversations for busy business owners to protect their work of a lifetime.

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be light hors d’oeuvres and cash bar.

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

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california