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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Aug
26

XPX Houston: Tax Update for Owners: Exploring the Impact of the One Big Beautiful Bill Act

Details

Date & Time

Tue, Aug 26th, 2025 ⋅ 7:30am - 9:00am (CDT)

Location

The Briar Club 2603 Timmons Lane, Houston, TX 77027

Tickets

Houston Members
$0.00
Non-Members Same Day Registration
$60.00
Non-Members:
$50.00
Guests

Registrants

43 people attended
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Rich Hall of Rich Hall Group is a member of XPX Houston
Colleen Migl of Quadros Migl & Kilmer PLLC is a member of XPX Houston
Dave Key of Murphy Business and Financial is a member of XPX Houston
Keith Young of Sunbelt Business Brokers is a member of XPX Houston
+38

Join the Houston Chapter of XPX for an engaging and timely breakfast event designed specifically for business owners and their advisors. This session will break down the wide-reaching implications of the recently passed "One Big Beautiful Bill" and what it means for those navigating ownership, succession, and long-term planning.

Our featured speakers will explain how the new legislation affects tax structures, compliance obligations, and strategic decision-making. Attendees will walk away with a clear understanding of what has changed, what actions to consider now, and how to best prepare for what's ahead.

Start your morning with insightful conversation and valuable connections as we unpack this transformative piece of legislation.

Our Speakers:


JP Weiss

Partner
UHY LLP

Jon-Paul “JP” Weiss has more than 23 years of tax experience in public accounting and industry. He has broad experience in ASC 740, domestic federal, state, and foreign tax compliance and planning, large consolidated corporate groups, partnerships, joint ventures, acquisitions, dispositions, and internal reorganizations.

JP has worked with publicly traded and private equity-backed private companies in the energy, manufacturing, service, technology, engineering, and construction sectors. Prior to joining UHY, JP was a director at three large international accounting firms. Earlier in his career, he worked in the tax function at a Big Five and a Big Four firm.


James Hintz, EA
Managing Partner
HST Tax Advisory Group

James began his financial services career in 1980 at North Central Financial Services, a family firm. He grew up in Eau Claire, Wisconsin, and attended the University of Wisconsin. After completing his formal education majoring in Business Administration and Economics, James earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and Certified Tax Advisor designations. James has over 40 years of experience as Tax & Financial Advisor allowing him to understand the complex challenges business owners have managing their business and personal finances.


Agenda:

7:30 - 8:00 am Registration and Light Networking
8:00 - 8:45 am Breakfast and Program
8:45 - 9:00 am Q&A

Registration Fees:

XPX Houston Members: No Charge - Online Registration is required - Registration is required for building security access and so we have an accurate headcount for catering planning.

Non-Members: $50.00
Non-Members Same Day/Walk-in Fee: $60.00

Registration covers food and beverage.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Members please note:

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.
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Ryan Gardner
Gardner Firm PLLC
Rich Hall of Rich Hall Group is a member of XPX Houston
Rich Hall
Rich Hall Group
Colleen Migl of Quadros Migl & Kilmer PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
Dave Key of Murphy Business and Financial is a member of XPX Houston
Dave Key
Murphy Business and Financial
Keith Young of Sunbelt Business Brokers is a member of XPX Houston
Keith Young
Sunbelt Business Brokers
Amy Holmes of Goodrow Holmes, PLLC dba Goodbiz.Law is a member of XPX Houston
Amy Holmes
Goodrow Holmes, PLLC dba Goodbiz.Law
Steven Kesten
Steven Kesten
BoyarMiller
MV
Mark Vance
Statesman Corporate Finance
SN
Steven Novotny
Icon Wealth Partners
Shelina Hawkins of Hawk INS Group, LLC is a member of XPX Houston
Shelina Hawkins
Hawk INS Group, LLC
JL
John Lionberger
DGP Capital
RF
Ray Fernandez
abip CPAs & Advisors
Sarah Long of UHY US is a member of XPX Houston
Sarah Long
UHY US
PV
Peyton Vitter
SMG Capital
AS
Aubrey Surovik
Insperity
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew Walker
Bernstein Private Wealth
SM
Savara McDaniel
Plains Wealth Management
KF
Kyle Fernandez
American Bank, N.A.
SN
Samir Nangia
ValuGenius
MW
Marc Williams
Suspiro Group
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
HST Tax Advisory Group, LLLP
JW
Jp Weiss
UHY LLP
KH
Keith Hopkins
Tri-Coastal Industrial Wash Systems LLC
MR
Mike Reese
Oxley Energy
SS
Sharon Stodghill
Law Office of Sharon C. Stodghill
John McKee of Glaucon Capital Partners is a member of XPX Houston
John McKee
Glaucon Capital Partners
AB
Alexander Brokhin
Imperial
HW
Hannah Wilner
Achieve International
NK
Nathan Klatt
Rockport Partners
JJ
Jim Jordon
Forvis Mazars
Marc Danile of John Hancock Investment Mangement is a member of XPX Houston
Marc Danile
Manulife John Hancock Investments
DY
Devaron Yates
Wealth Development Strategies LLC
YP
Yara Perez
HAWK INS GROUP
SH
Sally Hallingstad
Baker Tilly
Nikolay Gergov of Plains State Bank is a member of XPX Houston
Nikolay Gergov
Plains State Bank
SK
Steven Kaufman
Zeus Companies
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory Kostiuk
StratEX Sales LLC
DF
Don Ford
Ford + Bergner LLP
SS
Sarah Sibley
Ford + Bergner LLP
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
Anna Dashkevich of Anna Dashkevich, CFP, CEPA is a member of XPX Houston
Anna Dashkevich
Strategic Financial Group
RD
Ryan Digiovanni
The DGV Group