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  • Exit Planning Exchange
Exit Planning Exchange
May
08

XPX DC Metro: The Resurgence of the C Corp

Details

Date & Time

Thu, May 8th, 2025 ⋅ 7:30am - 9:30am (EDT)

Location

The Tower Club 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
XPX Chapter Network Member
$50.00
XPX Chapter Network Member Same Day/Walk-In Fee
$60.00
Guests

Registrants

30 people attended
GK
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Abby Holmes of Cresset Capital is a member of XPX Maryland
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
RP
+25

Many smaller, privately held companies have chosen to operate as pass-through entities, rather than as a C Corp. However, changes to tax law over the past several years have enabled creative strategies to save taxes through conversion to a C-Corp. In this session, Stuart Sorkin, founder of Business and Legal Advisors will explain how converting to a C Corp unlocks valuable tax and exit-planning opportunities, including Qualified Small Business Stock (QSBS) benefits, Non-Qualified Deferred Compensation (NQDC) plans, enforceable employee agreements, and enhanced estate planning options. Please join us as Stuart shares a clear summary roadmap to guide business owners through a smooth, strategic, and cost- and income tax–effective transition.

We look forward to seeing you!



Stuart H. Sorkin
is the founder of Business and Legal Advisors, a business consulting firm that serves start-up and existing small/mid-size businesses in the design and implementation of business growth strategies. His 40 years of experience as an entrepreneur, CPA, and attorney, allows him to develop customized business growth plans that establishes employee and management accountability towards ultimate business goals.

He holds a B.S.B.A. in Accounting and Finance the American University, a law degree from the University of Miami, and LL.M in taxation from Georgetown University, and is the co-author of Expensive Mistakes When Buying & Selling Companies…and How to Avoid Them in Your Deals.

Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

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.  

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
GK
Gordon Kimpel
FIRST FINANCIAL Group
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Abby Holmes of Cresset Capital is a member of XPX Maryland
Abby Holmes
Cresset Capital
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
Reston Law Group, LLP
RP
Rachel Platt
Plattinum Resources
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
MW
Matt Whitaker
Quantive Financial Advisors
JH
John Hannula
Chief Outsiders
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Daya Naef of The Success Partner is a member of XPX DC Metro
Daya Naef
The Success Partner
RA
Richard An
Tayman Lane Chaverri LLP
CG
Charles Goodrich
Goodrich & Associates, LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Precision Financial Consulting
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
LM
Lucia Manic
Atlantic Union Bank
GB
Guillermo Birmingham
Transworld Business Advisors
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
RC
Richard Chisholm
Chisholm Law Group, LLC
BS
Beth Sanzone
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
AE
Andrew Erickson
Holland & Knight
NR
Neil Ragan
Truist
EB
Erika Cm&ap Baez-Grimes
Transworld Business Advisors
JC
Jay Colligan
Veritas Financial
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
LW
Lauren Watson
Cresset
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Kingstowne Advisors, LLC