XPX Nashville - "From Sale to Security: Tax & Wealth Planning in the One Big Beautiful Bill Act Era”

"From Sale to Security: Tax & Wealth Planning in the One Big Beautiful Bill Act Era” is a must-attend panel diving into the sweeping changes introduced by the newly passed One Big Beautiful Bill. The tax landscape has shifted dramatically—offering both new opportunities and hidden pitfalls for those looking to sell their business and preserve their wealth.

Join a powerhouse panel of experts in their field as they break down how to navigate the sale of a business under the new tax code. From maximizing deductions and minimizing capital gains to leveraging charitable giving and estate planning tools, this session will equip you with actionable insights to keep more cash in your pocket and build a lasting legacy.

Our Speakers:

Marcus Bowman co-founded a CAAS firm in Washington in 2008, joined CLA in 2016, and now leads CAAS in Nashville, serving diverse industries with accounting, tax, consulting, and transition advisory services.

Michael Britten leads CLA’s national Transaction Tax Services practice with 25+ years of public and private experience, advising strategics and private equity on tax due diligence and structuring deals from millions to over a billion.

Tom Pauloski  is a Senior National Director  at Bernstein Private Wealth Management.  He leads Bernstein’s Wealth Strategies Group, the Planning and Research arm of the firm. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions.

Ryan Wautlet is a Senior Associate at Husch Blackwell in the Private Wealth, Financial Services and Capital Markets sector. Ryan works with families and individuals to develop and implement wealth and business transfer plans that fit their personal goals. He uses sophisticated estate planning techniques to help achieve client objectives with built-in flexibility for the future.

Registration Fees:

XPX Nashville Members: There is no Charge to XPX Nashville Members in good standing, but pre-registration is required for building security access and so we have an accurate headcount for catering planning.

XPX Network Chapter Members: $40.00
XPX Network Chapter Members Same Day Fee: $50.00

Non-Members: $50.00
Non-Members Same Day Fee: $60.00

Registration fee covers lunch.

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.