XPX Dallas - February | Interactive Working Session on Tax Strategy

Join Us!

Tax strategy across the business lifecycle — growth, exit, and post-exit

This is not a technical tax session or a compliance discussion (especially in February).
Instead, we’ll focus on:

• patterns advisors see too late,

• timing decisions that materially affect outcomes, and

• where better advisor coordination changes results for business owners.

What to expect

• Round-table discussions with fellow advisors

• Guided prompts (handouts provided)

• Short table report-outs to surface cross-disciplinary insights

Whether you’re a banker, attorney, CPA, wealth manager, ESOP advisor, exit advisor, or fractional executive, you’ll have meaningful perspective to contribute.

Come ready to share what you’ve seen work — and what you wish had happened earlier.

Looking forward to a great discussion.

Best,
Steve Conwell
President, XPX Dallas

Agenda:

8:00 – 9:45 AM CST:

8:00 AM Check-in & Breakfast
8:30 AM Kickoff & Introductions
8:40 AM Meeting Presentation
9:30 AM Collaboration Corner
9:45 AM Adjourn

Registration Fees: 

XPX Dallas Members in Good Standing: Free.  Registration is required for food order purposes.  Please be sure to sign up.

XPX Chapter Network Members: $45.00
XPX Chapter Network Members Same Day/Walk-in Fee: $55.00

Non-Members: $55.00
Non-Members Same Day/Walk-in Fee: $65.00

Registration includes a full buffet breakfast plus coffee and juice.

First time guest. (Member referral is required- members (NOT GUEST) must email angie@exitplanningexchange to sign up their guest) 

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 or creditswill be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered. from the list.