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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
09

XPX DC Metro: 1031 Like-kind Exchange and Special Purpose Entity Strategies

Details

Date & Time

Thu, Jul 9th, 2026 ⋅ 7:30am - 9:30am (EDT)

Location

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

Tickets

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

Registrants

42 people attended
DS
SS
CS
TM
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
+37

Please join us as we continue to dive deeply into key Exit Planning Strategies. This month, we welcome Scott Douglas, Principal Broker of Douglas Commercial LLC, to explore how business owners can leverage strategies such as 1031 Exchanges, Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones, and other tax-efficient planning tools to preserve more of their wealth when selling a business. Drawing on his expertise in commercial real estate and tax-deferred exit strategies, Scott will provide practical insights that advisors can use to help clients minimize capital gains taxes, diversify holdings, and maximize after-tax proceeds from a sale. This session is ideal for exit planning professionals seeking to deliver greater value to business owners before, during, and after a transaction.



Scott Douglas

Principal Broker
Douglas Commercial, LLC

Scott Douglas is Principal Broker at Douglas Commercial LLC, a commercial real estate brokerage based in Annapolis, Maryland. He specializes in tax-deferred exit strategies for commercial property owners and business owners through 1031 exchanges, Delaware Statutory Trusts (DSTs) and Qualified Opportunities Zones. With Series 22 licensing and deep commercial real estate expertise, Scott helps clients use real estate to mitigate capital gains tax when selling investment properties and or businesses. His unique combination of commercial brokerage experience and securities licensing makes him a trusted advisor for property owners and business owners planning their exits across the Maryland /DC market.


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 Fee - $45.00

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

Non-Members – $60.00
Non-Members Same Day 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. 

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 credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
DS
David Suski
M&T Bank
SS
Sevana Stone
VersaTel Solutions
CS
Christina Seiden
Third Arrow Studios
TM
Tara Marino
CohnReznick
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
THE ADVISOR'S EDGE, LLC
KW
Karl Wappaus
Legacy Growth Advisors LLC
KC
Kaitlyn Cline
United Charitable
MW
Matt Whitaker
Quantive Financial Advisors
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
RC
Rohit Chande
BS
Brian Sergenian
MLG Capital
DB
David Buckley
Buckley Advisors LLC
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
JD
John Dearing
Capstone Strategic
Scott Douglas of Douglas Commercial is a member of XPX Maryland
Scott Douglas
Douglas Commercial
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
FM
Frank Massaro
McDonald Hopkins LLC
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
FNB
John Hannula of Chief Outsiders is a member of XPX DC Metro
John Hannula
Chief Outsiders
SC
Srini Chennamaraja
Akira Tech
RC
Robyn Craig
First National Bank
CG
Charles Goodrich
Goodrich & Associates, LLC
LA
Louie Atangan
PNC Private Bank
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
Merit Financial Advisors
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
AH
Ashley Hall
JP Morgan Private Bank
GK
Gordon Kimpel
FIRST FINANCIAL Group
Greg Duncan of Murphy Business & Financial Services is a member of XPX DC Metro
Greg Duncan
Murphy Business & Financial Services
SG
Stephanie Gumm
Horizon Advisory Group
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
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
DJ
Dan Jackson
Jackson Advisory Management
MB
Molly Booi
Sikich
RB
Ryann Brown
Goodspeed Merrill
GB
Guillermo Birmingham
Transworld Business Advisors
BC
Brent Chism
Traction Insights
AT
Amol Tripathi
Focal Point
MG
Michael Ghanem