XPX Phoenix - The Clock Is Ticking: Tax Strategies Every Advisor Should Know

Every year that passes without a plan costs a business owner real money, and 2026 has moved the deadlines around again. This panel walks advisors through what changed under the One Big Beautiful Bill Act, what stayed the same, and what is still running against a real clock.

Estate and gift tax exemptions are higher and now permanent. Bonus depreciation is back to 100 percent and permanent. But permanent does not mean static. The enhanced Qualified Small Business Stock exclusion runs on its own holding period clock that starts the day stock is issued, not the day it is sold, and a business that converts entity structure ahead of a sale has its own multiyear clock running in the background. For an owner three to five years from a decision to sell, the moves that matter most have to start now, not once a buyer shows up.

Join George Henderson (Senior Vice President, Investment Officer, P.H.X. Wealth Management Group of Wells Fargo Advisors) and Matthew Kanter (Senior Manager, Tax, Mariner Wealth Advisors) for a moderated discussion on the tax strategies advisors need in their back pocket right now, from the wealth planning side and the tax planning side of the table.

• Which OBBBA provisions are actually permanent, and which ones are still running on their own clock?
• What are the most common things that go wrong for an exiting owner?
• What specific moves should a savvy advisor make to help create value for their clients?
• Where do the wealth advisor and the CPA need to be talking to each other, and where does it go wrong?

Our Speakers:

George Henderson, P.H.X.
Wealth Management Group of Wells Fargo
Senior Vice President, Investment Manager

George Henderson helps successful business owners and families turn wealth into lasting legacies.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

PM-03232028-5956332

Matthew Kanter
Senior Manager in Tax
Mariner Wealth Advisors

Matthew Kanter, CPA, CFP®, CKA®, is a Senior Manager in Tax at Mariner Wealth Advisors, advising high-net-worth individuals and closely held business owners on advanced tax planning and compliance. His work integrates income tax, estate and gift planning, executive compensation, philanthropy, and business transition strategies. Before joining Mariner, Matthew served as a Senior Tax Manager at Aldrich CPAs and Advisors. He earned bachelor's degrees in Accounting, Finance, and Business Information Systems from Oregon State University and is a member of the AICPA, the Arizona Society of CPAs, and the Oregon Society of CPAs.

Registration Fees:

XPX Phoenix Members: $50.00
XPX Phoenix Same Day: $60.00

XPX Chapter Network Members: $65.00
XPX Chapter Network Members Same Day: $75.00

Non-members: $75.00
Non-members Same Day: $85.00

Includes full breakfast.

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