Choice of Entity
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LUNCHEON PROGRAM
THURSDAY, NOVEMBER 5, 2026
DOUBLETREE HILTON - CAMPBELL CENTRE
8250 N. CENTRAL EXPRESSWAY, DALLAS
(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)
REGISTRATION DEADLINE: OCTOBER 27 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK AT THE DOOR
$37 - MEMBER WITH MEAL
$50 - GUEST WITH MEAL
$25 - PROGRAM ONLY/NO MEAL
JUST RIGHT: A GOLDILOCKS GUIDE TO
CHOICE OF ENTITY
GENE WOLF
Sponsored by Armanino and Wealth Advisors Trust Company
Choosing a business entity sets the course for everything that follows - how the business is taxed, how it raises money, who controls it, and how the owners eventually exit. Too much structure adds cost and complexity. Too little can leave owners exposed or facing tax bills they never planned for. This program helps advisors find the structure that's "just right" for each client.
Gene Wolf is a native El Pasoan. He earned his B.B.A. from Baylor University and his J.D. from Baylor School of Law. He began practicing law at Kemp Smith LLP as an associate in 1991 and has been a partner since 1997. Gene is a member of the Business Department with practice emphasis on tax, corporate, estate and business planning, is a member of the firm’s Management Committee, and is its immediate-past Managing Partner. Gene serves on the Board of Directors of Hunt Companies, Inc. and as chair of the Governance Committee. He also serves on several other client-company boards, including Westgate Corp. and Dorsar Investment Management LLC. Gene is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is Board Certified by the Texas Board of Legal Specialization in Estate Planning and Probate Law. Gene is currently serving as the President of the Texas Federal Tax Institute and a board member and officer of the Texas Real Estate & Probate Institute (T-REP), which exists to improve the real estate, probate, and trust laws of the State of Texas. Gene is a member of the American Bar Association Section of Taxation, the State Bar of Texas and the El Paso Bar Association.
Continuing ed credit is pending for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, SPCA of Texas, Wealth Advisors Trust Company, Northern Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Carr Riggs & Ingram, View Capital Advisors, Neuhoff Hunt, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Bisignano Harrison, Inspired Valuation Group,, Tipping Mineral Management,, Probity Advisors, Inc., Operation Kindness Humane Society, Practical Planning Group, Patten & Company, Happy Trust Company, Baker Tilly, Value, Inc, Matter Family Office, Stout
IMPORTANT: PLEASE READ BELOW!
THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.
PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
