2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Jennifer Castillo
Understand the tax advantages of oil and gas investments, including key IRS codes that can significantly reduce taxable income for clients. ● Learn how to incorporate oil and gas investments into client portfolios to achieve consistent cash flow...
ABOUT JENNIFER
Understand the tax advantages of oil and gas investments, including key IRS codes that can significantly reduce taxable income for clients. ● Learn how to incorporate oil and gas investments into client portfolios to achieve consistent cash flow and multiple returns on capital. ● Discover strategies for leveraging energy investments to enhance value for clients in alignment with their financial and exit planning goals. ● Explore the role of alternative investments in diversifying portfolios and optimizing long-term financial outcomes.
