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FPA DFW Fort Worth Chapter Meeting - Fort Worth Club
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6/18/2019
When: June 18
11:00 am - 1:30 pm
Where: Fort Worth Club
306 W. Seventh St.
12th Floor
Fort Worth 76102
United States
Contact: Melisa Hall
972-747-0407


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FPA DFW Fort Worth Chapter Meeting


 

This event includes 2 CFP, CPA, CIMA CE credits

 

Online registration ends at 4:00 PM, Monday, June 17

 

 

Risk Weighting: An Intuitive Approach to Diversification 

 

Scott Kefer, CFA
Senior Portfolio Strategist, VictoryShares [ Victory Capital ]


We will discuss the benefits/limitations of traditional passive market cap weighting and the sector concentration that builds over time. We will discuss how a rules-based smart beta approach can bridge the gap between active and passive management and lead to better risk-adjusted outcomes for investors.

 

Scott Kefer is a senior portfolio specialist for VictoryShares and utilizes his 24 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a senior portfolio manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.  

 

 


 

 


Choice of Entity 

 

Dustin G. Willey
Bourland, Wall & Wenzel

 

Choosing a business entity used to be a relatively painless process. If you wanted limited liability you incorporated; and if limited liability was not important, you operated as a sole proprietorship or a general partnership. In a relatively short period of time, state and federal tax law changes along with the advent of new types of business entities have made the choice of entity a much more difficult and, in many respects, a much more important, decision for would-be business owners. Today the menu of business entities from which to choose is quite lengthy: a sole proprietorship, a general partnership, a limited partnership, a C or S corporation or a limited liability company; furthermore, certain entities offer various “extras” in certain situations, such as registering as a limited liability partnership or choosing to operate as a professional corporation or limited liability company. The choice will vary from state to state based upon the liability and tax considerations peculiar to each state. While the vast majority of businesses are operated in one of three forms, i.e. a corporation, a limited partnership or a limited liability company, most of the time, there is no absolute right or wrong answer. The circumstances of the business owners, their goals and desires and their long term plans all play a role in deciding which type of entity is the best for the business owner or business owners. This presentation will discuss all types of business entities, including: a) Sole Propriertorships;  b) General Partnerships;  c) Limited Partnerships;  d) Limited Liability Company;  e) S Corporations;  f) C Corporations.  This outline is intended to raise the issues for a business owner to consider – not to provide answers. Only after a thorough analysis and review can the answers be provided by the business owner’s advisors.


Dustin G. Willey is a shareholder of Bourland, Wall & Wenzel, P.C., a Fort Worth, Texas law firm which represents individuals, closely held and family businesses, professional practices, and nonprofit entities (including charitable organizations) within its areas of legal practice. Mr. Willey was born and raised in Glen Rose, Texas. Mr. Willey received his B.B.A. degree in finance from Texas A&M University and his J.D. and M.B.A. degrees from Texas Tech University. He earned his LL.M. in Taxation from New York University. Mr. Willey was admitted to the State Bar of Texas in 2005 and is Board Certified in Tax Law by the Texas Board of Legal Specialization.  Mr. Willey concentrates his practice on tax and business planning for closely held businesses and individuals, including planning related to choice of business entity, multi-entity structures, management and ownership structures, business transactions, and the federal and state taxes consequences related thereto. Mr. Willey also advises clients with respect to the sale of a client’s business or the client’s acquisition of another business. He has co-authored and presented seminar articles on a variety of legal topics, including buying and selling companies, choice of entity, buy-sell agreements, taxation of mineral interests, and splitting the family business.


 



AGENDA

10:30 AM Check In / Registration / Networking
11:00 AM Chapter Meeting and Luncheon
1:30 PM Meeting Adjourned

 


Self parking will be validated.  Valet parking is at guest expense.


MEETING FEES

$40 FPA Members 
$55 Guests/Non-Members
$0 Corporate Partners

 

 




 

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