Income Tax Minimization Under the Big Beautiful Bill

Jamie’s comprehensive knowledge includes income tax, estate tax and personal financial tax planning. She works extensively with high-net-worth families, trustees, business owners, executives and charitable organizations to structure and coordinate transactions around family wealth preservation, wealth transfers, charitable transfers, asset protection and closely held enterprises’ business matters, along with tax compliance for multigenerational families and closely held businesses. She started her career with RSM in Chicago and moved to the Houston RSM office in 2012.

Brian is a Co-Founder of Pennington Partners & Co., SaaS Ventures, and PTM Partners. A financial entrepreneur, he is passionate about building and investing in companies and tireless in the pursuit of innovation.

As the co-founder and CEO of Pennington Partners & Co., Brian leads the strategy and vision behind the firm. Founded in 2016, Pennington’s mission is to create the leading entrepreneurial ecosystem for successful entrepreneurs and their families helping them navigate the challenges of complex wealth and maximize their greatest potential.

Brian grew up in an entrepreneurial family where he learned the importance of hard work and giving back to one’s community. He is an active member of the Jewish Federation National Young Leadership Cabinet, the premier leadership development program of The Jewish Federations of North America. He serves on the investment committee for the Bender JCC of Greater Washington and serves as a committee member for the Holocaust Museum Tribute Dinner. Most recently, as a third-generation Holocaust Survivor, Brian launched a podcast series interviewing second-generation Holocaust survivors who share a similar passion for entrepreneurship and Tikkun Olam (improve the world) and have overcome great odds to make the world a better place.

Previously, Brian was a financial advisor at Morgan Stanley and Merrill Lynch. He earned a Bachelor of Science in International Business from the University of Maryland’s Robert H. Smith School of Business. Brian holds Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certifications. Both certifications are awarded by the Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of the University of Pennsylvania and the Booth School of the University of Chicago.

More than 20 years leadership experience as the CEO of a multi-generational family office and investment pool of capital. Over thirty years of executive management experience in food processing, manufacturing and distribution. As a successful entrepreneur in the food business, Benjamin has built, managed and sold market leading food businesses with extensive operations across the United States.

Dedicated Community leader with a deep sense of passion for educating, caring for and changing the lives of challenged and underserved populations through a variety of organizations, virtually all grounded on a track to education in one way or another