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NAIFA Houston Membership Luncheon
February 20 @ 11:30 am - 1:00 pm
“2025 Tax Strategies for Insurance and Financial Advisors” presented by Lee Daniels, The XPO Partners
During this presentation, Lee Daniels will discuss the 2025 Tax Law Changes, the Most Common Tax Return Errors, and How to Optimize your Taxes as an Insurance or Financial Professional.
Lee Daniels is the Managing Partner and co-founder of The XPO Partners, which provides accounting & tax services and legal strategies for individuals, families, and small business owners.
Prior to founding The XPO Partners, he served as a leader with Fortune 500 companies such as Waddell & Reed, Thrivent Financial, and US Bank. During this time, he served independent financial advisors supporting them as they worked with their clients.
Lee has earned an MBA in Finance from the University of St. Thomas, in Saint Paul, Minnesota, as well as a Master of Jurisprudence from the Texas A&M School of Law. In addition, Lee is a Certified Financial Planner,(CFP), Certified Exit Planner,(CeXP), and an Enrolled Agent candidate with the Internal Revenue Service.
Registration Cost:
NAIFA Houston Members: $40
Guests/Non-Members: $40
President’s Cabinet Members: FREE
Learn more at www.naifahouston.com/events
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