2027 Webinar/IN-PERSON CONFERENCE

Tax Alliance Conference

(972) 810-4380

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    • Home
    • Contact Us
    • Conference Details
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    • Exhibitors
    • Speakers
    • Topics
    • Conference Handbook

(972) 810-4380

Tax Alliance Conference
  • Home
  • Contact Us
  • Conference Details
  • Register
  • Exhibitors
  • Speakers
  • Topics
  • Conference Handbook

2026 Exhibitors

We believe that our exhibitors, both vendors and sponsors, add to the value of our conference.  Our sponsors contribute to the conference and help us keep your cost down!

COLEMAN - JACKSON p.c.

coleman-jackson.com (972) 810-4380

Coleman -  Jackson, PC is a proud sponsor of the Tax Alliance Conference. For years, we have sponsored the annual wine and cheese reception. We look forward to being able to do so again next year.


Combined, the tax attorneys at Coleman -  Jackson have years of experience in tax controversy. If you or a client has an issue with IRS Collections, Audit or Appeals, we are happy to assist. We represent clients in all manner of IRS controversy issues, both criminal and civil.


Please feel free to contact our attorneys Kyle Coleman or Robert Jackson if you have any questions. We are always happy to be a point of contact for any questions you have. Please visit our website at www.coleman-jackson.com. You may also contact either of us through our emails: kyle@coleman-jackson.com,  and robert@coleman-jackson.com. You can also reach us at (972) 810-4380.

GENERATIONAL GROUP

Generational Alliance Network

 At Generational, our team of experienced professionals work with you to deliver custom, strategic growth and exit plans for your clients. Expand the value of your business, deepen existing relationships, boost client retention and grow your base through the program’s referral and networking process. 


 

Take your business to new heights

As you know, your clients have spent years of dedication building a successful business. When it comes time to sell, you have the unique opportunity to play a major role in that momentous event. Expand your services to include:

  • Business Valuation
  • Strategic Growth Planning
  • Value Enhancement
  • Exit Planning
  • Mergers and Acquisitions Advisory
  • Digital Solutions

Let's get the conversation started.

Amy Felknor
Managing Director, Strategic Alliances

afelknor@generational.com 


 972-364-7967

Website

HUNTINGTON BANK

Where can an SBA loan take your business?

Huntington is passionate about helping small businesses and the communities they call home.  As the #1 SBA 7 (a) lender in the nation.  Huntington provides business resources to help small businesses grow.  Our dedicated SBA specialists, underwriting, and closing teams work closely with you throughout the lending process.  We also have a specialized construction loan team that monitors projects and requirements.  Taking care of your entire lending experience is one more way we look out of you


Loan features:

  • 504 and 7(a) loan structures.
  • No balloon payments.
  • Loans up to $5 million can be SBA guaranteed.
  • Credit approval may be able to be based on projected financials.
  • Lowe down payments and longer amortization than traditional financing.


Loan benefits:

  • Business is able to preserve capital with down payments as low as 10%.
  • Closing costs, working capital, and other project costs can be financed within the loan.
  • Increased cash flow and repayment ability with longer loan terms.
  • No loan covenants or monitoring requirements.
  • Finance-eligible tangible and intangible assets.
  • Limited or no prepayment penalty based on loan amortization.

Ready to get started? So are we.

To learn more contact:

Anna Porter

945-8113

Anna.porter@huntington.com


Katrina Nunley

214-206-5715

Katrina.nunley@huntington.com

Visit to learn more about the services available.

VERITO

Trusted by 1,000+ accounting firms since 2016

 Verito provides secure, IRS/FTC-compliant private cloud hosting and managed IT support designed exclusively for tax and accounting firms. With zero downtime since 2016, they allow you to securely host software like QuickBooks and Drake from anywhere, backed by sub-60-second US-based support and flexible month-to-month pricing. 

 

  • IRS & FTC Compliant: Automated security, enforced MFA, and data isolation built to keep you audit-ready.
  • Guaranteed 100% Uptime: Uninterrupted server reliability so you can file on time, every time.
  • Lightning Fast: 35% faster performance on dedicated private servers.
  • Seamless Migrations: White-glove setup moves your firm into the cloud with zero hassle.

Download Your Free IRS - Compliant WISP Template

Get a professionally structured Written Information Security Plan template that covers IRS Publication 4557 and FTC Safeguards Rule requirements. 

Complete our form:

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