Page 32 - TACC 2023 Program

SILVER SPONSORS

Silver Sponsor Contact
In an investment environment where growth and profitability are key drivers Caitlyn Machann
to finding value, Tax Advisors Group brings a unique solution to positively Senior Vice President
contribute to each of these variables that can improve the book value of a selling [email protected]
organization or identify unknown arbitrage opportunities for acquiring firms. 972-200-7055
Lisa Stensgard
Through proactively addressing property tax using our TAG It™ method we’ve Vice President
been able to reduce annual property tax bills by 31% on average for our over 700 [email protected]
clients, directly contributing to profitability and improving enterprise value of 214-938-2848
privately owned organizations.
Address
■ Over two decades providing capital preservation
12400 Coit Road
■ Client portfolio that spans across all industries Suite 960
■ Deliver firm-level support across entire portfolios Dallas, TX 75251
■ Designated by Forbes as one of America’s Best Tax Firms
972-903-7506
■ Achieved over $800 million in capital preservation
www.taxadvisorsgroup.com

Silver Sponsor Contact Address
Third Coast Bancshares, Inc. is a commercially Elizabeth Falco 1800 West Loop South
focused, Texas-based bank holding company EVP, Corporate Banking Suite 875
[email protected]
Houston, TX 77027
operating primarily in the Greater Houston, Dallas- 214-725-9737
Fort Worth, and Austin-San Antonio markets 833-844-7708
through its wholly owned subsidiary, Third Kelsey Lopez
SVP, Corporate Banking
Coast Bank, SSB. Founded in 2008 in Humble, [email protected]
Texas, Third Coast Bank, SSB conducts banking 832-746-4801
operations through 16 branches and one loan
production office encompassing the four largest www.tcbssb.com
metropolitan areas in Texas.