Name: Ask an Expert: Tax Season Strategies for Founders
Start: 2026-01-29T11:00:00.000-08:00
End: 2026-01-29T12:00:00.000-08:00
Location: Online Event

Personal

Brent Devey

Join us for a focused, founder-friendly session on the tax considerations every early-stage organization  should understand. 

We’ll meet for about one hour, starting with a concise 10-15 minute presentation that covers the most common tax questions we hear from founders. From there,, we will open the floor for a live 40-minute Q&A, giving you the opportunity to ask your questions directly and get real-time answers from our experts.

David Horning, Chief Operating Officer and Head of SaaS at Escalon

David oversees Escalon’s accounting, finance, tax, and HR service delivery. He brings more than 20 years of experience in financial services and over a decade supporting venture-backed startups as a fractional CFO. David holds a Ph.D. in Mechanical Engineering and an M.S. in Management Science and Engineering from Stanford University, as well as M.S. and B.S. degrees from the University of Washington. He is also a CFA charterholder.

Hugh Alexander, Head of Tax and Compliance at Escalon

Hugh is a licensed attorney and seasoned tax executive with 27 years of experience advising technology-focused SMBs. Before Escalon, he served as a Tax Partner at KPMG and as the Tax Risk Management Partner for the firm’s Pacific Southwest and Northern Pacific regions. Hugh holds a Juris Doctor from St. Mary’s University School of Law and a Bachelor of Science from The University of Texas at Austin. He is an active member of the Tax Sections for the State Bar of Texas and the State Bar of Arizona.

Save your spot today and bring your questions. This session is ideal for founders who want to understand tax planning, avoid common pitfalls, and make informed decisions as their companies grow.

​​DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.