The event, scheduled for September 22-24, aims to pull leadership away from routine operational demands to address structural gaps in tax and business strategy. CEO Tony Kroschewsky noted that the firm’s unique vantage point reveals significant pockets of untapped value that many organizations currently fail to map. Discussions will center on macro-level shifts in power generation, technology, and M&A, prioritizing pragmatic, actionable outcomes over theoretical debate.
While the gathering remains strictly invitation-only, the firm plans to distribute executive summaries and key insights via its website following the sessions. Merit Advisors, which has operated since 1998, continues to focus on specialized tax services for the oil and gas sector, maintaining a regional footprint that spans Texas and Oklahoma. The firm intends to release further details on speakers and panel participants through its professional social media channels in the coming weeks.




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