XPX Tri-State Post Election Deep Dive

Event Information

Date & Time

Tue, Nov 17th, 2020
4:00pm - 6:00pm (EDT)


Virtual - connection details sent upon registration


XPX Registration Closed


AM&AA Guests $0.00
Non-members Early Bird (through 11/14) $25.00
Non-Members Regular Rate $30.00
Non-Members Same Day Fee $45.00
one free guest $0.00
Other XPX Chapter Members $10.00
Tri-State Members $0.00

The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional Zoom event from 4-6PM on Tuesday, November 17, 2020. This is truly a “go to” meeting with core coverage areas including:

The state of the economy and business environment, nationally and regionally.

Wealth planning, the corresponding tax implications and how the specific factors play into the merger & acquisition environment as we close out 2020 and leading into 2021.

The coverage areas will be followed by breakout sessions to facilitate interactive dialogue. And if that was not enough, we will close out the evening with a Zoom cocktail hour (unfortunately it is BYOB)!

Please join our line-up of experts for this ‘rapid Fire” format:

Introduction &  Kick-off: 4:00-4:10
  Ramsey Goodrich, XPX Tri-State Chairman
  Managing Partner at Carter Morse & Goodrich 

Economic & Business Outlook4:10-4:35
   Key Note Speaker:
   Philip J. Lane, Fairfield University 

     Breakout Session #1: 4:35-4:45

Estate Taxes: 4:45-4:55

   Michael Clear, Wiggin Dana

Wealth Management: 4:55-5:05
   Michael Delgass, Wealthspire

Corporate Taxes: 5:05-5:15

   Eric Mauner, BDO

    Breakout Session #2: 5:15-5:25

M&A Environment: 5:25-5:40
  Steve Pappas, Touchstone
  Mike Richmond, DAK Group

Closing Remarks: 5:50-5:45

Happy Hour & Networking5:45-Open

We will conclude our Tristate Summit with a fully interactive Happy Hour, Booze by Bernstein!

If you would like to make the specialty cocktail with us and raise a glass before we mingle, please have the following ingredients on hand:


  • Tall glass of ice
  • 2 ounces Gosling’s Black Seal rum
  • 1/2 ounce lime juice, freshly squeezed
  • Ginger beer, to top (about 5 ounces)
  • Garnish: lime wedge


Each member is encouraged to bring a guest (FREE) for this event. Guests can be registered at the time of the member registration.

Speaker Bios:

Click here to view speaker bios.