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  • Exit Planning Exchange
Exit Planning Exchange
Oct
19

XPX Chicago:Year-End Planning Amidst a (potentially) Changing Tax Landscape

Details

Date & Time

Tue, Oct 19th, 2021 â‹… 11:50am - 1:00pm (CDT)

Location

Virtual - (Lunch and Learn) Connection details sent upon registration.

Tickets

Chicago Members
$0.00
Non-Members
$25.00
Other XPX Chapter Members
$15.00
Guests

Registrants

22 people attended
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
CS
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Michael Karmin of Strategic Wealth Partners is a member of XPX Chicago
+17

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion and guiding us through this very important topic.


Our Speakers:

Susan Penno
Senior Tax Manager
Sassetti LLC

Rob Jacobson
Partner
KRD


Virtual Registration Fees:

Non-Members: $25.00
Other XPX Chapter Members: $15.00
XPX Chicago Members & Sponsors in good standing are complimentary, so join Today!
First time guest: Free (must be referred by a Chicago member).  Member, please email angie@exitplanningexchange.com to sign up your first time guest.

Connection details sent upon registration.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig Nadborne
Bradford Allen Realty Services
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
CS
Carlos Sava
ProCFO Partners
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
Michael Karmin of Strategic Wealth Partners is a member of XPX Chicago
Michael Karmin
Strategic Wealth Partners
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
PA
Patti Anderson
First Internet Bank
Tim O'Connell of B2B CFO / Partner is a member of XPX Chicago
Tim O'Connell
B2B CFO / Partner
AK
Allen Kutchins
KRD, Ltd.
JS
Joshua Shoshan
Wealthspire
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel Goldberg
G2G Strategies
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
SP
Susan Penno
Sassetti LLC
RJ
Robert Jacobson
Kutchins Robbins & Diamond
LA
Luis Alba
Huntington National Bank
JH
Josh Huseman
FNBO
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Bud Gross of ExecHQ is a member of XPX Chicago
Bud Gross
EJG CPA Advisors
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
Merchab Consulting Group, Inc.