19
Oct
XPX Chicago:Year-End Planning Amidst a (potentially) Changing Tax Landscape
October
19
Tuesday

Event Information

Date & Time

Tue, Oct 19th, 2021
11:50am - 1:00pm (EDT)

Location

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

Status

XPX Registration Closed

Price

Chicago Members $0.00
First Time Guest $0.00
Non-Members $25.00
Other XPX Chapter Members $15.00

Luis Alba
Huntington National Bank
Patti Anderson
First Internet Bank
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Joel Goldberg of G2G Strategies is a member of XPX Chicago.
Joel C Goldberg
G2G Strategies
Bud Gross of ExecHQ is a member of XPX Chicago.
Bud Gross
ExecHQ
Beckie Hayes of Merchab Consulting Group, Inc. is a member of XPX Chicago
Beckie Hayes
Merchab Consulting Group, Inc.
Josh Huseman
FNBO
Robert S Jacobson
Kutchins Robbins & Diamond
Michael Karmin of Strategic Wealth Partners is a member of XPX Chicago
Michael Karmin
Strategic Wealth Partners
Allen Kutchins
KRD, Ltd.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig A Nadborne
Bradford Allen Realty Services
Tim O'Connell of B2B CFO / Partner is a member of XPX Chicago
Tim O’Connell
B2B CFO / Partner
Susan Penno
Sassetti LLC
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Carlos Sava
ProCFO Partners
Joshua Shoshan
Wealthspire
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
John Weber of Water Street Advisors is a member of XPX Chicago
John B Weber
Sage Intermediaries LLC

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.


Menu