XPX Greater Boston: What you NEED to know about tax changes on 10/19

It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in tax law wrapping up 2021 and heading into the new year? Sign up today to hear from a wonderful line of experts at our next virtual event, “Tax Bill Changes- What ALL Clients Need to Know” on October 19th at 11:30. Attend to be prepared for the tough tax questions when they inevitably come your way. Advisors and business owners welcome. Registration and speaker information are below and we hope to see you on the 19th!

Moderator:

Trammel Martin
UBS Private Wealth Management
Private Wealth Advisor

Our Panel:

Kelly Aylward
Lourie & Cutler
Trust & Estates Attorney

Kelly Aylward is a Principal of Lourie & Cutler. She focuses her practice on representing individuals and businesses in the areas of tax, business, and estate planning, including asset protection, business administration and succession, trust and estate administration, special needs planning, and charitable planning.

Todd Mayo
UBS Private Wealth Management
Senior Wealth Strategist

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their goals and values. He helps them create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

AGENDA:

Networking:  11:30 AM - 12:00 PM
Program: 12:00 PM -1:00 PM

Virtual Event Pricing:

Non-Members: $25.00
Other XPX Chapter Members: $20.00
XPX New England Members in good standing are complimentary, so join Today!
Connection details sent upon registration.