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

Event Information

Date & Time

Tue, Oct 19th, 2021
11:30am - 1:00pm (EDT)

Location

Virtual - Connection details will be sent upon registration

Status

XPX Registration Closed

Price

First Time Guest $0.00
New England Members $0.00
Non-Members $25.00
Other XPX Chapter members $20.00

Julia Abbott
Matthew T Allison
ROCG Consulting
Kelly Aylward
Chris Bond of Time's Up, LLC is a member of XPX Greater Boston
Chris Bond
Time’s Up, LLC
Mike L. Brown
Boston Financial Management
Joanne Censullo
Risk Strategies Company
Mark Diebus
Paul Edelman of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Karin A Gregory
Blue Highway Capital
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin H. Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Brian C Kelleher
Mohamed-Merola Wealth Management
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Todd Mayo
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
Anthony Norris
Danny Parenteau
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Tarlow Breed Hart & Rodgers, PC
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory R Rush
Dunn Rush & Co. LLC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Paul Schmid
Arent Fox LLP
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John P Simonetta
Simonetta Consulting
Kate Soto of Mirus Capital Advisors is a member of XPX New England.
Kate Soto
Mirus Capital Advisors
John Weeks of The Colony Group is a member of XPX Greater Boston
John Weeks
The Colony Group


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.

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