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

Value is in the Eye of The Beholder:

Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum LLP) as we explore how valuations vary depending on their purpose, what has changed as a result of Covid-19, and other issues impacting business owners.

Our Speakers:

Nathan Klatt
Managing Director
Rockport Investment Partners

Nathan Klatt is an entrepreneur, connector, and leader. After nearly 20 years of experience with global consulting firms, Nathan launched Rockport Investment Partners in 2015 with a mission to serve corporate management, asset managers, investors, private companies and business owners with high impact professional services.

Nathan actively builds relationships, collaborates with strategic partners and organizations, and leads consulting engagements with numerous clients in Fairfield County/Connecticut, Texas, New York, and other U.S. markets. Nathan is guided by core values that resonate in the marketplace and cares deeply to solve the challenges faced by his clients.

John Del Grego
Managing Director
Marcum LLP

John DelGrego is a managing director in the Valuation and Litigation Support Services group. Mr. DelGrego specializes in valuations of closely held businesses and business interests for matrimonial litigation, collaborative and non-adversarial divorce, and estate and gift tax matters. He also performs valuation services for business damages, buy-sell agreements, shareholder litigation, buying and selling businesses, and employee stock ownership plans.

AGENDA:

8:30 - 9:30 am - Program
9:30 - 10: 00 am - Networkig

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 1/18) – $25.00
Non-members Regular Fee – $35.00 
Same Day Registration Fee – $45.00

Other XPX Chapter Members – $10.00

Virtual - connection details sent upon registration