XPX Greater Boston: Massachusetts Millionaires Tax - What your clients need to know: Insight from Legal, Accounting, and Private Wealth experts
Details
Date & Time
Tue, Jan 10th , 2023 â‹… 4:00pm - 6:30pm (EDT)
Location
Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109
Tickets
Greater Boston Members
$0.00
Non-Members
$95.00
Non-Members Same Day/Walk-In Fee
$105.00
Other XPX Chapter members
$65.00
Other XPX Chapter members Same Day/Walk-In Fee
$75.00
Guests
Registrants
59
people attended
+54
The new tax law brings an additional 4% tax burden. Our panel will discuss strategies and options for Individuals and Business Owners. Attendees will be given the opportunity to ask questions and receive guidance from local experts.
Moderator:
Greg Rush
Dunn Rush & Co. LLC
Our Panel:
Richard Breed IV
Tarlow, Breed, Hart & Rogers
Richard Weiner
Partner
AAFCPAs
Trammel Martin
Managing Director
UBS Private Wealth Management
AGENDA:
4:00 pm -5:00 pm Networking & Refreshments
5:00 pm - 6:00 pm Panel/Q&A
6:00 pm- 6:30 Networking
Registration Fees:
XPX Greater Boston Members in good standing– complimentary
Other XPX Members - $65.00
Other XPX Members Same Day/Walk-In Registration- $75.00
Non-Members - $95.00
Non-Members Same Day/Walk-In Registration - $105.00
First Time Guest: Complimentary pass to a first XPX event. Greater Boston member referral is required. Member (not guest) MUST email angie@exitplanningexchange.com in advance to register a FIRST TIME guest.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.
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