XPX New York: Estate and Tax Planning for Exits

Join us for an engaging discussion on critical estate and tax planning considerations before an exit!

Our Speaker:

Adam Sandler
Senior Principal
Cerity Partners

Adam Sandler, J.D., LL.M. is a Senior Principal with Cerity Partner’s Family Office Group serving high net worth and ultra-high net worth families and individuals across the country. In his role, Adam counsels clients and advisors on complex issues involving tax, trusts and estates, asset protection, charitable planning, business and family governance, and overall wealth transfer and preservation. Previously, he practiced law as a tax attorney with a focus on estate and tax planning.

Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Non-members:

$75.00 Early Bird (through 3/25)
$90.00 Regular Fee$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:

$55.00 Early Bird (through 3/25)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com 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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.