XPX Hartford CT: Managing Change & Continuity: Strategies and Trends in Business Succession

Whether it involves the next generation, management, or key employees, our expert panel will hit on the latest trends and strategies in succession planning, with a particular focus on legal, tax and integration considerations. 

Our Speakers:

Eliot Bassin
Partner
FML

Eliot Bassin specializes in providing tax, audit and business advisory services to individuals, closely held businesses and non-profit organizations. He is also experienced in the performance of "Yellow Book" engagements, as well as audits conducted under the Single Audit Act. He earned a Bachelor of Accountancy, Cum Laude, from the George Washington University and a M.S. in Taxation from Baruch College's Zicklin School of Business. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Association of Certified Fraud Examiners. He is also actively involved in several community organizations.

Michael Jordan
Managing Director
Andersen

Michael is the Office Managing Director of the Greenwich and Hartford offices at Andersen. He has over 20 years experience advising business clients and their owners on a variety of complex tax matters. He has extensive experience working with large multi-state pass-through entities. Michael regularly advises clients on corporate structure/choice of entity, sale and pre-sale planning, business acquisitions, and succession planning. Over the years, Michael has served clients across a broad spectrum of industries, such as real estate, wholesale/distribution, private equity, retail and professional service firms.

Lisa Staron
Partner
Hinckley Allen

Lisa P. Staron is a Partner in the Firm’s Trusts & Estates group. Lisa’s practice includes estate, tax, and business succession planning, and estate and trust administration. Lisa also has significant experience representing fiduciaries and beneficiaries in complex trust and estates litigation, including will contests, trustee surcharge and removal litigation, contested accountings, contested conservatorships and guardian proceedings, and trust and will construction actions. In addition to her litigation practice, Lisa has considerable experience with alternative dispute resolution procedures, including mediation and arbitration.

AGENDA:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking

Registration Fees:

Non-members:
$75.00 Early Bird (through 1/14)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 1/14)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.

BRING A FIRST TIME GUEST TO XPX!

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.