System Notice: Our system is currently experiencing issues.Learn more
Loading...

We are currently working on improvements to loading speeds and overall site appearance. You may notice temporary changes as we roll out updates, but these adjustments are intended to enhance your experience.
Fri, September 19, 2025
If you experience any difficulties registering for an event, please contact us right away so we can assist you with a manual registration. Contact our Chapter Operations Lead
Wed, September 24, 2025

  • Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Fairfield County
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jun
27

XPX Greater Boston: Tax Mitigation Strategies for Owners and Sellers of Businesses

Details

Date & Time

Thu, Jun 27th, 2024 â‹… 11:30am - 1:00pm (EDT)

Location

McLane Middleton, 300 Trade Center, 7th Floor, Woburn, MA

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day/Walk-in Fee
$105.00
XPX Chapter Network Member Same Day/Walk-in Fee
$75.00
XPX Chapter Network Members Regular Fee
$65.00
Guests

Registrants

93 people attended
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
MS
ZT
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
AK
+88

Join us for networking and a panel discussion about important tax considerations for owners considering the sale of their company.

Moderator:

Bill Rodgers
Attorney at Law
Tarlow, Breed, Hart & Rodgers, P.C.

Our Panel:

Ari Weber
The Weber Group

Paul Oliveira
CEO and Tax Partner
KLR

Patrick Collins
Tax Partner
McLane Middleton


Event Pricing:

Non-Members: $95.00 
Non-Members Same Day/Walk-In Fee: $105.00

XPX Network: $65.00 
XPX Network Same Day/Walk-In Fee $75.00

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston 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.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
MS
Michael Stephens
Fiduciar
ZT
Zachary Taylor
Blue Herring LLC
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
AK
Armen Krmzian
Bank of America
KC
Kenneth Connors
Truist
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
YB
Yvan Bodart
F.L. Putnam Investment Management Company
Danny Lattanzi ChFC®, SE-AWMA™ of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Danny Se-Awma™ Lattanzi Chfc®
The Weber Group at Merrill Lynch Wealth Management
RB
Ryan Bowler
Dunn Rush & Co. LLC
SV
Stephen Vesey
Exit The Family Business
CS
Craig Cpwa(r) Slater
Morgan Stanley
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
PO
Paul Oliveira
KLR
TS
Troy Scarbrough
OceanFirst Bank
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
RW
Rick Weed
SES ESOP Strategies
KM
Kevin McAuliffe
Bernstein Private Wealth Management
CO
Chris O’connell
Webster Private Bank
LO
Lindsy Owens
BNY Mellon
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
BayState Business Brokers
MD
Mark Diebus
Middlesex Savings Bank
Flo Servan of APM is a member of XPX
Flo Servan
APM
DK
Diana Kenneally
BNY Mellon
BM
Brien Moriarty
BNY Mellon
RG
Ryner Gorowsky
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
MM
Michael McClory
Mainstay Technologies
AK
Alex Khalarian
Withers Worldwide
RO
Richard O'Neil
AAFCPAs
AM
Ann Meade
Webster Bank
JM
Jim Machinchick
Lake Street Advisors
TZ
Tom Zhang
Touchstone Advisors
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
TM
Todd Mayo
UBS
RS
Robert Schildkraut
Falcon Management LLC
TT
Timothy Throckmorton
Webster Private Bank
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
RY
Ross Yogel
LGA LLP
JS
Jack Steele
Hinckley, Allen & Snyder LLP
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
KK
Kimberly Kramer
McLane Middleton, Professional Association
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
CB
Cristina Blau
McLane Middleton
John Colucci of McLane Middleton is a member of XPX Greater Boston
John Colucci
McLane Middleton
DS
Dan Cpa Seaman
AAFCPAs
MM
Michael McEntee
A. Neumann & Associates
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
DC
Dan Corcoran
MCRC
CP
Carmen Posteraro
Salem Five Bank
TD
Todd Davock
Axiom Commercial Finance
Ari Weber of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Ari Weber
The Weber Group at Merrill Lynch Wealth Management
PC
Patrick Collins
McLane Middleton
JI
Jennifer Irving
McLane Middleton
KS
Ken Schaefer
Business Transition Strategies
GF
Greg Farland
Alliance Private Wealth
DE
David Eddy
Map Hill Systems, Inc.
PM
Phillip Murphy
Rockland Trust
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
Mark Lynch of Supporting Strategies is a member of XPX Greater Boston
Mark Lynch
Supporting Strategies
CM
Caayla Mitchell
Bank Of America
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
DS
Daniel Shea
Bernstein Private Wealth Management
MW
Michael Wright
The Colony Group
JM
John McGourty
CFG / MassMutual
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
UBS
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed Merola Private Wealth @ J.P. Morgan
RC
Rick Clemon
Clemon Consulting
MC
Melissa Cilmi
Merrill
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
MA
Matthew Almeida
JP Morgan Private Bank
JH
Jack Heintzelman
Boston Wealth
CB
Cristina Blau
McLane Middleton
JG
Jen Goldman
My Virtual COO
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
BB
Brian Beneduce
Bernstein Private Wealth Management
HA
Hanneke Antonelli
Hanneke Antonelli Coaching, Inc.
David DeFronzo of Teknos Associates is a member of XPX Greater Boston
David Defronzo
Teknos Associates
JR
Jd Ramon
Alliance Private Wealth
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
JH
Jason Horwitz
Integrated Financial Partners
JW
Justin Walsh
Integrated Financial Partners
EI
Evan Israelson
Bank of America
KH
Kevin Hsu
Outstand LLC