XPX New York: Post-Election Year-End Planning Panel: Essential Insights for 2025

Join us for an exclusive breakfast networking event on Thursday, November 21, 2024, at Wiggin and Dana (437 Madison Ave), where top experts will share critical insights to help you guide your clients through year-end planning in this post-election season.

This engaging panel will feature industry leaders: Adam Sandler of Cerity Partners, Michael T. Clear of Wiggin and Dana, and Chelsea Carter of Armanino Advisory. Each will bring unique perspectives from wealth management, legal, and tax, equipping you with the latest strategies to prepare your clients for what’s ahead. All advisors supporting middle-market business owners can expect invaluable guidance on topics including:

• Tax-efficient wealth strategies amidst potential changes to the TCJA
• Best practices for intergenerational wealth transfers and succession planning
• Financial structuring and business valuation insights for optimizing exit outcomes
• Anticipated trends and regulatory shifts for 2025, following the recent election

Don’t miss this opportunity to network with fellow professionals, gain actionable insights, and leave ready to tackle year-end conversations with your clients.

Our Speakers:

Michael Clear
Partner
Wiggin & Dana

Adam Sandler
Senior Principal
Cerity Partners

Chelsea Carter
Director
Armanino Advisory LLC

Registration Fees:

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

Non-members:

$75.00 Early Bird (through 11/18)
$90.00 Regular Fee$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$55.00 Early Bird (through 11/18)
$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.