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  • Exit Planning Exchange
Exit Planning Exchange
Jan
16

XPX Chicago’s Annual Income Tax Update

Details

Date & Time

Thu, Jan 16th, 2025 ⋅ 7:30am - 9:00am (CDT)

Location

The Offices of KRD, Ltd. 1051 Perimeter Drive, 9th Floor, Schaumburg, IL 60173

Tickets

Chicago Members
$35.00
Chicago Members Same Day Fee
$45.00
Non Members
$60.00
Non Members Same Day Fee
$70.00
XPX Chapter Network Members
$55.00
XPX Chapter Network Members Same Day/Walk-in Fee
$65.00
Guests

Registrants

30 people attended
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
FS
MM
+25

Join XPX members and guests for social networking over breakfast, followed by our annual income tax update courtesy of KRD Accountants, Consultants, and Advisors.

CPA Paul Wilkin will highlight changes in the tax law that will impact you and your business.



Paul Wilkin, CPA

Director – Tax
KRD Accountants, Consultants, Advisors

Paul has over 30 years in public accounting. He is a Certified Public Accountant licensed in the state of Illinois and has extensive experience working with small to medium-sized businesses and their owners. He works with clients in a number of industries, including manufacturing, distribution, wholesale, hospitality, retail, and professional services. Paul attended the University of Illinois, where he earned his bachelor of science in accountancy. He earned a master’s degree in taxation from DePaul University. Paul is a member of the AICPA, Illinois CPA Society, and the Bolingbrook Chamber of Commerce.

REGISTRATION FEES:

XPX Chicago Members: $35.00
XPX Chicago Members Same Day/Walk-in Fee: $45.00

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Same Day/Walk-in Fee: $65.00

Non-Members $60.00
Non-Members Same Day/Walk-in Fee: $70.00

Buffet breakfast included. Pre-registration online is a must for catering planning.

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/replacements/transfers.

Thank you to our Event Sponsor:



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
MM
Michael Moran
American Commercial Bank
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
AK
Allen Kutchins
KRD, Ltd.
KD
Kevin Daugherty
UBS Financial Services
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Busey Bank
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
PA
Patti Anderson
First National Bank Small Business Finance
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
NN
Nick Niemi
Sebold Capital Management
SS
Sean Sebold
Sebold Capital Management
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
5-Point Solutions - Software & IT Services
Jake Parentis of Kelleher + Holland, LLC is a member of XPX Chicago
Jake Parentis
Kelleher + Holland, LLC
Margaret Griffin of Somercor 504 is a member of XPX Chicago
Margaret Griffin
Somercor
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
PivotPoint Company
PW
Paul Wilkin
KRD CPAs
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron Oconnor
Bridge CPA
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
JP Morgan Private Bank
JG
John Gotschall
Coaching Financial
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Services, LLC
GF
Gaiol Freis
USI
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
Busey Bank
LA
Luis Alba
Huntington National Bank
SR
Srbo Radisavljevic
Aprio Wealth Management
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
EOS Worldwide