XPX Northern California: Pre & Post-Sale Tax and Estate Planning Strategies

Join us to learn about tax, capital gain, and estate planning strategies for business owners/founders before and after a sale.

Our Speakers:

Anthony Lugo, CFP, CEPA
Wealth Advisor
Mercer Advisors

Anthony began his career in financial services in 2014. Prior to joining Mercer Advisors in 2024, he held advisor positions at large independent RIAs in the Bay Area, working with tech professionals, executives, and business owners. He is a both a Certified Financial Planner Professional and a Certified Exit Planning Advisor. Anthony has a passion for helping families make good financial decisions and managing the complexity of their wealth. He gives back to low income and immigrant families with pro bono advising each month through the nonprofit.  Advisers Give Back. Outside of work he enjoys tinkering on vintage cars and motorcycles, film photography, and traveling with his family.

David Oh, JD, LLM
VP of Wealth Strategy
Mercer Advisors

David leads Mercer Advisor’s wealth strategy team, which provides tax, trusts, and estate guidance to high-net-worth and ultra-high-net-worth families. He advises clients on preserving multigenerational family wealth and charitable strategies. Before joining Mercer Advisors, David held key roles at Franklin Templeton, Charles Schwab, and PwC, offering tax, estate, and wealth planning solutions to founders, executives, and family offices.  David sits on the board of UCLA’s legal education program and chairs the estate and gift tax committee of the California Lawyer’s Association.  He is also a lecturer for Columbia University where he teaches estate planning to master’s degree students.

Michelle Bass, JD, LLM
Managing Director
Andersen

Michelle Zetah Bass is a Managing Director in the Private Client Services group at the Andersen Tax’s San Francisco office. Michelle has more than 10 years of experience in advising clients on tax and estate planning matters. She specializes in income and estate planning for high net worth individuals and their related businesses, trusts, private foundations, and other entities, including income tax planning and compliance.  Before joining Andersen, Michelle worked as an estate planning attorney in the Bay Area.

Agenda:

4:30 – 5:15 – Registration & Networking
5:15 – 5:25 – XPX and Chapter News
5:25 – 6:30 – QofE panel discussion and Q&A
6:30 – 7:00 – Networking
7:00 – Close

Registration Fees:

XPX Northern California Members: $0

Non-Members are welcome to come and check us out, before applying for membership. Please RSVP.  There will be drinks and light hors d'oeuvres.  

There is no charge for this event but registration is required for catering planning.

There will be drinks and light hors d’oeuvres.