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  • Exit Planning Exchange
Exit Planning Exchange
Oct
10

XPX Long Island - Business Owner Planning & The One Big Beautiful Bill Act

Details

Date & Time

Fri, Oct 10th, 2025 ⋅ 8:30am - 10:00am (EDT)

Location

CBIZ | 68 South Service Road, Suite 300 | Melville, NY 11747

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 10/7)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 10/7)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

38 people attended
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Brahm Pillai of Pillai Capital is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
RS
JG
+33

Please note the new event location this month.

Over breakfast our panel will discuss the important new considerations for business owners after the enactment of the One Big Beautiful Bill Act (“OBBBA”). Topics range from updates to Qualified Small Business Stock, State & Local Tax deductions (“SALT”), and bonus depreciation. We will explore these topics as it relates to the case study and businesses broadly.


Our Speakers:

Samuel Heyman
Vice President
AllianceBernstein, LP

Jill Scher
Managing Director
CBIZ, Inc.

Michael Kaufman
Partner
Moritt Hock & Hamroff, LLP

Agenda:

8:30am – 9:00am networking
9:00 – 10:00 presentation

Registration Fees:

Long Island & Tri-State Members in good standing are complimentary.  Registration is required for venue security access and so we have an accurate headcount for catering planning.

 XPX Chapter Network Members Early Bird (through 10/7) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 10/7) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

Breakfast will be served.


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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
Brahm Pillai of Pillai Capital is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Brahm Pillai
Pillai Capital
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
JG
Jackie Ghedine
MGXW Consulting
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
GW
Greg Wozniak
CBIZ Advisors
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
JH
Jennifer Herbst
Trusted Associates
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
GK
Gary Kane
Corporate Fuel
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
NM
Nicole Maldonado
JPM CHASE & CO
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
DO
Dan Oliver
NEWMARK
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
DS
Daniel Shulman
City Naitonal Bank
SB
Scott Berfas
Newmark
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
MK
Michael Kaufman
Day Pitney LLP
JS
Jill Scher
CBIZ INC
TD
Tom Daly
Fractional Financial Officers
KB
Kyle Blaker
Exit Group
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Bison Wealth
TK
Tristan Keeffe
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Citrin Cooperman
JP
Julius Picardi
Impact Strategic Funding
BF
Brigitte Ferrada
STETSON DEVELOPMENT
Keith Conway of CK Consulting is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Keith Conway
The Fortez Group
MB
Max Beaulieu
Beaulieu Law Firm, P.C.
WG
Walter Greene
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
Bill Gartland
Bond, Schoeneck & King, PLLC
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch