XPX Long Island - Potential Tax Minimization Strategies for the Seller

The discussion topic for this meeting will be “Potential Tax Minimization Strategies for the Seller.”

Discussion Leader:

Richard Strautman
Partner
Stony Hill Advisors

Richard Strautman is a Certified Value Builder™ Advisor, has a Certificate in Exit Planning (CEPA) from The Exit Planning Institute, and has worked with business owners on corporate strategy for the past 20 years. He is experienced as an M&A Professional and is a Certified M&A Advisor.

Panel Members:

Rachel Partain
Partner
Forchelli Deegan Terrana

Rachel L. Partain is a Partner with Forchelli, Deegan, Terrana, concentrating her practice on complex tax advisory and tax controversy services for low to middle market businesses and high-net worth individuals.

Sam Heyman
Vice President and Wealth Advisor
AllianceBernstein

Sam Heyman is a Vice President and Wealth Advisor at AllianceBernstein, based in New York City and Long Island. Sam advises uniquely wealth families on how to best achieve their goals. His practice includes multi-generational families, family offices, business owners, and public corporate executives. Sam and his team provide a boutique experience with the reach of a global firm, with offices and capabilities around the world.

Dennis Ladd
Vice President
Fidelity Charitable

Dennis Ladd is a Vice President and Charitable Planning Consultant at Fidelity Charitable®, an independent public charity that has helped donors support 406,000 nonprofit organizations with nearly $84.5 billion in grants.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Mr. Ladd is a premier resource for charitable planning in the New York, New Jersey, and Connecticut region.

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 2/3) – $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 2/3) – $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.