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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
16

XPX Greater Boston: Lunch & Fireside Chat – Potential Tax Implications of the Big Beautiful Bill on Business Owners

Details

Date & Time

Thu, Oct 16th, 2025 ⋅ 11:30am - 1:00pm (EST)

Location

McLane Middleton, 300 Trade Center Dr #7000, Woburn, MA 01801

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Fee
$105.00
XPX Chapter Network Member Regular Fee
$65.00
XPX Chapter Network Member Same Day Fee
$75.00
Guests

Registrants

53 people attended
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
KK
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
+48

THIS EVENT IS SOLD OUT!


Join us for a discussion on the impact of the BBB on Business Owners.



Lunch will be served.

First Time Guest:  Complimentary pass to a first XPX educational event only.  Greater Boston 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 or credits 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.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
Andreas Hirsemann
Atlantic Union Bank
KK
Kimberly Kramer
McLane Middleton, Professional Association
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
JM
John McGourty
CFG / MassMutual
MD
Mark Diebus
Middlesex Savings Bank
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
AK
Armen Krmzian
Bank of America
AB
Alex Biega
Wincove Private Holdings
RC
Rick Clemon
Clemon Consulting
PC
Peter Costa
Carter Morse & Goodrich
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
JH
Jack Heintzelman
Boston Wealth
NS
Noah Schlesinger
AllianceBernstein
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
RW
Rick Weed
SES ESOP Strategies
SM
Sean McGrath
Brookline Bank
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
KZ
Kelly Zack
AAFCPAs
AS
Alison Simons
Sachetta, LLC
RS
Robert Schildkraut
Falcon Management LLC
TS
Tom Sherwin
CEO Resources, Inc.
EL
Eric Lousararian
Ignition Consulting
Hank Beresin of First Street Business Brokers is a member of XPX Greater Boston
Hank Beresin
First Street Business Brokers
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
MS
Mark Stiles
Mark A Stiles CPA, PLLC
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
AS
Angela Spears
Genuine Business Advisors
JG
John Gleason
Genuine Business Advisors
EP
Erik Pelletier
Merrill Lynch Wealth Management
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
MS
Mark Sees
Citizens Bank
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
PC
Priya Chanduraj
CM
Colin Mackay
JPMorgan
RK
Richard Katzman
Pathway Advisors
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan Wealth Management
KS
Ken Schaefer
Touchstone Advisors
Kevin Jolley of Shields & Company is a member of XPX Greater Boston
Kevin Jolley
Shields & Company
Judy Wilks of Steadfast Ventures, LLC is a member of XPX Greater Boston
Judy Wilks
Steadfast Ventures, LLC
LW
Louise Wager
BNY
DE
David Eddy
Legacy Software, Ltd.
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth
JD
John Dwyer
Cambridge Savings Bank
DG
Donald Gottfried
Aha! Financial