XPX Connecticut & Estate Planning Council of Lower Fairfield Joint Event: Tax-Planning Opportunities for your Clients’ Business Exit
Details
Date & Time
Thu, Apr 23rd , 2026 ⋅ 8:00am - 10:00am (EDT)
Location
The Patterson Club 1118 Cross Hwy Fairfield, CT
Tickets
(1) CT & Tri-State Chapter Members
$0.00
(2) EPC Members
$0.00
(3) Non-Members Early Bird (through 4/20)
$75.00
(4) XPX Network Chapter Members Early Bird (through 4/20)
$65.00
(5) Non-Members Regular Fee
$90.00
(6) XPX Network Chapter Members Regular Fee
$75.00
(7) Non-Members Same Day
$100.00
(8) XPX Network Chapter Members Same Day
$85.00
Guests
Registrants
83
people attended
SR
SW
BS
NC
+78
The US tax code offers opportunities for sellers of small businesses to defer, reduce, or even eliminate their tax burden. Our panel of experts will offer concise advice and updates on some of the most useful tools in the tax planning bag, including pre-exit gifting of private shares, the use of IRS qualified plans and life insurance to reduce liability and enhance retirement strategies, and recent amendments to the qualified small business stock and qualified opportunity zone capital gains tax reduction regimes. This is an event you do not want to miss.
Our Speakers:
Laura Barooshian
Partner
PKF O’Conner Davies
Dennis Ladd
Vice President
Fidelity Charitable
Todd Robison
President
Cedar Point Financial Services
Ken Zinghini
Partner
Martin LLP
Agenda:
8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking
Registration Fees:
XPX CT & Tri-State Members – FREE
EPC Members- FREE- Promo Code Required.
Contact your local Estate Planning Council Administrator to get your code.
Non-members:
$75.00 Early Bird (through 4/20)
$90.00 Regular Fee
$100.00 Onsite/Same Day
XPX Network Chapter Members:
$65.00 Early Bird (through 4/20)
$75.00 Regular Fee
$85.00 Onsite/Same Day
Includes breakfast.
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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