Program produced by XPX DC Metro. Estate Planning Strategies for 2021 The sale of a business creates financial and estate…
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Program produced by XPX Atlanta. Personal Financial and Estate Planning Prior to Selling Our “owner” Sam McGraw’s marital harmony has…
Apr. 26, 2021
Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial…
Apr. 19, 2021
Program produced by XPX Chicago. Retirement Readiness 2020 was exceptionally volatile for the investment markets. With little warning, we were…
Feb. 10, 2021
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Date: September 28, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Ticket Click Here: Scott O’Neil …
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the…
Sep. 21, 2021
Date: September 24, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoomcast Questions: Chat Click here for Ticket: Nick Morgan…
While many tax advisors were busy working to wrap up September 15th deadlines on Monday, House Ways & Means Committee…
I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s…
Sep. 18, 2021
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing…
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Owner Life & Legacy
