Chapter News

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Patrick Guthrie

Evergreen Advisors LLC

2 months ago

Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to

Feb 20, 2025 2 min read Maryland

Owner Life & Legacy

Join us for a live Webinar – Creating Personalized High-Net-Worth Experiences

Stacy Deru

414 Capital

7 months ago

COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values, beliefs and goals. Soon

Sep 10, 2024 1 min read Utah

Business Value Growth

Webinar How Premium Finance Life Insurance helps with Estate Taxes and Buy Sell Agreements

Dave Toeben

Insight Insurance Services

11 months ago

Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed

May 8, 2024 1 min read Nashville

Business Value Growth

The Crucial Role of Professional Valuation in Estate Planning

Stacy Deru

Opus Strategy Group

1 year ago

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among

Apr 12, 2024 1 min read Nashville

Owner Life & Legacy

Family Business’ Transition, it’s a difficult process

Brent Eugenides

BE Financial LLC

1 year ago

I believe one of the most understood transition /exit planning areas for business owners is when the goal is to move it to children,

Oct 20, 2023 2 min read Fairfield County

Member News

The Benefits of Revocable Trusts in Estate Planning

Herb Fineburg

Offit Kurman, P.A.

2 years ago

Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article

Mar 28, 2023 1 min read Philadelphia

Product Guides

Defer Capital Gains Taxes on Investment Properties

Stephen Davis

Safe Harbor Asset Management

2 years ago

Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is

Feb 17, 2023 1 min read Tri-State

Owner Life & Legacy, Video

XPX South Florida Case Study Part 3: Tax and Personal Estate Planning

Cheryl Centeno

XPX Global

2 years ago

Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn”

Jun 7, 2022 1 min read South Florida

Business Value Growth

Your Most Googled Financial Questions Answered: Insurance & Estate Planning

Bill McDermott

The Profitability Coach

2 years ago

These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in

Jun 1, 2022 1 min read Atlanta

Owner Life & Legacy, Video

Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies

Cheryl Centeno

XPX Global

2 years ago

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts,

May 18, 2022 1 min read New York Tri-State

Business Value Transfer, Video

Preserving Value Through Pre-sale Tax and Post-sale Estate Planning

Cheryl Centeno

XPX Global

3 years ago

Program produced by XPX Philadelphia. In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the

Nov 29, 2021 2 min read Philadelphia

Owner Life & Legacy, Video

Case Study: Retirement & Estate Planning/Personal Wealth Risk Mitigation

Cheryl Centeno

XPX Global

3 years ago

This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on

Oct 25, 2021 1 min read Charlotte

Business Value Transfer, Video

San Antonio Summit 2021: “The Dismal D’s”

Cheryl Centeno

XPX Global

3 years ago

Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)

Oct 20, 2021 1 min read San Antonio

Business Value Growth, Video

Charlotte Case Study Intro & Discussion on Pending Capital Gains Policy Changes

XPX Content

Exit Planning Exchange

3 years ago

Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this virtual educational event. Building on the May event: We

Jun 22, 2021 1 min read Charlotte

Business Value Growth, Video

Impact of Proposed Tax Increases on Business Owners

XPX Content

Exit Planning Exchange

3 years ago

Program produced by XPX Greater Boston. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know Three panelists and moderator, Greg

May 19, 2021 2 min read Greater Boston

Estate planning

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Join us for a live Webinar – Creating Personalized High-Net-Worth Experiences

Webinar How Premium Finance Life Insurance helps with Estate Taxes and Buy Sell Agreements

The Crucial Role of Professional Valuation in Estate Planning

Family Business’ Transition, it’s a difficult process

The Benefits of Revocable Trusts in Estate Planning

Defer Capital Gains Taxes on Investment Properties

XPX South Florida Case Study Part 3: Tax and Personal Estate Planning

Your Most Googled Financial Questions Answered: Insurance & Estate Planning

Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies

Preserving Value Through Pre-sale Tax and Post-sale Estate Planning

Case Study: Retirement & Estate Planning/Personal Wealth Risk Mitigation

San Antonio Summit 2021: “The Dismal D’s”

Charlotte Case Study Intro & Discussion on Pending Capital Gains Policy Changes

Impact of Proposed Tax Increases on Business Owners

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