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Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

Among President Biden’s tax proposals is an increase in the long-term capital gain tax rate from 20% to the top ordinary tax rate (37% for 2021 or 39.6% for 2022) for taxpayers with adjusted gross income (AGI) over $1 million. At the time of the publication of this blog, it is unclear if this change, if enacted,…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX New Jersey. When SPACs Attack The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and…

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Cheryl Centeno of XPX Global is a member of XPX

As exit advisors, we all know that the value of a business is very dependent on the team the owner has developed. Can “Diversity, Equity and Inclusion” (DEI) initiatives and programs help improve a business owner’s team? Join us for our virtual January meeting where we will have an engaging, collaborative XPX-style discussion of this…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: January 19, 2022 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Link for Free Ticket: Steve White (Even if you can’t make it sign up and you will get a link to listen later) Uncompromising explores seven pathways to help you identify and live your why—leading to an impactful life and a lasting legacy. Steve White’s path…

Jan. 14, 2022
F. Rimer of Initiating Protection Law Group LLC is a member of XPX Atlanta

Brand counsel use many tools to help businesses protect their brands. The most common tool is registering a trademark with the US Patent and Trademark Office. This process seems simple but there is much that goes into the strategy behind filing the application and moving it towards registration. I thought it might be helpful to share information to…

Adam Brier of USI Insurance is a member of XPX Long Island

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…

Jan. 11, 2022
Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Have you ever stopped and examined your mindset as a business owner and leader? Your mindset impacts all aspects of your company—how you view situations and people and how you approach challenges and opportunities. It is much more nuanced than simply having a positive or negative mindset. Check out these two business owners with dramatically…

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