Trust & Estate Planning: How Business Owners Can Keep What They Have Earned
Attendees mingle and network prior to meeting presented by Gordon Stone and Melissa Milich with Kozusko Harris Duncan.
Gordon Stone and Melissa Milich with Kozusko Harris Duncan lead a discussion covering both fundamental and advanced US income and estate planning strategies for our business owner clients.
Attendees listen attentively to discussion on What Owners’ Need to Know About Business Improvement, Growth, and Value Creation.
Interested in Joining XPX New York?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
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Collaboration Stories
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Dick Albu on learning and collaborating at XPX
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Tri-State Gold Sponsors
Tri-State Silver Sponsors
If you need to combine great people and great technology to implify your business success.
commercial lending, bank deposits, treasury management services needs a bank
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
You need help navigating complexity and want to pre-experience wealth creation decisions.