A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

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

Date: January 14, 2022 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Link for Free Ticket: Peter High (Even if you can’t make it sign up and you will get a link to listen later) With increased pressure from digital natives, now is the time for established companies to address outdated and antiquated practices in order to respond…

Jan. 10, 2022
Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: January 7, 2022 Time: 12 p.m. to 1 p.m. Eastern Standard Time Platform: Zoom Free Ticket Click Here: Karim Harbott (If you can’t make it sign up anyway and you can watch later.) Adopting the latest agile tools and practices won’t be enough to respond to rapid market change. Leaders must first lay the groundwork by creating…

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

Date: December 21, 2021 Time: 12 p.m. to 1 p.m. Eastern Standard Time Platform: Zoom Questions: Chat Free Ticket: Martin Reeves We need imagination now more than ever—to find new opportunities, rethink our businesses, and discover paths to growth. Yet too many companies have lost their ability to imagine. What is this mysterious capacity? How does imagination…

Dec. 17, 2021
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

On November 19, 2021, the U.S. House of Representatives passed the Build Back Better Act and sent it to the Senate. Included in the current proposed framework is the prohibition of “Back-Door” ROTH conversions, to take effect after December 31, 2021. The Senate Finance Committee released its current working version of the Bill on December 11, 2021, which left unaltered…

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

Drucker & Scaccetti Announces Senior Leadership Changes Appoints 3 Chiefs and Board Chair to Position Firm for Continued Growth and Success Dec.10, 2021 – PHILADELPHIA – Drucker & Scaccetti, a CPA and advisory firm based in Philadelphia, PA and dedicated to providing specialized tax, business, and financial consulting to families and their closely held and…

Dec. 14, 2021
Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: December 17, 2021 Time: 12 p.m. to 1 p.m. Eastern Standard Time Platform: Zoomcast Questions: Chat Click Here to Participate: Ray Wang (If you can’t make it you can still sign up and get the video later.) Which kinds of companies will thrive and which will get crushed by the powerful forces in the global business landscape now…

Dec. 13, 2021
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

When starting a new business, selecting the proper entity structure is one of the first, and most important, decisions a business owner must make. Converting an existing business to a different entity type could be time consuming, costly, and result in unintended negative tax consequences, so it is best to carefully consider your options up…

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

Date: December 10, 2021 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Click here for a ticket: Magnus Penker World-renowned thought leader, Magnus Penker, details a modern approach to innovation in his latest work Play Bold – How to Win the Business Game Through Creative Destruction. Warning! This book is disruptive! Reading the following episodes and implementing the advice therein may result in double…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia.  In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…

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

The Internal Revenue Service recently announced its annual inflation adjustments for tax year 2022 and many tax provisions have increased as a result. In today’s post, we’ll get you up to speed on the increased deductions and credits available in 2022. Inflation is usually a bad word, but in some cases it can be good….

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

New employment opportunities, a booming housing market, and a change of environment or slower pace of life. These are just a few reasons why people are planning to move. COVID-19 gave all of us time for reflection and, for some, opportunities outside of their current domicile. In today’s blog, we’ll look at simple ways you…

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

Date: November 19, 2021 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Ticket: Greg Reid In Think and Grow Rich – Success and Something Greater, authors Sharon Lechter and Greg Reid once again join forces with the Napoleon Hill Foundation including never before published original content from Napoleon…

Nov. 15, 2021
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

The landmark Organisation for Economic Cooperation and Development (OECD) deal, agreed by 136 countries and jurisdictions representing more than 90% of global GDP, aims to ensure all multinational enterprises (MNEs) will be subject to a minimum of 15% tax rate starting in 2023. It also reallocates more than $125 billion of profits from around 100…

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

The pandemic created an increased desire and/or need for individuals to work from home. As both employees and employers have become more accustomed to the new remote work environment, it is important to consider the tax implications. This blog will address some of the implications for employees. Click here to continue reading.

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

  Date: November 5, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions : Chat Free Ticket: Chip Walker The greatest challenge facing leaders is activating and actioning purpose based brands to the people who matter inside the company and out. Recent statistics prove that more than 87% of consumers would purchase a product because…

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

Date: October 29, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions : Chat Free Ticket Click Here:  Alisa Cohn Every start-up founder feels overwhelmed and uncertain at various times. The key to managing the relentless turmoil of a start-up is learning to manage yourself. From Start-Up to Grown-Up gives you, the founder and…

Cheryl Centeno of XPX Global is a member of XPX

The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic. In…

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

    Date: October 22, 2021 Time: 10 a.m. to 11 a.m. Eastern Daylight Savings Time Platform: Zoom Free Ticket Click Here: Mark Harari What makes you stand out? In a world filled-with good choices, why should your prospective clients choose you over the competition? In short, it comes down to answering one question: “why should I choose you?”…

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