David Fasi
UBS
Hartford,
Connecticut
Contact
How to contact
david.fasi@ubs.com; 860-275-8006
Professional Profile
Chapter information
News & Knowledge
Qualified Opportunity Zones to Defer Capital Gains from the Sale of a Business
A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions
Tax Reform & ESOPs
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an ex