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EVENT DETAILS


XPX New England: Impact of Proposed Tax Increases on Business Owners – What All Owners Need to Know

  • May 11, 2021
  • 11:25 AM - 1:30 PM
  • Virtual - Connection details will be sent upon registration

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3 Panelists and a Moderator discuss proposed increases and examples of how they impact an owner

Moderator:



Greg R. Rush
Partner
Dunn Rush & Co. LLC

Greg Rush is a co-founder of Dunn Rush & Co., and is responsible for business development, transaction execution and firm strategy and operations. Dunn Rush represents the owners of private companies who want to sell their businesses. Mr. Rush has extensive merger and acquisition experience across a number of industries, including industrial, manufacturing, consumer, business services, healthcare, technology and media. Previously he held positions with several middle market investment banking firms, including Citi Capital Strategies, SunTrust Robinson Humphrey and Tucker Anthony. Mr. Rush also has significant operating experience, serving for almost six years as Chief Operating Officer of the Community Newspaper Company, and subsequently GateHouse Media New England, after the sale of the business. Mr. Rush received a B.A. in economics from Dartmouth College and is a Registered Investment Banking and Securities Representative, Compliance Officer and Operations Professional (Series 7, 14, 63, 79, 99) and a Series 24 Investment Banking and General Securities Principal.


Our Panel:


John Napolitano
CFP®, CPA, PFS, MST
Director of Wealth Management

Since 1980, John has led a team of diverse, passionate professionals to help clients make informed financial decisions. He works with families and small business owners to provide comprehensive family office style financial guidance, minimizing the possibility of something significant falling through the cracks. John’s specializes in helping clients to enjoy the life they want, while bridging the gaps frequently found in closely held business succession plans and the governance of family assets and wealth.

John is a well-known financial advisor, writer, instructor, broadcast commentator and an experienced professional on financial planning within the financial community.



Brian Kerrigan
Partner
Whittlesey

Brian Kerrigan, JD leads Whittlesey’s Advisory practice. He provides advisory and tax services for large public and privately held companies throughout New England for more than 20 years. He has extensive experience with mergers and acquisitions of both private and publicly held companies and is skilled in tax strategies for large corporations operating in federal and multi-state tax environments.

Brian holds a Bachelor of Science in Accounting from Bridgewater State University and a Juris Doctorate from Roger Williams University Law School. He is a member of the Massachusetts Bar and the Connecticut Society of Certified Public Accountants (CTCPA).



Kurt Steinkrauss
Member
Mintz

Kurt R. Steinkrauss is a member at Mintz. He chairs Mintz’s Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. Clients count on his insights on evolving gift and estate tax laws to help them manage their assets effectively. Kurt also handles a variety of corporate and employment matters. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.


Agenda:

Networking:  11:30 AM - 12:00 PM
Program: 12:00 PM -1:15 PM
Q&A - 1:15 PM- 1:30 PM

Virtual Event Pricing:

Non-Members: $25.00
Other XPX Chapter Members: $20.00
XPX New England Members in good standing are complimentary, so join Today!
Connection details sent upon registration.



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