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TRI-STATE SPONSORS

Trust and Estate Planning: How Business Owners Can Keep What They Have Earned - April 19, 2019

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.

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XPX is a unique multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.

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