On Friday, March 23, 2012, Attorney Jeff Hart participated in a panel presentation on “Pre-deal Planning: Minimizing Tax While Maximizing Wealth Transfer” at XPX Boston's annual summit held at Babson College in Wellesley, MA. Jeff’s presentation (available here) focused on strategies for reducing income and estate taxes for business owners planning to sell their companies. XPX Boston, Inc. is a not for profits enterprise comprised of advisors to business owners – CPAs, estate planning attorneys, consultants, investment bankers, wealth managers, valuation specialists, insurance and tax experts, mergers and acquisitions attorneys, and marketing specialists. XPX provides cutting-edge programming and top-flight networking and connections to help advisors learn to raise the topic of exit planning with their owner-clients and, through collaboration with other XPX members, prepare the owner for the transition of the business to the next owners. Jeff is a member of the Board of Directors of XPX Boston, Inc.
For more information about Jeff Hart, please click here. To contact Jeff regarding this presentation or any questions you might have, click here.