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Exit Planning Institute - DC Chapter
The Exit Planning Institute (“EPI”) is dedicated to serving the educational and resource needs of exit planning professionals. The DC Chapter is the local extension of that effort, delivering monthly educational seminars and networking events.
About the Chapter
The EPI National Capital Chapter meets monthly for an education based event. Events are usually the third Wednesday of every month and held at the RitzCarlton in Tysons Corner, VA. Events are open to all attendees (no need to be a “member” to attend). Simply sign up and join a great group of professionals and business owners for a morning of timely discussion and networking.
The chapter was founded and is run by Quantive’s Dan Doran. Read more about Dan here. Ben Rodgers of BNY Mellon Wealth Management is the chapter Vice President.
Thanks to our Chapter Sponsors
Subject: Tax Cuts and the Job Act – What it means for Business Owners
February 21, 2018
8:00-9:00AM, RitzCarlton Tysons Corner
How will the Tax Cuts and Jobs Act will impact business owners and their advisors?
Our Expert Panel will answer these questions:
- Should you convert your business to an S Corporation?
- How will the reduction in rates impact the M&A market?
- What should entrepreneurs consider when forming new companies?
- How will the curtailment of business exemptions affect the bottom line?
Subject: New Year, New Economy, New Crystal Ball: Now What?
January 17, 2018
Join us and our special guests Philo Tran (bio) – an investment banker with Clearsight and former private equity pro- Jeff Mortimer (bio) Director of Investment Strategy at BNY Mellon – and Mark Raterman Co-Founder and Managing Director of LNC Partners (bio) for our January meeting.
We’ll be having a discussion on the current economic situation, the recent massive tax code changes, and the impact on owners pursuing a transition.
How can Quantive Help?
We’d love to understand your unique situation and discuss how we might be able to help. Get in touch for a confidential discussion regarding your valuation requirements.
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