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2026 Advanced Tax Planning Workshop CEPA Programs 2026 (Edward Jones) The weather is getting warmer

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The weather is getting warmer

and facilitate more interactions and engagement opportunities

EPI Greater Philadelphia has assembled a panel of entrepreneurs who’ve successfully executed ESOP transactions for their companies

establishing your brand as a thought leader in the industry

Company logo listed on the chapter website Sponsor page with link back to the sponsor website

2026 Advanced Tax Planning Workshop CEPA Programs 2026 (Edward Jones) The weather is getting warmerJoin EPI Faculty member, Joe Strazzeri, Esq., CEPA, as he radically expands on the legal financial tax strategies considering Timing, Combining, and Sequencing originally discussed in the CEPA program. Most businesses dont sell at the last minute because of The Math. Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account once its all said and done. This workshop will cover advanced estate

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