Peer Share – Tax Planning Strategies


Peer Share - Tax Planning Strategies

The Exit Planning Institute, and our national chapter network, provides professional advisors with the resources, tools, and community needed to help accelerate your practice.

Our peer share events are an opportunity for the community to come together and discuss the latest strategies and trends that are being seen on a given topic. As we sit right in the heart of tax season, we felt it was the perfect time to bring the community together and review best practices for 2022.

This will be a hybrid virtual/in-person event. We will leave 15-20 minutes at the end for networking, whether in-person or via virtual breakout rooms on Zoom.


Learning Objectives:

Attendees will have a chance to:

  • Discuss what information they retrieve from the discovery stage to allow them to spot tax planning opportunities.
  • Learn about and explore new strategies based on changes to the tax code.
  • Discuss what strategies have worked and which ones they’ve needed to changed and update over time.


Thank you to our Sponsors!

This meeting will be held Virtually on Zoom, and In-Person.

Location: 1st Floor Conference Room, 61 Paramus Rd, Paramus, NJ 07652.


About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit


The EPI New Jersey Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting