Speaker

Edward E. Pratesi, CPA/ABV, ASA, CVA
Graduate of the University of New Haven - Bachelor of Science Degree in Accounting.

Graduate of the University of New Haven with a Master of Business Administration Degree with a concentration in Finance.

Over thirty years in practice as a Certified Public Accountant, Certified in the State of Connecticut. He is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers, credentialed as a Certified Valuation Analyst (CVA) by the National Association of Valuation Analysts and Accredited in Business Valuation (ABV) and Certified in Financial Forensics by the AICPA.

Eight years experience in industry, which included positions as General Manager and Director of Strategic and Financial Planning for a publicly-traded company electrical/electronics manufacturer.

Managing Director in the firm of Brentmore Valuation Advisors LLC, a Business Valuation, Transaction Advisory Services and Litigation Support Services firm. Partner in KPS & Company, LLC, Certified Public Accountants and Consultants.

Chapter Leader

Joseph Bazzano, CPA, CVA, is a graduate of Bentley College with a Bachelors of Science Degree in Accountancy. He is a member of American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants and National Association of Certified Valuation Analysts. Joe is a board member of Exit Planning Exchange Connecticut, Inc and former chairman of the Connecticut Society of Certified Public Accountants’ Manufacturing Committee. He has been awarded and official citation from the Connecticut General Assembly for Community Service. His work experience includes nearly 20 years of service in areas of public accounting, exit planning and valuation services to closely held companies ranging from $10,000 to $100 million. Areas of expertise include financial reporting, consulting, business valuations, mergers and acquisitions, exit strategies, tax planning and compliance for individuals and business entities in the manufacturing, construction, wholesale and real estate industries.

Chapter Leader

David Gagnon, CPA, RFC, CFS, CEA, specializes in Captive Insurance Companies for small business owners. 'Captives' are a highly specialized tool that can help business owners with their tax burdens. They can also become a part of an overall transition of an owner's wealth from one generation to the next. Although Captive Insurance Companies have been around for over 100 years, they have only recently been available to small business owners in the last few decades.

David's presentation will go into detail as to how business owners can take advantage of this tax law while benefiting both their company and their personal ability to exit their businesses.

David has been advising individuals and business owners for the past 26 years in areas of tax, retirement, wealth management, investment & estate planning, long term care, life insurance and multi-generational planning. His retirement planning seminars have been widely attended by retirees of IBM, Bristol-Meyers, Pfizer, Unilever, New Haven Regional Water Authority, SBC, Sikorsky, United Technologies, and the Federal Government. David has written articles for the American Chiropractor publication, been featured on TV channel 8 WTNH, and a guest speaker for radio programs in Lafayette, Indiana and Naples, Florida. Former host of “Your Undiscovered Wealth” radio program on WICC 600 AM.