PIONEER VALLEY ESTATE PLANNING COUNCIL, INC.

The annual meeting will be held on Tuesday, June 3rd. This business meeting is required under our by-laws to elect a new slate of officers. If anyone is interested in joining the Board, please email Andrew Bellak directly in advance of the meeting.

In addition to the annual meeting, there will be a presentation on Business Succession Planning.

This event is sponsored by the Trust Company of Vermont.

Nathan Alexander, CPA CFP ®

In November 2023, Nathan and his Keene, NH team merged with Trust Company of Vermont, the first Independent Trust Company in Vermont with over $2 billion dollars of managed assets and forty employees. Headquartered in Brattleboro, VT (with offices in Rutland, Burlington, Manchester, as well as Keene), they offer customized client services throughout New England and beyond. As an Employee-Owner, Nathan focuses on tax-forward financial, long-term trust, and succession planning, collaborating with his colleagues across all disciplines.

Nathan began his career on the audit side of Arthur Andersen and Deloitte, and later served as Finance Manager spearheading M&A projects for C&S Wholesale Grocers, Inc., one of the top ten largest privately held companies in USA (now based in Keene, NH).

Nathan founded Ferguson & Alexander, CPA PC a tax planning and estate planning firm based in Keene, NH that also served as family office for one large real estate holding family based in NYC. Since 2006, Nathan has focused his practice on the growing tax needs of small-to-medium sized private companies and their family business owners, as well as structuring and administering intergenerational trusts.

Nathan has advised both buyers and sellers on business acquisitions and divestitures, helping structure necessary financing working with lenders throughout the local region. Nathan believes that business owners, their families, and communities when opportunity arises, thrive when economic transition is well planned, transparent, and thoughtful.

Nathan is the Author of the Trust Company of Vermont’s article entitled Plan Early and Be Flexible (January 2024) https://tcvermont.com/newsletters/plan-early-and-be-flexible/