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  • Exit Planning Exchange
Exit Planning Exchange
May
17

XPX San Antonio: Case Study Part 2 – Legal and Tax Issues

Details

Date & Time

Thu, May 17th, 2018 ⋅ 8:00am - 10:00am (CST)

Location

The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

Tickets

Non-Members
$50.00
Speaker
$0.00
XPX San Antonio Members
$25.00
The new laws have many owners questioning the tax-efficiency of their current business model in a transfer. Join us for a discussion by three tax experts about the benefits and pitfalls of corporations and pass-through entities when planning a sale to third parties or succession by family or employees.

Moderator:
Jeremy Kell – KreagerMitchell, PLLC

Panelists:
Steven Bankler – Steven Bankler, CPA, Ltd.
Trey Gerhardt – RSM US LLP
James Rosenblatt – The Rosenblatt Law Firm

Click here for the Case Study.

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