Charlotte Case Study Intro & Discussion on Pending Capital Gains Policy Changes


Charlotte case study Intro & Discussion on pending capital gains policy changes

Please join this virtual educational event. Building on the May event:

  • We will introduce a business / owner case study scenario.
    • This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and 1st half of 2022.
    • Each subsequent educational event will provide a deeper dive into a particular stage and track of the exit planning lifecycle.
  • We will discuss the growing anxiety amongst business owners regarding potential increases to capital gains rates (e.g., “99.5% Act” and the “STEP Act”) and the impact on their thinking regarding exit timing.
  • Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.



Adriana McLane, Growth Strategist – The A.M. Insight, LLC

Adriana is a Launch Committee and Marketing Committee member of XPX Charlotte.

Adriana is a growth strategy expert for businesses and entrepreneurs looking to grow sales. She helps organizations do more of strategic work that matters most. Leveraging her strategic planning process ( to help organizations significantly improve execution of strategic initiatives, increase capacity of the organization to do strategic work, and fuel employee engagement and performance.

Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management

Jim is a Launch Committee Member & Membership Vice-Chair.

Program produced by XPX Charlotte.

Updated: Oct 5, 2021

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