XPX South Florida Case Study Part 3: Tax and Personal Estate Planning


Program produced by XPX South Florida.

Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this third session, we will be focusing on tax and personal estate planning concerns and opportunities.   

  • Click here to download the case study.
  • Click here to download the Medi-Quick Case Study Financials
  • Click here to download the Medi-Quick Estate Planning Diagrams


Erik Perlman
Financial Advisor
Merrill Lynch Wealth Management   


Nicholas C. Guerra, Esq. LL.M.
Guerra Tax and Wealth Planning, PA

Nick Guerra is the managing partner at Guerra Tax and Wealth Planning, PA. He assists high net worth individuals, business owners and their families in the establishment of trusts and business entities designed to minimize and/or eliminate income and estate taxes; maximize wealth protection; and enhance the disposition of assets to avoid probate, facilitate proper business succession and reduce the likelihood of future conflict.

Michael S. Schiff, J.D., AEP, TEP
Managing Director, Wealth Director
Fiduciary Trust International

Michael S. Schiff, Managing Director, Wealth Director, Fiduciary Trust International, is responsible for building investment and trust relationships with individuals, families, and foundations. Michael has over 20 years’ experience in providing sophisticated wealth management and planning solutions to clients both domestically and internationally.

Michael DeSiato, CPA, CFP, CExP, CEPA, CVGA
Cherry Bekaert

Michael Desiato, Cherry Bekaert is a Tax Partner in the South Florida practice of Cherry Bekaert and an active member of the Firm’s Real Estate & Construction industry group, Mike specializes in proactive tax planning and compliance for growing, middle-market companies. Mike helps middle-market business owners tackle one of the most significant financial events in their lives- the successful exit from their businesses in a manner that is consistent with their personal and financial goals while keeping them in control of the process.

Updated: Aug 12, 2022

About the author
Cheryl Centeno of XPX Global is a member of XPX

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