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                GROWTH. TRANSFER. LEGACY.

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

  • May 17, 2018
  • 8:00 AM - 10:00 AM (CDT)
  • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX


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.

Jeremy Kell – KreagerMitchell, PLLC

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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