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

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.