October 20, 2026 Luncheon at the San Antonio Country Club
Mark Auten advises clients on matters involving business, wealth, and life planning. Whether clients need assistance protecting their assets through comprehensive planning, launching new ventures, or navigating complex personal or professional transitions, Mark is dedicated to providing holistic and personalized guidance.
For business owners, Mark provides specialized services in pre-exit planning, helping them prepare for the successful sale or transition of their business to the next generation. This includes developing strategies to maximize business value, addressing tax implications, and ensuring a seamless transfer of ownership to achieve long-term financial and personal goals. By focusing on long-term goals and sustainability, Mark helps business owners secure their legacy while achieving financial and personal objectives.
"Exit Planning in Practice: A Case Study in Integrating QSBS and Estate Planning for High-Growth Companies"
Examine a hypothetical Texas business who identifies a liquidity event several years before a sale and implements a coordinated planning strategy involving (i) QSBS under IRC section 1202, (ii) Beneficiary Defective Irrevocable Trust planning, (iii) S Corporation to C Corporation conversion, and (iv) alternative techniques.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Pending
- CPE - 1 Hour Approved
- CTFA - 1.25 Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
