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DTSTART:20261020T170000Z
DTEND:20261020T180000Z
LOCATION:San Antonio Country Club
UID:3053420261020T170000ZOctober 20, 2026 Luncheon at the San Antonio Country Club
DTSTAMP:20261005T225015Z
DESCRIPTION:\nMark 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. \n \nFor 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.\n \n"Exit Planning in Practice: A Case Study in Integrating QSBS and Estate Planning for High-Growth Companies"\n \nExamine 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. \n Prerequisites:  None Experience Level: Intermediate Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Approved CFP - 1 Hour Pending CPE - 1 Hour Approved CTFA - 1.25 Pending \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm. \n \n \n
SUMMARY:October 20, 2026 Luncheon at the San Antonio Country Club - San Antonio Estate Planners Council 
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DESCRIPTION:Reminder
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