Podcast: Download
Subscribe: Android |
Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz
On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”.
Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.
ABOUT BRYAN P. KOEPP
Bryan joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.
Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.
Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.
Website: http://www.regions.com
Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317
ABOUT CARDEL MCKINSTRY
Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.
Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.
Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.
Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.
Website: www.hawcpa.com
ABOUT GASLOWITZ FRANKEL, LLC:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!
Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
Jackson EMC is a non-profit electrical service provider serving parts of 10 North Georgia Counties. The cooperative was started by farmers in Jackson County 77 years ago. They serve over 100,000 meters in Gwinnett County. Jackson Electric Membership Corporation, one of the largest electric cooperatives in Georgia and the nation, is headquartered 50 miles northeast of Atlanta in Jefferson, GA. The cooperative serves more than 219,400 meters in total.
The Gwinnett Braves are the Triple-A affiliate of the Atlanta Braves. Their 72 home games are played at Coolray Field and 2016 will be their 8th season in Gwinnett County. Opening Day is scheduled for April 14th against the Norfolk Tides. G-Braves alumni include Freddie Freeman, Craig Kimbrel, Jason Heyward, Julio Teheran, Matt Wisler and Mike Foltyniewicz.
The 
N2 Publishing
Interactive Business Technologies
A holistic approach to wellness starts with understanding how your lifestyle, exercise, attitude and nutrition choices integrate and set the stage for your overall health. 
Clients come to 
Sterling Rose Consulting Corp.
Certified Home Care of Georgia
Touchmark National Bank
