A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” The Rawls Group’s Succession Planners, Hugh Roberts and David Weaver, along with Kevin Gilbreath a Tax Partner with Crowe, discuss their unique perspectives based upon 75+ years of collective experience, which will allow you to make a more an informed decision for you and the future opportunities for your business and family.

As you listen to this episode you will walk away with key take a-ways and will realize you will want more. Click to visit the “Planning Post Pandemic and Political Unrest: WIFM” topic page to easily access the additional episodes in the series.

Other topics discussed in the series:

  • Episode 1: What is changing in the area of estate tax law?
  • Episode 3: What Planning Should I Be Doing?
  • Episode 4: What If I Am Not Ready to Gift to the Next Generation?
  • Episode 5: Are there Downfalls to Me Holding Off on Planning?
  • Episode 6: If Planning Is No Brainer, Why Don’t Owner’s Do It?
  • Episode 7:Where Should a Business Owner Start to Begin Their Planning?
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
family-business-succession-planning

Watch, Listen, and Learn!

What you need to know about Biden’s proposed policy changes, their impact on succession planning, and how to get back to business.

The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in many ways. There is still a lot of unknowns and uncertainty as things are getting back to normal. So, what will happen next?

Listen to the discussion and hear what our panel of tax and succession experts had to say about proposed changes and their impact on your business.

  • Kevin Gilbreath: CPA & Partner – Crowe – kevin.gilbreath@crowe.com
  • Hugh Roberts: Succession Planner- The Rawls Group – hbroberts@rawlsgroup.com
  • David Weaver: Succession Planner – The Rawls Group – dweaver@rawlsgroup.com

Watch, Listen, and Learn!


The Succession Matrix 

Many people put off succession planning because they think it means retirement, exit and the end. However; succession planning is just the beginning.  It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy or a new business venture.  Our process focuses are addressing 10 key areas  of what we call the Succession Matrix.

Click the following link for more drill down resources on The Succession Matrix

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Contact us and we can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.