What’s in it for me?” Is a common question we hear when talking with dealers when discussing advanced tax and succession planning. “What is it gonna matter, I will be dead”
In our “Planning Post Pandemic” discussion series we drilled down into this very question, specifically around “What if I, as the owner of the business am not ready to gift to the next generation” The Rawls Group’s succession planners, David Weaver along with Hugh Roberts and Kevin Gilbreath, a Tax partner with Crowe, discusses one of the biggest areas they have helped their legacy clients overcome: “Fear of Giving up Control” Listen in to take advantage of tax laws NOW to gift to the next generation, without giving up control while setting up the next generation to succeed.
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 2: When and/or Should I Gift to the Next Generation?
- Episode 3: What Planning Should I be Doing?
- 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
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 – firstname.lastname@example.org
- Hugh Roberts: Succession Planner- The Rawls Group – email@example.com
- David Weaver: Succession Planner – The Rawls Group – firstname.lastname@example.org
The Succession Planning Matrix
The Succession Planning 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, or check out our Facebook post.
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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.