Our succession planners with The Rawls Group, Hugh Roberts and David Weaver, along with Kevin Gilbreath, a Tax Partner with Crowe, have been discussing various advanced tax planning dynamics in our conversation series “Planning Post Pandemic and The What’s in It For Me.” With the benefits of the current planning environment combined with the highest estate tax exemption in history potentially going away with the Biden administration, engaging in planning now is an obvious next step. However, there are many business owners not moving forward. In this episode the discussion focuses on what seems to be getting in the way and strategies for overcoming those obstacles.

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 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 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
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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 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.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

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Contact Us

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.