David Weaver

About David Weaver

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So far David Weaver has created 23 blog entries.

Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

2021-02-12T16:12:35-06:00By |Leading Your Business Through Transition, Succession Blog|

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 [...]

Video: The Perfect Storm for Estate Planning

2021-01-07T15:42:03-06:00By |Leading Your Business Through Transition, Succession Blog|

2021 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil. Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider as well as a few "Gotcha's" [...]

Episode 2: When and/or Should I Gift to the Next Generation?

2021-01-07T15:41:17-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

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,” [...]

Episode 4: What If I Am Not Ready to Gift to the Next Generation?

2021-02-12T16:06:12-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

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 [...]

Episode 6: If Planning is a No Brainer……

2021-02-12T16:07:23-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

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 [...]

What Can Businesses Do To Prevent a COVID Like Interruption in The Future?

2020-11-17T20:11:18-06:00By |Advisor Collaboration, Burning Questions, Leading Your Business Through Transition, Video|

The unfortunate reality of a crisis, like COVID-19, is not every business survives. It is sad, but it is part of the correction that takes place when markets might be saturated, or where there might be underperforming units. Owners can work towards protecting themselves in the future by leveraging what [...]

What Can Car Dealers Do to Prevent Interruptions, Like COVID, In the Future?

2020-11-17T20:56:41-06:00By |Advisor Collaboration, Burning Questions, Video|

Technology is one of the biggest areas of change for dealers coming out of COVID-19. Digital and online technology has enabled dealers to provide an enhanced and unique customer experience while keeping employees and customers safe. Customers are able to browse and buy vehicles, navigate the F&I process, schedule pick-up and [...]

What Are Strategies To Help My Son & Daughter Work Better Together?

2020-09-22T10:05:05-05:00By |Advisor Collaboration, Burning Questions, Video|

Conflict is inevitable in business, even more so in the family business. Understanding the impacts of differing personalities and behavioral traits is a key component for setting siblings up for success. Varying styles of communication, differing motivating factors and even differences in how one may handle stress can create unnecessary [...]

As Seen in Multi-Unit Franchisee Report – Plan Now for the Other Side of the Pandemic

2020-06-17T10:19:36-05:00By |Succession Blog|

As we begin to see the first signs of the economy opening from the global pandemic meltdown of the last few months, it makes sense to look at your business through a different lens. Now is the time to plan for the other side. If you wish to come out of this pandemic with [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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