The election is behind us now, so what will happen next? With COVID still influencing our daily lives there are many unknowns. Hugh Roberts and David Weaver, Succession Planners with The Rawls Group and Kevin Gilbreath, a Partner with Crowe discuss over 7 episodes advanced planning strategies in an environment of so many unknowns.  

Tune in to the “Planning Post Pandemic and Political Unrest: What’s In It For Me” series for a deeper understanding of the opportunities at your fingertips.  Combined, the experts featured represent over 75 years of planning experience.  Topics discussed include:

  • What is Changing in the Areas of Estate Tax?
  • When and/or Should I Gift to the Next Generation?
  • What Planning Should I Be Doing?
  • What If I Am Not Ready to Gift to the Next Generation?
  • Are there Downfalls to Me Holding Off on Planning?
  • If Planning Is No Brainer, Why Don’t Owner’s Do It?
  • Where Should a Business Owner Start to Begin Their Planning?

This is one of many topics discussed in our Advancing Your Business, People and Legacy Podcast. For additional topics visit our Succession Podcast page.

Episode 1: What Is Changing in the Areas of Estate Tax?

2021-02-12T16:05:34-06:00By |Advisor Collaboration, Leading Your Business Through Transition, Planning Post Pandemic & Political Unrest, Succession Podcast|

With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]

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 5: Are There Downfalls to Holding Off on Planning?

2021-02-12T16:06:48-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

You may be wondering if there any downfalls to holding off on planning? What the last year has proven is that there is no time like the present, no matter what’s going on. In this episode of “Planning Post Pandemic and What’s in It for Me,” Kevin Gilbreath, a Tax [...]

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 [...]

Episode 7: What Are Next Steps For Owner’s to Enhance Their Planning?

2021-02-12T16:08:14-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

The Rawls Group and the experts at Crowe collaborate and guide our clients through the succession planning process and balancing the 4 F’s of Feelings, Family, Finances, and the Federal Tax Law. In this episode of the series, the discussion focuses on Where should a business owner start to begin [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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