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 and experts at Crowe to chime in. Kevin Gilbreath, a Tax Partner with Crowe and The Rawls Group’s own succession planners Hugh Roberts and David Weaver will be discussing over the next seven episodes, advanced tax strategies in the “Planning Post Pandemic and Political Unrest: What’s in It for Me” series.

In this episode, we drill down into the changing areas of estate tax. What you should know about the Biden administration’s estate tax proposals, tax laws looming to sunset in the next few years and strategies to consider for your own planning.

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 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 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
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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 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.