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?

Join us for a live Q & A forum focused on Biden’s proposed policy changes, their impact on succession planning and how to get back to business.

The election is behind us now, so what will happen next? With COVID still influencing our daily lives there are many unknowns and we are all yearning to just get back to business!

Register to submit your question for the panel of experts.

  • 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

 Zoom number will be provided upon registration.

The Succession 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

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.

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.