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!

Our expert panelist will answer your questions. Areas of focus will include:

  • Proposed Changes in the Areas of Estate Tax
  • Downfalls to Holding Off on Planning
  • How to Keep Up Moral and Get Back to Business
  • Strategies to Lead During Times of Transition

Register to submit your question for the panel of experts.

  • Kevin Gilbreath: CPA & Partner – Crowe –
  • Hugh Roberts: Succession Planner- The Rawls Group –
  • David Weaver: Succession Planner – The Rawls Group –

 Zoom number will be provided upon registration.

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.