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” to be aware of so you can avoid the lurking landmines.



2021 is already shaping up to be another interesting year. Consider David’s insight to capitalize on opportunities that may be going away in the near future.

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.

Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
family-business-succession-planning

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!


Personal Financial Planning

Estate planning is a complex endeavor, especially for owner’s of capital intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them and maintain family harmony.

Click the following link for more drill down resources on Personal Financial Planning.

In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you.  We are not attorneys or CPA’s, but know experienced advisers if you are looking for sophisticated advisory services.

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