Making gifts and considering changes in tax law is one piece of the succession planning puzzle. When working with business owners, we often find that they have had some of the best tax planning money can afford. However, when designing the plan, they let the “Tax Tail Wag the Dog” and did not think about how it would impact next-gen motivation, family harmony, and positioning the business for success.

Listen in as Jeff Bannon, a succession planner with The Rawls Group, and Kevin Gilbreath, a tax partner with Crowe, share what smart business owners do when creating their gifting strategy and three philosophies to help you navigate the who, what, and when to make a gift questions

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As you listen to this episode you will walk away with key takeaways and will realize you will want more. Leverage our Succession Readiness Survey A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook impacting business value, growth, lifestyle, and ultimately achieving your vision.


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Personal Financial Planning

Estate planning is a complex endeavor, especially for owners 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.

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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 CPAs but know experienced advisers if you are looking for sophisticated advisory services.

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