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What Business Owners Should Know About Trumps Impact on Estate Taxes

Press Release - October 5, 2017

The announcement of the proposed repeal of the federal estate tax and the GST tax could provide an immediate opportunity for those that want to take advantage before the next presidential change. For business owners and high net worth individuals, the repeal affects those that have an estate plan in place, as well as those that are either in process or need to get their plan established.

 “Clients often ask us why they should even bother addressing their estate tax issues if the estate taxes are going away, based on proposals from the current administration“ comments Hugh Roberts. “The truth of the matter is that this is a fight that has been going on in Congress for the last 50 plus years. Regardless of the outcome, it will likely change with the next administration. Therefore, being prepared and being ready to act when given opportunity, is more important than waiting for the perfect combination of time or situation, if not for any other reason, the unknown is unpredictable,” continued Roberts.

 Earlier this year, Hugh Roberts wrote an article focused on Trump’s effect that you can read here http://seekingsuccession.com/index.php/easyblog/newsletter-archive/whats-the-trump-effect-on-estate-taxes

 

About The Rawls Group

The Rawls Group, specializes in working with business owners and key leaders addressing issues impacting the ongoing viability and sustainability of their business, including:

  • Optimizing current business performance
  • Recruiting, retaining and motivating key managers
  • Coordinating complex family, business and estate planning dynamics
  • Enhancing family relationships
  • Developing successors
  • Growing strategically

We serve as a catalyst to facilitate the discussion and resolution of sensitive issues so all stakeholders are reassured about the organization’s current and future prosperity. By partnering with our clients and their advisors, we work to develop a plan that perpetuates the leadership, culture, performance and relationships that are critical to business success.

 

For more information about The Rawls Group or questions in regard to the proposed legislation impacting estate plans, please visit our website at www.rawlsgroup.com or contact Kendall Rawls at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

 

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2017 NADA - Visit The Rawls Group at Booth #3937

2017 NADA - Visit The Rawls Group at Booth #3937

The Rawls Group is looking forward to @NADAConvention in New Orleans. Come check out our new digs at booth #3937 across from Digital Dealer and next to Snap-on.

Contact Kendall Rawls at This email address is being protected from spambots. You need JavaScript enabled to view it. to schedule an appointment. 

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Webcast Replay: Turning Investment and Planning Roadblocks into Roadmaps

Webcast Replay: Turning Investment and Planning Roadblocks into Roadmaps
 

 

 

 

Turning Investment Roadblocks into Roadmaps

Click Here to Access Replay of Webcast 

Hosted by The Rawls Group - Business Succession Planners and Bernstein Private Wealth Management.

Entrepreneurs we meet often struggle with turning their vision into reality. Market fluctuations, cash flow, capital expenditures, family, ability to recruit and retain top talent, and a litany of other influences quickly take the business off course. Common questions we hear are:

  • How do I overcome roadblocks to grow my business and increase value?  
  • How can I feed the golden goose while also building personal wealth independent from the business?
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