Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4)
Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.
Carr, Riggs and Ingram, LLC
Stretching from New Mexico to North Carolina, Carr, Riggs & Ingram CPAs and Advisors (CRI) is a top 25 nationally ranked full-service accounting and advisory firm offering innovative tax, accounting, audit, consulting, and advisory services to more than 100,000 clients in the U.S., Canada, Mexico, Puerto Rico, and overseas military installations.
Bill Dukes, Tax Partner, Carr, Riggs and Ingram, LLC
Bill has over 16 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. WhileBill specializes in working with small and middle-market businesses and their related owners, his background allows him to serve a broad client base from smaller “mom & pop” type establishments to much larger corporate conglomerates. Bill also has expertise in assisting clients in a multitude of transactional matters in the M & A arena including the application of code sections 338 & 1202. Also among Bill’s disciplines is representing clients in areas of controversy and disputes with the Internal Revenue Service (IRS). Bill is also deeply involved in the firm’s staff development via various leadership/mentorship roles and serving as an annual instructor at CRI’s CPE Week teaching Leadership Academy Courses.
Outside of Bill’s professional life, he enjoys traveling and spending time outdoors with his family. Bill is an avid golfer who enjoys competing in amateur events throughout the summer months.
Questions and Topics in this Interview
- For business owners working on 2020 tax returns (business and personal) , what are the most important and/or new issues business owners need to take into account based on the last 16 months of bills coming out of Washington DC? And in Georgia? What actions can still be taken?
- As best as you can what kinds of tax planning should an owner consider in the current chaos and uncertainty? Your insights into what might be coming? Tax structure, infrastructure bill, etc.
- Specifically for an owner planning to sell in the next 2 -3 years, what actions to take, or not to take?
The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.
“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.