Preparing, Not Reacting:
Patrick Carter
Director
Advanced Planning
A CLEARER LOOK AT WASHINGTON’S PROPOSED TAX CHANGES
Tax policy is often discussed in headlines and soundbites.
In reality, proposed changes can carry very different implications depending on a family’s income, assets, business structure, and long-term plans.
In this episode, Parcion’s advisory and planning leaders step back from speculation and focus on first principles. What is being proposed. Why it’s being discussed now. And how families should think about it in the context of their broader financial lives.
Rather than reacting to uncertainty, the conversation centers on preparation. Understanding potential scenarios. Evaluating real-world trade-offs. And building flexibility into long-term strategies.
Patrick Carter, Director of Advanced Planning, brings a practical perspective grounded in estate planning, tax strategy, and multigenerational governance. Together, the discussion offers clarity for business owners and wealth creators navigating change, complexity, and what comes next.
Listen TO THE EPISODE
xplore the full conversation with Patrick Carter on preparing for Washington’s proposed tax changes.
Go in depth with the whitepaper
Our white paper expands on the conversation from Unlocking, offering a first-principles framework for understanding alternative investments through the lens of a shared family office. Designed for business owners navigating growth, liquidity, and long-term decisions.
