What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
What’s Next?
Claim This Podcastby Parcion Private Wealth
5.0(4 reviews)
19 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
5/13/2021
2 verified contact emails on file for What’s Next?
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Recent Episodes
May 11, 2026
Opportunity Zones 2.0 (Part 2/2)
<p>In part two of this conversation, Terry Cook and Nick Rosenthal move from the mechanics of the new law into the planning decisions that follow. They walk through how census tract redesignations work and what the next cycle of zones might look like, explore the Rural Opportunity Fund provision and who it actually serves, and use the Laurel Apartments project in East Austin as a real-world example of what success looks like in this program. They also cover how Opportunity Zone investments sit alongside installment sales, charitable structures, 1031 exchanges, and tax-loss harvesting strategies and close with the investment questions that matter most before committing capital. </p><br><p>0:45 – Census tract redesignations: what the next cycle of zones might look like</p><p>5:57 – Rural Opportunity Funds: what changed, who it's for, and how Griffin thinks about it</p><p>11:25 – A Washington state footnote: solar and wind farms as rural OZ examples</p><p>15:09 – The Laurel Apartments, East Austin: what the program looks like when it works</p><p>18:06 – How refinancing events and operating distributions work during the hold period</p><p>22:38 – Why the long-term tax-free growth is the headline, not the deferral</p><p>26:32 – How Opportunity Zones work alongside installment sales, 1031s, and charitable structures</p><p>32:00 – Why real estate belongs in a post-sale portfolio, the investment argument</p><p>35:01 – The tail cannot wag the dog: how Parcion evaluates OZ fund quality</p><p>35:54 – Questions every sophisticated investor should ask before committing capital</p><p>39:00 – The single mindset shift Nick wants business owners to walk away with</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 11, 2026
Opportunity Zones 2.0 (Part 1/2)
<p>Join Terry Cook as he speaks with Nick Rosenthal, co-CEO of Griffin Capital, to walk through what changed in the Opportunity Zone program on July 4th, 2025, and why it matters for business owners preparing for a sale. Nick shares how permanence transforms the planning conversation, how the rolling five-year deferral and restored basis step-up work together, and what a disciplined, investor-aligned approach to Opportunity Zone funds actually looks like. Tune in to understand one of the most significant updates to the tax code for business owners in years.</p><br><p>2:42 – Who is Griffin Capital and what do they focus on</p><p>6:27 – Co-investment alignment: $300 million of leadership capital alongside investors</p><p>8:18 – Plain-English explanation of how Opportunity Zones work</p><p>9:46 – The origins of the program and whether it has delivered on its promise</p><p>13:12 – Criticism of the program and how Griffin evaluates the spirit versus the letter</p><p>17:13 – The five changes that matter most: starting with permanence</p><p>21:49 – The rolling five-year deferral clock and why it democratizes timing</p><p>25:24 – The restored 10% basis step-up and how it pairs with passive loss strategies</p><p>28:38 – What to expect in Part 2</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 5, 2026
Revisited: Unlocking Generational Wealth Conversations
Host Terry Cook interviews Mike McGrann, exploring strategies for constructive family dialogue about generational wealth and legacy preservation.
19 total episodes available with 3 transcripts
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- What is What’s Next??
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This podcast updates weekly.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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