The Hidden Tax Wins You’re Probably Missing: Jeremy Lindsey x Wealth Society
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In this special episode of A Quarter in the Couch, Jeremy shares the mic with Brian Decker and the Wealth Society for a high-impact Q&A covering powerful tax strategies for W-2 earners and business owners alike. With 20 years of experience in the tax world, Jeremy breaks down how your tax bracket, life stage, and business structure can become tools—not obstacles—for building and preserving wealth.
You’ll hear how strategic charitable giving, entity setup, and personal tax consultations can help high earners and entrepreneurs get ahead, even in a changing IRS landscape. From the couch to the C-suite, this conversation is a must-listen for anyone serious about optimizing their finances.
In this episode:
- How to think like a tax strategist—no matter your income level
- The overlooked power of filing status and life-stage planning
- Charitable giving, entity structure, and deductions demystified
- Why the IRS workforce shift may be a unique opportunity
If today’s episode helped uncover a few “hidden quarters” in your own life or business, don’t keep it to yourself.
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Listen to more episodes on Mission Matters:
https://missionmatters.com/author/jeremy-lindsey
9 episodes