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Taxes: Your #1 Wealth Transfer with Matthew Pearson - Episode 360
Manage episode 507250954 series 2909608
Taxes are your single biggest wealth transfer bigger than housing, food, or payroll. In this episode, Curtis May sits down with Matthew Pearson, co-founder of Advisors Excel, to uncover why most families and business owners overpay the IRS and what proactive strategies can fix it.
You’ll learn:
-The difference between reactive vs. proactive tax planning.
-The 3 silent killers of business wealth.
-How poor bookkeeping and wrong entity setup drain cash flow.
-Why defense (tax strategy) wins championships in wealth-building.
👉 Ready to find out if you’re tipping the IRS? Take the Tax Assessment here: https://link.agent-crm.com/widget/quiz/KvArsvt6IExjRpJCPcA1?notrack=true
Links and Resources from this Episode
Email Curtis for a free report - [email protected]
Call his office - 610-622-3121
ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
Connect with Matthew Pearson
Website: excelempire.com (Company)
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
364 episodes
Manage episode 507250954 series 2909608
Taxes are your single biggest wealth transfer bigger than housing, food, or payroll. In this episode, Curtis May sits down with Matthew Pearson, co-founder of Advisors Excel, to uncover why most families and business owners overpay the IRS and what proactive strategies can fix it.
You’ll learn:
-The difference between reactive vs. proactive tax planning.
-The 3 silent killers of business wealth.
-How poor bookkeeping and wrong entity setup drain cash flow.
-Why defense (tax strategy) wins championships in wealth-building.
👉 Ready to find out if you’re tipping the IRS? Take the Tax Assessment here: https://link.agent-crm.com/widget/quiz/KvArsvt6IExjRpJCPcA1?notrack=true
Links and Resources from this Episode
Email Curtis for a free report - [email protected]
Call his office - 610-622-3121
ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
Connect with Matthew Pearson
Website: excelempire.com (Company)
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
364 episodes
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