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Latest / The Practical Wealth Show

Taxes: Your #1 Wealth Transfer with Matthew Pearson - Episode 360

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…

The skinny

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