Latest / Growth Under Pressure
When "pay less tax" becomes the wrong goal — and why lifestyle beats write-offs — with Brandon Verner (EP 013) | Growth Under Pressure
Episode Description
A long-time CPA partner Brandon Verner joins Eric Josovitz to unpack what real tax strategy looks like for high earners and business owners: start with your life and your goals, then optimize the taxes. They talk through common "pay less tax" questions (including turning a home into a rental), why the right strategy depends on whether you actually want the operational burden (like being a landlord), how wealthy clients diversify over time, and what Brandon learned during a firm merger that collided with an unexpected leadership transition. The episode also covers client…
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