The Real Cost of “Safe” Careers: A Tax Advisor’s Path from Big Four to Entrepreneur
In this episode of SME Playbook, host Spencer Wright talks with Dan Wallwitz of Wallwitz Wealth (and returning guest Jake of Hudson Oaks) about moving from Brazil to the U.S. on a University of Utah scholarship and discovering why taxes are often a business owner’s largest overlooked expense. Dan shares how his father’s experiences with a system that didn’t reward entrepreneurship, combined with the limitations of pure compliance work at a Big Four firm, led him to start a practice focused on proactive, client-first planning using tax strategies and real estate. The conversation covers why…
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