Taxes: Your #1 Wealth Transfer with Matthew Pearson - Episode 360
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Taxes: Your #1 Wealth Transfer with Matthew Pearson - Episode 360
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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
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https://www.practicalwealthadvisors.com
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https://www.practicalwealthsolutions.net/
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Email Curtis for a free report - curtmay@gmail.com
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Call his office - 610-622-3121
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ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
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Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
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CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
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Connect with Matthew Pearson
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mpearson@excelempire.com
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linkedin.com/in/matthewwpearson
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Website: excelempire.com (Company)
Special Listener Gift
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Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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