Ep. 341 | The “Tax Trifecta”: Carl Cyrius Builds a Global Financial Firm for Veterans episode artwork

EPISODE · Sep 18, 2025 · 11 MIN

Ep. 341 | The “Tax Trifecta”: Carl Cyrius Builds a Global Financial Firm for Veterans

from Small Biz Florida · host Florida SBDC at Indian River State College

In this episode of Small Biz Florida, hosted by Tom Kindred, we return to the dynamic atmosphere of the 2025 Veterans Florida Expo and Battle of the Pitches in Tampa. This episode features Carl Cyrius, a veteran and the founder and CEO of The Oasis Firm—a company offering a comprehensive and client-focused approach to financial services through what Carl calls the “holy tax trifecta”: preparation, planning, and representation. Carl shares his journey from the Veterans Florida Entrepreneurship Program to launching a successful business with a global reach, especially aiding veterans living overseas. He discusses the challenges of starting a business, the power of refining your idea through structured support, and the importance of working with clients who align with your values. Carl’s role at the Expo includes serving as a pitch competition judge and supporting fellow veteran entrepreneurs. Whether you're a veteran, entrepreneur, or small business owner looking to improve your financial foundation, Carl’s insights offer valuable takeaways and encouragement. This podcast episode was recorded live at the 2025 Veterans Florida Expo and Battle of the Pitches hosted at the Hilton Tampa Airport Westshore. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guest: https://www.theoasisfirm.com

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Ep. 341 | The “Tax Trifecta”: Carl Cyrius Builds a Global Financial Firm for Veterans

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