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 here: https://link.agent-crm.com/widget/quiz/KvArsvt6IExjRpJCPcA1?notrack=true   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected]  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Connect with Matthew Pearson [email protected]  linkedin.com/in/matthewwpearson  Website: excelempire.com (Company) Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS