Show Notes
Are you still managing taxes by looking backward?
On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief Tax Planner at Excel Empire, for another sharp and practical conversation on proactive tax planning. Ed explains why the tax code should be viewed less like a list of restrictions and more like a roadmap filled with “green lights” that Congress intentionally created for business owners and high-income earners. From legal tax avoidance and entity structuring to advisor coordination, plain-English planning, and the difference between reactive preparation and proactive strategy, this episode challenges listeners to stop waiting until year-end and start making smarter tax decisions throughout the year.
Key Takeaways:
→ The tax code contains incentives business owners often overlook → Tax planning is not about being aggressive; it is about being proactive → Many CPAs focus on tax preparation, not forward-looking tax mitigation → Plain-English planning helps business owners understand opportunities better than spreadsheets alone → Coordinated advisors can uncover strategies that siloed professionals often miss
More from Edward Lyon:
Website: excelempire.com Website: edwardalyon.com LinkedIn: linkedin.com/in/edward-lyon-7a9168
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call Visit: DTY Wealth Planning Solutions
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