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

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