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Escaping the Tax Trap
- Why Most Business Owners Overpay by Thousands on Taxes and How Slashing Your Tax Bill Is the Hidden Key to Wealth
- Narrated by: Gary Middleton
- Length: 2 hrs and 19 mins
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Escaping the Tax Trap
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Summary
Dan Matheson, CEPA, CHFC, CLU, RICP
Dan is the founding member and CEO of K2 Business Group and is the founding member of the Utah Chapter of Certified Exit Planning Advisors. He is the only CEPA® in the region with the additional credentials of ChFC®, CLU®, and RICP®. He specializes in business succession and transitioning business owners from business income to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. As a financial advisor and fiduciary, he also provides insights on investments and investment strategies.
Erik Woodbury, CPA, MACC
Erik is a CPA who specializes in forward-thinking tax strategies for small business owners. He is an expert in holistic tax planning and strategy. Erik graduated with honors from SUU as a Master of Accountancy. His experience includes working for a Big Four accounting firm with roles as controller and vice president of finance. Erik’s clients enjoy the benefits of time-tested, advanced strategies most tax preparers can’t provide that result in immediate and measurable results to the bottom line.