In this special no-script episode, tax strategist Ed Lyon reveals his “secret sauce” for helping entrepreneurs and professionals keep more of what they earn. Discover how he combines tax law, accounting expertise, and financial strategy to create holistic tax plans that grow wealth, protect assets, and maximize long-term results.Ed and Neil dive deep into real-world examples—from clients saving millions through tax-free Roth conversions to creative R&D credit opportunities under the latest tax bill. They also explore how AI is transforming financial strategy, why most DIY tax solutions fall short, and how your mindset determines your financial success.If you’re a business owner, investor, or high-income earner ready to level up your financial defense game, this episode will show you how to plan smarter, earn more, and pay less.The Power of Holistic Tax Planning: Coordinating business structures, compensation, real estate, retirement, and estate planning under one unified strategy.The Walkaway Number: Focus on how much you keep, not just how much you earn.Smart Layering: Use multiple strategies—retirement, R&D credits, entity structure—to build compound tax savings.AI in Tax Planning: Artificial intelligence can improve accuracy and productivity, but human expertise still drives real results.Mindset is Money: Abundance beats scarcity—growth-oriented thinking drives higher income and smarter planning.Financial Defense Wins Games: Most people focus on making money; elite earners focus on protecting it.00:00–01:30 — What makes Ed Lyon different: the secret sauce revealed01:30–04:30 — The Venn diagram of taxes, law, and financial planning04:30–06:30 — The “walkaway number”: redefining wealth06:30–10:00 — Client success stories and guaranteed savings plans10:00–13:00 — R&D credits, the Big Beautiful Bill, and strategic timing13:00–16:00 — The rise of AI and its impact on tax efficiency16:00–20:00 — The $8 haircut analogy: why expertise still matters20:00–24:00 — From scarcity to abundance: changing your financial mindset24:00–28:00 — Marketing lessons: How to “not be Cleveland”28:00–29:00 — Closing reflections and next steps for smarter money moves“Smart tax planning is wealth planning.”“It’s not about how much you make—it’s about how much you keep.”“AI can make you faster, but it can’t make you smarter.”“You don’t save your way to wealth—you plan your way there.”“Financial offense makes money. Financial defense keeps it.”“The key to growth? Think bigger, plan deeper, and stop being average.”Multi-layered tax and entity planningLeveraged equipment deductionsR&D tax credits and expense optimizationRoth conversions and qualified plansEstate integration and exit strategy designAI-assisted planning workflowsDisclaimer: Educational only. Not tax or legal advice. Implementation requires qualified professionals.Ed Lyon is one of America’s top tax strategists and educators, with more than 25 years of experience helping business owners and high-income earners design smarter, tax-efficient wealth strategies. He’s trained over 4,000 CPAs and advisors nationwide, turning complex tax law into actionable financial success.Subscribe on Apple Podcasts, Spotify, and YouTubeFollow Ed on LinkedIn and TwitterVisit EdLyonWealth.com for resources, consulting, and upcoming workshops🔑 Key Takeaways⏱️ Timestamps (Approx.)📌 Memorable Quotes🧰 Strategies Discussed👤 About the Host📲 Connect & Subscribe

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