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Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances. With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs. At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does. Learn more: https://maysgroupadvisors.com/ The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-founder-of-maysgroup-advisors-discussing-his-approach-to-serving-clients

Jeremy serves as Partner and Sr. Advisor Development Consultant at Simplicity Group, where he works alongside top financial advisors to help them grow their practices and reach their full potential. He coaches business owners to increase their revenue, often from 2x to 10x. He enjoys helping them achieve their highest potential and realize business and personal goals. Earlier in his career, he worked within Allianz Life of North America, helping advisors with case management and business growth. Speaking nationally on the company’s product lineup. Personal: He enjoys time with his family, traveling, playing hockey, and coaching his kids sports. He believes that helping others grow ultimately fuels his own personal and professional growth. Learn More: https://frustrationtofreedompodcast.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jeremy-karja-partner-and-sr-advisor-development-consultant-at-simplicity-group

Blake Erickson is the founder of Scaling.com and co-author of the New York Times bestselling book The Science of Scaling. In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company brings to the 500+ companies they advise, ranging from $500K to $10 billion in annual revenue. Over the last five years, his’ recruited, led, and trained more than 1,200 people. As a highly sought after keynote speaker and advisor, he works with entrepreneurs who are serious about building something that grows fast, runs well, and lasts — on a timeline most people think isn’t realistic. Learn More: https://blakeerickson.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-blake-erickson-founder-of-scaling-com-and-co-author-of-the-new-york-times-bestselling-book-the-science-of-scaling

Mike Murphy is an entrepreneur who has spent the last several years solving one problem for financial advisors: how to start real conversations with the right prospects without cold calls, seminars, or begging for referrals. As founder of Bluestone Partners and co-creator of the TextTonality® method, that has helped advisors bring in over $1.5 billion in new assets since 2021. His clients include advisors at Merrill Lynch, RBC, Wells Fargo, LPL, and independent RIAs, along with M&A advisors, capital raisers, and executives across niche industries. Learn More: https://texttonality.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-founder-of-texttonality

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-give-every-retained-dollar-a-purpose

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-keep-the-tax-strategy-current-all-year-not-just-in-april

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Chris Streit is the CEO of CSA Partners, bringing 21 years of experience in accounting and finance to the role. He began his career as a Tax Analyst — a grounding in the fundamentals that has shaped how he thinks about business ever since. He holds a BBA from the University of Texas at Arlington and an MBA in Finance from the University of North Texas. Chris serves on the Board of Directors of the International Dyslexia Association, a reflection of the values he brings to every room he enters: show up, do good work, and treat people right. He joined CSAP in April 2024, and says what he loves most isn’t strategy or spreadsheets — it’s the people. Clients who trusted the firm before it had earned it. Partners who became friends. A team that makes him better than he’d ever be on his own. “I feel lucky,” he says. “I didn’t set out with some grand plan. I just tried to show up and do good work, and somewhere along the way it added up to a career I’m proud of. None of this is done alone — and I’m grateful every day that I don’t have to.” A Texas native, Chris lives with his wife Abby — married nearly 20 years — and their three boys: Landry (15), Henry (12), and Charles (9). On weekends, you’ll find him running, woodworking, or getting outside, somewhere new from wherever he was the weekend before. Learn More: https://csap.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-chris-streit-ceo-of-csa-partners-discussing-cost-segregation

Scott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community. Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP Certificate Scott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club. Learn More: https://www.gfgadvisor.com/ Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-navigating-financial-fears-and-expectations

Scott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community. Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP Certificate Scott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club. Lear More: https://www.gfgadvisor.com/ Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-managing-risks-with-signature-strategies

Christopher Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax efficient strategies for retirees and advanced tax planning. Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy. He is a Registered Financial Consultant focused on helping retirees develop tax efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street. Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees. He is co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq and US News. Chris sits on the board of the Advent Health Foundation. Learn More: https://oxfordadvisorygroup.com/ This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-christopher-dixon-co-founder-of-oxford-advisory-group-discussing-rmd-and-estate-planning

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-get-the-entity-structure-and-owner-pay-right

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-find-where-tax-dollars-are-leaking

Mark Dierolf has been helping individuals, families, and business owners with insurance and retirement-related decisions since 1983. With more than four decades of experience, Mark focuses on helping people age 50 and older prepare for one of life’s biggest financial transitions: moving from earning a regular paycheck to relying on the resources they’ve accumulated for retirement. His approach begins with understanding the individual—their goals, concerns, income needs, existing retirement resources, and the risks they want to address. Mark helps clients better understand retirement income and insurance options, with particular attention to dependable retirement income, protection from unnecessary risk, and the important decisions that arise as retirement approaches. Mark provides insurance and insurance-related services and works with a variety of insurance and financial companies. He does not provide securities or investment-advisory services. After more than four decades in the business, helping people understand their choices and approach retirement with greater clarity and confidence remains the most important part of Mark’s work. Learn More: https://markdierolf.com/ This discussion is for general educational and informational purposes only and is not intended as individualized financial, investment, tax, legal, or securities advice. No specific insurance or financial product is being recommended. Mark Dierolf provides insurance and insurance-related services and does not provide securities or investment-advisory services. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-mark-dierolf-discussing-navigating-the-transition-from-employment-to-retirement

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-understand-the-business-before-choosing-a-strategy

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building. Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations. He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone. Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered. Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities. But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first. Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future. That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation. For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead. Learn more: https://trucesstax.com/ Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-plan-before-filing-from-tax-historian-to-tax-strategist