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Podcast: Navigating an Abundant Retirement with Carol Dewey
Episode: The Crown Program- White-Glove Tax Planning for Business Owners
Description: Most CPAs are historians—they tell you what happened last year. But business owners and high-net-worth families can’t afford to just look backward. In this episode, Carol Dewey introduces The Crown Program: an exclusive, invitation-only approach to advanced tax and business planning designed to help you keep more of what you’ve built, protect your legacy, and exit without regret.What You’ll Learn in This Episode:Why traditional tax planning fails business owners.The “doctor analogy” and how Diagnose → Prescribe → Fill applies to wealth strategy.Real-world case studies where The Crown Program saved clients hundreds of thou...