Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment.
Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice.
Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth Advisory
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Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment.
Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice.
Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth Advisory
Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
Jet Setting Wealth Advisory
42 minutes
7 months ago
Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep).
In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Michael is a trusted advisor to franchise owners and small business entrepreneurs, known for his deep expertise in strategic tax planning, entity structuring, and creative funding strategies. With over 14 years of experience and a nationwide network of franchise consultants, Michael shares his unconventional path from college wanderer to owning the very firm that hired him out of school. From using cold showers and intermittent fasting to maintain focus to guiding clients through ROBS C-Corp structures and the SBA maze, Michael brings practical insight and infectious energy to every topic.
Key Takeaways:
→ Bookkeeping isn’t just for taxes—it’s the foundation for strategic decision-making.
→ Strategic use of S-Corp elections and self-employed retirement plans can unlock major tax savings.
→ The Robs C Corporation structure offers a way to use retirement funds to launch a business—if used wisely.
→ Successful entrepreneurs prioritize low-cost living, self-discipline, and consistent routines.
→ SBA loans, securities-backed lines of credit, and defined benefit plans are powerful, underutilized tools for business growth.
More from Michael Reeder and Reeder CPA Group:
Website: https://www.reedercpagroup.com
LinkedIn: https://www.linkedin.com/in/michael-reeder-cpa
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Jet Setting Wealth Advisory
Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment.
Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice.
Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth Advisory
