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 26: Maximizing Savings: Tax Optimization Strategies for Businesses
Jet Setting Wealth Advisory
33 minutes
2 months ago
Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses
Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship?
In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's insights, inspired by books like "The Lean Startup" by Eric Ries and podcasts such as "How I Built This" with Guy Raz, offer a fresh perspective on owning a business. By emphasizing the importance of balance and community involvement, Paul's approach to financial services stands out in the industry, setting a high standard for client relationships and tax optimization strategies.
Key Takeaways:
→ Embrace business ownership without letting it consume you.
→ Explore new financial partnerships for better service and responsiveness.
→ Simplify accounting systems for better financial management.
→ Plan ahead with tax advisors for a smoother tax season.
→ Prioritize client communication through newsletters, emails, and phone calls.
More from Paul Pahoresky and PRP & Associates, LLC:Email: Paul@PRPAssoc.comWebsite: www.prpassoc.com/LinkedIn: linkedin.com/in/paul-pahoresky
Engage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning Solutions
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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
