Welcome to Tech Ties & Human Vibes! In this episode, hosts Adam Nelson and Nancy Henriquez are joined by special guest Jason Smith from The Monolith Group.Jason brings his expertise to the table, revealing how entrepreneurs can keep more of what they earn through smart financial and tax planning. He explains how to use strategies like institutional debt to fund life insurance policies, creating a tax-free way to protect business assets and ensure a smooth succession.You'll also learn about:--- Succession Planning and how to prepare your business for the future.--- The importance of "Key Man" policies for protecting your company from a sudden loss.--- Valuable tax tips, from the R&D tax credit to a little-known rule called the Augusta Rule.--- How to use AI as a tool to navigate the ever-changing tax code.--- Why finding a collaborative CPA is a game-changer for your business.This episode is packed with essential information for any business owner looking to secure their financial future and build a lasting legacy.Connect with Jason SmithCell: 817-726-6859Email: jason.smith@themonolithgroup.comTo keep the conversation going and get exclusive tips from our speakers, join our community at sibylcommunity.com.