Tax Strategies the Ultra Wealthy Use to Accelerate Wealth

Today's episode features a powerhouse guest, Justin Maxwell, whose approach to wealth goes far beyond simply saving on taxes. Justin Maxwell is an entrepreneur and tax strategist who, after starting his career as a schoolteacher, discovered a passion for solving one of the biggest problems facing high earners: why do so many successful people overpay the IRS simply due to lack of proactive planning? Today, he's co-owner of a specialized accounting firm focused on helping entrepreneurs and investors use the tax code as a tool to exponentially accelerate their wealth.

Dave Wolcott, our host and author of "The Holistic Wealth Strategy," sits down with Justin Maxwell to break down the real differences between basic tax preparation and genuine tax strategy. They discuss why many business owners unknowingly outgrow their accountants, and how building simple systems can keep the money you save working for you–instead of fueling lifestyle creep.

This engaging conversation walks listeners through tangible strategies to minimize taxes at every stage of their wealth journey, from foundational basics for newer business owners to high-level options for seven-figure earners. Justin Maxwell also shares insights on building a proactive mindset and practical, repeatable systems for turning tax savings into long-term wealth.

In this episode, we discuss:

• The crucial difference between tax preparation and real tax strategy

• Foundational and advanced tax-saving moves for business owners and investors

• How to build simple yet powerful systems that prevent wealth erosion

• Practical investment and tax planning tips for significant liquidity events

Learn more: https://pantheoninvest.com/episode209

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