When Alan Porter’s family faced medical and financial crises, he discovered a little-known clause in a life insurance policy that changed everything.

That awakening launched his career in tax and business advisory, and today, he helps business owners and high-net-worth families keep more of what they’ve earned.

In this episode, Alan Porter, Certified Tax and Business Advisor and CFF (Certified Financial Fiduciary), from Strategic Wealth Strategies, joins Steve Burton to expose why most CPAs don’t actually reduce your taxes and why 93% of small businesses overpay. From real-life stories to advanced tax strategies, Alan breaks down the difference between tax prep and tax planning and how it impacts your ability to sell, retire, or reinvest.

Here’s what you can expect from the episode:

• The biggest tax mistake 93% of businesses make

• How to use insurance for tax-free retirement

• A $2.2M case study that rewrote one client’s future

• Why entity structure and timing change everything

• And so much more!

Resources:

• “Tax Free Retirement Solution” by Alan Porter

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Alan Porter:

• Alan Porter Website

• Strategic Wealth Strategies

• LinkedIn: Alan Lee Porter, CEO

About our Guest:

An accomplished expert in financial fiduciary matters, Alan Porter guides his clients in reducing or eliminating their unnecessary taxes, fees, and debts as a SMART Adviser and owner at Strategic Wealth Strategies, which has been in operation since 2011. Through the company, he and his team of Certified Public Accountants, tax-focused attorneys, and other specialists utilize more than five decades of experience in the field to provide financial guidance, help set up tax-free retirement plans, and guarantee income for a lifetime, as well as protection for long-term care expenses. Backed by accrued experience in the industry, as well as a lengthy military career, Mr. Porter attributes his success at Strategic Wealth Strategies to his unwavering passion for educating individuals and offering assistance with their financial struggles, as well as the love and support of his wife, Ela.