A lot of advisors lead with the word "fiduciary." Corwin Davidson is more interested in what happens after that word is said. If an advisor claims to act in a client's best interest but has no access to real tax strategy, Corwin believes the promise is incomplete.

In this episode of Fiduciary Alchemy, Craig Andrews talks with Corwin Davidson, Wealth Advisor and Tax Strategy Nerd at Breakline Wealth + Tax, about the places where wealth planning and tax planning collide. They get into RMDs, Roth conversion strategies, high W-2 income, Social Security taxation, fee transparency, and why asking better questions may matter more than accepting industry labels.

The sharpest part of the conversation is around business exits. Corwin explains why selling a business may become the largest tax event of an owner's life, and why waiting until the deal is already on the table can leave too few options. Trust structures, 1031 exchanges, qualified opportunity zones, and charitable strategies may each play a role, but the real work is in layering them early enough to create liquidity, deferral, and possible tax elimination.

Craig and Corwin also talk about life after the sale. Money may solve the balance sheet, but it does not automatically create purpose on Wednesday morning after the business is gone. That makes exit planning bigger than valuation, bigger than tax, and bigger than the transaction itself.

Want to learn more about Corwin Davidson's work? Visit Breakline Wealth + Tax at https://breaklinewealthandtax.com/.

Connect with Corwin on LinkedIn at https://www.linkedin.com/in/corwindavidson.

Think you'd be a great guest on the show? Apply at https://fiduciaryalchemy.com/podcast/apply/.

Want to learn more about Craig Andrews' work? Check out https://fiduciaryalchemy.com/.