Your Wealth & Beyond

As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year?  In this episode, I'm sitting down with Bayntree's Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many companies wait until the fourth quarter to address tax planning. He emphasizes the benefits of proactive planning and how it leads to significant savings and long-term wealth creation through strategies such as SEP IRAs, 401(k)s, profit-sharing plans, and cash balance pension plans. We'll also walk you through the Retirement Plan Pyramid, and demonstrate which tools make the most sense for different business stages—from solo entre