The truth is…
I’ve been wondering if my strategies will hold up in a world that’s changing faster than I can keep up— tax laws, AI, robotics, you name it.
So we invited an expert who can answer difficult questions, such as:
✅ “I want to grow my wealth, but I don’t know how new tax laws will impact me.”
✅ “I’m worried my business won’t keep up with AI and robotics.”
✅ “I don’t know how to prepare my family for a future where labor and energy are free.”
Enjoy the episode and stay ahead of tax changes, embracing AI, and preparing for a radically different future!
Meet our first guest Olympian on the show! David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, is a Managing Partner at Sincerus Advisory. His financial guidance has appeared on CNBC, Yahoo! Finance, the New York Times, US News & World Report, and InvestmentNews.
Listen Now 🎧
This expert interview just dropped on all major platforms.
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If you’d rather keep reading, here are…
Key Takeaways from David’s Episode
1. Seize New Tax Opportunities
David breaks down the latest tax bill, highlighting extensions to the Opportunity Zone program and a $15M estate tax exemption.
“There’s something in this bill for everyone—real estate investors, business owners, even high-net-worth families.”
📍Action Item: Meet with your financial advisor to review how the new tax bill affects your investments. Ask about Opportunity Zones or estate planning updates.
2. C Corps vs. S Corps: A Game-Changer for Business Owners
David explains why C Corps are becoming more attractive, especially for high-growth startups eyeing big exits.
“C Corps can qualify for a $10M capital gains exemption on qualified small business stock—S Corps don’t have that.”
📍Action Item: If you own an S Corp, consult your CPA if it’s cost-effective to convert to a C Corp. Run a pros-and-cons analysis to see if it fits your exit strategy.
3. Prepare Your Business for AI and Robotics
David urges business owners to embrace AI for productivity while staying flexible for unforeseen changes.
“AI will transform businesses in ways we can’t predict. Build teams that are open to new tools and experiment early.”
📍Action Item: Test one AI tool that fits your workflow this month. Track time saved and results.
📍📍PS: If you have a suggested tool, let us know in the comments!
4. The Age of Abundance: Plan for Free Labor and Energy
David envisions a future where AI and robots make labor and energy nearly free, creating both opportunities and challenges.
“Humans will always compete. The optimistic case is we focus on creativity and self-actualization; the pessimistic case is societal upheaval.”
Action Item: Start (or continue) a passion project to build skills AI can’t replicate.
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Be well and stay safe,
Axel
P.S. What do you think about David’s action steps? Curious what makes you stuck in starting or scaling your passion?
