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Escaping the Tax Trap

Why Most Business Owners Overpay by Thousands on Taxes and How Slashing Your Tax Bill Is the Hidden Key to Wealth

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About this listen

Dan Matheson, MTAX, EA, CEPA, CHFC, CLU, RICP.

Dan is the founding member and CEO of K2 Business Group. He is one of the most accredited tax and financial advisors in the United States, including Master of Taxation, Enrolled Agent, Chartered Financial Consultant, Chartered Life Underwriter, Retirement Income Certified Professional, and Certified Exit Planning Advisor.

He specializes in proactive tax strategies for small business owners to minimize current taxes, redirecting tax savings to infuse the growth of small business and retirement accounts creating greater wealth and tax-free income. His experience and insights from several professional disciplines provide his clients with forward-thinking, holistic planning rarely experienced by taxpayers. As a financial advisor and fiduciary, he also provides insights on investments and investment strategy.

©2022 Dan Matheson (P)2022 Dan Matheson
Management Management & Leadership Taxation Business Money
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