Lyon Share Podcast

Lyon Share Podcast

Smart strategies. Real results. Hosted by Ed Lyon, nationally recognized tax strategist, wealth advisor, and author, The Lyon Share Podcast helps entrepreneurs, business owners, and high-net-worth families take control of their financial future. Each episode delivers practical insights on tax reduction, wealth growth, and legacy planning—without the jargon or fluff. From smart tax moves to creative investment strategies, Ed shares proven methods you can apply right away, along with expert conversations that bring clarity to today’s complex financial landscape. Whether you’re building a busi

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Jaksot(38)

How to Get the Most From Your CPA: Beyond Billable Hours

How to Get the Most From Your CPA: Beyond Billable Hours

Most CPAs are trained to record history, not create strategy. In this episode of The Lyon Share Podcast, Ed Lyon is joined by Aleksey Kaplan, CPA—an entrepreneur-turned-CPA who built and sold business...

18 Touko 46min

Red Lights & Green Lights: How the Tax Code Really Works

Red Lights & Green Lights: How the Tax Code Really Works

In this foundational episode, Ed Lyon breaks down the U.S. tax code into a simple, memorable framework: red lights (where you stop and pay tax) and green lights (where you legally go without paying ta...

11 Touko 20min

Why Another Tax Podcast Why The Lyon Share

Why Another Tax Podcast Why The Lyon Share

Why Another Tax Podcast? Why The Lyon Share?With over 4 million podcasts to choose from, why launch another one? In this very first episode of The Lyon Share Podcast, host Ed Lyon explains exactly why...

5 Touko 17min

Inside the Room: How Advisors Learn Real Tax Strategy (Not Social Media Hacks)

Inside the Room: How Advisors Learn Real Tax Strategy (Not Social Media Hacks)

What Financial Advisors Really Learn About Tax Strategy | Student Session w/ Ed LyonAlternate options:The Truth About Tax Planning (From Inside the Classroom)Why Most Advisors Get Taxes Wrong—and How ...

20 Huhti 37min

Why the Wealthy Use Life Insurance as a Tax Strategy | Ed Lyon & Chris Nissen

Why the Wealthy Use Life Insurance as a Tax Strategy | Ed Lyon & Chris Nissen

Why would someone buy life insurance… when they don’t need it?In this episode of The Lyon Share Podcast, Ed Lyon sits down with Chris Nissen of Trewick Financial Services to break down one of the most...

13 Huhti 45min

AI and Taxes: Will the IRS Use AI to Audit You? | Ed Lyon Q&A

AI and Taxes: Will the IRS Use AI to Audit You? | Ed Lyon Q&A

Is the IRS using AI to audit taxpayers?Will AI replace CPAs and financial professionals?In this Q&A episode of The Lyon Share Podcast, Ed Lyon breaks down the real impact of artificial intelligence on...

6 Huhti 38min

Sell Your Business Tax-Free? ESOP Strategy Explained | Bradley Etheridge

Sell Your Business Tax-Free? ESOP Strategy Explained | Bradley Etheridge

What if you could sell your business…pay little to no tax… AND keep control of the company?In this episode of The Lyon Share Podcast, Ed Lyon sits down with business transition expert Bradley Etheridg...

30 Maalis 30min

How a CPA Escaped the Tax Prep Grind and Built a Strategic Practice | Shelly Johnson

How a CPA Escaped the Tax Prep Grind and Built a Strategic Practice | Shelly Johnson

What if being a CPA didn’t mean working 14-hour days during tax season?In this episode of The Lyon Share Podcast, Ed Lyon sits down with Shelly Johnson, CPA, to talk about breaking free from the tradi...

23 Maalis 34min

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