
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 Maj 46min

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 Maj 20min

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 Apr 37min

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 Apr 45min

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 Apr 38min

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 Mars 30min

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 Mars 34min



















