Connected Advice

From Tax Bills to Building Wealth: Crafting a 3-Year Growth Plan


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In this episode, Paul Redmond breaks down why reactive, year-end tax scrambling is costing business owners thousands—and how shifting to a *3-year tax strategy* can unlock growth, protect wealth, and turn compliance into a competitive advantage. Learn how to use tools like holding companies, R&D credits, and entrepreneurial relief to build lasting value—not just annual savings.

Key takeaways:

  • Why short-term tax thinking limits your upside (and how to break the cycle).
  • How to align tax planning with business lifecycles—start-up, growth, scale, and exit.
  • Practical steps to create a rolling 3-year tax roadmap (and get your advisors on board).
  • Real examples: Business owners who built wealth—not just avoided bills.

Stop counting pennies. Start planning like a pro.


Hosted by Paul Redmond | "Crunch My Numbers" – Where strategy meets savings.

  

Contact Paul here:

LinkedIn                                            https://www.linkedin.com/in/paul-redmond-rda/

Email                                                 [email protected]

 

Find Dan here:

LinkedIn                                              https://www.linkedin.com/in/danieldalyrda/

 

Listen to more episodes here:

https://www.youtube.com/playlist?list=PLW6b8toTV5hUBzSDkTC1B1YFUC70-Rs-z

 

Find Crunch My Numbers here:

YouTube:            https://www.youtube.com/@paulredmond57

Apple:                  https://podcasts.apple.com/us/podcast/crunch-my-numbers/id1759207774

Spotify:               https://open.spotify.com/show/68lrgwtIPUYTBB5VmZEYm8

Web:                    https://redcircle.com/shows/crunch-my-numbers

 

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Connected AdviceBy Paul Redmond