Most CPAs are historians—they tell you what happened last year. But business owners and high-net-worth families can’t afford to just look backward. In this episode, Carol Dewey introduces The Crown Program: an exclusive, invitation-only approach to advanced tax and business planning designed to help you keep more of what you’ve built, protect your legacy, and exit without regret.

What You’ll Learn in This Episode:

• Why traditional tax planning fails business owners.
• The “doctor analogy” and how Diagnose → Prescribe → Fill applies to wealth strategy.
• Real-world case studies where The Crown Program saved clients hundreds of thousands in taxes.
• What makes white-glove planning different from CPA year-end prep.
• Why acting now (not April) is crucial to avoid costly mistakes.
• Who The Crown Program is for—and who it isn’t for.

Key Takeaway:

Short-term tax tricks can sabotage your long-term legacy. Strategic, proactive planning helps you keep more of what you’ve earned, protect your wealth, and secure the future of your business and family.

Resources & Links Mentioned:

📘 Free Download: 8 Key Drivers of Company Value

📅 Book your Complimentary Lifestyle & Legacy Assessment: Schedule with Carol

💬 Website: www.perpetualwealthfinancial.com

💬 LinkedIn: Carol Dewey

🎧 Listen & Subscribe: Available on Apple Podcasts, Spotify, and YouTube