
Are you building a business, or just building yourself a job?On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation on business advisory, strategic tax planning, exit planning, and building a company that creates long-term value. Drawing on decades of experience in sales, consulting, technology, and public accounting, Kep explains why business owners need more than compliance work and traditional tax preparation. From using financial numbers to make better decisions to creating systems, developing scalable teams, planning for exit, and strengthening the brain as a business tool, this episode highlights how entrepreneurs can move beyond owner dependence and build stronger, more valuable businesses.Key Takeaways:→ Business owners need advisors who help them make better decisions, not just prepare tax returns→ Scalable companies require systems, policies, and teams that reduce owner dependence→ Financial numbers should guide business decisions, not just satisfy compliance→ Exit planning is about value, purpose, and readiness, not just retirement→ Brain performance, creativity, and decision-making are key tools for business growthMore from Kep Kepner and KepnerCPA:Website: kepnercpa.comLinkedIn: linkedin.com/company/kepnercpaFacebook: facebook.com/KepnerCPAInstagram: instagram.com/kepnercpaEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Episode 59: Passive Income Beyond the Cockpit

Episode 57: Finding the Green Lights in the Tax Code

Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs

Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
Free AI-powered recaps of Jet Setting Wealth Advisory and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.