The Accountant E93
The Tycoons welcomed Max Getz to the show as he shared some time-relevant tax tips for business owners. Max discusses how his firm differentiates itself from others by providing tax compliance services and also serving as a tax advisor. They believe in proactively serving clients first and understand that every situation, even year-to-year, is different and they tailor their advice as such. When you listen to Max, you’ll understand why he has such a loyal client base.
Max shared a few tips for business owners to consider. Three of the top ones are: to make sure your accounting services are correct, setting up the right entity for your business, and to make decisions based on your actual situation. He also stressed the importance of accurate bookkeeping and to hire based on qualifications. You’ll have to listen to the whole episode to catch all the wisdom being dropped.
Casey LeSueur Getz, CPAs provide full service accounting, tax compliance, and tax advice to businesses and individuals interested in growing their wealth in a tax-efficient manner.
The firm was designed to provide business owners the peace of mind that comes from knowing their accounting is accurate and their tax compliance is being taken care of.
Max Getz graduated from Sacramento State University with his Bachelor’s Degree in Accounting in 2012 and received his Master’s Degree in Taxation from Portland State University in 2020. For over ten years he has provided tax services to business owners, ranging in size from small businesses to multi-national companies.
Max has helped clients in a variety of industries, including Ecommerce, Manufacturing, Real Estate, Private Equity, and Construction. He is a member of the American Institute of Certified Public Accountants and actively maintains and improves his tax knowledge.
Max started his career at KPMG in Sacramento California, and maintains his CPA license in both Arizona and California. His work with clients across the country has allowed him to gain an understanding of multi-state tax compliance.
When he is not in the office, his three young children keep him and his wife Ashley busy. Additionally, if you’re a golfer, you may have crossed paths with him on one of Arizona’s many great golf courses.
Follow Casey LeSueur Getz on LinkedIn and Instagram.
About the Show
Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.
About Your Hosts
Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.
He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.
After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.
Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.
Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.
Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”
Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.
In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.
Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”
Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.
Connect with Landon on LinkedIn.
Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4327816-021522
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.
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