Wealth Begins With Better Planning

In today’s episode, I sit down with tax strategist, author, and entrepreneur Courtney Epps, founder of OTB Tax and Tax Rebels, to talk about building lasting wealth through smart tax planning, business ownership, and real estate investing. We discuss practical strategies like hiring your children, using short term rental tax benefits, and creating generational wealth by working within the tax code. Courtney also shares how AI is transforming her firm by improving efficiency while creating a more personal client experience. Along the way, we talk about customer service, mindset, faith, resilience, and why technology should give people more time to be human.

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