Lyon Share Podcast

In this special deep-dive episode, Ed Lyon breaks down one of America’s most misunderstood institutions — the IRS . From its wartime origins to today’s AI-driven audits, Ed reveals how the IRS actually works, what’s changing under the new administration, and why understanding the system is the best way to stop fearing it. Joined by co-host Neil Haley , Ed explains how artificial intelligence, poli...

In this powerful episode of The Smart Money Edge with Ed Lyon , Ed sits down with Daveed Tuck , a former IRS auditor turned tax strategist, to explore what really happens inside the IRS—and how that insider knowledge helps taxpayers win. Daveed shares his journey from growing up in Oregon’s farm country to working for the IRS, where he learned how the system truly operates through the Internal Rev...

In this special no-script episode, tax strategist Ed Lyon reveals his “secret sauce” for helping entrepreneurs and professionals keep more of what they earn. Discover how he combines tax law, accounting expertise, and financial strategy to create holistic tax plans that grow wealth, protect assets, and maximize long-term results. Ed and Neil dive deep into real-world examples—from clients saving m...

In this episode, Ed Lyon welcomes Scott Winters , CEO of Financial Gravity Companies , for an in-depth discussion on how tax-focused planning is transforming the financial services industry. Together, they explore the philosophy behind Financial Gravity’s motto— “Taxes first, then math” —and how integrating tax strategy with wealth management delivers the kind of holistic, family-office-level expe...

Ed Lyon sits down with Mary Lundstedt and Ashlee Hall, co-creators of the Tax Planers community, for an eye-opening conversation about the current IRS crisis. These veteran tax attorneys reveal a system in chaos following budget cuts, failed AI implementations, and the ERC disaster that has trapped thousands of legitimate businesses in audit limbo. No Law Requires Your Refund:  There's no stat...

In this impromptu episode, Ed Lyon opens up about his “secret sauce” —the unique combination of comprehensive tax strategy, storytelling, and clarity that makes him one of the leading tax strategists in the country. Recorded with no script and no prep, this conversation dives deep into how Ed blends the worlds of tax law, accounting, and financial planning to help clients reach their financial goa...

🎙️ The LyonShare Podcast — Ed Lyon & Students: Learning to Beat the IRS Legally Description: Recorded live from Turfway Park in Northern Kentucky, this special episode features Ed Lyon teaching his Certified Tax and Business Advisor class alongside 40 students from across the country. Ed is joined by three participants— Ken Ring (CPA and Retired Army Colonel) ,  Earl Harden (Financial Services...

The new tax law is signed, sealed, delivered — and packed with planning windows. Ed Lyon and guest Martin Eisenstein, JD, CPA unpack the headline changes and zoom in on the sleeper opportunity: expanded Qualified Small Business Stock (QSBS) under Section 1202 . Translation: for the right industries and structures, owners can position for a partially or even fully tax-free exit , now on shorter hol...

How to Get the Most From Your CPA: Beyond Billable Hours Description: Most CPAs are trained to record history, not create strategy. In this episode of  The Lyon Share Podcast ,  Ed Lyon  is joined by  Aleksey Kaplan, CPA —an entrepreneur-turned-CPA who built and sold businesses before ever sitting for the CPA exam. Together, they dig into why most accountants miss tax planning, why billable hours...

Epstein’s name is back in the news—and this time it touches tax planning.  Ed Lyon  unpacks Senator Ron Wyden’s letter to the IRS about transactions linked to Jeffrey Epstein and billionaire Leon Black, separates headlines from reality, and explains what (if anything) this has to do with  your  tax plan. You’ll learn why lots of non-CPAs legally discuss tax strategy, why most returns aren’t audite...

In this foundational episode,  Ed Lyon  breaks down the U.S. tax code into a simple, memorable framework:  red lights (where you stop and pay tax) and  green lights  (where you legally go without paying tax). You’ll learn why most advisors focus on the red lights, why Ed hunts for green lights, and how to “turn right on red” with strategies like backdoor Roths. Ed also explains how  holistic, goal...

With over 4 million podcasts to choose from, why launch another one? In this very first episode of  The Lyon Share Podcast , host  Ed Lyon  explains exactly why this show stands apart from the crowded tax and finance space. Unlike most podcasts that focus only on  what  you can do to save taxes or recap the latest tax news, Ed digs into the  why behind our tax system — uncovering how it really wor...

What if the wealth you’ve built isn’t working as hard as it should? What if there was a smarter way to keep more of your money, grow it faster, and protect it for generations? Welcome to The Lyon Share Podcast with Ed Lyon — tax strategist, wealth advisor, and author. With over two decades of experience helping entrepreneurs, business owners, and high-net-worth families save millions in taxes and...