Tax Expert Jeremy Dubow on Tax Planning, M&A Strategy & Helping Entrepreneurs Run Successful Businesses

In this episode of Boots to Boardroom, we talk to Jeremy Dubow — CEO of Prosperity Partners. We dive into how tax planning can help entrepreneurs protect their wealth and grow their businesses.

Jeremy shares his journey from starting at Arthur Andersen to co-founding his own firm in 2003. We discuss the importance of "running a business where they can sleep well at night" by having the right structures in place.

Whether you are navigating mergers and acquisitions or looking for better equity compensation strategies, this conversation covers the essential pillars of financial prosperity for modern business owners.

What you'll learn

- The transition from a technical CPA to a firm CEO

- How tax planning protects entrepreneurial wealth

- Key strategies for navigating mergers and acquisitions

- Why business structure is vital for long-term peace of mind

- Lessons learned from building a firm over two decades

About the Guest:

Jeremy Dubow is the CEO of Prosperity Partners and a leading tax expert. He began his career at Arthur Andersen before co-founding Prosperity in 2003. Jeremy provides tax planning and consulting services to entrepreneurs, focusing on equity compensation, partnership taxation, estate planning, and state and local taxation. As the leader of Prosperity’s M&A practice, he advises business owners throughout the entire sale process. His expertise helps clients structure their businesses efficiently so they can focus on growth while ensuring they have the right financial foundations.

Follow Jeremy Dubow here - https://www.linkedin.com/in/jeremydubow/

About the Show:

From Boots to Boardroom is a podcast that shines a light on the people who keep America running. Not every leader sits in a corner office — leadership is found on job sites, in the field, and in the boardroom. In each episode, we share the journeys of those who build, restore, and power our nation. From linemen and builders to entrepreneurs and executives, these are stories of grit, tenacity, empathy, and vision.

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Disclaimer:

The views, thoughts, and opinions expressed by the guest are solely their own and do not necessarily represent or reflect the views, policies, or positions of KYRO AI, From Boots to Boardroom, or the host. Any appearance by a guest on this program does not constitute an endorsement of the guest’s views, products, services, or affiliations. KYRO AI, From Boots to Boardroom, and the host disclaims any liability relating to the content discussed and makes no representations regarding the accuracy or completeness of the information shared.

#TaxPlanning #Entrepreneurship #ProsperityPartners #BusinessGrowth #M&A