Business, Brains & the Bottom Line
Join Prescriptive’s own Paul Di Liegro, Senior Sales Executive, as he interviews lawyers, doctors, athletes, and interesting personalities from all walks of life. Paul’s curiosity leads to the uncovering of his guests’ most impactful life stories, and Paul illuminates the connection between life’s important lessons and being a better sales rep. Business, Brains & the Bottom Line is the leading podcast by and for Enterprise IT decision-makers. Read more at https://www.prescriptive.solutions/podcast
Business, Brains & the Bottom Line
Ep. 152: Beyond Tax Prep: Strategic Wealth Planning for High-Net-Worth Entrepreneurs, with Michael Uadiale
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What separates basic tax filing from true financial strategy? In this episode, we sit down with Michael Uadiale, Managing Partner at Smeed CPA, to break down the world of proactive tax strategy, wealth preservation, and financial planning for high-net-worth entrepreneurs and real estate investors.
Michael shares how his unique combination of CPA, CGMA, and FCA credentials helps business owners think beyond compliance and focus on long-term wealth optimization. We dive into advanced tax planning strategies, the realities of bonus depreciation and cost segregation, and why many successful entrepreneurs wait too long to move beyond a generalist CPA.
The conversation also explores Real Estate Professional Status (REPS), common audit pitfalls investors overlook, and how Michael built TracNest to solve one of the biggest documentation challenges in the industry. Plus, we discuss the growing role of AI inside modern CPA firms and where human expertise still matters most.
If you’re building wealth, scaling a business, or investing heavily in real estate, this episode offers valuable insights into protecting and maximizing what you’ve worked hard to create.