Paul Partridge on Tax Strategies


Real Estate and Money Show Antoinette and Marc welcome Paul Partridge, Senior Partner at Sage Financial Partners. In light of the fact that we are in the heart of tax season, we are going to focus on some tax strategies.

Paul Partridge on Tax Strategies

For this show we are discussing ways for a business to:

  • Reduce risk
  • Lower taxes
  • Retire sooner
  • Create a tax-free income stream throughout retirement
  • Pass on money to heirs without having to pay large estate taxes

Trusted advisor Paul Partridge shares his breadth of knowledge and experience with  owners of closely-held businesses and private practices, to help them grow while controlling costs. He is a tax- and risk-mitigation specialist, working with clients to help them keep more of their hard-earned money. Paul also advises on captive insurance and how to use Economic Development Zones to reduce costs.

Real Estate and Money Show Guest Paul Partridge, Senior Partner at Sage Financial PartnersPaul has been featured on and is co-author of the upcoming book, “Control Your Taxes: A Tax Reduction and Wealth Transfer Guide for Business Owners and Their CPAs.” He was a visiting scholar at High Point University.

Receiving his Bachelor’s in Business from the University of Notre Dame, Paul has enjoyed a successful career that has taken him around the world. He has worked in 51 different industries, and for some of the world’s most well-known brands, including: American Express, AT&T, Dell, Bank of America, Scholastic and Reader’s Digest.