Q&A: Paying Less Tax, AI Disruption, and Smart Strategies for 2026

Описание: It’s Q&A time on The Lyon Share Podcast — and no topic is off limits.

In this episode, Ed Lyon answers real listener questions about tax reduction, corporate strategy, AI disruption in accounting, retirement tax planning, and how new strategies are discovered.

Questions covered include:

Do you feel guilty helping clients pay less tax during government deficits?

Should you avoid C corporations because tax rates might go up?

Is tax planning important for retirees living on investments?

Will AI replace CPAs and tax professionals?

How does Ed find new ways to legally reduce taxes?

This is one of the most wide-ranging and practical conversations yet — covering ethics, economics, politics, AI, retirement planning, and the future of the accounting profession.

If you want to understand how tax planning really works — and where it’s heading — this episode delivers.

Key Questions Answered
Do you feel guilty helping people pay less tax?

Ed explains why legal tax reduction is not cheating the system — it’s using the system Congress created. Tax planning works within the law, not against it.

Should you avoid a C corporation because rates might rise?

Tax law changes. That’s reality. But avoiding legal opportunities today because something might change years from now can cost you significantly. Strategic planning means adapting to change — not freezing because of it.

Is tax planning important for retirees?

Absolutely.

Retirees face:

Required Minimum Distributions

Social Security taxation

Dividend classification issues

State vs federal interest tax

Roth conversions

Investment placement strategy

Tax efficiency doesn’t stop when you stop working.

Will AI replace CPAs?

AI is changing accounting — but not eliminating it.

Low-value tasks will be automated. High-value strategy, client communication, and advanced planning will become more important than ever.

Professionals who evolve toward advisory roles will thrive.

How does Ed find new tax strategies?

Through:

Professional networks

Tax master groups

Financial advisor alliances

Industry vendors

Continuous review of legislative and IRS updates

There are hundreds of strategies — and dozens of high-level approaches for high-income earners.

Major Topics Covered

Ethical tax planning vs tax evasion

Consumption tax vs income tax philosophy

Corporate tax rate uncertainty

Market volatility and tax efficiency

Investment tax placement

Roth IRA conversions

Cash value life insurance strategy

Leveraged equipment leasing

Charitable leverage strategies

Solar and energy credits

AI disruption in professional services

Key Takeaways

Use today’s law while it exists

Adapt to tax law changes — don’t fear them

Retirees need tax planning too

AI enhances productivity but doesn’t replace strategic thinking

Networking is critical in advanced tax planning

There are hundreds of strategies — but the right one depends on the client

Memorable Quotes

“I don’t make the rules. I help people follow them efficiently.”

“Why ignore a legal opportunity today because it might change tomorrow?”

“Every investment decision has a tax consequence.”

“AI replaces low-value work — not high-value thinking.”

“There are hundreds of strategies. The key is matching the right one to the right client.”

Who This Episode Is For

Business owners

Retirees

CPAs concerned about AI

Financial advisors

High-income earners

Entrepreneurs

Anyone who wants to legally reduce tax exposure

SEO Title Options

Primary:
Tax Q&A 2026: AI, C Corporations, Retirement Planning & Paying Less Legally

Alternate:
Will AI Replace CPAs? Tax Strategy Q&A with Ed Lyon

YouTube Hashtags (Horizontal Format)

#LyonSharePodcast #TaxStrategy #AIandAccounting #Ccorporation #RetirementPlanning #RothConversion #TaxPlanning #BusinessOwners #FinancialAdvisors #PayLessTax






The Lyon Share Podcast is a practical, no-nonsense show focused on tax strategy, financial decision-making, and real-world planning for business owners and high-income earners.

Hosted by CPA and tax strategist Ed Lyon, each episode breaks down complex tax concepts into clear, actionable insights covering small business taxes, retirement planning, real estate strategies, IRS rules, and proactive year-round tax planning.

This podcast is for entrepreneurs and professionals who want to stop overpaying taxes, understand the rules before they change, and make smarter financial decisions with confidence.