Episode 9: Tax Planning, QSBS & Keeping More of What You've Built

What does it actually mean to put planning first — before compliance, before tax prep, before anything else? John Mark Prewitt, CPA and Founder of Cohesion, joins Todd Sorrel and Mike Langford for a conversation that every founder, operator, and private markets leader needs to hear.

Finance

Tax

Opportunity Cost

Cohesion

In this episode...

From estate tax exposure most people don't see coming, to the massive QSBS and Section 1202 changes in the One Big Beautiful Bill Act, to the costly DIY mistakes that show up the moment a real planning partner walks in the door — this one is packed.

Chapters
‍0:00 - Welcome & The Moose Story
‍7:38 - What "Planning First" Actually Means
‍14:12 - The Estate Tax Wake-Up Call
‍20:30 - QSBS & Section 1202 Explained
‍24:24 - Planning When the Tax Code Keeps Moving
‍32:50 - The Most Common (and Costly) DIY Mistakes
‍36:47 - Building Cohesion & Why Trust Is Everything

Connect with John Mark Prewitt:
🔗 John Mark Prewitt on LinkedIn: https://www.linkedin.com/in/john-mark-prewitt-cpa-0a321227/
🔗 Cohesion: https://cohesionco.com/
🔗 Learn more about 6lock: https://6lock.com/

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Episode 9: Tax Planning, QSBS & Keeping More of What You've Built