Optimizing Entity Structure, Compensation, and Year-End Tax Strategy for 2026
In this episode, host Don Adeesha joins Sean Duncan, founder of Chief Proactive Advisors, to distinguish between tax preparation and tax planning. Sean argues that relying solely on historical filing is a costly error, sharing how reactive financial structuring can waste tens of thousands in unnece…
2026 Super 60 Recap
Following the 24th annual Super 60, the guys are joined by Prep Baseball Founder & President Sean Duncan to break down record-setting performances, rising draft stock, and the biggest takeaways from the event.
Episode 249: The Reverse Multifamily Office: Accounting First, Then Wealth
What if your accountant helped you build wealth instead of just filing forms?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from prepari…
He Landed a Client Shooting Machine Guns | Sean Duncan
A West Point grad invites you to shoot fully automatic machine guns and drink bourbon. You go. You meet a fractional CFO. Three months later, he's a multi-thousand dollar a month client.
That's not a marketing strategy. That's Sean Duncan's life and it's only the opener.
Sean built the largest acco…
2026 MLB Draft Interview: LHP Sean Duncan, Terry Fox Secondary (BC)
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What does it take to become the top Canadian prospect in the MLB Draft? For Sean Duncan, it meant pitching against Dominican Summer League hitters at 14, throwing in front of scouts at the Rogers Centre, and competing in the…
Draft Podcast: Five Prospects We Like Even More After Deep Dives
JJ asks Carlos about five 2026 draft prospects who stood out to him during the final report-writing process for our draft preview magazine. The two dig into why the profiles are appealing and where they might fit on draft day.
You can pre-order this year’s draft preview magazine here.
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Time Stam…
Sean Duncan: Local kid gets drafted by the New York Yankees!
Local pitching prospect joins show to share the excitement of getting drafted by the New York Yankees!
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Walking away from tax prep, toxic clients, and traditional success with Sean Duncan
In this raw and hilarious episode of Unbalanced, Sean joins Candy and Sam to talk about blowing up a thriving firm, surviving a $900k betrayal, and the real cost of people-pleasing. From culture-building to letting go of bad clients (and bad employees), this is a masterclass in taking back control.…
Episode 249: The Reverse Multifamily Office: Accounting First, Then Wealth
What if your accountant helped you build wealth instead of just filing forms?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from prepari…
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