David discusses the importance of proactive tax planning, the impact of AI on the finance and tax industries, and his personal strategies for effective leadership and time management. He also delves into his early career experiences, the six criteria he used to choose his career path, and the mentors who gave him a chance to succeed.
Timestamps:
00:00 - Introduction
00:16 - David Snider on founding Harness Wealth
00:59 - The genesis of Harness Wealth
03:02 - Common tax mistakes by entrepreneurs and CEOs
05:38 - A day in the life of David Snider
09:43 - David's early career aspirations and journey
13:47 - The six criteria for choosing a career path
18:08 - AI's impact on the finance and tax industries
21:01 - Thoughts on tariffs and economic policy
25:45 - The private sector approach to government efficiency
30:22 - Raising a Series A round and advice for fundraising
33:10 - The importance of mentorship in David's career
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