I help entrepreneurial families turn their tax return into a 20-year wealth blueprint.
I’m Trevor McCandless, a CPA and family wealth advisor. I speak to entrepreneurs, family business owners, and professional groups on protecting long-term wealth through tax strategy, succession planning, and disciplined family cadence.
What I speak about
Protecting Long-Term Wealth in Estate & Succession
The keynote I deliver most often. How to walk the line between tax optimization and tax risk, the structural mistakes I see show up too late, and the cadence that keeps a family’s plan executing across decades.
The Family Blueprint Methodology
A working framework for connecting the life you want in 20 years to the decisions you make this quarter. I use it with every family I advise.
Tax Optimization vs. Tax Risk
Where aggressive tax planning ends and audit exposure begins. A plain-English walkthrough of the IRS economic substance test and the strategies I push back on.
Multi-Generational Wealth Strategies
Why 90% of family wealth disappears by the third generation, and what I’ve seen the families who keep it do differently. Goes beyond legal documents into the cultural work that holds plans together.
The Quarterly Family Retreat
How high-performing families run their wealth like a business. The weekly, monthly, and quarterly cadence I help families build to keep every advisor aligned and every decision documented.
Your Tax Return Is a Blueprint, Not a Receipt
The five line items every family should read as planning data, not compliance paperwork. A tax-season talk I adapt for entrepreneur groups and CPA peer events.
Four departments. One blueprint. Decades of execution.
Every family I advise gets a Family Blueprint that organizes their life into four working departments: Family, Business, Investments, and Health. Each one has its own goals, its own risks, and its own 12-month initiatives.
The blueprint connects long-term vision to short-term execution. It’s the thread that runs through every talk I give, every workshop I run, and every advisory engagement I take on.
Who I speak to
Entrepreneur groups & mastermind events
Family-business owners working through succession, exits, and intergenerational planning. This is where I spend most of my speaking time.
Professional & CPA peer groups
Tax strategy, advisory positioning, and how I integrate compliance work with ongoing planning for my own clients.
Private family events & retreats
Customized sessions I run for individual families building their own blueprint, often as the kickoff to a longer engagement.
Bring me in for your next event
Tell me about your audience, your event date, and the format you have in mind. I respond to most requests within two business days.