In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm. Doug shares his incredible journey from growing up in a family of accountants to launching his own firm in 1984. With 40 years of experience, Doug discusses how his firm takes a proactive approach to accounting, moving beyond historical financial reporting to help businesses plan for sustainable growth, asset protection, tax efficiency, and succession planning.

Key topics covered in this episode:

-The evolution of the accounting industry and the role of mentorship  
-The difference between "the practice of accounting" and "the business of accounting"  
- How business owners can avoid common pitfalls in entity structuring and corporate governance  
-The importance of succession planning for small and mid-sized businesses  
-Tax strategies and what business owners need to prepare for ahead of the 2026 estate tax sunset  

Doug’s deep insights into business planning, proactive accounting, and wealth preservation make this a must-watch for business owners, entrepreneurs, and financial professionals alike.