Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo
As Featured In: DealQuest Podcast (Apple Podcasts) — Corey Kupfer (host) · 2026
In this episode of the DealQuest Podcast, host Corey Kupfer talks with Imperio Wealth Advisors founder Omar Morillo about what sophisticated pre-exit planning looks like for business owners preparing for a major liquidity event. Omar breaks down three levels of tax-aware investing — from simple ETF investing to direct indexing and long-short strategies — and explains why many planning opportunities disappear once a letter of intent is on the table.
The conversation also touches on estate planning, donor-advised funds, PPLI, and the emotional side of a business exit.
This post summarizes content originally published by DealQuest Podcast (Apple Podcasts). It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
