Wes is a tax and business planning advisor for John K. McGill & Company, specializing in helping dentists and specialists nationwide. Wes is a graduate of Virginia Tech and holds degrees in both accounting and finance. He has obtained his Certified Public Accountant Certificate as well as his Certified Financial Planner™ certificate. Prior to joining John K. McGill & Company, Mr. Lyon worked for a global asset management firm in Charlotte. Before relocating to Charlotte, he served as a financial planner and business advisor to high net-worth individuals in the Washington, D.C. metro area. Mr. Lyon began his career in public accounting specializing in tax and audit for non-profits.
Presenting at These Upcoming Seminars
Transitions A-La-Carte Series: Securing a Successful Retirement
June 10-12, 2021
Foundations for Financial Success: Couples Seminar
July 23-24, 2021
Foundations for Financial Success
September 16-17, 2021
Tropical A-La-Carte Series: Solutions for Financial, Tax, and Business Success
February 14-18, 2022
Presented at These Archived Webinars
Tax Traps to Avoid: Part 1
45 minutes
Highlights of the New Economic Stimulus Law
65 minutes
Year-End Planning to Slash Taxes and Save Thousands!
80 minutes
Don’t File Your 2019 Taxes Until You Hear This
60 minutes
Accelerate Your Financial Recovery
35 minutes
COVID-19 and PPP Update: Staffing and Loan Forgiveness
66 minutes
Featured Articles by Wesley W. Lyon, II
Tax | Practice/Corporation
Take Advantage Of Tax-Free COVID-19 Reimbursements For You And Your Staff
Read ArticlePersonal Finances | Budgeting, Spending, Saving
20 Ways To Cut Your Personal Spending Now
Read ArticleEducation Planning | Saving/Paying for College
How New Technology Increases Tax-Deductible College Funding Options
Read ArticleFree Resources
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