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Family Foundations & Tax Strategies with Kc Chohan

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Manage episode 474445015 series 3594086
Content provided by Brett Swarts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Swarts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Build to Billions, Brett Swartz interviews KC, an expert in CFO strategy and wealth protection for high-net-worth families. KC shares his journey from a Big Four accounting firm to founding a CFO services business in Beverly Hills. He discusses the power of private family foundations for tax advantages, legacy building, and how billionaires use them to control wealth while owning nothing. Tune in for insights into complex tax strategies for high-revenue clients.

#CFOStrategy #FamilyFoundations #TaxStrategies #WealthProtection #LegacyBuilding #HighNetWorth #BillionaireMindset #Entrepreneurship #FinancialPlanning

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 474445015 series 3594086
Content provided by Brett Swarts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Swarts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Build to Billions, Brett Swartz interviews KC, an expert in CFO strategy and wealth protection for high-net-worth families. KC shares his journey from a Big Four accounting firm to founding a CFO services business in Beverly Hills. He discusses the power of private family foundations for tax advantages, legacy building, and how billionaires use them to control wealth while owning nothing. Tune in for insights into complex tax strategies for high-revenue clients.

#CFOStrategy #FamilyFoundations #TaxStrategies #WealthProtection #LegacyBuilding #HighNetWorth #BillionaireMindset #Entrepreneurship #FinancialPlanning

  continue reading

81 episodes

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