Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Ty Crandall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Crandall 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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

27:39
 
Share
 

Manage episode 518789944 series 2872402
Content provided by Ty Crandall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Crandall 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.

KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes.

Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights.

A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies.

During the show we discussed:

  • Biggest tax mistakes high-net-worth owners make
  • How strategic giving cuts taxes and builds wealth
  • Role of asset protection in minimizing taxes
  • Why a CPA or bookkeeper isn't enough
  • Creating a custom tax strategy beyond loopholes
  • When to bring in a CFO
  • Key financial roles every business needs
  • Bookkeeping vs. high-level tax strategy
  • How Together CFO's approach stands apart
  • Saving millions through proactive tax planning
  • Overlooked tax breaks for 7–8 figure entrepreneurs
  • Tying legacy and generational wealth to tax strategy
  • Using AI and automation for smarter tax planning
  • Strategic giving for impact and savings
  • Building the right financial team for tax efficiency

Resources:

https://togethercfo.com/ https://financialfusion.io/

  continue reading

913 episodes

Artwork
iconShare
 
Manage episode 518789944 series 2872402
Content provided by Ty Crandall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Crandall 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.

KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes.

Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights.

A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies.

During the show we discussed:

  • Biggest tax mistakes high-net-worth owners make
  • How strategic giving cuts taxes and builds wealth
  • Role of asset protection in minimizing taxes
  • Why a CPA or bookkeeper isn't enough
  • Creating a custom tax strategy beyond loopholes
  • When to bring in a CFO
  • Key financial roles every business needs
  • Bookkeeping vs. high-level tax strategy
  • How Together CFO's approach stands apart
  • Saving millions through proactive tax planning
  • Overlooked tax breaks for 7–8 figure entrepreneurs
  • Tying legacy and generational wealth to tax strategy
  • Using AI and automation for smarter tax planning
  • Strategic giving for impact and savings
  • Building the right financial team for tax efficiency

Resources:

https://togethercfo.com/ https://financialfusion.io/

  continue reading

913 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play