Podcasts about kc chohan

Unlock the secrets of minimizing tax liabilities with KC Chohan of Together CFO! In this episode, KC provides expert guidance on sophisticated tax strategies tailored for high-net-worth individuals and business owners. Discover invaluable knowledge about tax structures, including cost segregations and opportunity zones, and learn how specific areas like downtown Clinton, Iowa, are providing unique tax advantages through revitalization projects.Achieving success in real estate isn't just about making smart investments—it's also about preserving wealth. We discuss the importance of setting clear daily goals to stay productive, building a knowledgeable team, and leveraging private foundations for asset protection and legacy planning. These strategies are essential for anyone with significant tax liabilities looking to optimize their financial approach and ensure long-term prosperity.Ever wondered how to transition from corporate life to starting your own business? Hear firsthand experiences of the entrepreneurial journey, from overcoming challenges to celebrating triumphs. We delve into the significance of instilling a strong work ethic in the next generation, the difference between being rich and being wealthy, and the impact of gratitude in everyday life. This episode is brimming with insights for anyone eager to enhance their financial strategies and leave a lasting legacy. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Kerry Lutz and Casey Chohan discussed wealth generation and tax strategies, focusing on the use of private non-operating family foundations to pass on wealth generationally and minimize taxes. Chohan explained the different types of nonprofits and how high net worth individuals can retain control of their donated funds while still benefiting from tax deductions. He also highlighted the flexibility and advantages of using foundations to invest in assets and real estate, as well as the tax benefits they offer, including property tax exemptions and lower capital gains tax rates. The conversation provided valuable information for high net worth individuals seeking to optimize their financial strategies. Find KC here: togethercfo.com Find Kerry here: FSN and here: inflation.cafe

How can you protect and grow your real estate wealth across generations?   In this engaging episode, KC Chohan explains how trusts can help real estate investors protect assets, maintain privacy, reduce taxes, and pass on wealth. Learn the key differences between LLCs and various trust structures, when trusts start to make practical sense based on your net worth, and how to set up guardrails so future generations preserve (instead of lose) family assets.   KC Chohan is the Founder of Together CFO, providing fractional CFO services, accounting, and bookkeeping to help high-net-worth families protect their wealth and assets. Motivated by bridging the gap in financial literacy, especially for first-generational wealth, KC pushes himself to continually learn and understand advanced asset protection and legacy planning strategies. As a writer for Forbes Magazine, professional speaker featured in various major media outlets, and resident CFO expert for high-level masterminds, KC Chohan is on a mission to equip one million business owners with the tools and education for robust asset protection and lasting generational legacy.   [00:00 - 00:06] What is a Trust and What Does it Do? A trust is a 3-party legal contract between the grantor, trustee, and beneficiary It bifurcates asset ownership for protection and can create a generational legacy Over 84 types of trusts exist, so first clarify goals before selecting a structure   [00:06 - 00:14]Can I Be Both Trustee and Beneficiary for Maximum Protection? Asset protection ties to legal ownership liability Bifurcating ownership with trustee vs beneficiary provides confusion against lawsuits Anonymity and reduced attack surface safeguard wealth   00:14 - 00:20 At What Net Worth Do Trusts Start to Make Sense? Even simple wills can work for smaller estates to pass on some assets Mid-size estates between $100k-$1M benefit from basic living trusts Larger estates over $1M need customized, complex trust solutions   [00:20 - 00:28 ]Beware Major Tax Implications If Done Wrong Asset transfers or sales can trigger significant capital gains taxes LLC membership structure provides more flexibility than S-corp shares Consult professionals to navigate ownership changes Book recommendation: Think and Grow Rich Who inspires KC?: Ray Dalio   Quotes:   "It's really important to understand what it is you're trying to achieve at the offset before getting into such structures." - KC Chohan "When most people at least come to speak to us, they're actually looking for a lot more than that. That's one piece of the pizza pie." - KC Chohan   Connect with KC: Website: https://www.togethercfo.com/     Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!      

Accounting rules are changing for digital assets: soon US companies will be required to report their crypto holdings at fair value. What will it change and why is it important? KC Chohan, the Founder of Together CFO, a tax advisory, will explain why. In the second part of the show, Dan The Chart Guy will provide his market analysis. KC Chohan: https://twitter.com/KCchohan_ Dan The Chart Guy: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEK DAY!

KC Chohan is the Founder of Together CFO, a tax advisory, accounting, and tax preparation firm based in Los Angeles, California. His financial strategies have been the best-kept secret of the elite. He's an expert on tax strategy and helps high-net-worth families protect their wealth and reduce taxes. KC is a writer for Forbes Magazine and a professional speaker, who has been featured in Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News. KC has spoken at many events including Mark Moss's Market Disrupters event, the Accounting and Finance Conference, The Money Show, the California Association of Business Brokers Annual Conference, and many more.Episode notes:Listen as KC gives Mark the tax nuances that you can take advantage of in your business, including:How billionaires pay such low taxesWhen trusts make senseKC's top five tax loopholesThe most under-used tax loopholesEstate planning and transferring wealthAdvice on tax documentation and auditsAnd more! TIP OF THE WEEKKC: Go to our tax-saving community. In there we have three great gifts for you. Look for our Tax Savings Calculator and our Tax Savings mini course.Mark: Learn more about KC and his expertise and go to Togethercfo.com. WANT TO LISTEN MORE?Did you like this episode? If so, listen to another AOPI podcast episode to learn more about paying less in taxes.."Are you ready to learn more about land investing? Just click HERE to schedule a call.""Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

Welcome back to Making Bank. On today's episode, we have a compilation of previous episodes with Jonathan Jay, Roland Fraiser, KC Chohan, Trevor Blake, Andre Swanston, Ross Hamilton & Antonio Garrido and in this episode you will hear tips and tricks from top entrepreneurs about how to successfully buy or sell a business.   Do not miss this compilation episode of the Best Of Making Bank Series. (2:10) Jonathan Jay The majority of businesses don't succeed past the first five years, so the best approach is to look for a business that's been running for at least five years that makes solid, reliable profits every single month and then once you've got the business, it will continue to make solid, reliable profits month after month for you.   (6:57) Roland Fraiser The best way to identify which business to get into is by using what is known as the acquisition wheel and this wheel consists of seven categories. They are competitors, media, resources, products, services, monthly recurring or annual recurring companies, suppliers, distributors, and ip. Now you need to know who are the primary companies that fit that description.   (15:11) KC Chohan You can save a lot on tax by changing the ownership structure of everything. So when the company is owned by the trust ahead of the sale, when the sale happens, the trust will receive those funds and that saves you all the taxes unless you make a distribution. If you distribute those funds to a beneficiary, they are taxable.   (17:11) Trevor Blake In this new world, you have to rely really on your intuition more than you ever had to before. Develop a strong connection to your intuition so that you can make instantaneous decisions that you feel are right, even though the world might be saying otherwise. This is because you do not have time to always ask for help for everything. You have to react really quickly and for that you need strong intuition.    (20:46) Andre Swanston The value of multi-year contracts was exponentially more in terms of the multiple you could get on revenue as opposed to one-off contracts. And so in terms of preparing to raise another round, you should note that 50 cents of a multi-year contract was worth 2$ to $3 of a one-time expense. So there are different ways that you have to think about growing it and valuation.    (22:47) Ross Hamilton There's a huge change when you remove the word problem and change it with the word project. So now you don't have a problem. You have a project and this mental shift in how you view problems will really help solve a lot of other things that may hinder your business into either growing or even when you want to buy or sell one.   (28:16) Antonio Garrido Leaders with a mindset of abundance as compared to scarcity tend to have a higher success rate. Think about what you're grateful for. You are in a tremendously blessed situation. Ask people how you can help and don't accept an “Everything's good” answer. Keep pushing and once they give you an answer, start following up on your commitments.   Links: @jonathanjay  @exitpathroland  @thetaxbloke  @trevorblake   @dreswan06  @antoniogarrido  @connectedinvestor  http://pix.joshfelber.com/LaKZF0cf 

Welcome back to Making Bank. On today's episode, we have a compilation of previous episodes with Jonathan Jay, Roland Fraiser, KC Chohan, Trevor Blake, Andre Swanston, Ross Hamilton & Antonio Garrido and in this episode you will hear tips and tricks from top entrepreneurs about how to successfully buy or sell a business.   Do not miss this compilation episode of the Best Of Making Bank Series. (0:54) Jonathan Jay The majority of businesses don't succeed past the first five years, so the best approach is to look for a business that's been running for at least five years that makes solid, reliable profits every single month and then once you've got the business, it will continue to make solid, reliable profits month after month for you. (5:41) Roland Fraiser The best way to identify which business to get into is by using what is known as the acquisition wheel and this wheel consists of seven categories. They are competitors, media, resources, products, services, monthly recurring or annual recurring companies, suppliers, distributors, and ip. Now you need to know who are the primary companies that fit that description.   (13:55) KC Chohan You can save a lot on tax by changing the ownership structure of everything. So when the company is owned by the trust ahead of the sale, when the sale happens, the trust will receive those funds and that saves you all the taxes unless you make a distribution. If you distribute those funds to a beneficiary, they are taxable.   (15:54) Trevor Blake In this new world, you have to rely really on your intuition more than you ever had to before. Develop a strong connection to your intuition so that you can make instantaneous decisions that you feel are right, even though the world might be saying otherwise. This is because you do not have time to always ask for help for everything. You have to react really quickly and for that you need strong intuition.    (19:29) Andre Swanston The value of multi-year contracts was exponentially more in terms of the multiple you could get on revenue as opposed to one-off contracts. And so in terms of preparing to raise another round, you should note that 50 cents of a multi-year contract was worth 2$ to $3 of a one-time expense. So there are different ways that you have to think about growing it and valuation.    (21:30) Ross Hamilton There's a huge change when you remove the word problem and change it with the word project. So now you don't have a problem. You have a project and this mental shift in how you view problems will really help solve a lot of other things that may hinder your business into either growing or even when you want to buy or sell one.   (27:00) Antonio Garrido Leaders with a mindset of abundance as compared to scarcity tend to have a higher success rate. Think about what you're grateful for. You are in a tremendously blessed situation. Ask people how you can help and don't accept an “Everything's good” answer. Keep pushing and once they give you an answer, start following up on your commitments.   Links: @jonathanjay  @exitpathroland  @thetaxbloke  @trevorblake   @dreswan06  @antoniogarrido  @connectedinvestor  http://pix.joshfelber.com/LaKZF0cf 

Welcome back to Making Bank. On today's episode, we have a compilation of previous episodes with Jonathan Jay, Roland Fraiser, KC Chohan, Trevor Blake, Andre Swanston, Ross Hamilton & Antonio Garrido and in this episode you will hear tips and tricks from top entrepreneurs about how to successfully buy or sell a business.   Do not miss this compilation episode of the Best Of Making Bank Series. (0:54) Jonathan Jay The majority of businesses don't succeed past the first five years, so the best approach is to look for a business that's been running for at least five years that makes solid, reliable profits every single month and then once you've got the business, it will continue to make solid, reliable profits month after month for you. (5:41) Roland Fraiser The best way to identify which business to get into is by using what is known as the acquisition wheel and this wheel consists of seven categories. They are competitors, media, resources, products, services, monthly recurring or annual recurring companies, suppliers, distributors, and ip. Now you need to know who are the primary companies that fit that description.   (13:55) KC Chohan You can save a lot on tax by changing the ownership structure of everything. So when the company is owned by the trust ahead of the sale, when the sale happens, the trust will receive those funds and that saves you all the taxes unless you make a distribution. If you distribute those funds to a beneficiary, they are taxable.   (15:54) Trevor Blake In this new world, you have to rely really on your intuition more than you ever had to before. Develop a strong connection to your intuition so that you can make instantaneous decisions that you feel are right, even though the world might be saying otherwise. This is because you do not have time to always ask for help for everything. You have to react really quickly and for that you need strong intuition.    (19:29) Andre Swanston The value of multi-year contracts was exponentially more in terms of the multiple you could get on revenue as opposed to one-off contracts. And so in terms of preparing to raise another round, you should note that 50 cents of a multi-year contract was worth 2$ to $3 of a one-time expense. So there are different ways that you have to think about growing it and valuation.    (21:30) Ross Hamilton There's a huge change when you remove the word problem and change it with the word project. So now you don't have a problem. You have a project and this mental shift in how you view problems will really help solve a lot of other things that may hinder your business into either growing or even when you want to buy or sell one.   (27:00) Antonio Garrido Leaders with a mindset of abundance as compared to scarcity tend to have a higher success rate. Think about what you're grateful for. You are in a tremendously blessed situation. Ask people how you can help and don't accept an “Everything's good” answer. Keep pushing and once they give you an answer, start following up on your commitments.   Links: @jonathanjay  @exitpathroland  @thetaxbloke  @trevorblake   @dreswan06  @antoniogarrido  @connectedinvestor  http://pix.joshfelber.com/LaKZF0cf 

Welcome back to Making Bank. On today's episode, we have a compilation of previous episodes with Jonathan Jay, Roland Fraiser, KC Chohan, Trevor Blake, Andre Swanston, Ross Hamilton & Antonio Garrido and in this episode you will hear tips and tricks from top entrepreneurs about how to successfully buy or sell a business.   Do not miss this compilation episode of the Best Of Making Bank Series. (2:10) Jonathan Jay The majority of businesses don't succeed past the first five years, so the best approach is to look for a business that's been running for at least five years that makes solid, reliable profits every single month and then once you've got the business, it will continue to make solid, reliable profits month after month for you.   (6:57) Roland Fraiser The best way to identify which business to get into is by using what is known as the acquisition wheel and this wheel consists of seven categories. They are competitors, media, resources, products, services, monthly recurring or annual recurring companies, suppliers, distributors, and ip. Now you need to know who are the primary companies that fit that description.   (15:11) KC Chohan You can save a lot on tax by changing the ownership structure of everything. So when the company is owned by the trust ahead of the sale, when the sale happens, the trust will receive those funds and that saves you all the taxes unless you make a distribution. If you distribute those funds to a beneficiary, they are taxable.   (17:11) Trevor Blake In this new world, you have to rely really on your intuition more than you ever had to before. Develop a strong connection to your intuition so that you can make instantaneous decisions that you feel are right, even though the world might be saying otherwise. This is because you do not have time to always ask for help for everything. You have to react really quickly and for that you need strong intuition.    (20:46) Andre Swanston The value of multi-year contracts was exponentially more in terms of the multiple you could get on revenue as opposed to one-off contracts. And so in terms of preparing to raise another round, you should note that 50 cents of a multi-year contract was worth 2$ to $3 of a one-time expense. So there are different ways that you have to think about growing it and valuation.    (22:47) Ross Hamilton There's a huge change when you remove the word problem and change it with the word project. So now you don't have a problem. You have a project and this mental shift in how you view problems will really help solve a lot of other things that may hinder your business into either growing or even when you want to buy or sell one.   (28:16) Antonio Garrido Leaders with a mindset of abundance as compared to scarcity tend to have a higher success rate. Think about what you're grateful for. You are in a tremendously blessed situation. Ask people how you can help and don't accept an “Everything's good” answer. Keep pushing and once they give you an answer, start following up on your commitments.   Links: @jonathanjay  @exitpathroland  @thetaxbloke  @trevorblake   @dreswan06  @antoniogarrido  @connectedinvestor  http://pix.joshfelber.com/LaKZF0cf 

In this episode, KC Chohan sits down with Lucas James, a successful entrepreneur who shares his journey of scaling his agency to seven figures. They delve into the importance of aligning business practices with personal strengths, the power of building a strong team culture, and the strategic use of free training to create a talent pool. Lucas also shares his unique approach to sales, emphasizing the value of relationship-building and trust.Chapters:00:00:00 - Scaling Your Digital Marketing Agency: An Interview with the CEO of Twiz00:02:16 - Standing Out in a Crowded SEO Market: The Key to Uniqueness and Success00:05:47 - Boosting SEO Success: The Power of Self-Usage and Practical Application00:08:13 - Turning Ideas into Reality: The Role of Execution and User Experience in Entrepreneurship00:10:19 - Driving Traffic and Achieving Virality: The Impact of Sharing in Business Growth00:13:22 - Building Relationships for Business Growth: The Foundation of Successful Entrepreneurship00:16:38 - Attracting Growth without Chasing It: Unlocking the Secret to Business Success00:20:46 - The Risks of Hasty Decision-Making and the Value of Business Partnerships00:24:01 - Learning from Failure and Boosting Sales: Key Strategies for Business Growth00:27:36 - The Role of a Kingmaker/Queenmaker in Business Growth: Why It Matters00:29:55 - Building a Reliable Workforce: The Importance of Hiring Team Players in BusinessLinks And Resources:Full Episode hereLucas James LinkedInYouTubeTwizThanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Prepare to expand your investment horizons with our latest podcast episode featuring the insightful Kc Chohan, a prominent figure in the world of finance and accounting. As a member of an esteemed entrepreneur group and the founder of Together CFO, Kc is passionate about empowering investors to grow and safeguard their wealth. In this captivating episode, Kc shares his wealth of knowledge on tax strategy and entity protection, shedding light on the crucial role these factors play in building and preserving wealth. He breaks down the complexities of tax planning, providing valuable insights and strategies that can help optimize your financial endeavors. Tune in to discover how you can leverage Kc's expertise to navigate the ever-changing tax landscape and safeguard your hard-earned wealth. Whether you're an experienced investor or just starting your financial journey, this episode will equip you with the essential knowledge and tools to make informed decisions and secure your financial future. Don't miss out on this invaluable opportunity to learn from Kc Chohan and take control of your financial destiny. Join us now and unlock the secrets to wealth creation and protection.

Welcome back to Making Bank. On today's episode, we have KC Chohan, who is the founder of Together CFO, a tax advisory accounting and tax preparation firm based in Los Angeles, California.His financial strategies have been the best kept secrets of the elite. He's an expert on tax strategy and helps with high net worth families, protect their wealth and reduce taxes. He builds out the same structures as the elite billionaires to be able to legally do things that the average certified public accountant can't do. He has a deep passion for serving others and educating those who are overpaying taxes, and this is what drives his customer loyalty.    Don't miss this episode of Casey Chohan at Making Bank today.   (4:18) Together CFO Together CFO is a subset of a huge pie. If you think of a family office, it's all about encompassing everything from tax, to insurance, to wealth management and everything in between. Together CFO is one slice of that pie, which is the tax slice plus estate planning slice.   (5:44) Tax Strategies The one common thing that all billionaires have is the thing that goes before the private foundation. That's the part they don't tell anyone. They get all of the tax deductions for charitable giving and then it's into a private foundation where they are the trustees. The key element of it all is something called a complex trust. That's the structure of choice for billionaires.    (9:40) Background “More people want tax savings than they do CFO services. And it's so much easier to explain tax savings than it is CFO services.”, KC Chohan explained how it all started when they pivoted the company to help higher net worth business owners, usually first generation.   (15:43) Billionaire Taxes Most of the elites don't own the assets in their own name. It's the trust that owns the jets, the yachts and everything else. And changing trustees is not a taxable event. You can graduate your kids from being beneficiaries into being trustees and now they control all those assets and there's no taxable event.  (17:48) Tax Loopholes Go to  skool.com/tax and you can get the top 50 tax loopholes that you should be using. If you are paying over $200,000 in taxes, then check out the website. There's a free tax savings calculator. It is togethercfo.com. It's free to use. Go check out how much you're overpaying and then feel free to set up a call with the team and you'll be shown how to stop overpaying.   (19:25) Selling A Business  You can save a lot of money in taxes by just changing the ownership structure of everything. The company isn't owned by you. It would be owned by the trust ahead of the sale. So when the sale happens, the trust will receive those funds. So all of those restrictions go away with the trust and you can reinvest that money however you wish, in whatever asset type in whatever time frame you like.   (25:43) Asset Protection It's important as you grow and scale to protect your assets and using a complex trust is arguably the best way to do that because it's a bifurcated ownership. That means the trustee is the fiduciary, but if someone tries to sue the trustee, they can't come after the trust. If someone tries to sue the beneficiary, they can't get the trust assets either. So it ultra protects the assets that are owned by the trust because of this bifurcation.   Link Youtube: TogetherCFO Twitter: @KCchohan_  Facebook: @KC Khurram Chohan  Instagram: @kc.chohan  LinkIn: @Kc Chohan 

Welcome back to Making Bank. On today's episode, we have KC Chohan, who is the founder of Together CFO, a tax advisory accounting and tax preparation firm based in Los Angeles, California.His financial strategies have been the best kept secrets of the elite. He's an expert on tax strategy and helps with high net worth families, protect their wealth and reduce taxes. He builds out the same structures as the elite billionaires to be able to legally do things that the average certified public accountant can't do.He has a deep passion for serving others and educating those who are overpaying taxes, and this is what drives his customer loyalty.    Don't miss this episode of Casey Chohan at Making Bank today.   (2:40) Together CFO Together CFO is a subset of a huge pie. If you think of a family office, it's all about encompassing everything from tax, to insurance, to wealth management and everything in between. Together CFO is one slice of that pie, which is the tax slice plus estate planning slice.   (4:06) Tax Strategies The one common thing that all billionaires have is the thing that goes before the private foundation. That's the part they don't tell anyone. They get all of the tax deductions for charitable giving and then it's into a private foundation where they are the trustees. The key element of it all is something called a complex trust. That's the structure of choice for billionaires.    (8:02) Background “More people want tax savings than they do CFO services. And it's so much easier to explain tax savings than it is CFO services.”, KC Chohan explained how it all started when they pivoted the company to help higher net worth business owners, usually first generation.   (14:05) Billionaire Taxes Most of the elites don't own the assets in their own name. It's the trust that owns the jets, the yachts and everything else. And changing trustees is not a taxable event. You can graduate your kids from being beneficiaries into being trustees and now they control all those assets and there's no taxable event.  (16:08) Tax Loopholes Go to  skool.com/tax and you can get the top 50 tax loopholes that you should be using. If you are paying over $200,000 in taxes, then check out the website. There's a free tax savings calculator. It is togethercfo.com. It's free to use. Go check out how much you're overpaying and then feel free to set up a call with the team and you'll be shown how to stop overpaying.   (17:47) Selling A Business  You can save a lot of money in taxes by just changing the ownership structure of everything. The company isn't owned by you. It would be owned by the trust ahead of the sale. So when the sale happens, the trust will receive those funds. So all of those restrictions go away with the trust and you can reinvest that money however you wish, in whatever asset type in whatever time frame you like.   (24:04) Asset Protection It's important as you grow and scale to protect your assets and using a complex trust is arguably the best way to do that because it's a bifurcated ownership. That means the trustee is the fiduciary, but if someone tries to sue the trustee, they can't come after the trust. If someone tries to sue the beneficiary, they can't get the trust assets either. So it ultra protects the assets that are owned by the trust because of this bifurcation.   Link Youtube: TogetherCFO Twitter: @KCchohan_  Facebook: @KC Khurram Chohan  Instagram: @kc.chohan  LinkIn: @Kc Chohan   

Welcome back to Making Bank. On today's episode, we have KC Chohan, who is the founder of Together CFO, a tax advisory accounting and tax preparation firm based in Los Angeles, California.His financial strategies have been the best kept secrets of the elite. He's an expert on tax strategy and helps with high net worth families, protect their wealth and reduce taxes. He builds out the same structures as the elite billionaires to be able to legally do things that the average certified public accountant can't do. He has a deep passion for serving others and educating those who are overpaying taxes, and this is what drives his customer loyalty.    Don't miss this episode of Casey Chohan at Making Bank today.   (4:18) Together CFO Together CFO is a subset of a huge pie. If you think of a family office, it's all about encompassing everything from tax, to insurance, to wealth management and everything in between. Together CFO is one slice of that pie, which is the tax slice plus estate planning slice.   (5:44) Tax Strategies The one common thing that all billionaires have is the thing that goes before the private foundation. That's the part they don't tell anyone. They get all of the tax deductions for charitable giving and then it's into a private foundation where they are the trustees. The key element of it all is something called a complex trust. That's the structure of choice for billionaires.    (9:40) Background “More people want tax savings than they do CFO services. And it's so much easier to explain tax savings than it is CFO services.”, KC Chohan explained how it all started when they pivoted the company to help higher net worth business owners, usually first generation.   (15:43) Billionaire Taxes Most of the elites don't own the assets in their own name. It's the trust that owns the jets, the yachts and everything else. And changing trustees is not a taxable event. You can graduate your kids from being beneficiaries into being trustees and now they control all those assets and there's no taxable event.  (17:48) Tax Loopholes Go to  skool.com/tax and you can get the top 50 tax loopholes that you should be using. If you are paying over $200,000 in taxes, then check out the website. There's a free tax savings calculator. It is togethercfo.com. It's free to use. Go check out how much you're overpaying and then feel free to set up a call with the team and you'll be shown how to stop overpaying.   (19:25) Selling A Business  You can save a lot of money in taxes by just changing the ownership structure of everything. The company isn't owned by you. It would be owned by the trust ahead of the sale. So when the sale happens, the trust will receive those funds. So all of those restrictions go away with the trust and you can reinvest that money however you wish, in whatever asset type in whatever time frame you like.   (25:43) Asset Protection It's important as you grow and scale to protect your assets and using a complex trust is arguably the best way to do that because it's a bifurcated ownership. That means the trustee is the fiduciary, but if someone tries to sue the trustee, they can't come after the trust. If someone tries to sue the beneficiary, they can't get the trust assets either. So it ultra protects the assets that are owned by the trust because of this bifurcation.   Link Youtube: TogetherCFO Twitter: @KCchohan_  Facebook: @KC Khurram Chohan  Instagram: @kc.chohan  LinkIn: @Kc Chohan 

Welcome back to Making Bank. On today's episode, we have KC Chohan, who is the founder of Together CFO, a tax advisory accounting and tax preparation firm based in Los Angeles, California.His financial strategies have been the best kept secrets of the elite. He's an expert on tax strategy and helps with high net worth families, protect their wealth and reduce taxes. He builds out the same structures as the elite billionaires to be able to legally do things that the average certified public accountant can't do.He has a deep passion for serving others and educating those who are overpaying taxes, and this is what drives his customer loyalty.    Don't miss this episode of Casey Chohan at Making Bank today.   (2:40) Together CFO Together CFO is a subset of a huge pie. If you think of a family office, it's all about encompassing everything from tax, to insurance, to wealth management and everything in between. Together CFO is one slice of that pie, which is the tax slice plus estate planning slice.   (4:06) Tax Strategies The one common thing that all billionaires have is the thing that goes before the private foundation. That's the part they don't tell anyone. They get all of the tax deductions for charitable giving and then it's into a private foundation where they are the trustees. The key element of it all is something called a complex trust. That's the structure of choice for billionaires.    (8:02) Background “More people want tax savings than they do CFO services. And it's so much easier to explain tax savings than it is CFO services.”, KC Chohan explained how it all started when they pivoted the company to help higher net worth business owners, usually first generation.   (14:05) Billionaire Taxes Most of the elites don't own the assets in their own name. It's the trust that owns the jets, the yachts and everything else. And changing trustees is not a taxable event. You can graduate your kids from being beneficiaries into being trustees and now they control all those assets and there's no taxable event.  (16:08) Tax Loopholes Go to  skool.com/tax and you can get the top 50 tax loopholes that you should be using. If you are paying over $200,000 in taxes, then check out the website. There's a free tax savings calculator. It is togethercfo.com. It's free to use. Go check out how much you're overpaying and then feel free to set up a call with the team and you'll be shown how to stop overpaying.   (17:47) Selling A Business  You can save a lot of money in taxes by just changing the ownership structure of everything. The company isn't owned by you. It would be owned by the trust ahead of the sale. So when the sale happens, the trust will receive those funds. So all of those restrictions go away with the trust and you can reinvest that money however you wish, in whatever asset type in whatever time frame you like.   (24:04) Asset Protection It's important as you grow and scale to protect your assets and using a complex trust is arguably the best way to do that because it's a bifurcated ownership. That means the trustee is the fiduciary, but if someone tries to sue the trustee, they can't come after the trust. If someone tries to sue the beneficiary, they can't get the trust assets either. So it ultra protects the assets that are owned by the trust because of this bifurcation.   Link Youtube: TogetherCFO Twitter: @KCchohan_  Facebook: @KC Khurram Chohan  Instagram: @kc.chohan  LinkIn: @Kc Chohan   

If you could imagine a kid growing up in the countryside of England, lots of beautiful green fields and rolling hills running around playing in the mud with his dog, that was basically Kc as a kid. His hopeless curiosity and desire to grow led him to be interested in business, specifically big business with big problems to solve. He loves solving problems and pushing what people consider the limits.Kc ended up getting a degree in business and finance thinking that those two combined would be a great skill set to understand and thrive in business, not anticipating or thinking he would start an accounting firm. He then went in the direction of being a boring accountant and working on bookkeeping – which makes most people have a visceral cringe when mentioned, “Oh dam, that sounds terribly boring.” It was a great opportunity, not something he could say no to especially as he had the job before he had even finished university. It was very difficult to say no to an immediate paycheck but…Becoming an accounting as you can probably imagine was kind of miserable doing the same thing day in day out because HE REALIZED that he had so much more to offer than just hiding in the books. It became apparent to Kc that this was not aligned with his unique disposition and personality and one thing he believes in strongly is that to be successful, people need to live in a place they thrive. In this episode, Brad and KC discuss maximizing your tax reductions and getting your proper return.  Bombs: - Do your reading. Put in the effort. Upgrade your tax team. You will see the rewards. Check out more about KC Chohan here: https://www.togethercfo.com  Watch the full video episode on Brad's Rumble here: https://rumble.com/c/c-2544182 

KC Chohan is the Founder & CEO of Together CFO, a tax advisory firm specializing in tax strategy for high-net-worth families. In this episode, KC shares his expertise on tax planning and provides insights on how wealthy individuals can protect their wealth and reduce taxes. He also offers advice for those interested in tax savings, emphasizing that significant wealth is typically required to implement such strategies effectively. https://www.linkedin.com/in/kcchohan ►►THE DAILY CLOSE BRAND NEW NEWSLETTER! INSTITUTIONAL GRADE INDICATORS AND DATA DELIVERED DIRECTLY TO YOUR INBOX, EVERY DAY AT THE DAILY CLOSE. TRADE LIKE THE BIG BOYS.

Have you ever struggled to invest because you didn't want to have to pay high taxes? Have you ever wanted to eliminate property taxes and capital gains? When you put your assets into a specific trust, you get this opportunity and enter into an elite status with paying no and low taxes on your properties. You WON'T want to miss this 153 episode of Discovering Multifamily with Kc Chohan!We discuss:KC's background and what got him interested in investing in real estateHis occupation and how that plays a role in real estate investingTaking small companies into multi-billion dollar companies The secret to paying no and low taxes to Uncle Sam. Is the strategy universal?Will this strategy work if we qualify as real estate professionals?Difference between capital gains and cost segregation studyBenefit in hiring someone like KC into a real estate investing businessiTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688#episodeGuid=Buzzsprout-3366217 YouTube: https://youtu.be/WzxPWJQjwKI     Website: www.redknightproperties.com/media     Spotify: https://lnkd.in/gfcVc3p   #financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties #Anthony Scandariato #Brian Leonard #investing in real estate #investing in multifamily #investing in syndication

Guest: KC Chohan - Together CFOHost: Matt Watson

Have you ever struggled to invest because you didn't want to have to pay high taxes? Have you ever wanted to eliminate property taxes and capital gains? When you put your assets into a specific trust, you get this opportunity and enter into an elite status with paying no and low taxes on your properties. You WON'T want to miss this one! KC's background and what got him interested in investing in real estate His occupation and how that plays a role in real estate investing Taking small companies into multi-billion dollar companies  The secret to paying no and low taxes to Uncle Sam. Is the strategy universal? Will this strategy work if we qualify as real estate professionals? Difference between capital gains and cost segregation study Benefit in hiring someone like KC into a real estate investing business Huge tax loophole for entrepreneurs Pod Decks Segment! Core Four Segment Favorite Real Estate Related Book What do you think your unique skill is that helped you become successful? Tell me something that's true about real estate that almost nobody agrees with you on? What one piece of advice would you give to our listeners wanting to succeed in real estate investing BOOK MENTIONED: Multifamily Millions by David Lindahl ABOUT KC CHOHAN: KC started out in the world of business, finance, and accounting. However, he came to realize that it wasn't for him. Because he strongly believes that people need to live in a place they thrive to succeed, KC created a much bigger impact working with multiple companies rather than just one. Now, KC runs TogetherCFO, which services high net worth individuals, family offices, and business owners with high-level tax structures, cash flow optimization, and much more!   Connect with KC Chohan: Together CFO | Tax Preparation and Accounting Services Instagram Facebook Twitter LinkedIn For more information about Ferrari Capital visit us on our website @ https://www.ferraricapital.com  If interested in doing any deals with us and want to keep updated on any upcoming new deals, just sign up at the link below and you'll be on our investor list: Partnership — Ferrari Capital To grab a copy of our free Ebook: “The Ultimate Guide to Investing in Multifamily Syndications”, just provide us your email on our homepage, and will send that right over to you.

Do you take advantage of tax savings hiding in plain sight? 6 questions. 7 minutes. Pure insights. Episode 229: Successful business leaders take advantage of tax savings hiding in plain sight. Wise words from Khurram (KC) Chohan, Founder of Together CFO.

On this episode, Ryan sits down with Kc Chohan founder of Together CFO where they discuss the importance of understanding numbers for business success. On This Episode: Kc shares how his first mentor told him that if he learned numbers he could find work anywhere in the world. Ryan and Kc discuss how numbers are the key to success in business. Kc shares how he kept pivoting until he found his alignment in finance. Hear how Kc launched his own company and podcast. Key Takeaways: Learn why numbers matter so much in business. Numbers and tax structure will make or break your business. You can reverse engineer your business if you know your financial goals. Tweetable Quotes: “Learn numbers and you can find work anywhere in the world.” “Getting your numbers right is critical to your success in business.” "If you don't have a numerical target you'll never hit your goals.” Connect with Kc Chohan: TogetherCFO.com To find out more information about the Home Based Business Podcast and host, Ryan Allen Bell, visit https://my.captivate.fm/ryanallenbell.com (ryanallenbell.com).

Today on The Real Estate Raw Show Born and raised in England, KC Chohan moved to the USA in 2012 with Fortune 500 company Flowserve. Started Together CFO in 2016 where he helps companies of $2m+ revenue scale growth via improved financial strategy and awareness. About Joe: Mr. Mendoza has a long track record of success. 100's of millions of dollars of real estate transactions. Hundreds of people mentored, coached, and trained. He's been on television, radio, and multiple publications. Are you looking for a trusted advisor in real estate? Perhaps help to get to the next level in business or life? Joe is the MAN! Buy Joe's NEW book "Flex With A Plex" on Amazon: https://amzn.to/30VHBus​ Looking for a new broker, real estate company, brokerage? Join me and EXP Realty now! We are in ALL 50 states, Canada, Australia, and United Kingdom (UK) http://becomearepro.com/​ Add "Joe Mendoza" is my sponsor. Find the deals! http://findhiddendeals.com/​ Hire someone else to answer your phones! http://myvahack.com/​ Having trouble with your real estate calculations? http://bestdarncalculator.com/​ Need an app while looking for deals: http://letsdrivefordollars.com/​ Ready to make some calls to leads? (Caution: Use your discretion and be aware of local and federal laws) http://ineedphonenumbers.com/​ Keep watching, subscribe, or reach out to Mr. Mendoza today for a private consultation, training, or speaking engagements. Joe Mendoza - California Broker DRE #01234540​ Top Real Estate Pro, Coach, Investor, and Speaker 100 E. San Marcos Boulevard, Suite 400 San Marcos, CA 92069 Office (877) 794-5227 --- Support this podcast: https://anchor.fm/therealestaterawshow/support

Taxes…when you read that word, what comes to mind? A grunt of frustration or potential excitement? Well, if you grow your business 10x, you might be excited! Yet when it comes to paying taxes, we can all agree that there's got to be a better way than giving more to Uncle Sam than ourselves. If you feel like you missed the memo about paying less in taxes…well, you might have, and the excitement can emerge when you find out the solutions available. KC Chohan with Together CFO works with clients on loopholes and tax structures to help high-net-worth individuals keep more of their hard-earned money through your business and beyond. Listen to this episode to find out more and how you can bring your tax situation together. Shifters Wisdom: “Every morning, I do what is called the four-minute journal. I write something I'm grateful for, three things I want to achieve, and at the end of the day, I write the three things that happened that I'm grateful for. Having the day start and end with gratitude and a quick to-do list always keeps me grounded and moving forward.” (www.togethercfo.com | @togethercfo | @kc_chohan) Music by Broke for Free

Taxes…when you read that word, what comes to mind? A grunt of frustration or potential excitement? Well, if you grow your business 10x, you might be excited! Yet when it comes to paying taxes, we can all agree that there's got to be a better way than giving more to Uncle Sam than ourselves. If you feel like you missed the memo about paying less in taxes…well, you might have, and the excitement can emerge when you find out the solutions available. KC Chohan with Together CFO works with clients on loopholes and tax structures to help high-net-worth individuals keep more of their hard-earned money through your business and beyond. Listen to this episode to find out more and how you can bring your tax situation together. Shifters Wisdom: “Every morning, I do what is called the four-minute journal. I write something I'm grateful for, three things I want to achieve, and at the end of the day, I write the three things that happened that I'm grateful for. Having the day start and end with gratitude and a quick to-do list always keeps me grounded and moving forward.” (www.togethercfo.com | @togethercfo | @kc_chohan) Music by Broke for Free

Welcome to the 22nd episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Angelo Robles. Angelo is the Founder and CEO of the Greenwich CT based Family Office Association (FOA), an exclusive global membership organization that delivers proprietary thought leadership, research, best practices, and global programming to multiple generations of exceptionally wealthy families and the professionals who run their single-family offices.Angelo is also the founder of Effective Family Office a think tank and Masterclass Program Series for single-family offices and the analytical data-driven firm Family Office Statistics. He's the author of the book, “Effective Family Office: Best Practices and Beyond,” which ran for several weeks as the number one book in Office Management on Amazon.com. Click here to purchase the book.Angelo is the host of the Effective Family Office Podcast on iTunes. Angelo personally advises a small number of global families and SFO executives on achieving maximum effectiveness. His expertise has been sought by media outlets such as Bloomberg Radio and Television, the Wall Street Journal, and Institutional Investor, among others. Angelo continues to lead in the SFO community with creative proprietary thinking on the future of the family office including structures, organization, leadership, technology, AI, investing, and philanthropy.Stay up to date with Angelo:Website - https://familyofficeassociation.com/about-family-office-association/LinkedIn - https://www.linkedin.com/in/angelorobles/Twitter - @familyofficeFamily Office Association LinkedIn - https://www.linkedin.com/company/familyassociation/

Welcome to the 20th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Lilliana Monge. Liliana is the CEO  and Co-Founder of Sabio, an Information Technology higher educational enterprise exclusively dedicated to teaching current software engineering and cybersecurity network infrastructure skills in an accelerated learning environment. Sabio works to increase the number of women and people of color in tech. 75% of its graduates are either Latino or African American and 40% are women—10% higher than the industry average.Lilliana is a Wellesley College graduate. She and her Sabio Co-Founder, husband Gregorio Rojas are dedicated to the dream of equal opportunity for people from all walks of life, who seek to make a living in the tech industry.Stay up to date with Lilliana:Lilliana's LinkedIn - https://www.linkedin.com/in/lilianamonge/Lilliana's Twitter - @mongelilianaSabio Website - https://sabio.la/Sabio Facebook - https://www.facebook.com/wesabio/Sabio LinkedIn - https://www.linkedin.com/company/sabio-la

Welcome to the 21st episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Frank Cottle. Frank is the Founder and CEO of the Alliance Business Center Network and Alliance Virtual Offices. He is also an experienced speaker, strategist, entrepreneur, advisor, business leader and investor.For decades, Frank has been building flexible workspace companies under the Alliance brand and its predecessor companies, focusing on new ways of working that genuinely meet the needs of today's entrepreneurs by combining three fundamental components: people, place, and technology. His areas of expertise include integrating flexible workspace models to assist with corporate real estate repositioning, investment banking, finance, workplace technology, and business leadership. Stay up to date with Frank:LinkedIn -  https://www.linkedin.com/in/frankcottle/Website - https://www.alliancevirtualoffices.com/Alliance Virtual Facebook - https://www.facebook.com/alliancevirtualAlliance Virtual LinkedIn - https://www.linkedin.com/company/alliance-virtual-offices/

Welcome to the 15th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing George Abi Habib, George is a media and business-innovation specialist with a decade of experience working in emerging markets throughout the Middle East and North Africa. George's private sector background has focused on developing groundbreaking media products tailored toward youth. While working for Viacom's broadcasting arm, OSN Network (previously Showtime Networks), George helped develop the pan-Arab Axis of Evil Comedy Tour and an interactive English Premier League program that allowed Middle Eastern audiences to interact with commentators, celebrity guests, and former Premier League football players via SMS and television chat. George has also taught marketing and entrepreneurship at EMDI, in Dubai, and lectured at the Lebanese American University, in Beirut. He currently lectures at Madrid's IE Business School. George holds an MBA from the IE Business School and a BA in Marketing and Entrepreneurship from Northeastern University. Stay up to date with George:LinkedIn - https://www.linkedin.com/in/george-abihabib-4243a114/Sayara Media and Communications Website - https://sayarainternational.com/Remodel Works Website - https://remodelworks.com/

Welcome to the 14th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Adam Brown, Founder and President of the Americas for Protempo. The company distributes consumer electronics worldwide and works directly with the biggest brands on both an in-line and clearance basis. They have two very distinct businesses of distributing and trading. Protempo was founded in 2004 and has seen it grow spectacularly in the years since. Adam is an expert in managing key brand and customer relationships, he has a phenomenal in-depth knowledge of the global consumer electronics market, its products, and the channels it operates through. Adam studied E-commerce at Victoria University, where he also founded and built the Yellow Fever website – one of NZ's most popular supporters' forums.Stay up to date with Adam:Linkedin - https://www.linkedin.com/in/adam-brown-4753b44/Protempo Group Website - http://www.protempo.com/

Welcome to the 12th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Samael and Shayna Tejada. Samael is the President and Founder of Liquivida Lounge. Shayna is the VP, Finance & Accounting Operations of Liquivida Lounge. They are dedicated to implementing the vision of creating "a wellness spa for the health-conscious” with a team of professionals. Samael spends the majority of his time raising capital from savvy investors and establishing strategic partnerships with other local doctors and medical practitioners, in addition to working to expand the brand in new markets.  After serving a number of years as a Licensed Firefighter & Paramedic for the City of Oakland Park, he discovered the overarching health benefits of Nutrient IV Therapy and holistic medicine through his association with Cenegenics- a global leader in age management medicine. Samael's entrepreneurial spirit led him to open his first company Rescue-101 at the age of 19, making it an authorized provider of CPR, First Aid, and Lifeguard Training courses for the Red Cross in South Florida and the YMCA since 2008. Stay up to date with Samael and Shayna:Website - https://www.liquividalounge.com/Samael's LinkedIn - https://www.linkedin.com/in/samtejada/Shayna's Linkedin - https://www.linkedin.com/in/shayna-tejada-a74154189/Instagram - https://www.instagram.com/liquividalounge/

Welcome to the 13th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Preston Geeting who is the Co-founder and Director of Packform. Packform was created in early 2019 and is a platform set to revolutionize the packaging industry by helping manufacturers, customers, and suppliers access more options such as better cost, quality, design, and less-stress while ordering and delivering. Preston began his packaging career as a sales representative, working his way to the top, which helped him understand all parts of the business and industry of packaging. Preston is very passionate about entrepreneurship  Previous to Packform, Preston was the Vice President of US-based Landsberg Orora which designs custom packaging solutions and offers a range of commodity packaging Preston is also an Ambassador of Club Dust for the past 15 years. Club Dust is a nonprofit organization that builds thousands of homes for impoverished families in Tecate, Mexico.Stay up to date with Preston: Linkedin - https://www.linkedin.com/in/prestongeetingPackform Website - https://www.packform.io/

Welcome to the 9th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Ryan Williams - Co-Founder & Partner of Wonderment. Ryan has more than 15 years of product development, management and marketing experience. He has been a key figure in a variety of notable companies.Prior to the opening Wonderment, he served as Vice President of Product Management for Avenue K, an LA-based online fashion marketplace. Before that, Ryan was the key product management leader for two successful startup exits – Burstly, acquired by Apple in 2014 & Baseline – acquired by The New York Times in 2006.Ryan has excelled as a product and marketing leader, helping to design, build and market websites, applications, and user acquisition strategies across a variety of platforms. His specialty lies in Mobile, Web, Ad Tech, and eCommerce platforms and his domain knowledge reaches deep into the Ad Tech, eCommerce and Entertainment sectors.Stay up to date with Ryan:Wonderment Apps Website - https://www.wondermentapps.com/LinkedIn - https://www.linkedin.com/in/ryanl812

Welcome to the 8th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Scott Griest, Investor and Managing Director of Coastal Capital Group which focuses on the niche of commercial lending throughout California. Scott is a serial entrepreneur who has started 4 financial businesses in which he sold the first two. He's been the founder and CEO of American Finance Solutions (which was acquired by Rapid Capital Funding), Co-founder and COO of Consolidebt, and founder and CEO of Second Chance Finance before joining RCF. He has more than nine years in the small business funding industry and 15 years in the financial services space.Aside from his tremendous work in various companies, he also produces films and can be best remembered for producing Bella Vita. Stay up to date with Scott:LinkedIn - https://www.linkedin.com/in/scottgriest/

Welcome to the 7th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Donald DiCostanzo. Donald is the Co-Founder and CEO of Pedego Electric Bikes - the number 1 electric bike brand in the United States. He's been working diligently for more than a decade to bring his dream to reality of making cycling fun again. Prior to co-founding Pedego Electric Bikes with his best friend, Donald was an automotive industry entrepreneur.He has made it to the list of Most Influential People in Orange County in 2018 and was named “Entrepreneur of the Year” winner at OCBJ's 2016 Excellence in Entrepreneurship. Donald's been featured in top media publications including Entrepreneur Magazine, Inc. Magazine, CNBC, and the Wall Street Journal.Stay up to date with Donald:Donald's LinkedIn - https://www.linkedin.com/in/donaldjdicostanzo/Pedego Electric Bikes Website - https://www.pedegoelectricbikes.com/Pedego Electric Bikes Facebook - https://www.facebook.com/PedegoElectricBikes/Pedego Electric Bikes YouTube - https://www.youtube.com/user/PedegoElectricBikesPedego Electric Bikes Twitter - https://twitter.com/PEDEGOPedego Electric Bikes LinkedIn - https://www.linkedin.com/company/pedego-electric-bikes/

Welcome to the 6th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing David Chan. David is CEO and Founder of Riparian, LLC which is a consulting, outsourcing, and software for the Life Sciences Industry. His overall responsibility for the strategic direction of Riparian, product development and specific client initiatives. David brings 19+ years of experience leading advisory teams in the life sciences. David brings tons of experience after working in multiple industries and building a few companies.Stay up to date with David:LinkedIn - https://www.linkedin.com/in/davidchan3/Riparian Website - https://www.riparian.com/Riparian LinkedIn - https://www.linkedin.com/company/riparian-llc/

Welcome to the 10th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Eric Levine - a global fitness expert who has paved the way for how gyms operate today. Eric Levine started in the fitness industry in 1979, when he was the first franchisee for Golds Gym, and opened up a chain of six clubs. These six clubs were the most profitable in the entire Gold's chain of more than 100 clubs. During that time Eric established Super Gym Advertising and Marketing company, the exclusive worldwide agency for all Gold's Gyms, winning many international awards including the silver medal at Cannes! Eric then became a partner with Ray Wilson Family Fitness Centers, which grew to 72 locations. Eric went on to Asia and created California Fitness in Hong Kong, Singapore, Taiwan, Korea, Thailand, Vietnam, and Australia. His clubs broke every imaginable record for fitness centers around the world. Eric then sold the chain of California Fitness centers to 24Hour Fitness, retaining a share in that company. In 2004 24Hour Fitness sold for an incredible US$1,700,000,000. Eric was also the founder of Planet Yoga and Bikram Yoga in Asia, the first large yoga studios anywhere! Eric is currently an investor with Mark Mastrov in New Evolution Ventures which owns and manages such companies as UFC gyms worldwide. Eric has an exciting new company, combining with Revolution Precrafted, in a partnership with world champion boxing legend Manny Pacquiao! The new company is called HiTT by Manny and provides a boxing and full-body workout in a boutique setting. Eric is also the CEO of Eric Levine Global Fitness Expert, a fitness consulting company specializing in all aspects of the industry!Stay up to date with Eric:Website - http://ericlevineglobal.com/about/LinkedIn - https://www.linkedin.com/in/eric-levine-676106b3/

Welcome to the 12th episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Charles Huang, Charles is the Founder and CEO of Lynchpin Technologies and Founder and Managing Partner of Lynchpin Capital. Charles has spent his career focused on health care innovation. Previously Charles was a VP at Blackstone in their Global Portfolio Operations group, on the Equity Healthcare team. Before Blackstone, he was a VC at Spark Capital focused on health/technology startups and an Entrepreneur-in-Residence at Highland Capital Partners.  He also has worked in the Strategic Financial Planning department of Harvard Pilgrim Health Care and spent time as a consultant at Towers Perrin.He is an advisor/investor in companies and organizations dedicated to health innovation such as Blueprint Health, Startup Health, TEDMED, and Luminary Labs and an angel investor/advisor to companies such as CredSimple, Artemis Health, Sonavex, Greatist, Health Connections, and Imperative.  He also has co-authored several Harvard Business School cases and notes on health care technology, innovation, and policy.Charles received his BA in Public Health from Johns Hopkins and earned an MBA from Harvard Business School and an MPA from Harvard Kennedy School of Government.Stay up to date with Charles:Linkedin - https://www.linkedin.com/in/acharleshuang/Twitter - https://twitter.com/cchLynchpin Capital Website - http://www.lynchpin.io/Scale Health Website - https://www.scalehealth.com/

On today's episode of The Moore You Know Podcast, Riley asked what their thoughts on work-life balance are, and how they balance personal pursuits and relationships? Ejay Cruz is the host of The Parables Podcast. KC Chohan is the CEO and founder of Together CFO as well as a members of the Forbes Finance Council Ivan Misner is a best-selling author and the founder of BNI – the world's largest business networking organization, known as The Father Of Network Marketing & The Networking Guru Riley hopes you found value in this episode that will propel some aspect of your life. If you enjoyed this episode, please subscribe wherever you listened along with leaving a review to assist in enabling others to hear this episode. Sign up for CrowdQuestion free and follow The Moore You Know Podcast to ask Riley questions surrounding what was discussed. CHECK OUT MY BOOK HERE - https://www.amazon.com/dp/B084DHWN69 CHECK OUT THE CHARITY BOOK DRIVE HERE - https://www.gofundme.com/f/young-men-in-juvie-amp-foster-homes

KC Chohan moved to the United States from his comfortable life in England. With a background in accounting and financial services KC add's value to all of the entrepreneurs listening that want to "scale up" and grow. KC also covers the discipline in understanding your own financial numbers and spreadsheets. This show will help you become a smarter business owner. www.togethercfo.com