Tax Secrets of the Ultra-Wealthy with KC Chohan of Together CFO
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Tax Secrets of the Ultra-Wealthy with KC Chohan of Together CFO
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About this listen
In this episode of Brick by Brick Wealth Building Conversations, I sit down with KC Chohan, Founder of Together CFO, to uncover how elite wealth strategies—like private foundations, complex trusts, and donor-advised funds—aren’t just for billionaires.
KC shares his journey from traditional CFO roles into creating a Beverly Hills–based firm that helps 7-figure entrepreneurs and family offices legally save millions each year through tax minimization, asset protection, and legacy planning.
We dive into:
Why upgrading your financial structure matters more than just making more income
How the wealthy avoid capital gains taxes while maximizing charitable impact
The surprising, untold stories behind KC’s pivot into advanced tax planning
Practical steps entrepreneurs can take today to set up structures the ultra-rich use
How aligning financial strategies with personal values creates a true legacy
Whether you’re a high-income entrepreneur, investor, or simply curious how the top 1% structures wealth, this episode delivers eye-opening insights you won’t want to miss.
📌 Guest Contact Information:
Website: togethercfo.com
LinkedIn: linkedin.com/in/kcchohan
Instagram: @togethercfo | @kc.chohan
YouTube: @TogetherCFO
Twitter/X: @KCchohan_