California Wealth Warriors - Mastering Protection & Prosperity in the Golden State
Raymond Olmo
9 episodes
3 months ago
The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
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The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
Entity Tax Planning for California Businesses (Ep. 3)
California Wealth Warriors - Mastering Protection & Prosperity in the Golden State
58 minutes 43 seconds
1 year ago
Entity Tax Planning for California Businesses (Ep. 3)
How do you protect and grow your wealth in California? Ray Olmo, the voice of the California Wealth Warrior Podcast, teams up with tax expert Ed Cotney from Olympus Tax to unveil the secrets of wealth management in California. Together they dive into the intricate relationship between business entities, trusts, and effective tax planning, offering … Read More Read More
California Wealth Warriors - Mastering Protection & Prosperity in the Golden State
The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
