🚀 In this eye-opening episode, Rick Albert is joined by KC Chohan, founder of Together CFO. They discuss Chohan’s journey into accounting and finance, wealth-building strategies, and the importance of tax planning, especially for high-net-worth individuals. Chohan highlights the transition from basic tax loopholes to more complex strategies like creating private foundations for asset protection and tax efficiency. They emphasize proactive planning and the need for a knowledgeable team to manage growing wealth and assets effectively.
🎧 Hosted by: Rick Albert
👤 Guest: 🏡 KC Chohan – Founder of Together CFO
KC Chohan is the founder and CEO of Together CFO, a Los Angeles-based financial services firm specializing in advanced tax strategies for high-net-worth individuals and business owners. With over a decade of experience, he has developed sophisticated wealth management solutions that integrate tax minimization, asset protection, and legacy planning. Chohan's expertise includes utilizing complex trust structures, donor-advised funds, and private foundations to help clients reduce tax liabilities and build generational wealth.
💡 What You’ll Learn:
✔️ Why tax loopholes aren’t enough after a certain income threshold
✔️ How to use private foundations to pass down wealth tax-free
✔️ The difference between ownership and control for asset protection
✔️ How to structure your finances like a billionaire family
✔️ Why most CPAs miss the big picture in long-term tax planning
🎵 Whether you're building wealth or preserving it, this episode delivers high-value insight for long-term impact!
💼 Connect with KC Chohan:
🌐 Website → https://togethercfo.com/
📘 Facebook → https://www.facebook.com/khurram.chohan.7
📸 Instagram → https://www.instagram.com/kc.chohan/
🔗 LinkedIn → https://www.linkedin.com/in/kcchohan/
🎙 Follow Rick Albert – The Real Estate Mastery Podcast:
🌎 Website → https://rickalbertonline.com/
📘 Facebook → https://www.facebook.com/RickBAlbert/
📷 Instagram →https://www.instagram.com/rickbalbert/?hl=en
🔗 LinkedIn → https://www.linkedin.com/in/rickbalbert/
💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/