Advanced Tax Strategies for Californians (Ep. 6)

Released Wednesday, 27th March 2024

Good episode? Give it some love!

Advanced Tax Strategies for Californians (Ep. 6)

Wednesday, 27th March 2024

Good episode? Give it some love!

Rate Episode

Do you know the secrets to flourishing financially in California’s complex economy? Join us for the latest episode of California Wealth Warriors as host Ray Olmo, a devout advocate for wealth preservation, takes you on a deep dive into effective wealth management strategies for business owners and high-net-worth individuals in California. Joined by tax professional …

From The Podcast

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.

Join Podchaser to...

Rate podcasts and episodes
Follow podcasts and creators
Create podcast and episode lists
& much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.

Unlock more with Podchaser Pro

Audience Insights

Contact Information

Demographics

Charts

Sponsor History

and More!

Resources
Help Center
Blog
API

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More