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How the Wealthy Elite See Money and Taxes with KC Chohan
Manage episode 473779400 series 3455009
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Are you ready to unlock the secrets of financial freedom? In our latest episode, we sit down with Casey Chohan, a renowned entrepreneur and tax specialist, to explore the mindset and strategies of the wealthy. Casey shares his journey from England to America and reveals how he helps high-net-worth families protect their assets and save on taxes. Learn about strategic tax planning, financial literacy, and the role of AI in modern education. Don't miss this opportunity to elevate your financial game and start thinking like the elite. Listen now and take the first step towards a prosperous future!
Highlights:
(01:30) Casey Chohan is an expert on CFO strategy and tax avoidance
(03:06) Casey is an accountant who started in accounting and finance
(11:02) The middle class sees taxes in a very different way from elites or 1%
(16:41) tax mitigation strategies that the wealthy understand
(24:50) the thought process that the wealthy have around money
(27:24) How the wealthy view inflation and debt differently from the middle class
(30:16) Financial literacy and education are important for acquiring financial freedom
(34:45) AI and automation?
KC Chohan bio:
KC Chohan is the Founder of Together CFO, a fractional CFO Services, accounting, and bookkeeping firm based in Los Angeles, California. His CFO strategies have been the best-kept secret of the elite. He’s an expert on CFO strategy and helps high-net-worth families protect their wealth and protect assets. His deep passion for serving others and educating those who are unprotected.
KC pushes himself to find better alternatives and began to learn and understand the strategies of the elite. Since then, his goal has been to provide education and resources to bridge the gap for first-generational wealth, helping solve their pain point of financial literacy.
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, the Accounting and Finance Conference, The Money Show, the California Association of Business Brokers Annual Conference, and many more. He is the resident CFO expert for Sam Oven’s Quantum Mastermind and has been interviewed on numerous cable networks, podcasts, and publications.
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