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202 - Secrets Your CPA Isn't Telling You - The Legal Art of Tax Strategy with Peter Culver

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Manage episode 488340664 series 3490996
Content provided by Craig Andrews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Craig Andrews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Peter Culver doesn’t just save clients money—he helps them rewrite their financial future. In this episode, Peter breaks down how tax strategy, not tax filing, is the critical leadership tool most business owners ignore. As co-founder of Wealthrive, he combines legal insight and financial acumen to reveal how affluent families protect and grow wealth across generations. Peter challenges the reactive mindset common with CPAs and presents tax planning as a proactive lever for leadership. He shares the hidden value of strategies like the Augusta Rule and “paying your kids,” while contrasting the limits of compliance with the opportunities of strategy.

Whether it’s avoiding capital gains on a $10 million sale or designing structures that maximize multi-generational impact, Peter emphasizes intent and clarity as pillars of wealth leadership. His approach reframes tax from an obligation into an opportunity—and leadership from status into stewardship.

Want to learn more about Peter Culver's work? Check out their website at https://www.wealthrive.com.

Connect with Peter Culver on LinkedIn at https://www.linkedin.com/in/pculver/.

Think you'd be a great guest on the show? Apply at https://podcast.allies4me.com/podcast-guest/.

Want to learn more about Craig Andrew's work at allies4me? Check out his website at https://allies4me.com/.

  continue reading

203 episodes

Artwork
iconShare
 
Manage episode 488340664 series 3490996
Content provided by Craig Andrews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Craig Andrews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Peter Culver doesn’t just save clients money—he helps them rewrite their financial future. In this episode, Peter breaks down how tax strategy, not tax filing, is the critical leadership tool most business owners ignore. As co-founder of Wealthrive, he combines legal insight and financial acumen to reveal how affluent families protect and grow wealth across generations. Peter challenges the reactive mindset common with CPAs and presents tax planning as a proactive lever for leadership. He shares the hidden value of strategies like the Augusta Rule and “paying your kids,” while contrasting the limits of compliance with the opportunities of strategy.

Whether it’s avoiding capital gains on a $10 million sale or designing structures that maximize multi-generational impact, Peter emphasizes intent and clarity as pillars of wealth leadership. His approach reframes tax from an obligation into an opportunity—and leadership from status into stewardship.

Want to learn more about Peter Culver's work? Check out their website at https://www.wealthrive.com.

Connect with Peter Culver on LinkedIn at https://www.linkedin.com/in/pculver/.

Think you'd be a great guest on the show? Apply at https://podcast.allies4me.com/podcast-guest/.

Want to learn more about Craig Andrew's work at allies4me? Check out his website at https://allies4me.com/.

  continue reading

203 episodes

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