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 Tom Barber, Ray explores a range of crucial topics – from innovative asset protection and estate planning to cutting-edge tax strategies. Their conversation brings to light real success stories and case studies, proving California’s enduring status as a hub for business and investment.

Key Highlights:

• Unlocking California’s Wealth Opportunities: Learn how California’s challenging tax and legal environment is filled with hidden opportunities for wealth growth and preservation
  
• Advanced Tax Strategies: Gain essential insights on complex tax planning techniques vital for wealth retention among California’s affluent
  
• California PRPI and Trusts: Dive into the effectiveness of trust structures and the California Private Retirement Plan (PRP) in the unique Californian market
  
• Diverse Income Tax Mitigation: Discover tailored tax mitigation strategies for various income types that can significantly reduce tax liabilities
  
• Proactive Capital Gains Tax Planning: Uncover the importance of proactive capital gains tax planning, a critical element in business transactions for maximizing tax savings
  
• Customized Financial Planning: Realize the limitations of one-size-fits-all solutions and the need for personalized financial planning
  
• And much more!
  

Connect with Ray Olmo: 

• LinkedIn: Ray Olmo
  
• LinkedIn: TRUST-CFO
  
• Company Site: TRUST-CFO
  
• Facebook: TRUST-CFO
  
• Twitter: TRUST-CFO
  
• YouTube: TRUST-CFO