The Business Credit and Financing Show

Podcast by Ty Crandall

Episode: 908

KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

Ty Crandall Interviews Industry Leaders

As Heard On:

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As Heard On:

iTunes
iHeartRadio
Spotify
Google
Stitcher

Stop Overpaying the IRS — Start Strategizing.

Yes! I Want to Maximize My Wealth and Protection

KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes.

Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights.

A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies.

During the show we discuss:

  • Biggest tax mistakes high-net-worth owners make
  • How strategic giving cuts taxes and builds wealth
  • Role of asset protection in minimizing taxes
  • Why a CPA or bookkeeper isn’t enough
  • Creating a custom tax strategy beyond loopholes
  • When to bring in a CFO
  • Key financial roles every business needs
  • Bookkeeping vs. high-level tax strategy
  • How Together CFO’s approach stands apart
  • Saving millions through proactive tax planning
  • Overlooked tax breaks for 7–8 figure entrepreneurs
  • Tying legacy and generational wealth to tax strategy
  • Using AI and automation for smarter tax planning
  • Strategic giving for impact and savings
  • Building the right financial team for tax efficiency

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Show resources:

https://togethercfo.com/

https://financialfusion.io/