California Wealth Warriors - Mastering Protection & Prosperity in the Golden State

What if you could turn California’s real estate challenges into profitable opportunities?

Explore the lucrative world of California real estate with the California Wealth Warriors podcast! This episode, hosted by Ray Olmo, features Javier Vande Steeg, the accomplished CEO of Asset Preservation Inc. Together they explore the dynamic strategies and hidden opportunities within 1031 exchanges, a key element in California’s unique real estate market.

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About Javier Vande Steeg: 

Javier G. Vande Steeg, President and co-founder of Asset Preservation, Inc. has been involved in the §1031 exchange industry for over twenty years. Javier focused on creating a company that is an industry leader in securing its client’s funds and property. This was accomplished in 1993 through the majority acquisition of the Company by Stewart Title Company of Houston, Texas. Asset Preservation is one of the most respected national “Qualified Intermediaries” in the United States and has successfully completed over 140,000 §1031 exchanges throughout the nation. 

Currently, Javier spends a great deal of his time speaking to attorneys, CPA’s and real estate professionals across the country. His annual speaking engagements include The Ohio 

State Bar Association, NBAA (National Business Aircraft Association) Tax Committee, 

ALTA (American Land & Title Association), GMAC Real Estate, state organizations for the 

Society of CPA’s and local Bar Associations to name a few. His courses are always practical, real-life and hands-on. 

In addition to speaking, Javier stays at the cutting edge of the ever changing §1031 industry by monitoring tax court cases, letter rulings, gray area development and keeping in contact with the IRS and lawmakers for any potential regulatory changes. 

Javier received his Bachelor of Science in Business Administration, Finance from California 

State University at Sacramento.

Is your estate plan California-proof?

Join Ray Olmo and James Cunningham of Cunningham Legal on California Wealth Warriors as they dive into the intricacies of California estate planning, equipping you with the knowledge you need to protect your assets and legacy! 

Together they dive into critical topics like property taxes and the impact of Propositions 13 and 19, making this episode a vital resource for successfully maneuvering through California’s complex financial and legal landscape.

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About James Cunningham:

Jim Cunningham, Partner, Certified Specialist – Estate, Trust, and Probate Law at CunninghamLegal, is a second-generation California attorney in his third decade of practice. Jim and the firm he founded have helped thousands of families and individuals plan their estates—and preserve their legacies. Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz (Honors in the Major) and a Juris Doctor from Whittier College of Law.

Jim is also a real estate investor, California real estate broker, and recognized expert on California property taxation.

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.

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What do California’s wealthy know about retirement planning that you don’t? 

Ready to find out?

Dive into the specialized world of retirement planning for California’s high net worth individuals and business owners in this episode of the California Wealth Warriors Podcast. Host Ray Olmo is joined by Phil Koehler, a seasoned professional in retirement plans and employee benefits, for an essential discussion that’s a must for anyone managing wealth in California.

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About Phil Koehler:

Phil Koehler brings a wealth of knowledge in retirement plans and employee benefits, backed by his legal expertise and experience in law and accounting firms. He specializes in comprehensive financial planning and asset protection strategies, focusing on the unique needs of California’s high earners and business owners.

Want to learn how top investors in California keep and increase their wealth? 

Tune into the California Wealth Warriors Podcast with host Ray Olmo and asset protection maestro Jeffrey Verdon. They’re ready to share key strategies and resources for managing wealth in California. This episode is perfect for anyone in California looking to safeguard their money and grow it wisely.

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About Jeffrey Verdon:

Jeffrey Verdon is a Partner of Falcon Rappaport & Berkman LLP, formerly the Managing Partner of the Jeffrey M. Verdon Law Group, LLP. He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979.

Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States.

Mr. Verdon was a Fellow and Senator of the distinguished Isle of Man-basedOffshore Institute, a professional body that is dedicated to the education and training of competent practitioners in offshore and international finance and tax planning, and to improving the professional standards of those who dispense professional advice in this field. He is also one of the founding members of one of the earliest and most distinguished publications on comprehensive estate planning, Jacob’s Report on Asset Protection Strategies.

In addition to his practice, Mr. Verdon is a highly sought-after speaker in the areas of taxation and estate planning. He regularly lectures aboard luxury cruise ships, and at top Investment Conferences Internationally.

How do you protect and grow your wealth in California? 

Ray Olmo, the voice of the California Wealth Warrior Podcast, teams up with tax expert Ed Cotney from Olympus Tax to unveil the secrets of wealth management in California. Together they dive into the intricate relationship between business entities, trusts, and effective tax planning, offering a wealth of knowledge for those within or aspiring to join the ranks of California’s financially savvy.

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About Edward Cotney:

Edward Cotney is the founder and principal at Olympus Tax, Business and Insurance Solutions, Inc. and author of Tax Secrets Made Simple. He hails from Alabama (Roll Tide), earned degrees in Physiology and Aviation Management and served active duty in the US Air Force for twenty years before retiring in 1998 in Northern California. 

Ed graduated from the prestigious Professional Mentoring Program in Franklin, Indiana, where he became a Family Wealth Counselor in 2000.  Working as a strategy and tax designer, he applied this practical knowledge to helping families implement advanced strategies to significantly reduce taxes, increase income and make a difference in the world.  He also completed the Business Enterprise Institute program to become a Certified Exit Planner.

Lauded for making the complex simple to understand, Ed is well known for providing continuing education classes to professional advisors across the nation. Some of those lectures can be found on YouTube. Ed is a popular speaker and participates in radio programs on the topic of Maximum Tax Control. Ed and his wife Laura reside in Northern California. Laura is an elementary school principal, and they have two grown children. Ed and Laura enjoy water and snow skiing, camping, flying, parachuting and losing golf balls.

Do your assets have iron-clad protection?

Let’s unravel the intricacies of asset protection and tax planning in the Golden State with Ray Olmo. In this sophomore episode, Ray emphasizes the importance of proactive financial planning, especially for business owners, entrepreneurs, and real estate investors, highlighting the need for early and strategic actions.

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Are you prepared to navigate California’s financial challenges? 

Discover the ‘California Wealth Warriors’ podcast with host Ray Olmo, where secrets of mastering California’s financial landscape await you.

Leading by example, Ray Olmo unveils his journey, intertwining personal tales and deep-rooted connections to California’s rich agricultural and viticulture heritage. Dig into the untold stories of a family that has shaped, and been shaped by, the Golden State for generations.

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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.