Ever wondered how billionaires and elites pay next to nothing in taxes? In this episode, Brad Lea sits down with KC Chohan of Together CFO to break down how non-operating private foundations work — the same legal structure the ultra-wealthy use to slash tax bills, protect wealth, and build a lasting legacy. They cover how this strategy works, who it’s really for, common IRS fears, and how AI is helping high-net-worth families manage these complex structures more easily than ever.

If you’re making serious money, you need to know what the elites know — and KC lays it all out.

 

KC's links

https://togethercfo.com

https://financialfusion.io

https://www.instagram.com/kc.chohan/

https://www.instagram.com/togethercfo/