In this episode of the Contrarian Capitalist Podcast, hosted by Sylvania Harrod, Robert Annable, President of Wealth Strategies Advisory Group, shares insights on tax strategy and wealth management. Robert highlights the significant distinction between tax compliance and tax planning, emphasizing the importance of a coordinated effort among CPAs, tax attorneys, and financial advisors. He introduces the concept of a virtual family office, a bite-sized replication of traditional family offices designed to serve high-earning individuals without the ultra-wealthy price tag. The conversation covers innovative tax planning strategies, including oil and gas investments, and the importance of having a systematic and consistent approach to tax planning. Robert encourages listeners to consider comprehensive financial planning for optimized wealth management and shares resources like his books available on Amazon.

Chapters

• 00:00 Introduction to the Contrarian Capitalist Podcast
• 00:38 Meet Your Host: Sylvania Harrod
• 01:00 Special Guest: Robert Annable on Tax Strategies
• 02:03 Understanding Family Offices and Tax Planning
• 08:01 Oil and Gas Investment Strategies
• 18:39 The Importance of Wealth Management
• 24:45 Final Thoughts and Resources

Connect with Robert Annable: www.wsagaz.com

Get the books:
Your High-Performing Virtual Family Office: 
https://www.amazon.com/Your-High-Performing-Virtual-Family-Office/dp/1544544235

The Household Endowment Model: 

https://www.amazon.com/Household-Endowment-Model-Planning-Affluent-ebook/dp/B08193GK1Q

Thanks for tuning in! 

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