I’m thrilled to share some incredible insights from my recent conversation with Noah Rosenfarb, a CPA who’s revolutionizing tax strategies for high-net-worth individuals, especially entrepreneurs. This episode is packed with valuable lessons, personal stories, and actionable tips that you won’t want to miss. Here’s a sneak peek:

Key Takeaways from My Chat with Noah Rosenfarb

From New Jersey to South Florida: Discover how a simple "lottery exercise" led Noah and his family to make a life-changing move to Florida.
Beyond Traditional Accounting: Learn how Noah transitioned from a typical CPA role to becoming an EOS implementer, helping small business owners create strategic plans and add value to their businesses.
Pioneering Divorce Financial Planning: Noah’s unique approach to helping divorced women manage their finances and avoid predatory advisors is both inspiring and groundbreaking.
Philanthropy and Intentionality: Hear about Noah’s journey into philanthropy, his experiences with nonprofit organizations, and the importance of being intentional in both business and personal life.
Parenting Challenges and Insights: Get a glimpse into Noah’s family life, including the challenges of raising teenagers and the lessons learned along the way.
Tax Strategies for Entrepreneurs: Noah shares some of his top tax-saving strategies, including the Augusta Rule and the innovative “Dual Harvest” strategy involving seed donations.
Building a Business in Puerto Rico: Learn about the ROBS strategy and how Noah leverages it to benefit from Puerto Rico’s favorable tax rates without moving there.
The Power of a Supportive Partner: Noah attributes much of his success to his wife, Amanda, and shares how their frugality and aligned values have been key to their financial stability and growth.

🎧 Why You Should Listen

If you are looking to optimize your financial strategies, understand the importance of intentionality, and gain insights into balancing professional success with personal fulfillment. Whether you’re an entrepreneur, a parent, or someone interested in philanthropy, there’s something here for you.

Thank you for being part of our community. I can’t wait for you to hear this episode and share your thoughts!

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Unlocking Financial Freedom: Noah Rosenfarb's Proven Tax Strategies for Entrepreneurs and Families

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