United States •
$5,001 - $10,000
About
I am engaging, insightful, enjoyable and professional. You won't be disappointed.
Game Changing Tax Strategies that Propel Entrepreneurs into the Half Percent
Are you like most entrepreneurs and pay more in taxes than you have to? Are taxes your biggest personal expense? Meet Noah Rosenfarb, an entrepreneur, investor, author, and a member of EO South Florida and YPO Atlas. (Although he’s a third-generation CPA, he does not do tax returns or run a CPA firm!). Noah will share his heart-warming story and leave you with proven tax strategies and a toolbox of immediate practices that you almost definitely didn't know about... and that will move you to the half percent. In this fast-paced and working discussion, you’ll takeaway actionable practices to: 1) Avoid income taxes while operating your business and capital gains taxes when selling it. 2) Have the bank pay life insurance premiums to enhance your tax-free income. 3) Avoid estate taxes and protect assets using an Asset Protection Trust. 4) Learn why most CPAs don’t help clients with tax strategy and what you can do about it.
Investments Every Entrepreneur Should Make
Listen to 3rd generation CPA Noah Rosenfarb share his experience as an advisor to entrepreneurs. He is the author of the book EXIT: Healthy, Wealth and Wise and has personally sold eight companies. In this session, you will learn: 1. What makes a good investment (hint: it may not be what you think!) 2. How to develop an “Opportunity Filter” 3. Strategies to eliminate or avoid taxes 4. Why the wealthy own life insurance even though they don’t need it 5. Understand how private debt can play a role in your financial plan 6. Formulas to select and size private investments Praise for this talk has included comments such as: “The best session in my 7 years as a member” “This talk alone was worth 10 times my dues” “Should be required for all members”
What if YOU Won the Lottery? Imagine all the ways your life would change
Follow the journey of entrepreneur, investor and philanthropist Noah Rosenfarb from growing up with a single mother to living life like he won the lottery. In this short talk, Noah reveals the success habits that led to the life of his dreams and provides a blueprint for listeners to do the same. The core message is to focus on the people you want to spend time with and the things you want to start or stop doing. When we realize that relationships are more valuable than possessions, we can begin to live a full life even if we never hit the winning numbers. This TED-style presentation won 1st place at the 2017 EO NERVE Speaker Competition.
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