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
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
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