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!
Check out our videos and short-form content on YouTube
https://www.youtube.com/@JoelGandara
31 Days to Become a Better Man - Challenge Course - Level Up in All Areas of Your Life
https://31dailychallenges.com/
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!