Tax Family Office

Are you joining us tomorrow live at Los Angeles Convention Center ? We are at booth T130 and will be hosting a live seminar for #businessowners teaching #taxplanning #taxstrategy #taxdiversification Puja Sohi and I will be hosting Tax Family Office booth for midsize to large business. Now we can help with offshoring #bookkeeping #accounting to reduce your over head expenses and hire quality USA licensed accountants over seas! Yes we are Global! In 6 countries and can help consolidate and reduce the pain of keeping your financial records clean. Yes because we are a #familyoffice we do Investments, fringe benefit maximization, retirement, c~suite planning and much more!! Stop by and chat! You might get our amazing new tshirts and tote bags :)

I am deeply honored to be inducted into the Marquis Who's Who in America list. This recognition is a testament to the passion and dedication that have driven me in my journey through wealth management, tax planning, and financial services. Co-founding Core Family Office and Tax Family Office has been one of the most fulfilling experiences of my life, and I am grateful for the opportunity to support and empower high-net-worth individuals, entrepreneurs, and athletes on a global scale. Our mission has always been to set new standards of excellence and innovation, and I am incredibly proud of the remarkable teams that have helped us achieve this vision. This milestone wouldn’t be possible without the unwavering support of Avneet Kaur, my co-founder, and our incredible partners and clients, whose trust and collaboration continue to inspire our work. Their belief in our vision has been instrumental in our success, and I am deeply thankful for their continued confidence and commitment. Together, we are shaping the future of the financial services industry, and I look forward to all we will accomplish in the years to come.

Tax Family Office is proud to speak at The Business Show LA, held at the LA Convention Center on October 9-10. Co-Founders Puja Sohi and Avneet Kaur will share insights on maximizing financial growth, reducing tax burdens, and navigating wealth management for businesses and high-net-worth individuals. Join us to learn how strategic tax planning and comprehensive financial solutions can empower your success in today’s evolving landscape.

I just started this awesome group. I don't know what it's about yet. But I'm going to be charging for it soon. I'm inviting the first few members in free for life as "founding members". If you want in, join here: https://lnkd.in/gZTHPcHD

Have you seen our new updated Youtube channel yet? You might be in a video! Check it out! Please like and subscribe so we keep posting content and dont forget to share the wealth of knowledge we gather is an our awesome events!!!! https://lnkd.in/gYwdeMfD Puja Sohi Core Family Office Tax Family Office

Have you seen our new updated Youtube channel yet? You might be in a video! Check it out! Please like and subscribe so we keep posting content and dont forget to share the wealth of knowledge we gather is an our awesome events!!!! https://lnkd.in/gYwdeMfD Puja Sohi Core Family Office Tax Family Office

Case Study: How I Helped John Scale His Business and Save Big on Taxes ?? At Tax Family Office, I get it—scaling a business is thrilling, but it also comes with its fair share of challenges, especially when it comes to managing taxes. Let me share a story about my client John, a driven entrepreneur who built a tech startup with an impressive gross revenue of $5 million and a rapidly growing team of 50 employees. As his business took off, John started facing some serious tax obligations and financial complexities that threatened to eat into his profits and slow down his growth. That’s when he reached out to me for help. I dug deep into John’s financial situation and quickly spotted areas where we could make strategic improvements. John’s company was originally set up as an S Corporation, but with his revenue and employee count on the rise, it just wasn’t cutting it anymore. I recommended restructuring his business into a C Corporation, which offered more favorable tax treatment and the flexibility he needed to manage his growing business. Next, we crafted a custom tax planning strategy that optimized his new business structure and made sure he was taking full advantage of all available tax credits. I also put deferred compensation plans in place for his key employees, helping John manage his tax liabilities more effectively. Throughout the process, I provided ongoing financial consulting, making sure John could reinvest his tax savings back into the business without getting hit with any nasty tax penalties. And the results? Well, they speak for themselves. In just the first year of working together, John saved over $150,000 in taxes. He used those savings to hire more talent, break into new markets, and accelerate his company’s growth. With the guidance of Tax Family Office, John was able to scale his business efficiently and sustainably, setting himself up for long-term success. If you’re an entrepreneur like John, trying to navigate the tricky waters of tax management and business growth, Tax Family Office is here to help you maximize your financial potential and achieve your business goals. #TaxFamilyOffice #BusinessGrowth #EntrepreneurSuccess #TaxPlanning #CCorporation #FinancialStrategy #BusinessScaling #StartupSuccess #TaxSavings #ExpertGuidance #FinancialConsulting #GrowthStrategy #BusinessExpansion #TaxOptimization #ClientSuccess #BusinessGoals