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Ever wondered how billionaires and elites pay next to nothing in taxes? In this episode, Brad Lea sits down with KC Chohan of Together CFO to break down how non-operating private foundations work — the same legal structure the ultra-wealthy use to slash tax bills, protect wealth, and build a lasting legacy. They cover how this strategy works, who it’s really for, common IRS fears, and how AI is helping high-net-worth families manage these complex structures more easily than ever.
If you’re making serious money, you need to know what the elites know — and KC lays it all out.
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