The TRUST-CFO® Podcast
The TRUST-CFO® Podcast is a series of talks on hot topics with our power-partners and industry leaders to discuss cutting-edge strategies and best practices in planning and administration to help hard-working people know what they don’t know and improve their current and future lifestyle.
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Private equity is about more than growth capital; it can enable businesses to pursue a variety of options: expansion, acquisitions, recapitalizations, partner-led buyouts, shareholder diversification, and more—all while leaving business owners in control...
When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know.
The IRS owes me money, WHAT??
We are joined by Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.
Am I paying too much in taxes?
In this episode we have Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.
Why have I never heard of a PRP?
The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace.
Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.
This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.