Tax and Exit Planning with Peter Culver

Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver, the founder of Freedom Family Office, join us in Episode 61.

Peter’s business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key.

Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.

What You Need To Know

In episode 61 of the Ask The Planman podcastPeter is going to chat more about:

  1. The breakdown of what a family office is, and why you should know about them.
  2. Bringing different tax strategies into your planning as an entrepreneur.
  3. Multi-generational wealth planning – both horizontal and vertical.
  4. Getting all of your resources, such as a tax person, insurance person, attorney, etc. working together collaboratively.

One of the most important things to remember is that there are always people out there who know what you don’t know, you just have to find them. If you don’t know how to fix a toilet, you aren’t going to try it yourself, you’re going to find a plumber because you really don’t want to mess up that toilet.

Use that same frame of thinking for things like your financial and tax planning strategies and you’ll be on your way to setting yourself up for success.

Where to Listen:

Tune into Episode 61 on Spotify or Apple to find out more. Or press play on the video below.