Unlocking Financial Freedom: Noah Rosenfarb's Proven Tax Strategies for Entrepreneurs and Families
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
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Noah Rosenfarb
Founder - Wealthrive / 3rd Generation CPA
Entrepreneurs connect with me most often because:
They want to pay less in taxes;
They want to generate predictable passive income;
They want guidance about selling their company; or
They want to level up their financial success.
I've assembled a team of accountants, lawyers and financial planners that coach 7 figure income and 8 figure net worth entrepreneurs on becoming Rich Beyond Money.
I openly share the tools, resources and strategies I've used to create my own true freedom. I’ve sold eight companies, took one public, and completed over 50 real estate investments valued near $1 billion. I bring personal experience beyond being a technical expert to high performing families that want to balance qualitative and quantitative financial advice.
I live in Parkland, Florida with my wife, Amanda and our two children. I'm passionate about travel and fortunate to have visited over 70 countries on 5 continents.
