EP 63 - Leveraging Your Tax Team to Maximize Wealth & Savings w/ Eric Cooper

The Mark Perlberg CPA Podcast

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Join our special guest, Eric Cooper, founder of Sooner Private Financial Council and Sooner Business Advisors. Eric joins us to share his expertise on the power of teamwork in maximizing your wealth while minimizing taxes. Learn how affluent individuals and business owners can benefit from having a unified team of advisors who work seamlessly together, ensuring that your financial strategies are both efficient and effective.
Learn how general financial advisors, CPAs, and attorneys can collaborate to optimize your wealth management. Eric walks us through practical examples, such as utilizing Opportunity Zone investments and derivatives, that illustrate how an integrated approach to tax planning can lead to substantial financial gains and reduced tax liabilities. We dig into the importance of proactive planning to secure your financial future without falling into the trap of proportional tax increases.
We also explore the holistic benefits of coordinated financial planning and the peace of mind it brings. Eric emphasizes the importance of taking inventory of your current team, identifying any gaps, and fostering better communication among your advisors. Plus, get a sneak peek into our upcoming live events in the Northeast and St. Petersburg, Florida, where you'll gain even more insights into effective estate planning, tax efficiency, and wealth building. Don’t miss this chance to elevate your financial strategy and safeguard your legacy.
To learn more about Eric, email:[e-mail]

Chapters

1. Maximizing Financial Success Through Teamwork (00:00:00)

2. Strategic Tax Planning for Wealth Growth (00:13:49)

3. The Value of Financial Teamwork (00:24:20)

4. Live Events and Wealth Building Opportunities (00:37:58)