Together CFO

We know that business executives like you want to boost income, profitability, and market share. Unfortunately, you run into challenges due to a lack of the right team to create a system for predictable and reliable growth. We understand that this makes you feel uncertain about the financial future of your business.

Here's how we can do that for you:
✅ Tax Savings,
✅ Reduce Capital Gains
✅ Efficient Wealth Transfer
✅ Outsourced CFO’s

👉 https://www.TogetherCFO.com/

Together CFO has saved clients millions of dollars by utilizing our advanced tax structures.

Kc is a writer for Forbes Magazine and has been featured in Entrepreneur, ABC News, Fox News, CNBC, Yahoo Finance, Buzzfeed, iTunes, and many others. Kc has also spoken at the Accounting and Finance Show, and the IDEAS conference.

Schedule a call: https://calendly.com/chohan/taxsavings
Call now: (424) 255-5848
Email: support@TogetherCFO.com
Website: https://www.TogetherCFO.com/
Forbes: https://profiles.forbes.com/u/d4655fd7-92f9-45f0-94ba-5464297c3e3d

Founder

Entrepreneurs'​ Organization

Imagine an organization that helps you achieve your full potential in business and personal life through life-enhancing connections, shared experiences and collaborative learning. A community where you can be vulnerable or applauded. A fellowship that fuels your growth.

We are the Entrepreneurs' Organization. A global, peer-to-peer network of business founders and builders who gain the wisdom and support we need to realize our ambitions and move the world forward, together.

Member

Hampton

Forbes

Forbes Councils is a collective of invitation-only communities. In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

Official Member

Flowserve Corporation

Title- SOX Compliance Officer (FP&A)
Dates Employed Sep 2014 – Apr 2016
LocationGreater Los Angeles Area

Flowserve is the recognized world leader in supplying pumps, valves, seals, automation, and services to the power, oil, gas, chemical, and other industries. With more than $3.5 billion in Revenue, 18,000 employees in more than 55 countries, they combine a global reach with a local presence.

•Monthly forecasting
•Weekly Flash updates
•Yearly budgeting

Special project;
• Cash Flow
• Primary Working Capital
• Sox Compliance
• Audit Lead
• Process improvementssee less

Controller (USA)
Dates Employed Jan 2012 – Sep 2014
Location Greater Los Angeles Area
Site Controller for Charlotte Nuclear QRC

• Month end accounts
• Balance sheet reconciliations
• Produce and manage annual budget
• Process Improvements
• Team development and training
• Hyperion advanced user
• Develop relevant KPI’s
• Annual inventory reviewsee less

Regional Controller (UK)
Dates Employed Nov 2009 – Jan 2012
Location United Kingdom
Site Controller for Flowserve Newark, Teesside & Ellesmere Port, Flowserve UK QRCs

• Month End Accounts
• Forecast Preparation
• Balance Sheet Reconciliations
• Capital manufacturing variances
• Warranty Calculation
• Foreign Exchange Calculations
• Bookings/ Sales/ Backlog Verification
• Capital Expenditures
• Annual Inventory verification
• Payroll Review
• Team Development
• Oracle Implementation
• Reduction in force
• Six Sigma certificationsee less

Accountant
Dates Employed Apr 2008 – Oct 2009
Location United Kingdom
• Month End Accounts
• Forecast Preparation
• Invoice processing
• Accounts Receivables
• Month end accounting preparation

Financial Controller

As the founder and CEO of Together CFO, I have been helping business owners save millions of dollars in efficiencies and grow their profits for over seven years. I have over 15 years of experience in accounting including 8 years with a big Fortune 500 company along with being a writer for Forbes Magazine, where I share my insights on entrepreneurship and finance.

I am passionate about creating wealth and a lasting legacy for business owners. We provide Tax Savings services and bookkeeping, that enable our clients to achieve predictable and reliable growth, optimize their cash flow, and plan for their financial future. Together CFO is more than just a company, it is a mission to empower multi 7-8 figure business owners to thrive and succeed, whilst bridging the gap from a more sophisticated team to a full Family Office

Setup a call with our team
http://tinyurl.com/adamcall

Staying ahead in business is all about smart strategies. 

Tax season stressing you out yet? Imagine easing that with AI-driven solutions designed precisely for your needs. Baker Tilly just launched an innovative AI tool that personalizes your tax strategy, ensuring you save more dollars while staying compliant. 

Why does this matter for your business?

The AI dives deep into data trends and evolving tax laws, offering real-time adjustments that could lead to significant savings — did you know that tailored approaches can shave off up to 25% in unnecessary tax payments? 

Moreover, with automatic updates, you stay on top of regulatory changes without lifting a finger. Plus, forecasting tools help plan your financial future, preparing you not just for the next fiscal year, but for long-term prosperity. Think of the peace of mind knowing your tax strategy evolves intelligently alongside your business growth.

But let's take it up a notch — have you considered combining AI efficiency with strategic giving? It's not just about generosity; strategically using donations to non-profits can lower taxable income, all while building a legacy of impact.

The question here isn't just about saving money — it's how modern tech can amplify your tax efficiency, compliance, and business growth. 

Are you leveraging technology to optimize your tax strategy?

PS. Have you integrated AI into your financial planning yet? What's holding you back?

#TaxSavings #BusinessIntelligence #StrategicPlanning

Kc Chohan

Learn How Billionaires Pay Single-Digit Tax Rates Through Strategic Giving

Heads up, entrepreneurs: The IRS is stepping up its game!

Are you prepared for more rigorous tax scrutiny? 

Recent shifts at the IRS involve beefed-up leadership and a sharper focus on high-profile compliance cases. This means increased audits, especially for large corporations and affluent individuals. One thing's for certain—the agency is proactively enhancing its enforcement capabilities, leveraging both seasoned experts and sophisticated technology.

So, what does this mean for your business right now?

Well, this heightened enforcement environment could impact your operations or investment strategies. But there’s a silver lining. With proper guidance and strategic tax planning, you can turn this into an opportunity rather than a setback.

Did you know that by integrating smart tax strategies, like charitable contributions through donor-advised funds or private foundations, you can not only support causes you care about but also significantly lessen your taxable income?

Taking steps like these isn't just about compliance; it’s about maximizing what you keep while maintaining full integrity in your tax affairs. 

Is your current tax strategy robust enough to handle an audit if it happens tomorrow?

PS. How often do you review and adjust your tax strategies to optimize savings and compliance?

#TaxStrategy #BusinessGrowth #FinancialPlanning

Could new tax measures affect your business? Here's what you need to know.

Are you prepared for potential changes in local taxes?

Every business owner knows that local tax measures can either be a hurdle or an opportunity. Yet, many find themselves unprepared when these changes roll onto the ballot.  

Local governments are considering new tax measures to bolster funds for crucial services like public safety and education. For you, this could mean a shift in your financial planning landscape. 

Crucially, 60% of small business owners admit that they do not fully understand the implications of new tax laws until they are affected. This reactive approach can lead to missed opportunities for significant tax savings.

Consider this: Contributions to non-profits, such as private foundations and donor-advised funds, can lower your taxable income considerably. These avenues not only support your philanthropic goals but also offer substantial fiscal benefits — something to think about before the ballot measures come into play!

How are you preparing your business for potential tax changes? Are you tapping into smart, strategic ways to optimize your tax obligations?

PS. Do you know how new local tax measures could directly impact your flow of operations and financial planning? 

#TaxStrategy #BusinessGrowth #SmartPlanning

High earners, are you prepared for IRS scrutiny?

Why should you care about tightened tax regulations?

With the IRS focusing more on high income individuals, those earning over $10 million were audited at a significantly higher rate last year. Technology's evolution means even the smallest discrepancy in your tax returns can trigger red flags.

Here's why you should be vigilant: international data sharing agreements have upped the stakes. Countries are swapping financial information faster and more freely than ever, leaving global assets exposed.

Plus, robust whistleblower programs now incentivize insiders to report tax evasion, offering them 15%-30% of the recovered tax amount as a reward.

What's the real risk? Beyond hefty fines, the damage to your reputation can be irreparable, and in extreme cases, you might even face criminal charges.

However, there’s a silver lining—strategic giving. Structuring donations through vehicles like donor-advised funds or private foundations can minimize tax liabilities legally, letting you direct the flow of your philanthropy while saving on taxes.

Are your tax strategies up to date to handle these challenges?

PS. Have you considered how strategic philanthropy could benefit your tax planning?  

#TaxStrategy #BusinessLeaders #FinancialTransparency

Curious about where property taxes hit the hardest?

Ever wondered how your county compares on property tax scales?

For those in New Jersey, Illinois, and New Hampshire, the pinch is particularly pronounced, with New Jersey homeowners topping the charts with the highest rates nationally. Within this landscape, Westchester, Marin, and Essex Counties show some of the steepest bills. But, knowing is only half the battle.

How can you act on this data?

First, ensure your property assessments reflect the current market. Many overpay due to outdated valuations. Secondly, explore homestead exemptions. These can significantly cut down your taxable value, and hence, your tax bill. Lastly, don’t hesitate to appeal your tax assessment if it seems out of sync with similar properties.

Thought about redirecting potential tax dollars? Consider strategic giving. Tools like private foundations and donor-advised funds not only lower your tax burden but also empower you to support causes that matter.

Managing property taxes effectively is not just about paying them. It’s about integrating smart, proactive strategies that optimize your financial health and align with your life goals.

Would you rethink your tax strategy if it meant profound savings and impactful giving?

PS. What’s one charitable cause you’d support more if you had extra resources thanks to lower taxes?

#TaxStrategy #RealEstateInvesting #FinancialHealth

Navigating 2025 Tax Brackets for Maximum Savings Starts Now

Are you ready to navigate the future of taxes?

By 2025, tax brackets are set to change, and knowing these adjustments ahead of time could save you considerable amounts in taxes. Did you know that routinely adjusting for inflation could slightly shift your income into a different tax bracket?

Understanding where your income stands in relation to these evolving brackets is not just smart; it's essential for effective tax planning. Here’s what you need to focus on: 

1. **Income Timing Strategies:** If you're on the cusp of a higher tax bracket, consider deferring some of your income. It could be as straightforward as adjusting compensation or delaying a bonus period.

2. **Deduction Planning:** Are you making the most of your deductions? Everything from retirement contributions to health savings accounts counts. Ensure you're not leaving any money on the table.

3. **Investment Decisions:** Your investments need to be timed perfectly considering the anticipated tax brackets. When to sell assets or how you handle dividends can markedly impact your tax obligations.

Moreover, have you thought about the impact of strategic giving? Channeling funds to a cause not only helps the community but can also offer you tax relief, potentially nudging you into a lower tax bracket.

Are these strategies part of your financial planning yet?

With strategic adjustments, you could turn the upcoming tax changes into advantageous opportunities. It’s about staying proactive rather than reactive.

PS. How much do you think strategic tax planning could save your business annually?

#TaxStrategy #FinancialPlanning #BusinessGrowth

Are you leveraging AI to streamline your financial strategies?

Imagine cutting your processing costs by 30% just by integrating smarter tools. Sounds compelling, right? Recent advancements in AI are revolutionizing how CFOs operate, enhancing everything from risk management to strategic financial planning. 

Here’s how AI can be a game-changer for your business:

AI excels in rapid, accurate data analysis. This not only speeds up your decision-making process but ensures it's rooted in thorough, insightful analytics. The result? More informed strategies that can adapt proactively to the market's demands.

Additionally, by automating routine financial tasks, AI liberates your team to focus on broader, more impactful projects. Companies embracing this shift are not just saving time but significantly reducing overhead costs. For instance, a tech giant slashed its expense management costs by 30% utilizing AI!

Beyond just crunching numbers and automating tasks, AI's predictive capabilities are essential in mitigating financial risks. It’s all about foreseeing challenges and strategically navigating through them.

But that's not all. Have you considered harnessing AI's power alongside strategic charitable giving? Doing so can optimize your tax savings while aligning with your corporate social responsibility values. Imagine enhancing your brand's reputation while also safeguarding your bottom line.

Embracing AI in your financial operations doesn’t just give you a competitive edge — it propels you to the forefront of innovation. And with the rapid evolution of AI technologies, this is merely the beginning. Are you ready to transform your financial strategies with AI?

PS. How would integrating AI change the way you manage your business finances today?

#FinancialLeadership #BusinessInnovation #TaxStrategy

Navigating tax changes could save your business thousands

Ever wonder how new tax brackets affect your wallet?

With the IRS adjusting the 2025 tax brackets for inflation, many higher earners will stay in lower brackets longer. This means strategic planning is even more crucial to avoid unnecessary tax hits.  

Surprisingly, 65% of business owners I talk with aren’t ready to adjust their strategies for these changes. This is leaving potentially massive savings on the table.

Here’s what you can do:

1. **Maximize Contributions:** Increase your deposits into pre-tax retirement accounts like 401(k)s and traditional IRAs. Lower your tax now, save more for later.

2. **Harvest Losses:** Not all investments perform well; use this to your advantage by selling poor performers to realize losses. This can offset other gains, cutting your taxable income.

3. **Smart Asset Allocation:** Adjust where you park your investments. High-yield investments might be better off in tax-advantaged accounts under the new tax laws.

And for those looking to combine giving with saving, consider using tools like donor-advised funds. This not only supports causes you care about but can also offer significant deductions at the right scale.

Are you using these strategies efficiently?

Remember, every plan needs to be tailored to individual circumstances, and starting early gives you more flexibility to adapt and optimize.

Let’s get proactive about our tax strategies to make the most of these changes. Why wait for tax season to think about taxes?

PS. Have you checked how the new tax changes will impact your specific business circumstances yet?  

#TaxStrategy #BusinessGrowth #FinancialPlanning

Navigating the shifting sands of the energy sector lately?

How does your business adapt to new energy trends? 

Recent reports highlight that renewable energy sources like solar and wind have become dramatically more cost-effective. In fact, they're now on par with traditional energy sources in many areas due to advancements and government incentives. This not only opens the door for significant cost savings but also enhances your company’s sustainability profile.

Moreover, the surge in electric vehicle

Navigating an IPO during a government shutdown?

How does that sound for timing? The recent governmental shutdown has thrown a wrench into the plans of many companies on the brink of going public. For example, businesses like Andersen had to rethink their strategies as the Securities and Exchange Commission

Ready to unlock serious tax savings on your energy investments?

Ever considered how your green investments could slash your tax bills?

If you're pouring over $500K into the energy sector, I've got insights that could dramatically boost your ROI by leveraging tax credits and deductions specifically designed for folks like us.

First up, let's talk about the Investment Tax Credit

Wondering how to amplify your charitable giving and save on taxes?

Are you leveraging Donor-Advised Funds

Redefining the CPA game in California!

Are you aware of the groundbreaking changes in the CPA licensing process?

The new California CPA Pathways Bill is transforming how professionals step into the accounting world, making it more adaptable and inclusive than ever. Imagine pursuing a CPA license with flexibility in your educational background — from data analytics to IT!

Here’s a quick dive into what this means for you:

- **Versatile Experience Counts:** Gone are the days when only direct accounting work under a CPA’s supervision qualified. Now, your experience in academia, industry, or public practice is equally valid. This change opens doors for professionals with diverse career trajectories.

- **Educational Flexibility:** You can now fulfill your educational requirements with courses that extend beyond traditional accounting topics. It’s about equipping you for the modern financial ecosystem, with essentials like business strategy and technology integrated into your learning path.

- **Stay Ahead with Continuous Learning:** The updated CPE (Continuing Professional Education) guidelines ensure CPAs stay relevant with advancements in finance and technology. Embrace lifelong learning to keep your skills sharp and service top-notch.

Why do these changes matter? They reflect a strategic shift towards a more dynamic, tech-savvy professional landscape, where CPAs are prepared to tackle complex business challenges with innovative solutions.

What’s your take on integrating broader experiences and education into the accounting profession? Could this be the future of how we prepare all our business leaders?

PS. How will these changes influence your approach to professional development and career planning?

#CPAPathways #BusinessInnovation #CareerDevelopment

Thinking about year-end tax savings yet?

As a tax strategy expert, I come across many savvy business owners who are not only aiming to maximize their profits but also their impact. One incredible way to boost your tax savings and contribute to society is through strategic charitable giving. But how can you do this effectively, especially with 2025 around the corner?

Did you know that carefully planning your charitable contributions could potentially lower your taxable income significantly? Here's how:

Firstly, consider 'bunching' donations. This strategy involves accumulating multiple years’ worth of donations into one tax year to surpass the standard deduction threshold. This could allow you to itemize deductions and amplify your tax savings. Have you thought about maximizing your deductions this way?

Furthermore, if you're looking at donating, why not think about appreciated assets instead of cash? Donating stocks or bonds that have increased in value

Title: AI and Analytics: Transforming the Tax Advisory Landscape

Ever wondered how AI is reshaping tax strategies?

AI integration in tax advisory offers not only precision but unprecedented strategic insights. Are you leveraging these advancements for your business?

In our highly competitive market, a staggering transformation can be seen as AI and analytics tailor tax services to exceptional standards. Here's how technology is revolutionizing key areas:

1. **Routine Task Automation:** By automating data entry and calculations, tax professionals can now devote more time to strategic tax planning and advisory. This shift from mundane tasks to complex problem-solving enables higher productivity and better use of expert time.

2. **Enhanced Accuracy:** Advanced algorithms analyze large data sets to spot inconsistencies, reducing the risk of costly errors. In fact, businesses relying on AI-enhanced tax strategies have seen compliance rates improve by over 25%.

3. **Client-Centric Services:** Deep analytics provide insightful client profiles, promoting personalized advice and fostering stronger client relationships. This communicative approach ensures that tax strategies are aligned perfectly with business objectives, fostering growth and satisfaction.

Moreover, embracing AI tools allows proactive risk management by anticipating changes in tax laws and adapting strategies accordingly—keeping your financials safe and compliant.

So, how integrated is AI in your tax planning efforts? Are your strategies leveraging these technological benefits?

PS. What's one thing you wish your tax advisor told you about AI and its impact on financial strategies?

#TaxStrategy #BusinessGrowth #InnovationInFinance

Navigating your business through the UN's new carbon tax initiative?

Have you considered how global policies might impact your taxation and overall business strategy?

Under the new UN Net Zero Framework, a carbon tax on maritime emissions is set to reshape economic landscapes, especially for businesses reliant on global shipping. This could lead to increased costs and, indirectly, higher prices for consumers.

58% of international business owners believe that changes in global tax laws could significantly affect their operational costs in the next five years.

One critical takeaway for businesses is the urgent need for strategic tax planning. By understanding these international shifts, you can better position your business to mitigate risks associated with rising operational costs. 

Here’s a thought: While this move by the UN might seem daunting, it also opens avenues for forward-thinking business owners. Engaging in informed, strategic tax planning could not only safeguard but also potentially enhance your competitive edge in the global market.

What steps are you taking to adapt your business to these coming changes?

PS. Do you think your current tax strategies are robust enough to handle international policy shifts?

#TaxStrategy #BusinessGrowth #GlobalEconomics

Ever wondered how strategic investments transform businesses?

How does an investment reshape a company's future?

The recent news about Chicago-based CPA firm DSWD securing a major investment from a family office is a perfect illustration of strategic growth. This isn't just about financial infusion; it's about transforming operational capabilities and client services.

Here's what it means for businesses like yours:

1. **Expanded Services**: With additional resources, DSWD can now offer more comprehensive advisory roles, tapping into new markets. What new services could you offer with the right investment?

2. **Advanced Technology**: The firm plans on embracing cutting-edge technology to enhance efficiency. This could reduce errors and improve client interactions. Have you considered how tech investments could streamline your operations?

3. **Enhanced Client Base**: Strengthened by this partnership, DSWD’s credibility skyrockets, attracting more prestigious clients. Imagine securing a partnership that elevates your market position—what impact would that have on your business?

Importantly, amidst expansion, DSWD focuses on smart tax strategies, specifically advocating strategic giving through tools like private foundations and donor-advised funds. This approach not only mitigates tax liabilities but also amplifies social responsibility.

Business growth and tax strategy are entwined. 87% of businesses see undeniable improvement in operational efficiency when they align their growth strategies with smart tax planning.

Looking to understand how strategic investments and advanced tax strategies could propel your business forward?

PS. What's one growth opportunity you've been considering, and how could strategic tax planning support it?

#TaxStrategy #BusinessGrowth #StrategicInvestment

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