Unlocking Financial Freedom: Noah Rosenfarb's Proven Tax Strategies for Entrepreneurs and Families

02/25/25 • 53 min

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!

Send us a text

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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

Thank you for being part of our community. I can’t wait for you to hear this episode and share your thoughts!

Send us a text

Previous Episode

From Pressure Cleaning to Private Equity: A Young Entrepreneur's Bold Journey with Johann Dammert

At just 19 years old, Johann has already made waves in the business world with his entrepreneurial ventures. Trust me, you don’t want to miss this one!
Here are some key takeaways and intriguing insights from our conversation:
Key Highlights:
The Entrepreneurial Spark:
Johann started his journey at 15, right after COVID-19 hit, by offering pressure cleaning services.
His drive? The desire for freedom and independence, symbolized by buying his own car.
Real Estate Wholesaling:
At 16, Johann ventured into real estate wholesaling, making impressive deals through cold calling and SMS marketing.
His first deal? A whopping $15,000!
Adapting and Overcoming:
Johann faced challenges with Google Ads but learned the importance of tracking profits and managing finances effectively.
He emphasizes the need for adaptability in business, especially in the face of changing algorithms and market conditions.
Automation and AI:
Johann’s current focus is on helping businesses automate and systemize their operations using AI.
He’s passionate about streamlining processes from lead acquisition to invoicing, making businesses more efficient.
Lessons in Discipline:
Johann shares his struggles with consistency and the importance of discipline in achieving success.
He believes in pushing oneself outside of comfort zones to foster growth and resilience.
Future Aspirations:
Johann’s ultimate goal? Moving into private equity to acquire and grow cash-flowing businesses.
He’s excited about the potential of partnerships and collaborations in his future ventures.
Advice for Aspiring Entrepreneurs:
Johann encourages young entrepreneurs to find their purpose, practice discipline, and embrace challenges.
His journey is a testament to the power of hard work and the willingness to take risks.
Navigating the Business Landscape:
Johann highlights the importance of staying current with trends and leveraging technology like AI and automation.
He discusses the benefits of outsourcing talent globally to enhance productivity and efficiency.
Why You Should Listen:
Inspiration: Johann’s story is a powerful reminder that age is just a number when it comes to achieving success.
Practical Insights: Learn from Johann’s experiences and mistakes, and apply his lessons to your own entrepreneurial journey.
Future Trends: Get a glimpse into the future of business with Johann’s insights on automation and AI.
I’m genuinely excited for you to hear Johann’s story and the valuable lessons he shares. His journey is not just inspiring but also packed with practical advice that can help you in your own ventures.

Send us a text

Next Episode

Running Towards Success: A Father-Son Journey of Endurance and Ambition with Adrian Gandara

At just 17, Adrian Gandara has already achieved so much, and our conversation was both heartwarming and inspiring. Here’s a sneak peek into what we discussed:
Key Takeaways and Highlights:
Early Beginnings: Adrian’s journey started young. He skipped a grade because he found school too easy and wanted more challenges. His passion for running began when he was just four or five, running alongside me and his older brother, Ryan.
Discipline and Motivation: Adrian’s disciplined approach to life is remarkable. From memorizing multiplication tables and state capitals at age four to pacing himself in races, his dedication is evident.
Endurance Challenges: We reminisced about our long walks together, including a 21-mile trek to Las Olas Beach and a 34-mile walk to Miami Beach. Adrian’s love for pushing his limits shines through in these stories.
Racing Achievements: Adrian has participated in numerous races, from 5Ks to ultramarathons. At just 14, he completed a 31-mile ultramarathon, showcasing his incredible endurance and mental strength.
Entrepreneurial Spirit: Adrian’s entrepreneurial journey began early. From selling chocolates as a Boy Scout to making significant earnings with Cutco, his business acumen is impressive. He even hired his own coach to help him excel in running.
Balancing Act: Despite his busy schedule, Adrian manages to balance school, work, and his passion for running. His ability to juggle multiple responsibilities is truly inspiring.
Future Goals: Adrian’s ambition doesn’t stop at running. He’s already thinking about starting his own business and has a clear vision for his future. His determination to achieve his goals is a testament to his strong work ethic.
Curiosities and Fun Facts:
Memory Master: Adrian memorized all 50 states and their capitals at age four!
First Jo: At ten, Adrian worked at a barbershop, sweeping floors for $8 an hour.
Sales Success: Adrian’s first week selling Cutco knives covered his entire college tuition for the semester.
Leadership Role: Despite his young age, Adrian has taken on leadership roles, training new hires and managing team meetings.
I hope these highlights spark your curiosity and entice you to listen to the full episode. Adrian’s story is a testament to the power of discipline, motivation, and the importance of setting goals. Whether you’re a parent, an athlete, or an aspiring entrepreneur, there’s something in this episode for everyone.
Tune in to hear more about our adventures, the lessons we’ve learned, and the incredible journey of a father and son pushing their limits together.