AI in Financial Decision-Making

Ever wondered how billionaires and elites pay next to nothing in taxes? In this episode, Brad Lea sits down with KC Chohan of Together CFO to break down how non-operating private foundations work — the same legal structure the ultra-wealthy use to slash tax bills, protect wealth, and build a lasting legacy. They cover how this strategy works, who it’s really for, common IRS fears, and how AI is helping high-net-worth families manage these complex structures more easily than ever.

If you’re making serious money, you need to know what the elites know — and KC lays it all out.

KC's links

https://togethercfo.com

https://financialfusion.io

https://www.instagram.com/kc.chohan/

https://www.instagram.com/togethercfo/