Wealthrive
@WealthriveInc
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Less Tax. More Abundance. Empowering Entrepreneurs and The Half Percent
Joined September 2024
Profit isn’t always the goal. Sometimes growth is the tax strategy. #EntrepreneurMindset #TaxStrategy #BusinessGrowth #FounderLife #WealthBuilding #SmartMoney
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After an exit, the smartest founders don’t just invest money, they invest themselves. A few hours. A few relationships. A few strategic decisions. Human capital accelerates returns. #FounderLife #ExitStrategy
#SmartMoney #AngelInvesting
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Your accountant is giving you their best. But it’s still just one perspective. A second opinion on your tax return every three years can uncover missed opportunities and you can usually go back up to three years to fix errors. Perspective matters. #TaxPlanning #SmartMoney
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Retirement advice isn’t one-size-fits-all for entrepreneurs. If your business is generating strong returns, locking money up early may not make sense. But when cash flow is strong, Roth accounts can be powerful long-term tools. It’s about opportunity cost, not rules.
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Most CPAs are great at filing what already happened. Tax strategists help you keep more before you file. In this webinar highlight, we show how $200K/yr in tax savings (common when a $400K+ bill gets cut in half) can compound fast: at 9%, ~10 years ≈ $3.5M. 20 years? Wild.
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Solar isn’t just an environmental decision, it’s also a tax strategy. 100% bonus depreciation. Dollar-for-dollar tax credits. Credits that can be carried back three years. High earners who plan ahead know this. #TaxStrategy #SolarTax
#WealthPlanning #Entrepreneurs
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“Wealthrive’s innovative tax-saving strategies helped save me millions.” — Pramod Dabir That’s the power of proactive strategy, not reactive tax prep. Build wealth. Keep more of it. Live Rich Beyond Money. See more at https://t.co/QLSfvpg8ba
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Most viral tax advice fails because it leaves out the details. Real strategy is knowing: -what works -what doesn’t -and what could get you in trouble Shortcuts cost more when they go wrong.
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Fun Fact Friday ✨ Commingling personal + business expenses is a red flag. It can pierce your corporate veil and invite IRS scrutiny. Keep accounts strictly separate. #FunFactFriday #TaxStrategy #BusinessOwner #AssetProtection #RichBeyondMoney
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Thank you to everyone who joined our January ThriveTalk: “2026 Tax Strategies Your CPA Hasn’t Told You About” In 2025, we helped clients save millions in taxes—avg. $265K per client. This session was built to help you bring that momentum into 2026. Biggest takeaway? 👇
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Our own Sameer Sawaqed is taking the stage at the Florida LP Summit in Hollywood, FL on Feb 5, 2026. He’ll be speaking on The Evolution of Real Asset Investing—and how today’s investors are building durable, cash-flow-driven wealth. #FloridaLPSummit #RealAssetInvesting
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Succession planning is more than a transaction, it’s a turning point. Miren trusted Wealthrive to navigate tax strategy, structure, and a clear path forward when it mattered. The expertise mattered. The approach made the difference. That’s how entrepreneurs build a future.
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Fun Fact Friday ✨ Mixing personal and business money isn’t just messy - it can destroy liability protection and trigger IRS issues. Clean separation protects your business and your wealth. #FunFactFriday #Entrepreneur #TaxStrategy #RichBeyondMoney
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If you live in a high-tax state, 40–50% tax rates are still real. But there are legitimate ways to reduce income and capital gains taxes if you know where to look. #TaxPlanning #HighIncomeEarners
#HighTaxStates #WealthStrategy
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Donor Advised Funds let you time your tax deduction separately from your charitable giving. Take the deduction in a high-income year. Distribute to charities over time. Simple. Effective. #TaxPlanning #CharitableGiving #DonorAdvisedFund #WealthStrategy #CapitalGains
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“10x return on my investment.” Jeff Oxford on working with Wealthrive - where smart tax strategy meets disciplined investing. See more client stories: https://t.co/QLSfvpg8ba
#TestimonialTuesday #Wealthrive
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Fun Fact Friday ✨ In the U.S., you can pay your kids for real work in your business, deduct their wages, and lower your taxable income - while teaching them valuable money skills. Smart planning can benefit both your family and your bottom line. #TaxStrategy #Entrepreneur
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Grateful to witness the impact our founder Noah Rosenfarb makes on others!
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Meet Peter Culver: entrepreneur, wealth coach, and trusted advisor to entrepreneurs. With 40+ years of experience and 3 firms founded, he helps founders turn wealth into continuity and freedom across generations. Join him January 8, 2026 Register: https://t.co/3otJStCOFh
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Fun Fact Fridays are here ✨ Quick insights for entrepreneurs building a life Rich Beyond Money. This week: the Augusta Rule may allow you to rent your home to your business for up to 14 days - tax-free. #FunFactFriday #AugustaRule #TaxStrategy #RichBeyondMoney
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