There’s Never Been a Better Time to Play the Tax Shelter Game
For Jeff Socha, illegal tax shelters are just a hazard of the job. A financial adviser catering to entrepreneurs and other wealthy people, Socha is keyed into tax strategies that could help them save money. But he’s constantly dodging arrangements that are either bad deals or flat-out sketchy. “We maybe come across one new thing […]
Wealthrive Weekly: Sameer Sawaqed, Noah Rosenfarb CPA, Peter Culver JD & Richard Huynh JD Release the Creator Economy Playbook
This week marks a defining moment for Wealthrive and for the creator economy. Sameer Sawaqed, alongside Noah Rosenfarb, CPA, Peter Culver, J.D., and Richard Huynh, J.D., has officially released Tax Strategy for the Modern Creator – a comprehensive guide built for high-earning creators who want to keep more of what they earn. This isn’t content. […]
Wealthrive Reports Strong First Year, Expands Tax Strategy Capabilities, and Achieves Median Client Tax Savings of 265,000
Wealthrive reports a first year, achieving median client tax savings of $265,000, expanding tax strategy services, hiring senior strategist Richard Huynh, earning national recognition, and strengthening its integrated approach alongside Freedom Family Office for high-income clients and business owners. United States , March 26, 2026 — Wealthrive, the sister company of Freedom Family Office, today announced the […]
Richard Huynh on Entity Structuring: The Tax Strategy Most Business Owners Overlook
Most high earners are asking the wrong question. They’re focused on:“How do I reduce my taxes this year?” That’s reactive. The real question – the one that actually changes outcomes—is:“How is my entire financial structure designed?” Because if your structure is wrong, no amount of deductions will fix it. A New Perspective from Wealthrive’s Tax […]
Wealthrive Weekly: Tax Strategy Is a Team Sport – And Richard Huynh Joins the Starting Lineup
If you’ve ever felt like “tax planning” is something that happens to you in April, you’re not alone. At Wealthrive, we treat tax strategy as a year-round decision system, not a once-a-year scramble — because the best outcomes don’t come from deductions… they come from design. That’s why we’re excited to welcome Richard Huynh, LL.M. […]
Press Release: Wealthrive Strengthens Tax Strategy Division with Addition of Richard Huynh
Wealthrive, a premier tax strategy firm for high-net-worth entrepreneurs, has announced the hiring of Richard Huynh as its new tax strategist. With over 12 years of experience in tax law, entity structuring, and estate planning, Huynh brings valuable expertise to Wealthrive’s growing team. His appointment reflects the firm’s continued commitment to offering cutting-edge, customized tax […]
High-Net-Worth Tax Strategy in 2025: How Wealthy Families Reduce Taxes Without Increasing Risk
High-net-worth individuals don’t win by chasing deductions — they win by designing intentional tax strategy. In 2025, rising enforcement, expiring tax provisions, and increasing complexity mean that reactive tax planning is one of the most expensive mistakes wealthy families make. True HNW tax strategy focuses on long-term outcomes: minimizing lifetime taxes, protecting assets from unnecessary […]
DATA BRIEFING: The 2025 IRS Audit Landscape
Why Your Audit Fears Are Overblown (Based on Actual IRS Data) By: Noah Rosenfarb, 3rd Generation CPA & Founder of Wealthrive For decades, the tax industry has used fear to keep clients compliant. At Wealthrive, we use data. The latest IRS numbers prove that the “threat” of an audit for a prepared entrepreneur is at […]
Smart 2025 Tax Moves Every High-Performing Earner Should Make Now
2025 brings new opportunities — and complexity — to your tax landscape. At Wealthrive, we believe proactive planning today equals more wealth tomorrow. Here are actionable strategies to help you keep more of what you earn and accelerate your financial goals. 1) Maximize Tax-Advantaged Contributions (Before Dec 31) Boosting contributions to retirement vehicles like 401(k)s, […]
Trump’s 2025 Tax Plans: Experts Weigh in on What Could Happen
How – and how much – people and corporations pay in taxes is expected to change under Trump. Among the many changes President Donald Trump proposed during his second presidential campaign was modifying the way individuals and corporations are taxed. In his first term in office, Trump enacted sweeping tax changes with the Tax Cuts […]