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. (Taxation), J.D. to the Wealthrive team as our newest Tax Strategist.

Richard brings 12+ years across Ernst & Young (EY), PricewaterhouseCoopers (PwC), boutique law practices, and startup environments — with deep strengths in entity structuring, income tax planning, business succession, and estate planning.

Why this matters (beyond paying less tax)

Being “rich” isn’t just about what you earn — it’s about what you keep, what you control, and what your wealth enables for your family.

A proactive tax strategist helps you:

• Reduce avoidable tax leakage year after year
• Protect assets with smarter structure and coordination
• Plan liquidity events (growth, recapitalizations, exits) with fewer surprises
• Build with the next generation in mind, not just the next return

The Wealthrive way: tax strategy before liabilities arise

Wealthrive integrates tax planning into “real life” decisions — how you structure, how you pay yourself, how you invest, and how you prepare for the future.

Richard’s addition strengthens our ability to deliver that hands-on, customized approach — especially for entrepreneurs whose complexity grows faster than their tax plan.

A simple Q1 playbook: 3 conversations to have with your tax strategist

You don’t need a 40-page plan to get momentum. Start with three high-leverage conversations:

1) “What entity structure do I have… and what structure do I actually need?”
Entity structuring isn’t paperwork — it’s the chassis your wealth rides on. The right structure can change outcomes across income taxes, asset protection, succession, and estate planning.

2) “Where is my income really coming from — and what gets taxed the hardest?”
Most high earners have multiple “tax engines” (W-2, K-1, capital gains, real estate, etc.). Mapping those clearly is often the first step to unlocking better strategy.

3) “What’s my next major liquidity event — and what do I want it to fund?”
Exit planning isn’t just financial. It’s personal. When your tax strategy is aligned with your life goals, you move closer to a version of wealth that actually feels like freedom.

What to expect from Wealthrive with Richard on board

As Jenna Kozodoy (President of Wealthrive) shared, Richard’s expertise helps us deliver even more effective, tailored solutions that help clients protect wealth and maximize long-term success.