Next-Level Tax Strategies for Wealth Building with Claudio Gambin | Ep 267

Claudio Gambin is the President & Financial Advisor of Gambin Financial Group. After graduating from the University of Central Florida with a major in Entrepreneurship, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies and  business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and two daughters, Coco and Senna. You can frequently find them boating and fishing at their favorite get-a-way in New Smyrna Beach. Powerful Moments From The Episode 00:00:00 - The Tax Pillar Most Entrepreneurs Are Missing Out On 00:00:43 - Guest Introduction 00:02:03 - Claudio’s Backstory (Immigrating From Brazil to Florida) 00:05:07 - Getting Involved in the Financial Services Business 00:07:02 - The Current State of The Financial Services Industry 00:12:30 - Trailblazing A New Financial Services Business Venture 00:20:07 - The Massive Impact of Tax Strategies 00:23:16 - Tax Strategies You Need To Be Utilizing 00:30:20 - Reaction To The IRS Hiring 87,000 New Agents 00:32:53 - Consumption Tax & Abolishing The IRS 00:34:52 - The Tax Strategy You Need To Be Paying Attention To 00:41:42 - Business Optimization vs. Survival in 2023 00:46:54 - Creating A New Company For Tax Advantages 00:47:49 - What Most Business Owners Are Missing Out On 00:51:52 - Risk Management & Asset Protection Strategies 00:55:34 - Succession, Beginning with The End in Mind 00:57:14 - Common Bad Advice & Tax Strategies From Social Media 00:58:12 - Biggest Fish Claudio Ever Caught 00:59:09 - How many restaurants does Claudio own? 01:00:05 - Gobundance Card Game Question 01:02:53 - How To Connect WIth Claudio Gambin Connect with Claudio Gambin Claudio’s Podcast “Invest The Difference” https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484 Website https://gfgsolutions.com/ Instagram www.instagram.com/gfgsolutions Learn More About Our Tribe! https://www.gobundance.com Want to watch the Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/ Watch How To Profit From Your Personal Brand | Mark Lack Ep 241 https://www.youtube.com/watch?v=OLYFjltV69s Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.