In this episode of the Thrive Business Breakthrough Podcast, Ruperto Roman, Tax Strategist, Investment Advisor, and founder of Roman Finance, discusses the critical importance of establishing a solid tax strategy and estate planning from the outset of a business. Ruperto emphasizes the need for a strong financial foundation to prevent future pitfalls and advocates for outsourcing financial tasks to allow business owners to focus on their passions.

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To learn more about Thrive 2026: The Business Breakthrough Summit visit www.ThriveBreakthroughSummit.com

To connect with Gretchen Behar:

Linktree: https://linktr.ee/gretchen.behar

To connect with Vida Kalhor:

Website: https://radiancercm.com/

To connect with Gary Montalvo:

Link in Bio: https://www.garymontalvo.com/link-in-bio

To connect with Ruperto:

Website: https://www.romanfinance.com/

LinkedIn: https://www.linkedin.com/in/ruperto-roman-jr-106514b8/

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