Top 3 Value Bombs:
1. Have the right structure. It may seem overwhelming depending on where you are as an entrepreneur. You can put that out as a goal that you can start working toward that ideal structure.
2. Go DEAPR on your tax planning. D is for defer; E is for eliminate; A is for arbitrage; P is for pay now, not later; R is for reduce.
3. When you have the right wealth manager involved, there’ll be some planning techniques to come forward that an investment banker may not be aware of.