SharkPreneur

Building significant wealth is only half the battle. The real challenge is protecting it from taxes, lawsuits, poor planning, and what the next generation does. In this episode of Sharkpreneur, Seth Greene interviews Todd Villarrubia, Attorney and Owner of Wealth Planning Law Group, who explains how successful entrepreneurs can move beyond basic estate planning to protect, optimize, and transfer the wealth they have built. He shares his B.E.A.S.T. Mode™ framework, which covers business structures, estate planning, asset protection, succession and governance, and tax planning. He also explains why entrepreneurs should start exit planning years before selling their business. Todd explores strategies to protect generational wealth, prepare for long-term care costs, and build a family office structure that brings the right professionals together for proactive quarterly planning. Key Takeaways: → Wealth protection becomes increasingly important as an entrepreneur's net worth increases. → The planning strategies that work for someone worth $1 million may be inadequate for someone worth $10 million. → Properly structured trusts can help protect family assets and enable more tax-efficient wealth transfers across generations. → Entrepreneurs should consider shifting their focus from wealth creation to wealth preservation as they enter their 40s or as they build significant net worth. → The B.E.A.S.T. Mode™ addresses business structures, estate planning, asset protection, succession and governance, and tax planning. Todd Villarrubia is a tax attorney with more than 30 years of experience and an LL.M. in Taxation. He is Board Certified in Estate Planning and Administration, an Accredited Estate Planner, and a Certified Exit Planning Advisor. He has earned a Martindale-Hubbell A/V Preeminent rating and has been named one of America’s Top 100 Estate Planning Attorneys by Worth Magazine. As the founding partner of Wealth Planning Law Group and Fountainhead Global, LLC, Todd has helped thousands of entrepreneurs protect billions of dollars in assets from taxes, creditors, and other risks. His proprietary Entrepreneurial B.E.A.S.T. Mode™ process integrates business structuring, estate planning, asset protection, succession planning, and taxation. Through a holistic, proactive approach, he designs customized wealth strategies and long-term legacy systems for high-net-worth business owners and entrepreneurial families. Connect With Todd: Website: https://lawealthplan.com/ Facebook: https://www.facebook.com/WealthPlanningLawGroup LinkedIn: https://www.linkedin.com/company/wealth-planning-law-group/ https://www.linkedin.com/in/todd-villarrubia/ X: https://x.com/WPLG_NewOrleans YouTube: https://www.youtube.com/channel/UCkpE9FkBAbxsvjXowivgk_Q

Most successful entrepreneurs focus on making more money, but without proactive tax planning, taxes can quietly become their biggest wealth destroyer. In this episode of Sharkpreneur, Seth Greene interviews Chris Miller, Founder and CEO of One Atlanta Tax Solutions, who explains how proactive tax planning can help entrepreneurs, high earners, and business owners reduce unnecessary tax burdens and improve financial efficiency. He explains why traditional once-a-year tax preparation isn't enough, how wealthy individuals use legal tax strategies to protect their income, and how a year-round tax plan can dramatically impact long-term wealth. Chris also discusses common tax myths, the biggest mistakes successful people make as their income grows, and how strategic tax savings can create more opportunities to invest, grow, and build wealth. Key Takeaways: → Why taxes are a year-round strategy, not a once-a-year event. → Taxes are often one of the largest financial burdens for successful entrepreneurs. → Regular conversations with a tax strategist can reveal new opportunities. → How everyday high earners can benefit from the legal tax strategies wealthy individuals use. → Partnerships among CPAs, financial advisors, and tax professionals can help them serve clients more effectively. Chris Miller is the founder and CEO of One Atlanta Tax Solutions, a firm that provides advanced tax strategies for accredited investors, business owners, and high-income professionals. With more than 16 years of experience, he is a Certified Tax and Business Advisor who helps clients legally reduce their tax exposure while improving capital efficiency. Chris founded the firm to address the limitations of traditional, reactive tax planning. One Atlanta Tax Solutions focuses on proactive strategies, including leveraged charitable structures, alternative investments, and advanced tax mitigation frameworks that preserve and reposition client capital. He works closely with a national network of CPAs, financial advisors, and strategic partners to identify and execute high-impact opportunities. Chris remains actively involved in client strategy, partner development, and firm growth. Connect With Chris: Website: https://www.oneatlantataxsolutions.com/ LinkedIn: https://www.linkedin.com/in/cmiller33367/

What if you could generate more cash flow from the market without staring at charts all day or taking unnecessary risks? In this episode of Sharkpreneur, Seth Greene interviews Troy Broussard, CEO and Founder of Low Stress Trading, who shares how entrepreneurship, health scares, crypto losses, and high-stress trading led him to develop a simpler, more disciplined approach to options trading. He explains that his framework uses covered calls and cash-secured puts within a repeatable, mathematically based system designed to generate cash flow without the demands of day trading. Troy also discusses why patience and discipline are more important than prior trading experience, and he shares examples of students who have used the framework to pursue greater financial independence. Key Takeaways: → More aggressive trading isn't necessarily better because day trading and other high-intensity strategies can create unnecessary stress and risk. → Simplicity is a core objective, with the goal of creating an approach that does not require spending all day watching the market. → A successful strategy should be predictable, repeatable, and mathematically grounded, giving people a framework beyond intuition. → Patience is essential when trades don't immediately deliver the desired results, especially during periods of market volatility or pullbacks. → The ultimate goal is financial freedom, and the strategy is designed to help people generate additional cash flow and greater financial independence. With a background in electrical and nuclear engineering from his time in the U.S. Navy, Troy Broussard has spent the past two decades building a career as a parallel entrepreneur. He’s founded multiple companies in software development, SEO, marketing automation, and business coaching, and still actively runs 5 of them. He’s also authored more than 45 privately published books. Today, Troy is best known as the CEO & Founder of Low Stress Trading, which has taught thousands of students a simple, repeatable framework for generating weekly premium from options trading in just an hour or two each week. Connect With Troy: Website: https://troybroussard.com/

After an accident, one wrong move can weaken your case, cost you money, and make an already difficult situation even worse. In this episode of Sharkpreneur, Seth Greene interviews Brent Stewart, Lawyer at Stewart Law Offices, who explains why injured individuals should seek legal advice early, the risks of giving an insurance company a statement before speaking with an attorney, and how lawyers assess the broader financial and personal impact of an injury. Brent also discusses the importance of investigation, documentation, client relationships, and maintaining a family-oriented culture while growing a multi-office law firm. Key Takeaways: → Injuries can have financial consequences that extend far beyond the immediate medical bills. → Seeking legal advice early can help injured people avoid mistakes that may weaken their recovery. → The value of an injury case involves more than medical bills and can include lost wages, loss of enjoyment of life, and other damages. → Injured people have the burden of proving their injury and may need to participate actively in the legal process. → Thorough investigation can uncover evidence that significantly alters how an accident and injury are understood. Thirty-one years ago, Brent Stewart built Stewart Law Offices on a single conviction: when someone's life is turned upside down by injury or loss, they deserve an attorney who treats them like family. Over the past three decades, Brent has grown Stewart Law Offices into a thriving practice with a team of ten dedicated attorneys and seven office locations — each attorney committed to the same standard of care Brent built the firm on. And yet, Brent still shares his personal number. To him, every client deserves to know that if they ever need to hear directly from the man who built this firm, that door is always open. Connect With Brent: Website: https://www.stewartlawoffices.net/ Facebook: https://www.facebook.com/StewartLawOffices Instagram: https://www.instagram.com/stewartlawoffices/ LinkedIn: https://www.linkedin.com/company/stewart-law-offices-llc/ https://www.linkedin.com/in/brent-stewart-7341b910/ X: https://x.com/StewartLawLLC TikTok: https://www.tiktok.com/@stewart_law_offices YouTube: https://www.youtube.com/channel/UCXsXVgzn84taqmH0F3vJ5Eg

One flawed assumption in a high-stakes deal can turn an exciting opportunity into an expensive legal problem. In this episode of Sharkpreneur, Seth Greene interviews Joe Prencipe, Managing Partner of Prencipe International, who discusses the legal risks business owners face when buying, selling, and scaling companies. Joe explains why due diligence, buyer vetting, strong contracts, experienced legal counsel, and careful negotiation are critical when significant money is at stake. He also explains how litigation often hinges on leverage and psychology, and why entrepreneurs need to rethink legal protection as their businesses grow. Key Takeaways: → High-stakes transactions require more scrutiny than routine business decisions. → Buyers can get into serious trouble when excitement replaces proper due diligence. → Sellers should thoroughly vet a buyer’s finances and ability to close. → Requesting proof of funds and financial information is a normal part of protecting a deal. → Litigation often involves leverage, psychology, and an understanding of the other side’s weaknesses. Joe Prencipe is a top-ranked international attorney with 19 years of experience and the Managing Partner at Prencipe International. He began his career in Tokyo at Freshfields Bruckhaus Deringer LLP and later practiced at Baker McKenzie LLP. He has also worked with the U.S. S.E.C. Division of Enforcement and the Seattle City Attorney’s Office, and has served as legal counsel at Virgin Hyperloop One. Joe has built and sold two technology businesses and currently owns multiple businesses, including Westport Winery. He advises business owners and high-net-worth individuals on major transactions, litigation, M&A, and strategic legal matters. Connect With Joe: Website: https://prencipe.com/ LinkedIn: https://www.linkedin.com/in/joeprencipe/