#88 - Jenna Kozodoy (Wealthrive)

Jenna Kozodoy from Wealthrive joins Carrie Kerpen to explain how entrepreneurs can use proactive tax strategy to protect their wealth before, during, and after an exit. From her background at Bridgewater and Goldman Sachs to helping entrepreneurs keep more of what they earn, Jenna breaks down why tax planning is not just something you do when you sell — it is something you build into the business early. This episode is sponsored by Wealthrive. Wealthrive helps business owners keep more of what they earn through proactive tax strategy and planning before, during, and after an exit. Learn more at www.wealthrive.com.   2:01 - Jenna's Figure Skating Background  3:21 - Bridgewater: Radical Truth & Radical Transparency 5:25 - From Bridgewater to Goldman Sachs 8:49 - The Birth of Wealthrive 14:22 - The 3 Ds: Discover, Design, Deploy 16:07 - Case Study: $5M Tax Bill Reduced to Zero 19:07 - When Should You Start Tax Planning? 23:00 - Is It Too Late to Call Before You Sell? 24:58 - Should You Be Worried About Audits? 32:53 - How to Reach Wealthrive 33:48 - Why Jenna Lives in Puerto Rico (Act 60 Tax Benefits)