Smart Tax Strategies & Building Legacy Wealth with Barbara Oldham

Welcome back to Elite Insights with Toni Patillo – Where Wisdom Meets Legacy.

In this episode, Toni sits down with Barbara Oldham, CPA, founder of Elite Financial Strategies, Inc. With over 25 years of experience in tax planning, corporate structuring, and wealth strategy, Barbara reveals how business owners, executives, and entrepreneurs can avoid common tax mistakes and build lasting financial legacies.

You’ll discover:

● The #1 tax mistake business owners make (and how to fix it)

● Why choosing the right corporate entity can save you millions

● The truth about loan-out corporations and why celebrities & entrepreneurs use them

● How Barbara’s Pieces of a Dream Foundation transforms lives through grants & financial literacy

● Why mindset and financial habits matter just as much as money in building wealth

● How she balances being a CPA, author, philanthropist, and doctoral candidate while creating impact

This is a must-watch for entrepreneurs, executives, and anyone serious about financial strategy, wealth protection, and legacy building.

👉 Connect with Toni Patillo
Website: www.tonipatillo.com
Instagram: @tonipatillo

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