Noah Rosenfarb | SpeakerHub

Personal Details

Bio

Noah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life, and build their legacy. He has written four books, took a company he founded public and completed ~50 real estate investments valued in excess of $900 million.

Noah openly shares the tools, resources, and strategies he’s used to become “Rich Beyond Money” – a mantra he encourages others to practice. He shares original and curated content on wealth, taxes, investing, real estate and lifestyle on Facebook and LinkedIn.

Noah lives in Parkland, Florida with his wife, Amanda and their two kids. He’s passionate about travel and fortunate to have visited 72 countries on 5 continents.

As a lifelong learner, Noah is an active member of EO South Florida, YPO Mosaic, Strategic Coach’s 10X Program and Long Angle.

Current position (1)

Founder

Freedom Family Office, LLC

Degrees (1)

Accounting

Rutgers University

1994 to 1997

Presentations

Presentations (4)

Game Changing Tax Strategies that Propel Entrepreneurs into the Half Percent

Are you like most entrepreneurs and pay more in taxes than you have to? Are taxes your biggest personal expense?

Meet Noah Rosenfarb, an entrepreneur, investor, author, and a member of EO South Florida and YPO Atlas. (Although he’s a third-generation CPA, he does not do tax returns or run a CPA firm!). Noah will share his heart-warming story and leave you with proven tax strategies and a toolbox of immediate practices that you almost definitely didn't know about... and that will move you to the half percent.

In this fast-paced and working discussion, you’ll takeaway actionable practices to:
1) Avoid income taxes while operating your business and capital gains taxes when selling it.
2) Have the bank pay life insurance premiums to enhance your tax-free income.
3) Avoid estate taxes and protect assets using an Asset Protection Trust.
4) Learn why most CPAs don’t help clients with tax strategy and what you can do about it.

Investments Every Entrepreneur Should Make

Listen to 3rd generation CPA Noah Rosenfarb share his experience as an advisor to entrepreneurs. He is the author of the book EXIT: Healthy, Wealth and Wise and has personally sold eight companies.

In this session, you will learn:
1. What makes a good investment (hint: it may not be what you think!)
2. How to develop an “Opportunity Filter”
3. Strategies to eliminate or avoid taxes
4. Why the wealthy own life insurance even though they don’t need it
5. Understand how private debt can play a role in your financial plan
6. Formulas to select and size private investments
Praise for this talk has included comments such as:
“The best session in my 7 years as a member”
“This talk alone was worth 10 times my dues”
“Should be required for all members”

What if YOU Won the Lottery? Imagine all the ways your life would change

Follow the journey of entrepreneur, investor and philanthropist Noah Rosenfarb from growing up with a single mother to living life like he won the lottery. In this short talk, Noah reveals the success habits that led to the life of his dreams and provides a blueprint for listeners to do the same.

The core message is to focus on the people you want to spend time with and the things you want to start or stop doing. When we realize that relationships are more valuable than possessions, we can begin to live a full life even if we never hit the winning numbers.

This TED-style presentation won 1st place at the 2017 EO NERVE Speaker Competition.

Becoming Rich Beyond Money

Noah Rosenfarb, a 3rd generation CPA, discovered three areas comprise a life that is rich
beyond money. First, you must achieve financial freedom predictable income that
exceeds your desired lifestyle expenses. Next, you need to create your ideal life to
spend your time the way you want with few exceptions. Then, you can build your legacy
while you are alive producing memories that are meaningful.
In this session, you will learn a framework to create more money, time and meaning in
your life. Takeaways include:
1. The three questions you have to answer to build a financial plan
2. The biggest mistakes entrepreneurs make when selling their company
3. The incredible power of tax-free compounding
4. The four questions that lead to an ideal life
5. The value of a 10 Year Vision to help you stay focused on your goals
6. The best way to design a Perfect Week
7. The power of mentoring and how to get started
8. The formula to support noble causes