.jpg)
Elite Insights with Toni Patillo
Welcome to Elite Insights with Tony Patillo, the podcast where timeless wisdom intersects with lasting impact. Hosted by the enthusiastic and insightful Tony Patillo, this show explores what truly drives well-being, growth, and success across a wide range of professions and industries. Each episode dives deep into the principles, stories, and strategies that help high achievers build meaningful legacies—both personally and professionally. Whether you're a seasoned entrepreneur, a rising leader, or someone passionate about purposeful living, this is your space to be inspired, informed, and empowered.
Elite Insights with Toni Patillo
Smart Tax Strategies & Building Legacy Wealth with Barbara Oldham
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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
📌 Don’t forget to like, comment, and subscribe for more high-impact conversations with today’s leaders, innovators, and wealth stewards.