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Advanced Tax Planning Institute

Core Family Office has a team of national experts that support our Advanced Tax Planning Institute. Core Family Office provides a range of sophisticated services like wealth planning, tax planning, estate planning and philanthropic planning. Every Friday we host a new strategy with one of our national experts.

Core Family Office Intro

Core Family Office is a virtual family office based in Los Angeles, California. Puja Sohi and Avneet Kaur have created a unique strategic partnership platform with a growing team of national experts. When you choose to partner with Core Family Office, you can trust that we are dedicated to your success and proactively seeking ways to grow your potential. Our team is deeply rooted in the local community, and we understand how to network and strategize to help your small businesses reach new heights.

Financial Planning 101

We provide a 6 prong approach towards taxes, investments and risks. We mitigate risk and help reach your financial and personal goals. Our 6 prong approach uses Insurance, Real Estate, Estate Planning, Business Advisory, Loans & Financing, Financial Planning and Tax Strategies. Using these tools, we are able to provide a holistic approach towards your goals. We also help with a 5-year strategy plan. This is a unique product to Core Family Office, it includes your current life as well as investments, succession planning and tax-saving products needed to get to achieve your goals.

OZ Fund a Tax Strategy

Having a CPA partner that understands the benefits of why strategies are important is essential. Nupur Kumar from Fact Professional is a CPA partner of ours and we are discussing why using the OZ Fund strategy is a great way to defer taxes.

Is a Defined Benefit Plan Right for You?

Do your clients ask you for deductions and expect you to know all tax saving strategies? We have Nupur Kumar from Fact Professional, a CPA firm located in Los Angeles, CA, taking a deep dive with Core Family Office into why a defined benefit plan can be such as essential strategy for small business owners to have in their portfolios.

Cost Segregation with Core Family Office and Joel Grushkin

What is Cost Segregation? Cost Segregation is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes.

What is a Charitable Bargain Sale Concept?

A bargain sale to a charitable organization is the sale of a good or service to a charity for the amount less than the fair market value. A common bargain sale is a transfer of real estate to a charity. A bargain sale reduces the tax liability of the donating party as it is considered tax deductible.

Links to Past Zoom Meetings

1031 Exchange/DST CE Presentation w/ Core Family Office and Cantor Fitzgerald

Delaware Statutory Trust 1031 Exchanges provide real estate investment owners with a unique and flexible solution to defer capital gains tax while eliminating active management.

Opportunity Zone CE Presentation w/ Core Family Office and Cantor Fitzgerald

An opportunity fund is an investment vehicle designed to invest in real estate or business development in areas known as "opportunity zones." Opportunity zones are particular geographic areas that have been designated as economically distressed.

For access to the Zoom recordings, please contact us at

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