In this concise "6 questions in 7 minutes" interview, Professor Pete Alexander talks with KC Chauhan, founder of Together CFO. KC explains how his firm helps entrepreneurs, high‑net‑worth individuals, and family offices build tax‑efficient structures, emphasizing that the ultra‑rich use sophisticated, often hidden, sections of the 80,000‑page tax code rather than common loopholes. He stresses the importance of personal mindset development, recommending repeated reading of books like Rich Dad Poor Dad to extract new insights at different life stages. KC advises business leaders to focus on adding measurable value—particularly through tax savings and government contracts—as a direct driver of pricing and compensation. He refers fellow entrepreneur Eric Huberman (CEO of Hawk Media) as a future podcast guest, shares his first job in a UK sports‑retail store where early morning shifts taught discipline, money management, and people skills, and provides contact details (togethercfo.com and LinkedIn). The episode showcases practical tax strategy, personal growth habits, and networking advice for ambitious business leaders.
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This is Professor Pete Alexander with the Winning at Business and Life podcast, where business leaders share their insights. It is 6 questions in 7 minutes because successful business leaders are busy and rarely have more time to spare. So let's get to it. Question number 1: In a few sentences, please tell me who you are and what you do.
And I'm KC Chauhan. I'm founder of Together CFO, and we help successful entrepreneurs, high net worth, and family offices create tax-efficient structures so they don't have to pay— or they don't have to overpay on their taxes.
Well, KC, thank you for being on the show. Question number 2: What is something that makes you smile and/or laugh about working in your industry?
Uh, all of the loopholes. So most people just jump through regular tax loopholes and they think they're being smart. And they are to a certain extent. But when you really look at high net worth people, they're not using the same loopholes as everyone else. They're building structures. So there's a fundamental difference between structures and the different types of law that you can pick, but you're just not trained or nobody coaches you on the best ways to do that throughout school. There's no real tax classes that people go to or how to invest properly. You know, there's so many things that are just neglected. So people kind of have these pre-assumptions that, oh, I'm doing this loophole, I'll be fine, when there's so many more powerful tools out there that the ultra-rich kind of keep and conceal to themselves, although it is written in plain sight in the tax code.
Oh, interesting. So it's— you have to know what you're looking for, it sounds like.
It's hidden in plain sight, so it's the best way to kind of phrase it, but The tax code is over 80,000 pages long, and the elements that we reference is less than 20 pages of that.
Wow. That's amazing. Question number 3, I have a fictitious book with all the answers for business. What chapter would you think most companies should read?
All of that. The whole book? You can't miss anything out. Yeah. So some of the key books that I've read is Rich Dad Poor Dad really helped me with the mentality side of things. I think that's the first step. Work on yourself and your mindset first before you can really add massive value to the market and to other people. So that's one that I constantly read. And a bigger tip is to keep rereading books, not just to read it once and forget about it. I've read many books hundreds of times just because every time I read it, a different part of it resonates with me because I'm at a different state mentally, physically, emotionally, and so is my business as well. So that regarding where I am at that given time, I'm going to pick a different sentence out, a paragraph out that's going to hit me and impact me in a different way. So that's really important.
I think that's really insightful too, because it's too easy for us to take that book, read it, enjoy it, and then just stick it on the bookshelf and never look at it again. So it's, it's, it's something that I think the listeners really got to take to heart because I think you're absolutely right. Question number 4: other than the generic work harder, have a great attitude, and care for customers, what are What advice or insight would you give to other business leaders?
Add more value. So you gotta— the more value you add is a direct correlation with how much you get paid. As an example, when I started my business back in 2016, we were focused on startups and helping them with their financial numbers and strategy. And that wasn't really offering huge value to them because they were too early in the business cycle to really value it. Now, as we've kind of evolved and we focus more on tax savings and tax structures and government contracts, we're offering so much more value in savings, efficiencies, and being able to provide the government with those savings and efficiencies as well as individuals. So really understand that value, it drives price and nothing else.
Well said. Thank you very much. Question number 5: What other business leader like yourself would you like to acknowledge and invite to be on my podcast?
I think, uh, Eric Huberman will be a great one. He is, uh, an amazing leader, uh, and he is the CEO of Hawk Media, one of the fastest growing media companies in the States. Um, he's always got some great insight, super smart guy, so I'd, uh, recommend he comes on.
Perfect. I look forward to interviewing him. Thank you for that referral. And our final question, question number 6: please tell me about your first job.
So my first job was in retail. I used to work back— I'm English, so back in England there was a sports retailer there called Sports Soccer, kind of the equivalent of Big Sporting Goods here, where it's a huge store. They have everything from tennis, basketball, and football and everything in between. So I used to work delivery shift at this company. That was 6:00 AM in the morning, unpacking the trucks, getting all of the clothes out the packaging, putting them all on the shelves. Uh, and that was awesome because I was young at the time and it helped me learn a lot of interpersonal skills and discipline, because not everyone can get up at 5:30 in the morning to get into work for 6 and then work a full day and then go about your day after that. So I really got some valuable skills at a young age in terms of discipline, money management, and people skills.
I love the story, and I can relate too because one of my first jobs, I worked as a merchandiser for a cookie company, and I had, I had to go to the retail stores and be there at 6 AM. And so it was, you had to have that discipline, and you had to get there on time and be reliable, etc., because the company counted on you. So yeah, it was great. So thank you for bringing me back through that memory. And Casey, thank you so much for being on the show. How could people find you?
So you can find me at togethercf4.com, or you can type Casey Chauhan into LinkedIn and I should pop up right there.
Perfect. This is Professor Pete Alexander with the Winning at Business and Life podcast. Thanks for listening.
