Professional Profile & Background

• Tax Strategist & Educator: Ron is nationally recognized for his tax reduction strategies, financial education, and proactive planning approaches—often aimed at business owners, real estate investors, and HNW (high-net-worth) individuals. [Tax Plan Wealth]

• Fractional CFO: He offers CFO-level financial services and advice to multiple companies, aiding them with strategic financial management. [Ronald A. Fossum Jr.]

• Media Presence: Ron has been featured on broadcasts such as Fox Business, MSNBC, NBC, and ABC, and he hosts the Tax Hacker Podcast, where he simplifies complex tax strategies for entrepreneurs. [Tax Plan Wealth]

Experience & Expertise

• Extensive Background: With over 20 years of experience in tax planning, real estate, insurance, business consulting, and entity structuring, Ron brings both practical and strategic knowledge to the table. [Tax Plan Wealth]

• Entrepreneurship Roots: He’s built, bought, and sold numerous companies across various industries, which informs his hands-on, results-driven approach to tax planning. [Tax Plan Wealth]

• Proactive Planning Philosophy: His mantra—“tax planning is where all the savings happen”—emphasizes the importance of proactive, year-round strategy rather than reactive, last-minute filings. [We Close Notes]

Vision & Philosophy

• Integrity & Transparency: Ron openly addresses past references to an SEC administrative filing involving his name, stating there was no criminal proceeding or finding of guilt. He emphasizes that the incident was administrative and not a legal judgment. [Tax Plan Wealth]

• Mission-Driven: His central mission is to help clients legally minimize their tax burden so they can reinvest in their business and goals. [Tax Plan Wealth]

Public Incidents

• SEC Investigation (2017): A Seattle Post-Intelligencer report noted that an SEC complaint alleged Ron raised over $20 million in unregistered securities via the SMFG Funds and misused investor funds for personal expenses. [Seattle Post-Intelligencer]

• However, Ron clarifies that the matter was strictly administrative, with no court findings of guilt or criminal charges. [Tax Plan Wealth]

Podcasts & Speaking Engagements

• In an episode of The Note Closers Show, he's referred to as a “rock star tax deduction expert.” The discussion highlights his role as a fractional CFO and his focus on dramatically reducing clients’ tax liabilities (sometimes by 50%+), legally and ethically. [We Close Notes]

• In an episode of The Eforge Podcast, he is referred to by the host as a "fractional CFO and trusted tax advisor." The discussion highlights the tax changes impacting builders, homeowners, and farm owners, as well as 15 actionable rules and strategies used by the wealthy. [Eforge Podcast with Cory Long]

Summary at a Glance

• Name: Ronald A. Fossum, Jr. (also known as Ron Fossum)

• Primary Roles: Tax Strategist, Financial Educator, Fractional CFO

• Core Services: Tax Planning, Asset Protection, Entity Structuring, Real Estate Strategy

• Media & Presence: Fox Business, MSNBC, NBC, ABC; Tax Hacker Podcast

• Philosophy: Proactive tax planning over reactive filing; transparency and integrity

• Controversy: SEC administrative filing—no criminal finding; he addresses it openly

In summary, Ron Fossum is a high-profile financial strategist focused on helping clients navigate taxes more intelligently and ethically. With a strong media presence, myriad services, and a candid approach to his history, he’s positioned as both an educator and a practitioner aiming to maximize legal tax efficiency. You can read more about Ron on his About.Me profile and his website TaxPlanWealth.com