Achieving Clarity, Collaboration, and Fair Taxation With Rusty Cagle

Rusty Cagle

Rusty Cagle is the CEO and Founder of ASE Private Wealth, a nationally recognized strategic advisor, bestselling co-author with Chris Voss, and featured guest on The AI Driven Leader podcast. He is known for his innovative approach to tax and wealth strategy, helping business owners redirect hundreds of millions in potential tax liabilities into purposeful growth and impact. Rusty is also the visionary behind the “100-Year Impact” movement, which emphasizes building sustainable wealth and legacy.

Here’s a glimpse of what you’ll learn:

[02:02] Rusty’s background and the vision behind his “100-Year Impact” philosophy
[05:29] His personal journey from a challenging upbringing to advising top business leaders
[07:17] A defining moment that shifted his focus to privately held businesses
[09:30] Why clarity, collaboration, and fair taxation form the cornerstone of sustainable growth
[15:12] How to view taxes as “tax capital” rather than liabilities
[17:26] Practical strategies, including entity structuring and defined benefit plans, to optimize tax planning

In this episode:

What if your tax dollars could become a tool for impact rather than just a liability? That’s the perspective Rusty Cagle brings to this conversation.

In this episode, Adi Klevit interviews Rusty about his journey from a difficult childhood to becoming a leading advisor to entrepreneurs and business owners. He shares how his personal story shaped his purpose-driven approach and the launch of his “100-Year Impact” vision, helping businesses think beyond profits toward lasting legacies.

Rusty outlines the three pillars he uses to guide clients—clarity, collaboration, and transitioning from being overly taxed to fairly taxed. He explains how businesses can treat taxes as “tax capital,” using strategies like entity restructuring and charitable giving to maximize value. Throughout, he emphasizes the importance of systems that align advisors, forecast tax impact, and create predictable financial outcomes.

Resources mentioned in this episode:

Quotable Moments:

“Can you have a 100-year impact, even if you won’t live 100 years?”
“Growth eats cash, and the IRS becomes one of your business partners.”
“Most privately held business owners pay 25–40% more in taxes than they should.”
“Stop treating taxes as liabilities and start treating them as tax capital.”
“Clarity and collaboration among advisors are the keys to unlocking true business value.”

Action Steps:

Define your business purpose and clarify long-term aspirations.
Align advisors (bankers, CPAs, lawyers) to work toward the same goals.
Reframe taxes as “tax capital” and explore strategies to redirect them into purposeful uses.
Consider entity structuring (such as C Corps) to unlock significant tax advantages.
Implement systems for forecasting taxes early to prevent last-minute scrambles.
Focus on building a legacy with long-term impact, not just short-term profits.

Sponsor for this episode:

This episode is brought to you by Business Success Consulting Group.

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