Ron Fossum Jr: Tax Strategist, Educator, and Controversial Figure

Ronald A. “Ron” Fossum Jr. is known in finance circles as a tax strategist, fractional CFO, speaker, and educator. He helps business owners, real estate investors, and high‐income individuals with tax planning, asset protection, and financial structuring. Many respect him for his practical advice; others scrutinize his history. Either way, his story teaches lessons about ambition, transparency, and professional responsibility.

Early Life & Professional Beginnings

Ron Fossum Jr. grew up in Alaska. He was born on January 17, 1967 in Anchorage, Alaska. Over more than two decades, he built experience in real estate, insurance, business ownership, and tax strategy. His educational background is less public, but what stands out is how he combined hands‐on business experience with ongoing financial education. This allowed him to offer not just theory but real, applicable financial strategies.

Professional Services & Business Model

Ron leads Tax Plan Wealth, headquartered in Seattle, Washington. His services include:

• Tax Planning for business owners and high income earners

• Fractional CFO services, supporting companies without full‐time CFOs

• Asset planning and protection, trying to help clients legally reduce taxes while protecting wealth

• Business entity structuring, helping clients decide what business forms, trusts, LLCs, etc.

He also runs the Tax Hacker Podcast, teaching business owners and individuals how to handle tax strategy more clearly. He emphasizes straight talk and avoiding legal loopholes, not shady tactics.

Media Presence & Public Education

Ron has been featured on various networks — Fox Business, NBC, MSNBC — as a tax‐strategy commentator. He aims to demystify tax codes, financial structures, and business ownership for people who otherwise find them overwhelming. His communication style is described by clients as no‐fluff, direct, and based on lived experience.

He also provides tools: calculators, flowcharts, and free checklists to help clients spot common mistakes (for example, things that can “pierce the corporate veil”).

SEC Litigation & Legal Challenges

One important part of Ron’s story is public legal record. In December 2017, the U.S. Securities and Exchange Commission (SEC) filed a case against him and a partner, Alonzo R. Cahoon. The complaint alleged that Ron raised more than $20 million from investors through unregistered securities offerings of three investment funds: Accelerated Asset Group, LLC, Smart Money Secured Income Fund, LLC, and Turnkey Investment Fund, LLC.

The SEC claims included misappropriation of funds, misleading investors about financial conditions, and violations of securities laws. By June 2018, a final consent judgment was entered. As part of that, Ron agreed to certain penalties, disgorgement, and limitations in future securities activity.

Ron does not deny the challenges; his public material mentions transparency about this past issue, emphasizing that it was an administrative issue rather than a criminal conviction.

Reputation, Philosophy, and Ethics

Many people appreciate Ron’s approach to helping clients “keep more of what they earn” through structured planning, careful entity selection, and educating about legal tax avoidance. His philosophy centers on transparency, ethical compliance, and avoiding pitfalls that many business owners don’t know about.

Critics, however, point to the SEC case as raising questions about trust, especially for those taking his advice. How someone deals with past mistakes matters a lot in fields like finance, and Ron has publicly addressed that, arguing that mistakes were learning opportunities. His willingness to talk about that publicly adds a dimension of authenticity to his work.

Lessons & Takeaways

Here are some lessons I see in Ron Fossum Jr’s story that others in business or finance can learn:

1. Real-World Experience Matters: Having built and sold businesses, Ron doesn’t speak only from theory. That gives credibility.

2. Transparency Is Crucial: With public legal issues, being upfront can sometimes be the hardest but best path for reputation.

3. Learn from Mistakes: The SEC filing didn’t destroy his career, in part because he addressed it rather than hide it.

4. Service + Education: Clients benefit more when they understand the “why” behind advice, not just the “what.”

What’s Next & Future Directions

Ron Fossum Jr continues his work as a Fractional CFO and financial educator. His company offers tax plans, serves clients in diverse industries (digital marketing, real estate, insurance) and publishes material to help business professionals avoid costly errors.

Given his path, it is likely he will expand more educational content, possibly more video or live training, and deepen the compliance, audit patient side of his work.

Conclusion

Ron Fossum Jr is a complex figure: expert tax strategist, educator, and someone who has faced legal challenges. His journey shows both how powerful financial knowledge and experience can be—and how fragile trust is in the financial world. For entrepreneurs or anyone dealing with taxes and business ownership, there is much to learn from his strengths and his past. If you take nothing else, the importance of transparency, compliance, and careful planning are lessons that apply broadly.

FAQs

1. What is Ron Fossum Jr known for?
   He is known for tax strategy, fractional CFO models, helping business owners reduce tax liability, and also for SEC litigation related to unregistered securities offerings.

2. Was Ron Fossum Jr convicted?
   No. The SEC allegations resulted in an administrative enforcement and consent judgment, not a criminal conviction.

3. What services does he offer now?
   Tax planning, fractional CFO services, asset planning, business structuring, and client education.

4. Is his advice trustworthy despite the legal issues?
   Many clients believe so, particularly those who value his experience and his willingness to discuss past issues. Trust depends on openness and verifying credentials.

5. What can business owners learn from him?
   Key lessons: always maintain compliance, use legal strategies (not shady ones), keep clear records, and be prepared for scrutiny.