Podcasts about llcs

Most entrepreneurs think hiring a Chief Financial Officer is only for big corporations, but that could not be further from the truth. Many small businesses are losing massive profits simply because they don't truly know their numbers. What if you could hire a part-time CFO to help you see what's really driving profit, cash flow, and scalability—without the full-time salary? In this episode, we sit down with Heather Parsons, a former Big Four accountant turned real estate investor and founder of a fractional CFO firm, to break down exactly what that means for founders and investors. Heather explains how most business owners rely on bookkeepers who look backward, while CFOs help you look forward—building dashboards, forecasts, and cash flow systems that lead to smarter decisions and consistent growth. You'll learn when to bring one in, how to know if you're ready, what it costs, and how this role can transform your business from reactive to proactive. If you're making money but still feel stuck in the weeds, guessing your numbers, or scaling without clarity, this conversation will show you how a fractional CFO can turn chaos into confidence and give you the financial control you've been missing. Book your mentorship discovery call with Cory RESOURCES

Every time the government prints money the rich get richer, and now you can too. In this episode we sit down with Josh Mettle, who went from food stamps to a nine-figure real estate portfolio, to expose how the system really works. When the dollar loses value, assets rise, rents climb, and fixed debt becomes cheaper. That is how the wealthy win while everyone else falls behind. We break down why cheap mortgages are an asset, when to refinance or sell, and how to use real estate as an inflation hedge. Josh shares his personal strategy across real estate, gold, and Bitcoin and how he uses time and leverage to make compounding inevitable. We also reveal our own real numbers on a duplex deal to show how inflation is quietly building wealth for us in the background. If you are tired of working harder for your money than it does for you, this conversation will be a game changer. Tune in for the roadmap to get on the right side of the wealth gap. Article Referenced in Podcast:https://www.neoentrepreneurhomeloans.com/2025/10/10/how-inflation-quietly-pays-down-your-debt/?lo=josh.mettle@neohomeloans.com Use code WEALTHJUICE for 20% off any EZ Landlord Forms product https://www.ezlandlordforms.com/ RESOURCES

Catrina Craft is a CPA, tax strategist, and real estate investor with over 20 years of experience in applying the tax code to maximize wealth for investors and entrepreneurs. As the founder of Craft CFO Advisory Services, she supports real estate professionals, creative agencies, and business owners with proactive planning to reduce tax obligations and build long-term wealth. A frequent speaker and educator, Catrina brings a unique blend of compliance, strategy, and investment knowledge—helping her clients go beyond tax preparation and into true financial empowerment. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Start tax planning early—waiting until tax season puts you in reactive mode Don't structure appreciating assets in a C corp—it can lead to unnecessary tax penalties Asset protection is more than just forming an LLC; structure and exposure matter A tax strategist is proactive—meeting regularly and guiding decisions throughout the year The IRS rewards those who build and invest—use the code to your advantage Topics 1. From Debt to Wealth Building Catrina lost 80% of her income when a major client left and found herself $100K in debt This challenge drove her to learn real estate investing and the tax strategies behind wealth building Paid off her debt in 2 years while building a rental portfolio 2. The CPA vs. Tax Strategist CPAs focus on compliance and reporting what already happened Tax strategists plan proactively to reduce your tax bill before decisions are made Working with a strategist who knows your industry—especially real estate—is critical 3. Avoiding Common Structure Mistakes Many investors set up LLCs without understanding tax treatment options Holding real estate in a C corp is a costly and often irreversible mistake Asset protection includes entity structure, insurance, and understanding exposure risk 4. Planning Beats Panic Most deductions and deferrals (like cost segregation and 1031s) require advance planning Catrina meets monthly or quarterly with clients to stay ahead of key decisions Tax planning should start at the beginning of the year—not at filing time 5. Questions to Vet a Tax Professional Ask about their industry experience and how often they meet with clients Determine whether they offer strategy or just compliance services Ensure they understand your specific investing model (e.g. syndication vs. flipping)

In this episode of Tax Tuesday, Anderson advisors Barley Bowler, CPA, and Eliot Thomas, Esq., address listener questions on tax topics ranging from basic bookkeeping to advanced ESOP strategies. They cover essential bookkeeping practices for first-time rental property owners and the tax implications of transferring a fully depreciated truck from an S corporation to personal use. Barley and Eliot explain how to catch up on missed depreciation from prior years, the tax benefits of inheriting property versus receiving it as a gift, and how independent contractors should handle federal income and employment taxes. Other topics include choosing the best filing structure for single-member LLCs, tax reduction strategies for Schedule C solopreneurs earning over $100K, deferring traditional IRA distributions using Qualified Longevity Annuity Contracts (QLACs), and the little-known 1042 fund strategy for deferring taxes on ESOP distributions. Tune in for practical tax advice and strategies to keep more of what you earn! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "What's the most efficient way to get my books ready for filing taxes? I'm filing taxes for my first time rental business. I just acquired them this year. I'm a first time landlord without bookkeeping experience." A: Use bookkeeping software and categorize expenses properly throughout the year. "My S corporation owns a fully depreciated truck. Can I transfer the truck to my personal name and start taking mileage reimbursement instead? What are the tax implications?" A: Yes, but you'll recognize income equal to fair market value. "For the eight years now, my prior taxpayer never took depreciation for any of my rental properties or my property assets for the building, along with the components like the water heater. What do I do now?" A: File Form 3115 for a change in accounting method. "I'm considering moving into my parents' home while they're still living there. I'm curious about the best way to either transfer the house into my name or should I stay there and wait until they pass because they intend to leave the house to me anyway." A: Wait for inheritance to receive stepped-up basis and avoid gift taxes. "How do I pay federal income and employment taxes working as an independent contractor receiving a 1099?" A: Pay quarterly estimated taxes using Form 1040-ES throughout the year. "What tax filing structure do you recommend for a single-owner LLC wanting to not be a disregarded entity? Why? Pros and cons of the options." A: Consider S corporation for self-employment tax savings if income supports it. "I'm a Schedule C solopreneur looking for ways to avoid being overtaxed. I made over $100K this year and I'm the only breadwinner in my family of four with two kids under 18. We're in Florida. What do you recommend for ways to lower my taxable income?" A: Establish S corp, maximize retirement contributions, and utilize business deductions. "Is there any way to defer for tax reporting a distribution from my traditional IRA? I recently heard someone talking about this and was not sure if they were referring to a Qualified Longevity Annuity Contract (QLAC)." A: Yes, QLACs allow deferring up to $200K until age 85. "How does a 1042 fund work? I've never heard of that." A: It defers ESOP distribution taxes by reinvesting in qualified replacement stock. Resources: Live Event in Dallas Dec 4-6 2025 Schedule Your Free Consultation Tax and Asset Protection Events Anderson Advisors Toby Mathis YouTube Toby Mathis TikTok Clint Coons YouTube

You didn't start a business to become its employee. You wanted freedom. But somewhere along the way, the business started running you. In this episode, we sit with Quinn Schilz, who went from broke kid to sales assassin. He shows us exactly how he turned a messy, unorganized business into a machine that runs without him. Quinn breaks down how paying for mentorship changed his life and the exact systems he uses today to help his company print money with consistency. This episode gives you the roadmap to go from working in your business to working on it. You'll walk away with a clear plan to scale, buy back your time, and finally build a business that gives you freedom instead of taking it. RESOURCES

As a special treat for the audience, we're rereleasing this powerful conversation with Brandon Turner from August of 2022. Despite its age, this episode is just as relevant today as it was then. Brandon shares his journey from small beginnings to building a massive rental portfolio, the mindset shifts that helped him escape the rat race, and why thinking bigger is the key to creating lasting wealth. Book your mentorship discovery call with Cory RESOURCES

Send us a textA single medical bill can wipe out your profits. But health expenses don't have to drain your cash flow. In this episode, you'll learn three powerful ways to turn your medical costs into legitimate tax deductions. From self-employed health insurance and Health Savings Accounts (HSAs) to Section 105 reimbursement plans and employee health benefits, these strategies can help business owners save thousands while staying fully IRS-compliant.

In this episode, we are joined by returning guest Jennifer Flynn and Cg's very own Cg Team John Blake to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act.○ Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise.○ John Blake, CPA, MBA, is a Director in Cg Tax, Audit & Advisory's Tax Services Group with over 20 years of public accounting experience. He works closely with mid- to large-sized clients on a wide range of tax matters, helping them achieve financial goals and plan strategically. His expertise spans closely held businesses, LLCs, partnerships, and individuals.

A recent data analysis by the Federal Reserve Bank of Cleveland shows that, in recent years, more out-of-state investors have bought up single family homes.

In this episode, R. Kenner French dives into the core pillars every real estate investor should master: asset protection, tax strategy, and estate planning.It begins with a discussion on asset protection, emphasizing that properly structured legal defenses make investors less appealing targets for lawsuits. Beyond basic umbrella insurance, tools such as LLCs, corporations, and trusts can be used to separate and shield assets, making it more difficult and costly for potential plaintiffs to reach them. Core principles include diversification, limiting exposure, and organizing ownership so that risks are isolated rather than concentrated.Next, Kenner highlights tax reduction strategies that help investors retain more of what they earn. These include identifying overlooked deductions, projecting annual tax liabilities in advance, deferring income strategically, and using tax-advantaged accounts and qualified plans such as defined-benefit options. The goal is to make tax planning proactive instead of reactive—reducing liabilities and increasing net income through foresight and structure.The final section focuses on estate planning, encouraging investors to treat it as both a financial safeguard and a personal responsibility. Establishing wills and trusts not only streamlines asset transfers but also minimizes family disputes and potential estate taxes. Proper planning ensures that investments, properties, and other assets are distributed according to one's wishes while maintaining privacy and control.Kenner concludes by reminding listeners that the key to lasting financial success lies in combining these three areas—asset protection, tax efficiency, and estate planning—into one cohesive, long-term strategy. By doing so, real estate investors can safeguard their wealth, minimize risk, and build a legacy that endures across generations.Takeaways• Real estate investors must prioritize asset protection to limit liability.• Effective asset protection involves diversifying and structuring assets properly.• Maximizing deductions is crucial for reducing tax liabilities.• Proactive tax planning can significantly improve cash flow for investors.• Understanding evolving tax regulations is essential for compliance and strategy.• Wills and trusts are vital for effective estate planning.• Early estate planning can prevent family disputes over assets.• Artificial intelligence can enhance tax mitigation strategies.• Investors should regularly consult with tax strategists and asset protection attorneys.• A well-structured asset protection plan can safeguard personal and corporate assets.Sound Bites• You're in the right place.• Maximize your deductions.• We're here to help you.Listen & Subscribe for More:

Choosing the right entity taxation is not just a startup decision, it's a lever that can create or erase six figures as your business grows. In this episode, Jaime and Katina discuss the difference between an S Corp and a C Corp, how LLCs fit into the picture, and why entity choice should be reviewed over time, not just once when you file paperwork. Katina explains the tax implications of each structure, including when C Corp double taxation is actually worth it, how reasonable compensation works for S Corp owners, and the five-year lock-in rule when switching. We also talk about the types of businesses that should consider each approach and why service-based businesses often start with S Corp but shouldn't assume they'll stay there forever. If your business has grown and you've never re-evaluated your entity structure, this episode will help you know what to revisit with your CPA or CFO. This episode is for educational purposes only and not legal or tax advice.

Most people overestimate what they can do in a year and underestimate what they can do in ten. We live in a culture obsessed with instant gratification, chasing quick cash flow, fast promotions, and overnight results. But the truth is, real wealth, real health, and real impact are built over decades, not days. In this episode, we break down why the top one percent win simply because they play a longer game. We talk about how compounding works across every area of life from money and health to relationships and reputation, and why the small things done consistently today become the defining edge years from now. If you've been sprinting but still feel stuck, this episode will help you zoom out, realign your timeline, and start playing the game that actually leads to freedom. Book your mentorship discovery call with Cory RESOURCES

Are you structuring your business the right way — or making costly mistakes that could be draining your profits? In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler team up to answer your questions on taxes, legal structures, and real-world strategies for small business success. Together, they uncover the truth about LLCs, S-Corps, and the $50K rule that determines when to make the switch.From transferring real estate into an LLC safely to understanding what truly qualifies as business income, this discussion covers the practical steps every entrepreneur should take to protect their assets, reduce taxes, and stay compliant. You'll also learn how to pay yourself properly, avoid due-on-sale issues, and maximize wealth through smart entity planning.If you're serious about building your business the right way and keeping more of what you earn, this is an episode you can't afford to miss!You'll learn:How to decide when it's time to convert your LLC to an S-Corp — and how the $50K rule really worksHow to transfer real estate into an LLC without triggering the due-on-sale clause or losing financing optionsThe difference between true business income and passive income (like royalties, rentals, and trading profits)How to pay yourself correctly as a business owner — and avoid IRS red flags with payroll, draws, and distributionsSimple bookkeeping and payroll strategies to stay compliant and ready for tax seasonHow to use smart entity structuring to protect your assets and save thousands in self-employment taxesPractical tips for maximizing retirement contributions through Solo 401(k)s and Mega Backdoor Roth strategiesGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here's the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_content=msbp597-smart-strategies-to-pay-yourself&utm_campaign=main-street-business-podcast Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

Send us a textBefore you chase the next client or campaign - No one talks about this - Ask yourself: Could one lawsuit take it all away?They call him the legal architect behind Rich Dad Poor Dad's empire. Garrett Sutton and his son Ted reveal what founders miss most when it comes to asset protection.

Most people think real estate means fixing toilets, chasing tenants, or giving up your weekends.But what if you could earn cash flow, appreciation, and tax benefits… without ever becoming a landlord? In this episode, we sit down with Shawn Winslow of Greenbriar Capital to break down how busy professionals and high earners can build wealth passively by investing in large multifamily deals as Limited Partners. Shawn manages tens of millions in assets and shares how syndications work, why he targets high-demand markets in New England, and how he helps everyday investors earn 18–20% IRRs without doing any of the dirty work. Together we walk through two deals that we recently executed as a team detailing how we boosted rents using Section 8 in New Hampshire and how we're attracting high-paying travel nurses in Vermont. You'll hear our exact strategy behind forcing appreciation and protecting investor capital. If you have capital but no time, this is the blueprint. No tenants. No headaches. Just passive income and equity upside. Additionally, if you'd like to join our investor list to stay up to date on upcoming projects, please fill out the form below. https://api.leadconnectorhq.com/widget/form/9uNTUCcH8zv1IZRZN9UI   RESOURCES

Send us a textTrusts aren't just for the rich. Every family can benefit from one. A revocable living trust can simplify estate planning, avoid probate, and create a foundation for generational wealth.In this episode, Mike Jesowshek, CPA, sits down with Jack Fiveash, attorney and co-founder of The Co Letter, to talk about how families can use a simple trust and LLC structure to build long-term stability, protect assets, and involve their children in smart financial stewardship.They cover how to start a revocable trust, the ideal timing, what it costs, and how it ties into a broader family office structure that preserves both wealth and values.

With gold reaching new highs nearly every day, more people are looking for ways to protect what they've built. But real security goes beyond just holding metals; it means having a complete offshore strategy that keeps your assets safe, private, and under your control. In today's episode, I share a recent presentation I gave for my friends at SWP on building a full “Plan-B Fortress” framework. We cover second residencies, alternative citizenships, offshore banking, international investments, and legal tax optimization; I break down the practical tools to help you stay mobile, secure, and financially independent, no matter what political or economic chaos unfolds in the world. IN TODAY'S EPISODE: Listen in as I break down how to build a complete offshore Plan-B strategy that protects your assets and privacyTune in to hear strategies for storing precious metals safely outside the banking system and in your own nameFind out how to use international structures like LLCs, trusts, and foundations to protect and pass on your hard-earned wealthLearn practical steps you can take toward freedom today without waiting for the “perfect” setup OFFSHORE GOLD AND SILVER If you're in the process of crafting your Plan-B, you need to get serious about offshore precious metals storage. Head to expatmoney.com/gold to learn more about how you can work directly with our trusted partners in the Caribbean. STAY IN TOUCH! Stay informed about the latest news affecting the expat world and receive a steady stream of my thoughts and opinions on geopolitics by subscribing to our newsletter. You will receive the EMS Pulse newsletter and the weekly Expat Sunday Times; sign up now and receive my FREE special report, “Plan B Residencies and Instant Citizenships.” RELATED EPISODES 375: 25 Years Abroad: How I Built a Global Real Estate Portfolio 368: Cayman: Inside The Caribbean's Premier Offshore Hub – Jeremy Varlow 351: Nine Legal Flag-Planting Strategies To Protect Your Freedom & WealthMentioned in this episode:Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I've partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you're...

In this episode, Jon G. Sanchez and Jason Gaunt review the latest market activity and explore the ongoing confusion around market trends. The conversation focuses on why asset protection has become a crucial component of sound financial planning. Jon and Jason outline key strategies involving trusts, LLCs, beneficiary designations, and the homestead exemption—explaining how each can play a role in helping individuals reduce exposure to lawsuits and financial risks.Listeners will gain valuable insight into practical ways to organize their financial structures, protect accumulated wealth, and prepare for changing market conditions. Whether you're evaluating your current estate plan or exploring retirement planning options, this discussion offers a timely look at wealth management in Reno and beyond.Chapters00:00 Navigating the Corporate Meeting Landscape00:56 Market Sentiment and Economic Indicators05:09 The Importance of Asset Protection14:08 Market Movements and Sector Performance21:47 Shrinking Attention Spans in Media Consumption24:18 Asset Protection Strategies for Families29:44 Understanding Revocable Trusts32:42 The Importance of Proper Titling and Beneficiary Designation34:35 Exploring the Homestead Exemption41:11 The Role of Umbrella Insurance

Inato: https://go.inato.com/3VnSro6CRIO: http://www.clinicalresearch.ioMy PatientACE recruitment company: https://patientace.com/Join me at my conference! http://www.saveoursites.comText Me: (949) 415-6256Listen on Spotify: https://open.spotify.com/show/7JF6FNvoLnBpfIrLNCcg7aGET THE BOOK! https://www.amazon.com/Comprehensive-Guide-Clinical-Research-Practical/dp/1090349521/ref=sr_1_1?keywords=Dan+Sfera&qid=1691974540&s=audible&sr=1-1-catcorrText "guru" to 855-942-5288 to join VIP list!My blog: http://www.TheClinicalTrialsGuru.comMy CRO and Site Network: http://www.DSCScro.comMy CRA Academy: http://www.TheCRAacademy.comMy CRC Academy: http://www.TheCRCacademy.comLatinos In Clinical Research: http://www.LatinosinClinicalResearch.comThe University Of Clinical Research: https://www.theuniversityofclinicalresearch.com/My TikTok: DanSfera

Attorney and entrepreneur Wesley Henderson shares practical legal insights every small business owner needs to protect their business and operate with confidence. Show Notes Page:  https://www.thehowofbusiness.com/584-wesley-henderson-legal-tips/ Disclaimer: The information in this episode is for general educational purposes only and does not constitute legal advice; listeners should consult their own attorney for guidance specific to their situation. From forming an LLC to crafting airtight contracts, this episode is packed with essential legal guidance for small business owners. Henry Lopez welcomes Wesley Henderson, a business attorney, entrepreneur, and founder of multiple ventures including Drafted Legal and Henderson & Henderson Law Firm. Wesley shares how his early career in corporate law led him to focus on helping entrepreneurs avoid costly mistakes and proactively protect their businesses. Together, Henry and Wesley explore critical legal fundamentals including when to form an LLC, how insurance differs from legal protection, and why clear contracts can prevent disputes before they start. Listeners will learn how to navigate partnerships, set up operating agreements, avoid “scope creep” with service contracts, and safeguard intellectual property. Wesley also explains the real difference between LLCs, corporations, and S-Corp elections and clarifying common misconceptions that confuse many first-time business owners. They also discuss trademarks, non-compete and non-solicit clauses, and how to use ChatGPT safely when drafting or reviewing legal documents. Wesley emphasizes the importance of doing the right things early, not just staying busy because the right legal foundation can save you from future financial and emotional headaches. “Contracts aren't just for protection,” Wesley explains. “They show professionalism and set expectations — they protect you and your clients.” This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Interview Date: March 30th, 2025Episode Summary:Florida-based trademark and contract attorney Kayla Moran joins the Business of Dance to bridge two worlds: the discipline of competitive dance and the realities of creator-economy law. Raised in Miami in a Cuban-Ecuadorian family and trained for 15+ years across ballet, tap, jazz, lyrical and hip-hop, Kayla shares how a teacher's challenge—“Don't be a space filler”—became a life mantra through law school and into entrepreneurship.Kayla unpacks the gap art schools and law schools share: they rarely teach the business side. She now runs a firm for creators, dancers and influencers, translating intimidating agreements into clear decisions and helping artists protect their brands with smart contracts and trademarks. We dig into networking that actually works (contacts → contracts), negotiating terms without getting steamrolled, building authentic personal brands, and running yourself like a business (LLCs, taxes, separate accounts).In the live Q&A, Kayla advises teens balancing medicine vs. dance, acting dreams vs. financial stability, and when to hire managers, agents or lawyers. She's blunt (in the best way) about deadlines that “aren't real,” why every contract is negotiable, and how to document your journey without oversharing.Listen if you're: a dancer, parent, studio owner, or creator who wants to turn passion into sustainable income—without giving away your rights.Shownotes:(0:00) – Intro: Meet Kayla Moran, dancer-turned-attorney.(4:35) – Dance beginnings, magnet school, discipline from pointe.(11:22) – Injuries, teacher's advice: “Don't be a space filler.”(18:40) – Law school, burnout, turning to blogging.(32:41) – Contacts = contracts: power of relationships.(38:51) – Negotiation lessons & humanizing business deals.(39:19) – Creator law: brand deals, contracts, red flags.(46:13) – Treating yourself as a business (LLCs, taxes).(55:26)– When to hire an agent, manager, or lawyer.(1:19:39 ) – Every contract is negotiable—never sign first draftBiography:Kayla Moran is a Florida-based trademark and contract attorney for creators and entrepreneurs in the creator economy. Born and raised in Miami to a Cuban-Ecuadorian family, Spanish is her first language, and growing up she was a competitive dancer for 15+ years, now you can probably catch her reading a romance novel or salsa dancing on the weekends if she's not at the beach. She loves to watch action thrillers, military movies or historical fiction shows on Netflix or sports (usually no in between). Kayla hosts her own podcast, The Let's Get Candid Podcast where she strives to connect with and inspire young women to be the best version of themselves and find what drives them, and has been a featured guest on numerous other podcasts. She attended the University of Central Florida where she was a Kappa Delta, participated in Knight-Thon for four years, and interned for Senator Rubio before she set off for law school. In 2022, she earned her Juris Doctorate from the University of Tennessee College of Law, where she was a member of the now Transactional Clinic after passing the Florida Bar, she returned to Miami where she was a personal injury attorney for a year before opening her own firm.When she set out to become a lawyer, her goal was to be in-house counsel for a lifestyle company but during law school she discovered could combine her interests and create a career on her terms. She blogged about her law school experience and it was through blogging that she discovered being an influencer combining her passion for social media and legal training. Now she gets to help influencers promote brands they believe in as a lawyer and entrepreneurs legally protect the brands they have built.She is always open to connecting, please find her on Instagram and on LinkedIn.Connect on Social Media:Instagram - Instagram.com/kaylaaamorannWebsite- Kaylamoranlaw.com

“Dark money” — meaning funds whose sources are hidden or obscured — has become deeply embedded in the U.S. real estate market through opaque ownership structures and all-cash deals that evade public scrutiny. Wealthy buyers, including foreign investors, often purchase property via shell companies, trusts, or limited liability corporations (LLCs), effectively masking the identity of the ultimate beneficial owners. In major markets like New York, Miami, and Boston, a significant share of real estate is owned via corporate entities, making it difficult for regulators and the public to trace who is behind high-value deals.Because many high-value and all-cash transactions bypass traditional banking and lending scrutiny, they provide an ideal channel for laundering illicit funds or moving capital anonymously. Estimates suggest that as much as 20–30 percent of U.S. residential real estate purchases are made without financing, making them harder to monitor.   Until recently, real estate professionals had little obligation to report beneficial ownership or cash-based transactions, but new rules from the Treasury's FinCEN will mandate reporting for residential all-cash sales involving entities or trusts beginning December 2025—an attempt to pull back the curtain on dark money in the housing market.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The American Dream is disappearing before our eyes. Every day our purchasing power shrinks. Groceries that once filled a cart now barely cover a basket. Bills that once felt manageable now take a bigger bite out of your paycheck. Meanwhile, wealth flows to those who own assets while everyone else falls further behind. The numbers are staggering. The middle class is vanishing, leaving only two sides of the line: those who own assets and those who do not. The wealthy are not getting richer because they work harder. They are getting richer because they own scarce assets that rise in value while the dollar falls. The rest are left chasing a paycheck that buys less each year. In this episode we explain how money printing dilutes your savings, why inflation silently punishes those who sit on cash, and how you can get on the right side of the wealth gap before it's too late. All roads lead to real estate. The clock is ticking. The longer you wait, the harder it is to catch up. Let this episode be your wake-up call to start today. Book your mentorship discovery call with Cory RESOURCES

Ever put off launching your online course because you're worried about content theft or unsure which legal steps to take? You're not alone—and that's why I brought in Harvard Law grad turned online entrepreneur Bobby Klinck. In this episode, we tackle the biggest legal fears and misconceptions course creators face, from copyright and trademarks to LLCs, privacy policies, and beyond. Bobby shares how his own failed launch taught him priceless lessons and led to a thriving business helping others get legally legit. If you want to protect your course and launch with confidence, this episode is for you. Watch the Free Workshop: https://oc.show/workshop Watch on YouTube: https://youtu.be/3bwxAPrG2-o Bobby's Website: https://www.plainlylegal.com/?ref=rm3k12 USPTO: https://www.uspto.gov/ Sign up for Jacques' Journal: https://www.theonlinecourseguy.com Apply for Coaching: https://www.theonlinecourseguy.com/coaching Watch the Free Workshop: https://www.theonlinecourseguy.com/workshop Free Kajabi Course and 1 month Trial: http://everyclickkajabi.com/ Free Skool Course and 14 day Trial: https://www.skool.com/refer?ref=c725cf8892fe42c8bb37dd7e5ffc2575 Instagram: https://www.instagram.com/theonlinecourseguy/ Threads: https://www.threads.net/@theonlinecourseguy

Most people think they can't invest in real estate because their local market is too expensive. Mike Buska proves that excuse wrong. He works full-time in private security and lives a market where finding cash flow is nearly impossible. Instead of giving up, he looked out of state. Within a year, he built a portfolio of seven units across Detroit and Pennsylvania while still working his demanding full-time job. In this episode, Mike reveals how he turned long-distance investing into an advantage by creating systems and relying on the right local partners to operate his properties. He also explains how he tapped into a HELOC, using the equity in his primary home to fund multiple deals and accelerate his growth without draining his savings. Mike's story is proof that location doesn't matter when you have the right plan, the right people, and the discipline to take action. If you've been waiting for the “perfect time” or thinking your market is too expensive, this episode shows you how to start investing remotely, scale faster, and build wealth no matter where you live. Book your mentorship discovery call with Cory RESOURCES

Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who's helped over 100,000 professionals legally reduce taxes and build lasting wealth. With over 35 years of experience, she's the creator of the KPG System—a proven method to Keep, Protect, and Grow your income without risky investments. She's also the author of How To Escape The Rat Race and a passionate speaker empowering people to take control of their finances and create generational wealth.  

What happens when a bakery pivot turns into a full-blown Airbnb empire? In this episode, we sit down with Andrew Llewellyn, an entrepreneur who went from scooping ice cream and selling blueberry muffins to running high-end short-term rentals in Louisville, Kentucky at the heart of bourbon country. Andrew shares how one property purchase changed everything, the systems he uses to run his Airbnb portfolio like a boutique hotel, and why creating memorable experiences for guests (from bachelor parties to corporate retreats) is the real key to success in hospitality. You'll learn how to spot opportunities others overlook, why experiences drive premium pricing, and what it takes to scale a short-term rental business beyond just “Airbnb side hustle” into a serious, sustainable venture. Whether you're curious about boutique hotels, real estate investing, or building a hospitality brand that stands out, Andrew's story is packed with takeaways you can apply right now. Book your mentorship discovery call with Cory RESOURCES

Episode 125: In the final Hoop Commitment Podcast episode, Kyle Jordan discusses the complexities of navigating taxes for college athletes, especially in light of the new NIL (Name, Image, Likeness) opportunities.  He shares the importance of understanding tax obligations, the benefits of forming LLCs or S-Corps, and strategies for managing finances effectively,Kyle shares insights on common misconceptions athletes have about taxes, the significance of write-offs, and the benefits of working with financial professionals to help athletes grow their wealth.  The conversation emphasizes the need for athletes to think of themselves as businesses and to plan for their financial futures. If you want to learn about compounding wealth, health and happiness, follow along at compoundcommitment.com, join one of the 30-Day Commitments and listen to my new podcast, The Compound Commitment.  The first episode launches Tuesday, October 7th!Kyle Jordan is the owner of a CPA firm that employs a team of 17 professionals and serves more than 3,000 clients across a broad range of tax and accounting services. A lifelong athlete and former high school basketball coach, Kyle has combined his knowledge in accounting with his passion for sports to build a specialized focus in the Name, Image, and Likeness (NIL) space. His deep understanding of both the athletic and financial landscapes has played a key role in the firm's growing reputation as a trusted advisor to collegiate and professional athletes navigating complex tax matters. A team is never just one individual. Kyle has a terrific team of accountants and CPAs working alongside him and collectively they are all in on helping athletes navigate tax and financial related matters.If you want to learn more about Kyle, check him out at: gameplantax.com  or email him at kyle@gameplantax.com 

On today's episode of the podcast I'm breaking down the good, the bad and the ugly of the Big Beautiful Bill and how it impacts small business owners. The “Big Beautiful Bill” passed in July. Trump and the right are calling it a game-changer for small businesses and working families. On the surface, there are a few provisions worth celebrating. But as always, the devil is in the details. Much of the bill's benefit flows upward, not into the hands of true small business owners, freelancers, or everyday entrepreneurs. Let's break it down. The “Good” (At First Glance) There are some shiny pieces in the bill that sound great: Bigger Deduction for Pass-ThroughsOwners of LLCs, sole proprietorships, and S-corps now qualify for a 23% deduction on pass-through income (up from 20%). If you're already making decent money, this can cut your tax bill. If you're curious how this deduction works, I discuss that towards the end of Chapter 4 in the Unf*ck Your Biz book. No Tax on Tips & Overtime (for a while)Tipped income up to $25,000 and overtime pay up to $12,500 can be excluded from taxes between 2025–2028, as long as you fall under certain income thresholds. That's a temporary boost for some service workers. This is a tricky provision that will save some folks some minor taxes. Child Tax Credit BumpFamilies get a small, temporary increase in the Child Tax Credit, nudging it upward by $200. However, the bill also introduced stricter eligibility requirements. To claim the credit, both the taxpayer and the qualifying child must have valid Social Security numbers. This change could exclude millions of children from receiving the credit, particularly affecting low-income families Permanent Expensing for Equipment Businesses can now permanently write off the full cost of qualifying equipment in the year they buy it (100% Section 179 expensing). That's useful if you're investing in new tools, tech, or machinery. Estate & Gift Tax BreaksFamily-owned businesses and farms get higher exemptions from estate and gift taxes, making it easier to transfer assets to the next generation without a huge IRS bill. This expands, once again, tax breaks for the ultra wealthy as the first $13.61 million was already excluded. The “Not So Beautiful” Reality While the headlines sound fabulous, here's what's lurking beneath: Temporary Gimmicks The no-tax-on-tips and overtime breaks expire after 2028. Same with the boosted child credit. They'll feel good for a few years, but unless Congress acts again, they vanish. Skewed Toward the WealthyAccording to the Tax Policy Center, 60% of the tax cuts in the bill would go to the top 20% of households, with more than one-third benefiting those making $460,000 or more. In contrast, the lowest-income 20% would see a tax cut of less than 1%, or about $160 on average, and including the loss of some Affordable Care Act health insurance premium subsidies, their net tax cut would fall to only about $60. Additionally, the Congressional Budget Office (CBO) estimates that the top 10% of earners would see incomes rise by 2.7% by 2034 mainly due to tax cuts, while the lowest 10% would see incomes fall by 3.1% due to cuts to programs such as Medicaid and food aid. These analyses highlight the disproportionate distribution of tax benefits, with higher earners receiving significantly more substantial cuts compared to lower-income households. Cuts Elsewhere to Pay for ItTo offset revenue loss, the bill guts key credits for clean energy and electric vehicles—areas where many small businesses and families were saving money. At the same time, it sets the stage for future cuts to social programs like Medicaid and SNAP that working families actually rely on. Deficit ExplosionThe Congressional Budget Office projects this will blow up the federal deficit. And history tells us that when deficits balloon, lawmakers often come for small business programs or the social safety net next. Complexity Creeps InPoliticians called this “simplification,” but the IRS and tax pros now face a mountain of changes to implement. For many small business owners, that means more time with your accountant and more money out of your pocket just to stay compliant. Health Insurance & Medicaid: The Coverage Cliff If you or your team rely on the ACA marketplace, brace yourself: the enhanced premium tax credits that made health insurance more affordable are set to expire at the end of 2025. That means monthly premiums could skyrocket. A 60-year-old couple earning $85,000 could see their annual premium jump from around $7,000 to over $22,000 (Kaiser Family Foundation). On the Medicaid side, the bill makes deep cuts—hundreds of billions of dollars over the next decade. It also reintroduces work-reporting requirements and forces enrollees to reverify eligibility every six months starting in 2027. Millions of people will fall through the cracks, not because they don't qualify, but because the paperwork is too complex or because they lose hours at work. For small businesses, this means: Higher costs if you cover employees. Less stable coverage for staff and contractors. Communities with more uninsured neighbors, which ultimately hurts local economies. The Bigger Picture The bill is marketed as “beautiful” because it offers short-term tax cuts and shiny perks. But it comes with a long-term price tag: exploding deficits, weakened safety nets, and higher health costs for millions. History shows us what comes next: calls for even deeper cuts to programs small business owners actually rely on, like SBA loans, workforce training, and infrastructure. So yes, you might get a slightly bigger deduction today. But tomorrow? You're looking at higher health premiums, fewer community supports, and a more fragile economy to build your business in. That's not so beautiful. My jaded take. Republicans have a tendency to cut programs that make real differences in people's lives, they phase out health care assistance, cut medicaid, and act in favor of large corporations. But then they will throw us all an extra $200 tax credit, send it with a check with Trump's signature. Maybe if we're lucky, we will get a Trump commemorative coin, a hat, or a box of steaks. Wooo. They rely on us remembering the simple things and forgetting about or not understanding the more complex laws they passed that furthers the wealth divide and makes life harder for almost everyone. As always, stay informed, keep your tax pro close, and don't buy the spin just because it comes with a flashy name.

What would you do if you lost $1.5 million and nearly everything you owned? For Shawn Finnegan, that rock-bottom moment became the catalyst for one of the biggest comebacks you'll hear. Today, Shawn is the co-founder of Tax Hive, a national tax and accounting firm built alongside Shark Tank's Kevin O'Leary, helping entrepreneurs keep more of what they earn through proactive tax strategy and planning. In this episode, Shawn takes us inside the lessons that turned his $1.5M loss into million-dollar partnerships. He breaks down his “never eat lunch alone” philosophy, the three networking powers that consistently open doors, and how to walk into any room and leave with high-value opportunities on your calendar. Beyond tactics, Shawn opens up about resilience, building businesses with purpose, and why family remains the ultimate driver of his success. If you're a business owner, entrepreneur, or professional who knows your next level is one relationship away, this episode will give you the exact tools and mindset to get there. Book your mentorship discovery call with Cory RESOURCES

In this episode of Tax Tuesday, Anderson advisors Barley Bowler, CPA, and Eliot Thomas, Esq., tackle listener questions covering essential tax strategies for real estate investors and business owners. They explain how LLCs holding investments should be taxed, breaking down the differences between disregarded entities, partnerships, and corporations. They walk through complex scenarios including calculating capital gains on homes with mixed personal and rental use, including non-conforming use periods and depreciation recapture. Barley and Eliot discuss strategic tax planning for cryptocurrency gains, maintaining disability benefits while generating passive income, and the mechanics of cost segregation studies for accelerating depreciation deductions. They also cover creative strategies like the daughter's stock trading scenario using the 0% capital gains bracket, finding passive income to offset accumulated passive losses, and using nonprofits for tax savings. Throughout the episode, they emphasize the importance of proper structure and timing to maximize deductions while staying compliant.   Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   "Should my LLC holding investments file as a C or an S corporation or with my individual 1040?" - Disregarded LLC on personal return; corporations for active business only. "We are selling our personal home with acreage for considerable gain. How do I figure out which percentage of capital gains we will owe? Zero 15. 20. And how can we decrease the amount of capital gains we will owe?" - 0%, 15%, or 20% based on taxable income brackets after exclusions. "My daughter trades stocks and has low earned income. If she closes positions at a profit that were held over a year, the capital gains remain untaxed provided her net taxable income is below the threshold. Can she close in a profit and reopen the same position year after year? Can that be ongoing to avoid any tax?" - Yes, if total taxable income stays below threshold annually. "What is the best asset protection entity structure to be in that will save on taxes with gains in cryptocurrencies?" - Trading partnership with 90/10 split and C corporation for efficiency. "I'm a disabled nurse collecting social security disability. I'm considering an LLC as an asset holding company. How can I make it so the distribution and salary are passive so that I don't lose my benefits?" - Use disregarded LLC; dividends and capital gains typically don't affect disability. "Can you please explain a cost segregation study?" - Accelerates depreciation by reclassifying building components into shorter-life assets for upfront deductions. "I have a house I lived in for three years, rented for five years, moved back in two years ago. How does the rental depreciation and recapture gain work on my tax return if I sell it?" - Apply Section 121 exclusion; 50% non-conforming use affects gain calculations. "What types of passive income could I invest in to offset my accumulating passive losses?" - Limited partnership interests in businesses generating profits, not portfolio income like stocks. "Would you please explain how nonprofits are used to save on taxes?" - Itemized charitable donations create deductions; funds must serve nonprofit purposes only. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack why the Fed's preferred inflation gauge (core PCE) near 3% and surprisingly strong GDP make additional rate cuts tricky. They challenge one-size-fits-all Roth conversions—“pay taxes when you'll pay less”—and mark 50 years of index funds, noting both their low-cost power and today's concentration risks. Plus: listener questions on backdoor Roths, consolidating old 401(k)s, mortgage payoff vs. investing, and family LLCs. And a PSA from Kevin Durant's locked Coinbase account: safeguard your passwords.

Could you be letting thousands of dollars slip through your fingers by not understanding the latest tax laws? Renowned tax strategy expert Tyler McBroom is on the 365 Driven podcast to uncover essential tax savings strategies every business owner should know. With the year-end looming, Tyler reveals the significance of proactive tax planning and how leveraging the right tax codes can allow you to reinvest in your business rather than handing over your hard-earned money to the IRS. Tyler breaks down recent tax legislation changes, clarifying deductions that benefit both individuals and business owners. Tyler demystifies the often confusing terrain of tax deductions, like those for overtime and tips, and offers fresh insights into payroll taxes and Social Security. Get acquainted with the $6,000 senior deduction for those over 65 and understand how these shifts can enhance your financial planning, whether you're itemizing or taking the standard deduction. Whether you're a new S-corp owner, a seasoned entrepreneur, or someone managing a side hustle, understanding the tax advantages available to you can lead to significant savings. From the nuances of LLCs and maintaining accurate records with tools like QuickBooks, to maximizing deductions through bonus depreciation and home office claims, this episode is packed with actionable insights. Together, Tyler and Tony stress the importance of scheduling proactive meetings with your accountant, especially as the holiday rush draws near, so you can optimize your tax strategy and ensure your financial decisions are timely and effective. Key highlights: Tax Savings Strategies for Business Owners Tax Deductions Simplified for Individuals Tax Advantages for Business Owners Tax Benefits of Bonus Depreciation Maximizing Home Office Tax Deductions Tax Planning Strategies for Business Owners Connect with Tyler McBroom: Instagram: @tylermcbroom Connect with Tony Whatley: Website: 365driven.com Instagram: @365driven Facebook: 365 Driven

In this episode of the Six Figure Author Experiment, Lee and Russell are joined by Seth Norris, CPA and founder of Author CPA. Together, they demystify accounting, taxes, and cash flow for authors, with a focus on the popular Profit First method. Seth explains how authors can structure their finances to increase profit, manage ad spend, and avoid costly tax mistakes. From S-Corps to home office deductions, they cover practical strategies to help authors keep more of what they earn while building a sustainable business mindset.Topics Covered:* Why most authors avoid money conversations—and why that's a mistake* The core principles of the Profit First method* How to use multiple bank accounts to enforce profit, taxes, and expenses* Recommended Profit First percentages for authors under $250K/year* What “real revenue” means and why ad spend may belong in cost of goods* Challenges of funding growth and why debt can be dangerous* How to reinvest profit and owner pay strategically* The role of intellectual property as an asset in author businesses* When and why to consider switching from sole proprietor/LLC to S-Corp* The true tax differences between LLCs and S-Corps* How “reasonable compensation” works under IRS rules* Smart ways to save on taxes: SEPs, Solo 401Ks, and home office deductions* Hobby vs. business rules and how to prove intent to profit* Why mindset matters: paying yourself and thinking like a business owner* Memorable tax court cases authors can learn from (including a brothel research deduction!)* Building systems that support sustainable growth and financial confidenceWebsite: authorcpa.comYoutube: youtube.com/@authorcpaNewsletter: norriscpafirm.com/newsletter This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.sixfigureauthorexperiment.com

Asset protection is a game-changer for real estate investors, and Mauricio Rauld is pulling back the curtain on how to structure your LLCs for maximum security. With over two decades of experience as the founder of Premier Law Group, Mauricio is a trusted authority in asset protection and tax strategies for real estate professionals. In this episode, he dives deep into the importance of setting up LLCs properly to protect your assets and minimize liability risks.Mauricio breaks down step-by-step how to structure your LLCs to shield your wealth from potential threats, offering actionable advice whether you're new to real estate or a seasoned investor. He also reveals how the right legal framework can help you navigate both liability protection and tax efficiency—crucial elements for building long-term wealth.Rich Somers offers his perspective on how structuring LLCs and protecting assets has been a crucial part of his own real estate strategy, enabling him to scale his portfolio to $80M AUM.Gain key insights into LLC structures, risk minimization, and safeguarding your assets against unforeseen challenges in this must-listen episode.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

What would you do if you lost everything? Your properties. Your credit. Even your primary home. In this episode we sit down with Kevin Bupp, founder of Sunrise Capital Investors and author of The Cash Flow Investor, to unpack his incredible story of resilience and reinvention. Kevin shares how he went from bartending and wholesaling single family homes to building a 400 million dollar commercial portfolio focused on mobile home parks and parking assets. We dive into how the 2008 crash wiped out his entire portfolio, how he rebuilt with no credit using creative financing and seller carrybacks, and why he now focuses on low leverage and long horizon deals built to last. Kevin also breaks down the structure behind one of his most profitable deals, how he buys in today's market, and why commercial real estate offers scalability that single family simply cannot match. If you are navigating today's uncertain economy, trying to scale sustainably, or just want a blueprint for bouncing back stronger, this episode is a masterclass in long term thinking, grit, and building a business that buys back your time. Book your mentorship discovery call with Cory RESOURCES

In this week's Ask Loral episode, Loral Langemeier talks with Chris from Reno, Nevada, about turning scattered investments into clear generational wealth strategies. With real estate under two LLCs and W-2 income still in play, Chris wants to make smart moves over the next 12–24 months to protect assets and diversify.Listen in to hear why adding an active cash machine, reviewing taxes, and exploring new asset classes are essential steps in this process. If you are an entrepreneurs looking to put in place generational wealth strategies that protect what you've built and create lasting legacies, this episode is for you.Loral's Takeaways:Current Investment Portfolio and Professional Guidance (00:59)Need for an Active Cash Machine (02:37)Exploring Different Asset Classes (03:51)Tax and Financial Planning (05:50)Live Events and Networking (07:04)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

How protected is your wealth if something goes wrong? In this episode of Passive Income Pilots, Tait Duryea and Ryan Gibson sit down with asset protection expert Adam Kintigh to share practical strategies every pilot and high-income professional should know. From real estate privacy trusts that cut transfer taxes to Wyoming LLCs that safeguard syndications, Adam explains how to structure your assets the right way. You'll learn why a clean tax return matters, how partnerships and S-Corps simplify filings, and why umbrella policies aren't enough. If you're growing wealth through rentals, syndications, or brokerage accounts, this episode shows you how to keep it safe and secure.Adam Kintigh is an asset protection strategist with over 24 years of experience, currently with Nevada Corporate Headquarters (NCH). He specializes in forming entities, estate planning, tax and accounting strategies, and business structuring for investors nationwide. Adam is an expert on practical, legally sound frameworks for protecting rental portfolios, drawn from decades of industry knowledge and client success.Show notes:(0:00) Intro(02:32) Why asset protection matters now(06:45) Real lawsuit examples and lessons(10:40) The truth about anonymity and privacy(13:44) First rental: when to start protecting(19:02) Insurance basics every pilot needs(27:33) Why true anonymity doesn't exist(30:08) Alternative structure to LLC stacking(37:10) How partnerships clean up tax returns(44:10) Correct way to hold syndications(49:07) Moving brokerage accounts into LLCs(51:27) OutroConnect with Adam Kintigh:

What would it take for you to walk away from your W2 job? In this episode, we sit down with Chad Ackerman, a former HR professional who left his career behind after discovering the power of passive real estate investing. Chad breaks down exactly how he transitioned from corporate life to financial freedom in under four years by liquidating his 401(k), investing in 16 real estate syndications, and building one of the most respected investor communities in the country. We explore why he left a safe and stable career in his late 40s, how he vetted deals and operators, and what led to co-founding Left Field Investors (later acquired by BiggerPockets and rebranded as Passive Pockets). You'll also hear hard-won lessons on risk, diversification, mindset, and why community is one of the greatest assets for real estate investors. Chad now helps busy professionals build confidence as limited partners, and in this conversation, he pulls back the curtain on the real math, mindset, and mechanics of passive investing. If you're sitting on a retirement account and wondering how to make it work harder for you, this episode might change everything. Book your mentorship discovery call with Cory RESOURCES

What does it take to go from poverty in Egypt to building a billion dollar business in America?In this episode, we sit down with Joseph Shalaby, founder of eMortgage Capital, host of the All In podcast, and author of Rising From the Sand, to unpack one of the most powerful immigrant success stories we have ever heard. Joseph shares how growing up in a Cairo slum without air conditioning, elevators, or resources shaped his obsession with grit, growth, and faith. We explore how he scaled his mortgage company to billions in volume, built a personal brand that creates opportunity, and why podcasting is one of the most powerful access tools in business today. We also dive into the mindset shifts, parenting principles, and leadership lessons that fuel his success and how staying rooted in purpose is the key to building something that lasts.If you are building something big, balancing ambition with family, or trying to grow without losing your soul, this episode will speak to you. Book your mentorship discovery call with Cory RESOURCES

//The Wire//2300Z September 18, 2025////ROUTINE////BLUF: TRUMP STATES INTENT TO CLASSIFY ANTIFA AS TERRORIST ORGANIZATION. CHICAGO MAYOR LAMENTS IMPENDING NATIONAL GUARD DEPLOYMENT.// -----BEGIN TEARLINE------HomeFront-Illinois: Statements by local mayor Brandon Johnson have continued to escalate as the National Guard deployment to Chicago draws near. Johnson stated that “Jails and incarceration and law enforcement is a sickness that has not led to safe communities”, and that he intends to "eradicate" this "sickness".Analyst Comment: It is often a hard sell to convince the public that putting violent criminals in prison is against the best interests of the taxpayer, but Johnson continues to make that argument nonetheless. Right now there is no real confirmation of how the National Guard QRF is to be deployed around the city, though city and state opposition has been high.California: Following yesterday's statements by the FCC Chairman, the ABC network has pulled the Jimmy Kimmel show from it's timeslot indefinitely.Analyst Comment: The network does not care about the crass statements that were made, as it encouraged this behavior for many years. However, getting their license yanked at a time where their ratings are already down would not have been a positive outcome for them.Washington D.C. - Yesterday evening President Trump stated his intent to designate ANTIFA as a terrorist organization on social media.-----END TEARLINE-----Analyst Comments: Beyond President Trump's short post on social media, no details have been provided on this designation yet, or how it's going to work out paperwork-wise. ANTIFA certainly has foreign roots, but in most cases is not explicitly foreign-controlled, so a designation by the State Department as being an FTO might not be an adequate fit. Nevertheless, if the intent is to create a label that ensures more federal charges can be pursued against militants (instead of the catch-and-release that ANTIFA is used to), there are plenty of options. The White House is probably also looking at RICO options regarding the bail-fund practices for ANTIFA members, which have industrialized the process of rotating through the court system.More directly, ANTIFA activities are certain to increase due to this designation, whatever it works out to be. Low-level demonstrations are certain to take place in the usual areas, and more kinetic "Direct Action" attacks are also quite likely to spring up, though larger efforts may take some time to organize. Either way, ANTIFA can certainly mobilize faster than government forces can respond in most cases, though the biggest barriers to ANTIFA operations right now are funding and a lack of coherent picture at higher levels of organization. For many years, ANTIFA has had no natural predators in their environment, and has been allowed to conduct all manner of activities without any sort of barriers at all. Designating this group as a terrorist organization also isn't really necessary; almost all ANTIFA publications directly state that they seek to use violence to further their political goals...which is the textbook definition of terrorism. Where a federal "terrorism" label (however it works out) can be applied, is in cases where local prosecutors won't prosecute terrorist attacks, or more importantly, in the dismantling of the financial networks which have openly been operating under shady LLCs and nonprofit groups, which have acted as shell corporations for ANTIFA funding sources. This still requires federal agencies and prosecutors to *actually prosecute* under the current laws that exist, which is still a bridge too far in most jurisdictions.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//

The sermon explores the concept of the church as a household, emphasizing its distinct nature from modern corporate structures like LLCs or corporations. Drawing from 1 Timothy 3, 1 Corinthians 3, and Ephesians 2, the message highlights the importance of covenant succession, inheritance, and hierarchical obedience within the church community, asserting that individual behavior directly impacts the entire body. It challenges the notion of casual membership, advocating for a deeper commitment akin to adoption and inheritance, while also affirming the vital role of dedicated service to the church, exemplified by figures like Dorcas and Anna, and ultimately pointing to the church as the ultimate household of faith, where individuals can contribute meaningfully regardless of familial status.

In this episode of The Smart Real Estate Coach Podcast, I sit down with Joe Fulvio of CAMA Plan, a leading firm in self-directed retirement accounts. Joe brings decades of experience in strategic marketing and distribution across multiple industries and now helps investors use self-directed IRAs and 401(k)s to unlock new opportunities.   We break down what “true self-direction” really means, how real estate behaves differently inside versus outside an IRA, and the mistakes investors need to avoid to stay compliant. Joe also shares real-world examples of unusual assets you can hold in a retirement account—from dump trucks to coffee plantations—and why due diligence is everything when you step outside traditional stocks and bonds.   If you're curious about using retirement funds to build long-term wealth, this conversation will open your eyes to strategies you can start using right now.   Key Talking Points of the Episode   00:00 Introduction 01:25 Meet Joe Fulvio: CAMA Plan's liaison for private equity, lending, and venture capital 02:45 What “true” self-directed investing is and why brokerages aren't offering it 04:08 Comparing real estate inside vs. outside an IRA 05:21 The rules around self-dealing and why you can't move your own properties into an IRA 06:12 Exotic assets: crypto, fine art through LLCs, coffee plantations, and international property 07:05 Using a checkbook LLC for flexibility in auctions and fast-moving deals 10:31 Common mistakes: lack of due diligence, mixing personal and IRA funds, and self-dealing 13:10 How CAMA Plan differs from competitors: 20 years of experience, accessibility, and responsiveness 14:30 Self-directed accounts as a “utility knife”: 20 creative ways to fund deals 15:30 How to reach Joe and CAMA Plan before or during the Wicked Smart live event   Quotables   “The list of things you can't invest in is about six items long. We handle everything else.”   “Self-direction means you're in control. You do the work, you do the due diligence.”   “You can control a lot of real estate inside an IRA with very little out of pocket.”   Links   CAMA Plan https://camaplan.com Joe Fulvio (215) 283-2868 engage@camaplan.com   QLS Live + QLS 4.0 at $199 smartrealestatecoach.com/qlspodcast    Just QLS 4.0 at ½ off smartrealestatecoach.com/qls  Coupon code: pod   Apprentice Program 3paydaysapprentice.com Coupon code: Podcast   Masterclass smartrealestatecoach.com/masterspodcast   Wicked Smart Books wickedsmartbooks.com/podcast   Strategy Session smartrealestatecoach.com/actionpodcast   Partners smartrealestatecoach.com/podcastresources

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Most people treat fitness like a side quest. But what if it's actually the cheat code to unlocking mental clarity, unshakable confidence, and powerful business relationships? In this episode, we break down how fitness became one of the biggest catalysts in our entrepreneurial journey, helping us build discipline, sharpen our mindset, and expand our network. We dive into how gyms like Lifetime Fitness, Equinox, and other boutique training spaces have become the new country clubs for deal makers, business owners, and top performers. You'll learn how treating fitness like a non-negotiable can help you level up your habits, attract high level connections, and increase your income. We also explore how challenges like 75 Hard, HYROX, and Tough Mudder build the exact mental toughness required to win in business and investing. This episode will help you reframe fitness as more than just health. It's a daily decision that compounds into clarity, momentum, and opportunity. If you're an entrepreneur, investor, or just trying to become the best version of yourself, this episode will fire you up. Book your mentorship discovery call with Cory RESOURCES

ode of Tax Tuesday, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle a diverse range of tax questions from viewers. They explore the differences between PadSplit/co-living models and short-term rentals, explaining why PadSplit typically doesn't qualify for the same tax advantages as short-term rental activities. The duo covers entity formation costs and how they're treated for disregarded LLCs, the importance of proper documentation for independent contractor payments including W-9 forms and 1099 requirements, and cryptocurrency taxation for long-term holders. They also discuss offsetting bond interest with stock losses, wash sale rules for options trading, 1031 exchange strategies including improvement exchanges to minimize boot taxation, and comprehensive guidance on real estate professional status requirements. The episode concludes with settling a marital dispute about whether primary residence maintenance counts toward real estate professional status hours. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "Are the fees for disregarded LLCs taxable on the business return or the personal return?" - Fees follow the entity's disregarded destination and activity type. "Will the PadSplit/co-living model give you the same tax advantage as a short-term rental?" - No, PadSplit typically doesn't qualify for short-term rental benefits. "Last year I purchased a three-level eight-bedroom house with one kitchen and one bathroom on each floor. I rent the floors as separate apartments except for one level where I have two rooms rented separately. I put the house in service on January 25. I listed it as my primary residence. I never actually lived there. Can I perform a cost segregation, take advantage of bonus depreciation, et cetera?" - Yes for cost seg, but homestead fraud concerns exist. "I paid freelancers to put up a fence last year. I didn't get a receipt. Can I write off any of the costs of this fence? I used my company credit card or bank checks to conduct business with vendors and stores. I am bad at keeping receipts. But I print my bank statements. Can I use my statements as proof of purchase for tax purposes?" - Bank statements help but proper W-9s and 1099s are required. "I will be receiving profits from the sale of cryptocurrency investments that I've had for five years. I'm retired and receive social security as my only income. How will this crypto be gained from an IRS perspective?" - Taxed as capital gains, likely at fifteen percent rate. "Can interest gained on a US savings bond be offset with the loss on a stock sale for tax purposes?" - Yes, up to three thousand annually against ordinary income. "If I sell a stock at a loss and purchase calls instead, do I lose my loss benefit as if I had repurchased more stock within the 30 day period? Or in simpler terms, are calls treated the same as stock?" - Yes, calls typically trigger wash sale rule provisions. "We did a 1031 exchange with the building we own, but the place that we bought the replacement property was 250,000 cheaper. How do we minimize our capital gains on the leftover money? I know we can use capital improvements that we've made, but what are the rules and how must we document the improvements? Likewise, can we use depreciation schedules from the prior returns for the new tax returns?" - improvement exchanges must occur during exchange. "I wanna know more about the tests for real estate professional status as a way to deduct expenses from other passive income. I understand that I need 750 hours, but this is very loose and I'm not sure how it is audited exactly." - 750 hours plus fifty percent test, requires detailed documentation. "Please settle this one thing that my husband and I disagree on, I say that maintenance on our primary residence cannot be used towards rep status. He says certain things you could count towards reps would be pool maintenance, HVAC service, et cetera. I say no because it's a primary residence and reps is strictly for time you spend on rentals only. I'd like him to not have to sleep on the couch any longer." - No, personal residence maintenance doesn't count toward business hours. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Chicago landlords are increasingly using LLCs, often concealing individual owners' identities. WBEZ reporters Amy Qin and Esther Yoon-Ji Kang tell host Jacoby Cochran how these property owners become invisible and why this makes it difficult for tenants to hold their landlords accountable.  Want some more City Cast Chicago news? Then make sure to sign up for our Hey Chicago newsletter.  Follow us @citycastchicago You can also text us or leave a voicemail at: 773 780-0246 Learn more about the sponsors of this Sept. 15 episode: Chicago Architecture Center Kidney Cancer Association Chicago Association of Realtors Window Nation The Newberry Become a member of City Cast Chicago. Interested in advertising with City Cast? Find more info HERE

Ryan Zofay was pronounced dead at 16 after flipping a car while running from the cops. Today, he runs a $100M+ mental health empire. In this raw and powerful episode, Ryan shares his full transformation. from addiction and facing 25 to life, to building "We Level Up" into a multi-state treatment business with 600+ employees and over 400 beds. We unpack the exact mindset shifts that fueled his comeback, the emotional wounds that drive high performers, and how mastering psychology is the real cheat code to business growth. Ryan breaks down his obsession with team-building, the art of raising capital, and why most entrepreneurs fail to scale because they never do the deep inner work. We also dive into how he leverages real estate for long-term wealth and tax protection, how to build emotional resilience as a founder, and why pain if channeled correctly is the ultimate competitive advantage. If you're a business owner, investor, or ambitious W2 employee navigating your own identity shift, this episode will change how you see your past, your power, and your path forward. Book your mentorship discovery call with Cory RESOURCES

This episode could save you tens of thousands, if not millions, in the long run. We get the same questions all the time: Do I need an LLC for rental property investing? Should I start an LLC before buying my first rental? Where is the best state for a real estate LLC? We're not lawyers, so we can't advise on this, but we do know someone who can—Brian T. Bradley, nationally renowned asset protection lawyer. Brian has heard all the “legal advice” from social media—an LLC makes you anonymous, an LLC helps you pay no taxes, and an LLC will completely hide your assets. If you'd prefer to 1. Keep your assets yours and 2. Not spend years in federal prison, this is the episode to watch. Just following any of the above (extremely incorrect) advice could not only risk your rentals, but also put you behind bars.  In today's episode, Brian shares a masterclass on asset protection, from which legal entities you need (LLCs, trusts, partnerships), to the biggest myth about where to start an LLC, how much it costs to keep your asset protection strong, and whether you really should buy your first rental without an LLC. Don't know what an LLC even is? You better, and after this episode, you'll be a pro! In This Episode We Cover LLCs explained (limited liability companies) and how they protect your assets The biggest myth about LLCs that will cost many investors in the long run  When to upgrade from an LLC to an asset protection trust (you may already be there) How much an LLC costs to create, keep active, and where to start yours Offshore trusts that are virtually untouchable by US courts  Own rentals? Do this right now, before you get sued And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/real-estate-1168 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices