by Jarom Bergeson | Dec 31, 2025 | Webinar
Our Top Asset Protection Strategies for 2026 Asset protection is not something you rush to do after a problem starts. It is a plan you build before you ever need it so if a lawsuit, creditor issue, or dispute shows up, your wealth is not sitting in the open. In this...
by Jarom Bergeson | Sep 23, 2025 | Business planning, Estate Planning
Ready to get your books in order or clean up your business before a sale? Book a free 15-minute call with one of our client advisors and start preparing with confidence. Ready to Achieve Financial Freedom? All You Need to Pay is Some Attention No one gets much of...
by Jarom Bergeson | Jun 24, 2025 | Asset Protection, Business planning, Law, Small Business
Let’s talk trademarks. Not the boring, legalese-laden fluff you’ll find in some 85-page guide written by a Washington D.C. firm billing $1,000 an hour. I’m talking straight talk—business owner to business owner—on when it actually makes sense to file for a federal...
by Jarom Bergeson | Nov 12, 2019 | Business planning, Law, Real Estate, Securities law, Small Business
If you spend much time at all around folks in the real estate industry, you are bound to hear things like, “I just put some money into a syndication,” or, “I’m thinking about putting together a syndication for that multi-family property I’ve had my eye on.” Now, if...
by Jarom Bergeson | Oct 3, 2019 | Business planning, Corporations, Real Estate, Securities law, Small Business
In the 2000 Coen Brothers cult classic O Brother, Where Art Thou, Holly Hunter’s character, Penny, has a heated discussion with her ex-husband Everett (played by George Clooney) about her new beau, Vernon. When Everett questions why she would be with someone shall we...
