by Alison Nef | Jul 15, 2025 | Asset Protection, Business planning, Estate Planning, Law, Small Business
In the world of business planning and asset protection, many business owners rightly focus on operating agreements, tax strategies, and growth- but overlook one of the most powerful tools for long term stability: a revocable living trust. Without it, even a...
by Ashley Burr | Jul 8, 2025 | Asset Protection, Business planning, Real Estate, Retirement Planning, Tax Planning, Webinar
Introduction Real estate and cryptocurrency are dynamic investment vehicles that share compelling similarities, offering unique opportunities for wealth creation. As a tax and business attorney, I specialize in guiding clients to maximize tax savings and asset...
by Kevin Kennedy | Jul 1, 2025 | Business planning, Corporations, Small Business, Tax Planning
It seems like every day a client will ask me which is better an LLC or an S-corp. The answer is there isn’t an absolute answer because it depends on each situation. It depends on what are you going to use it for, whether or not there will be other owners, what...
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 Kevin Kennedy | Feb 10, 2020 | Business planning, Retirement Planning, Securities law
Many of you are familiar with rolling over a former employer 401(k) to an IRA. This is very common. But does it ever make sense to do the opposite, i.e., roll over/ transfer an IRA to a 401(k)? This is sometimes called a ‘reverse rollover’, and the answer is YES. Here...
by Deven Munns | Jan 31, 2020 | Asset Protection, Business planning, Corporations, Real Estate, Small Business
I make it a goal with every client to make his or her entity structure as simple as possible. However, there are times when a little bit of structural complexity pays huge dividends on a tax return. If you are reading this article, you are probably already familiar...
