by Ryan Tosto | Aug 28, 2025 | Asset Protection, Business planning, Estate Planning, Small Business
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. The Privacy Trifecta: How, LLCs, Trusts & Anonymity Protect Your Identity and Assets In...
by Mark Fetzer | Aug 19, 2025 | Asset Protection, Business planning, Corporations, Small Business, Tax 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. Preparing Your Business for Sale Four Key Steps Most Entrepreneurs Overlook Selling your business...
by Max Merritt | Jul 22, 2025 | Business planning, Law, Real Estate, Small Business, Tax Planning
On July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law, a sweeping piece of legislation that has quickly become a cornerstone of his second-term economic agenda. Known as the “Big Beautiful Bill” (BBB), this act reintroduces and...
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 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...
