Skip Navigation
590 Results
Asset Protection
Trump’s Big Beautiful Tax Bill–Business Tax Breaks

Trump’s Big Beautiful Tax Bill–Business Tax Breaks

The 2025 tax overhaul—dubbed “Trump’s Big Beautiful Tax Bill”—includes major changes for small business owners and investors.  Passed by the Senate and House of Representatives and signed into law by the White House, this federal government-backed tax reform fulfills a...

Asset Protection
Top Costly Mistakes Hidden in Your LLC Operating Agreement For Investors

Top Costly Mistakes Hidden in Your LLC Operating Agreement For Investors

If you’re investing through a limited liability company (LLC) and haven’t looked closely at your operating agreement—or worse, you downloaded a simple operating agreement for your LLC online—you could be setting yourself up for serious trouble. I’ve been helping real...

Asset Protection
3 Steps For Setting Up An LLC for Rental Properties

3 Steps For Setting Up An LLC For Rental Properties

If you're a real estate investor, landlord, or just dipping your toes into rental property ownership, you’ve probably heard that forming an LLC is one of the smartest ways to protect your personal assets. But how exactly do you do...

Tax Strategies
Essential Tax Tips For Rental Estate Investors

Essential Tax Tips For Rental Estate Investors

If you own rental property and you’re not using these strategies, you’re likely leaving tens of thousands of dollars on the table—or worse, setting yourself up for a future tax bomb.  Let’s look at some of the most common tax...

Asset Protection
11 Ways to Pass Down Real Estate

11 Ways to Pass Down Real Estate

What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....

Tax Planning
7 Tax Strategies For Stock Investors

7 Tax Strategies For Stock Investors

Looking for the best stock trader tax strategies to reduce your IRS bill and maximize profits?  Most equity traders—even savvy ones—miss out on major tax advantages simply because they don’t understand how the tax code treats trading activity. Whether you’re...

Asset Protection
How to Choose an LLC Name For Real Estate Investors

How to Choose an LLC Name For Real Estate Investors

If you're forming a limited liability company (LLC) for real estate investing, choosing the right name is more than just about registering your business entity. It can directly affect your anonymity.I've worked with thousands of real estate investors to set...

Tax Savings
10 Ways Real Estate Investors Avoid Paying Taxes

10 Ways Real Estate Investors Avoid Paying Taxes

Strategic tax planning isn’t just important for real estate investors—it’s essential for long-term wealth building. The most successful investors don’t wait until tax season to think about deductions or write-offs. They use proven tax strategies year-round to legally defer, reduce,...

Asset Protection
Open a Bank Account For Your Anonymous LLC

How to Open an Anonymous Bank Account for Your LLC

Wondering how to open an anonymous bank account for your limited liability company (LLC)—without putting your personal name out there? It’s absolutely possible. You’ll just need the right documents: an IRS EIN letter, an LLC operating agreement, and a banking...

Loading...
Scroll to top