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Structure Implementation Workshop

Unlock the full potential of your Wealth Planning Blueprint.

Exclusive workshop designed for new clients and limited to 20 participants

Meet your team of experts and get personalized help from Anderson’s Attorneys

Get hands-on, personalized guidance to implement your Wealth Planning Blueprint

Learn how to set up your unique business structure for long-term protection

Network with fellow entrepreneurs and learn from shared experiences

This exclusive, live, in-person workshop is reserved for valued Anderson Clients—designed to deliver hands-on strategies and high-impact implementation.

Space is limited.

Platinum Member or Anderson Entity Owner?
Check your inbox or login to your portal for your exclusive invitation to our next Structure Implementation Workshop.

Not a Client Yet?
Let’s change that.

Call 800.706.4741 or Book Your FREE Strategy Session and discover how Anderson helps you structure for success.

Speakers

Amanda Wynalda

Amanda Wynalda

Executive Attorney

Anderson Global

Gwendy Wolfe

Senior Attorney

Anderson Global

Troy Butler

Troy Butler

Tax Supervisor

Anderson Global

Jason Zundel

Jason Zundel

Professional Advisor

Anderson Global

Ryan Coon

Ryan Coon

Professional Advisor

Anderson Global

Savannah Wallace

Nonprofit Department Manager

Anderson Global

Jeff Cottle

Senior Attorney

Anderson Global

Lauren Robins

Senior Attorney

Anderson Global

Josh Robertson

Josh Robertson

Senior Attorney

Anderson Global

Anderson Community

What our clients are saying…

I’m looking for a growth partner, and this community, especially partnering with Anderson, feels like exactly that. It’s the kind of environment you need to build your portfolio.

Dennis H.

Real Estate Investor

I wish I took this class way before starting my real estate business. It would have prevented so many issues. Anderson Business Advisors taught me that setting up an LLC is not the final answer, but understanding how to structure your business the correct way is the real success.

Naya Z

Rental Estate Investor

After 33 years in construction and flipping homes, I never considered being a landlord. Anderson changed my mind, showing me the value of rental properties as an asset. Structuring it correctly has been a great experience.

Michelle W.

Real Estate Investor

ideas & insights

Six Events in One

6 Reasons Why You Should Attend the Structure Implementation Workshop

Compliance & Corporate Veil Protection

Learn how to operate your entity with maximum liability protection by always ensuring the integrity of your corporate veil.

Tax Reduction

Keep more of what you earn as you learn advanced tax benefits only available to LLCs and corporations.

Operational Efficiency

You’ve set up your entity structure — now make it work for you. Like an orchestra, every piece should play its part to reach your bigger financial goals.

Liability Reduction

Don’t expose your business to the myriad threats looking to take your hard-won earnings. Learn how to follow all the rules while still seeing MAXIMUM benefits from your entity structures.

Business Bookkeeping

It’s guaranteed that you’re missing tax deductions. Capturing every single allowable deduction all starts with proper bookkeeping.

Asset Protection

Your assets are precious and protecting what you own and plan to acquire should be a top priority. Learn over 15 strategies to build a fortress around your life and assets.

Agenda

Finishing Touches on Your Business Entities: You own a company now! Now what?

  • Overview of completed filings (state, federal)
  • Action items for owners: responsibilities in managing their structure
  • Finalizing entities: roles, anonymity, and governing documents
  • Key tasks: signing documents, BOI report, ongoing maintenance
  • Emphasis on CAP program for continued support

Finishing Touches on Your Trusts

  • Overview of various types of trusts (Land Trusts, PRTs, etc.)
  • Finalizing trusts: roles, trust agreements, and beneficial interest
  • Connecting trusts to living trust for legacy preservation
  • Stress the importance of maintaining control over your legacy

Putting Your Structure to Work: Bank Accounts, Funding, and Cashflow

  • Review of business structures (LTRs/STRs, LLCs, Trusts)
  • Bank account setup and management tips
  • Strategies for flipping, wholesaling, and trading

Keep Your Structure Running

  • Importance of governing documents and renewals
  • Meetings, minutes, records, and annual compliance
  • Tax deadlines and filings
  • Overview of the Platinum Portal for Anderson’s assistance

Great Books Make Great Tax Returns: Bookkeeping for Business Entities

  • Importance of proper bookkeeping for successful tax returns
  • Introduction to the Bookkeeping Essentials package

Putting Money Back in Your Pocket: Tax Strategies

  • Breakdown of different types of income and tax treatments
  • Key tax strategies: Accountable plan, 105b, 280A, REPS, STR Loophole
  • Administrative office and other tax-saving methods for business structures

*Topics, speakers, and schedules may be adjusted.

Get the most out of your business structure

Here’s just a few of the game-changing insight you’ll receive:

Uncover the key steps required to keep your entities lawsuit-proof.
Knowing the makeup and requirements of the entities you’re using gives you the upper hand.

Tax tips and strategies specific to your business structure.
Maximize your income and keep the IRS out of your wallet by knowing the top five tax benefits most people miss.

The most common bookkeeping mistakes that COST YOU MONEY and how to avoid them.
Discover how your accounting practices affect your asset protection plan AND your taxes.

Anderson Advisors offers a Structure Implementation Workshop to help you learn more about forming an LLC and its numerous benefits. If you invest in real estate or stocks, own a business, or are self-employed, you need to know about the power of forming a limited liability company. Structuring your business properly will help protect you from legal complications, reduce your liability, and protect your monetary assets. The partners at Anderson Advisors have several decades of experience helping clients around the US structure their business with an LLC and other legal vehicles.

Do you have residential or commercial real estate rental properties? Do you buy and sell real estate? Do you invest in stocks, bonds, and other commodities, or day trade? Do you own your own business, or have a partnership with someone else? Do you offer services like consulting, contracting, or financial management? If you answered yes to any of the above questions, you need to understand how to structure your business along the lines of an LLC.

Structuring your small business properly can help you save money and limit your exposure to liability. If you have a business or membership interest that leaves you exposed to lawsuits, or the amount of revenue you produce would put you into an unfavorable tax bracket, there are legal ways to structure your business to your advantage. If you’re an entrepreneur or business owner and you want to learn how to protect your assets from liability, you should attend our Structure Implementation Workshop.

Our Structure Implementation Workshop is a 2-day event. Topics include a basic overview of structuring a business, along with sessions about common LLC mistakes, how to use your LLC to your business advantage, and the importance of setting up a trust. If you run your own business or are engaged in entrepreneurial pursuits, setting aside two days may seem like a sizable investment-but it’s one that you will see pay off exponentially in terms of saving money, reducing liability, and expanding your business or investment portfolio. There will also be Q&A sessions for you to ask specific questions that might relate to your unique structural situation.

There is more to forming a business entity than three letters (LLC). The Anderson Advisor’s Structure Implementation Workshop is for business owners and entrepreneurs who need to know how the components of business structuring fit together-and what options work best for their business. In addition to limited liability companies, there are limited liability partnerships, corporations (C corporation and S corporation), and trusts. These are just a few of the structuring options that could be right for your business. You’ll learn more about each structure and how it can benefit you while protecting you and your assets in our LLC classes.

Learning about LLCs will help you structure your business in the most advantageous way. Look at it this way: without a legal vehicle to separate yourself and your private assets from your business, any wrong turn of events or maliciously intentioned lawsuit could bring down everything you’ve worked hard to build up.

At the same time, structuring your business the right way-to maximize savings, minimize losses, and facilitate business growth-is not as simple as counting to three. Learning how to legally structure a business from experts in the field is worth the investment many times over. Just ask some of our previous attendees, who have minimized or even completely eliminated some of the issues that were facing their business before they took this course! If you were to ask yourself if something is worth doing for your business that would reduce the possibility of losing your assets and at the same time help you keep more money in your pocket, you would definitely say yes-and that’s what our LLC classes are all about.

A class about the importance of forming a limited liability company and structuring your business is a great place to start. In fact, the first thing you need to know about starting a business is how to structure your business so that it can thrive and grow. If that foundation isn’t in place, your business will be fraught with difficulties and subject to liabilities.

Fortunately, the Structure Implementation Workshop is a great place to learn about this foundational piece for entrepreneurs just starting out. It’s even great for those who have already been in business or investing for a while, but have repeatedly faced issues because of structuring (or are at risk because of them).

Many entrepreneurs or business owners choose to move forward with the specific needs of their business interest, without considering how to structure their operating agreement. These business owners or investors set themselves up for increased risk and greater tax losses. But all it takes to start a business on the right track is a simple LLC course like the one offered by Anderson Advisors. pocket, you would definitely say yes-and that’s what our LLC classes are all about.

In the Anderson Advisors Structure Implementation Workshop, you’ll learn how to start a business or investment pursuit, how to structure it, and the benefits of each type of business structure. You’ll also learn how to leverage business structures for saving money, making deals, growing your business, and avoiding liabilities and minimizing risks.

Registration for this course is a must-do for any entrepreneurial or growth-minded individual who wants to learn about starting a business or restructuring their existing business to set themselves up for the most success. You’ll not only learn the basics about how an LLC member, manager, or owner can obtain peace of mind and save money. You’ll also learn how to use an LLC to generate more income and expand your portfolio of assets, whether you’re involved in stocks, real estate, angel investing, or any other form of wealth generation.

If you operate a small business, you’re most likely aware of the basics around your business interests, whether that’s providing consulting services or running an online retail venture. Unfortunately, many business owners leave their business or investing activities under the guise of a sole proprietorship, without any kind of operating agreement or business structure. If you haven’t examined the benefits of limited liability protection, this can leave the income generated by your labor at risk. As the owner of a business or the owner of membership interests in a business, you will also want to protect yourself with some sort of LLC operating agreement or business structuring that protects you from the liability of business partners.

Are you an investor of any sort? Even if your income or a portion of your income is generated by an activity like flipping homes, trading stocks, or renting out your summer vacation home, you will most likely find that creating an LLC operating agreement will help you save money, regardless of the specific needs of your business.

While forming an LLC is a requirement for limited liability protection, it’s also a great way to reduce your tax losses and acquire additional benefits that can streamline the process of growing your assets. You might be surprised to learn that even retail investors who are merely putting money away for retirement can also benefit from the process of creating a limited liability company and appointing a registered agent as a manager of their assets.

LLC owners can have greater peace of mind about their business or investments, not only because of limited liability protection, but because of the additional money they can save.