When to Use the Domestic Asset Protection Trust (DAPT)

When you want to safeguard hard-earned assets from creditors and lawsuits, everyone looks for a solution that can provide security and peace of mind. A domestic asset protection trust (DAPT) can check both of those boxes. Whether you’re a business owner, a high-net-worth individual, or simply someone looking to protect their financial future, it’ll be […]
“8 Year-End Tax Tips You Must Complete by December 31st”

This is a unique trick we implement for several clients each year. If you previously paid a lot in Self-Employment Tax and for some reason had an LLC (sometimes a major mistake by other planners), you can easily still elect it to be taxed as an S-Corporation retroactively to January 1st, 2025
Can a Foreigner use an S-Corporation in the U.S.?

This is a common question we are asked on a regular basis and an important one. In fact, it tends be a common concern with Canadian clients doing real estate projects in the U.S. Here are some basics that can help you if you are a foreigner or investing with a foreign partner. Why an […]
Silent Partner – 3 SEC Compliant Ways to Bring One on

There comes a time in the lifespan of just about every business when the potential for substantial growth comes to fruition, and additional capital is necessary to make that growth happen. It’s at these moments you’ll probably start looking for people to invest in your business.
Financial Problems – What to do during these times

Making these changes may be uncomfortable, but critical to survive. What do you have to lose? If your business is headed in the wrong direction, any change could make the difference!
When to use an S Corporation

Don’t underestimate the power of the S Corp. Consider getting a second opinion if anyone says an S Corp isn’t the best fit.
How to Maintain My S-Corporation

The S-Corporation can be a powerful structure and tool to save on self-employment taxes and can also protect a business owner’s personal assets from lawsuits that may arise from their operations.
Do I Need a Living Trust?- What You Need to Know

Millions of Americans die each year without any type of estate plan in place, and this forces their families into the court system, where they experience huge expenses with probate and significant time delays when they would rather be mourning.
Is the Single Member LLC a Solution for Me?
Single-Member LLC’s have their place in the spectrum of business entity choices, and whether such an entity is right for you will depend on the details of your own personal situation.