When to Use the Domestic Asset Protection Trust (DAPT)

House Asset Protection

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”

year end tax tips - 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.?

can a foreigner use a s-corporation in the US?

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

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.

When to use an S Corporation

woman in deep thought with a notebook in her hand and a pencil in the other

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

professionally dressed girl with a cup in her hand using a laptop

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

old couple talking with a Real State professional

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?

beautifull girl watching on a laptop

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.