The 5 Types of LLCs the Wealthy Actually Use
LLCs aren’t magic, but when structured the right way, they’re one of the most powerful tools for building and protecting wealth. Learn the five LLC types the wealthy actually use and how they fit into a complete Trifecta structure for tax planning and long-term protection.
How to Pass Your Business to Your Kids: A Succession Plan That Works
Passing a business to the next generation takes more than good intentions. Most family businesses fail because they skip the planning, structure, and conversations that matter. With the right legal tools and early preparation, a business legacy can survive and thrive for generations to come.
Solo 401(k) Part 2: How to Set Up, Fund, Invest, and Maintain Your Plan
The Solo 401(k) is the ultimate retirement plan for small business owners and side hustlers. This guide breaks down how to set it up, fund it, invest beyond Wall Street, and keep it compliant.
Solo 401(k) Part 1: the Top 10 Benefits for Small Business Owners
Most small business owners and side hustlers qualify for a Solo 401(k). This plan offers unmatched flexibility, high contribution limits, and powerful tax advantages. Part 1 breaks down who qualifies and the top 10 benefits that make it the ultimate retirement tool for entrepreneurs.
The IRS Wants a Cut of Your Crypto—Here’s How to Keep More with the Trifecta
The IRS isn’t ignoring crypto. Every trade, swap, and sale has tax consequences. But with the Trifecta, you can protect assets, cut your tax bill, and keep more of what you earn.
The Self-Rental Strategy: Stop Paying Rent and Start Building Wealth
Year-end tax planning isn’t about wasting money for a deduction, it’s about building wealth. The self-rental strategy helps business owners cut taxes, build equity, and turn rent payments into long-term financial freedom.
How to Build a $1 Million Roth IRA in 2025
Think $1 million is out of reach? Think again. With the right Roth IRA strategy, consistent saving, and smart self-directing, you can stack tax-free wealth faster than you think. Here’s how to build your own million-dollar Roth IRA in 2025.
Beat the SALT Cap: How Business Owners Can Dodge the $40K Deduction Wall
Hitting the $40K SALT cap? Business owners with the right structure in the right state can use a powerful workaround to deduct far more in state income tax. Here’s how to know if you qualify, what steps to take, and why timing is everything.
The Top 10 LLC Mistakes (And How to Fix Them)
Most people think an LLC is just one piece of paper—wrong. From forming in the wrong state to skipping annual maintenance, these common mistakes can cost you money and protection. Here are the top 10 LLC mistakes we see every week, plus how to fix them fast so your LLC actually does its job.
