Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)

Assets and Taxes

33 minutes 16 seconds

6 months ago

Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)

Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your personal information being out there for the world to see. That's why in this episode, Kent Fitzpatrick AIFA®, GFS®, MSCTA© and Josh Halpern, J.D. break down why its so important to set up your LLC right and how you can go about doing it.(0:00) Intro(1:37) Don't Set Up an LLC On Your Own(5:20) What If You Already Have Insurance?(7:20) How Many LLCs Should You Set Up?(8:00) What are Series LLCs?(9:15) What Information Do You Need To Disclose(10:20) Why Is Wyoming Unique, and What Are COPE Entities?(13:00) Are You Truly Invisible?(14:33) Privacy Addresses and Registered Agents(16:38) Biggest Mistake When Setting Up an LLC(18:15) When Do You Think About Setting Up an LLC?(21:03) Should Your Revocable Living Trust Own Your LLC?(23:14) What is the Due-on-Sale Clause and Why LLCs Beat Insurance(29:10) LLCs and Taxes(32:50) Conclusion

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