Is this you? You're feeling bulletproof having had your asset protection structures, tax savings strategies, and estate plans formed but you're unclear on what needs to happen to stay compliant. Listen as Scott gives an overview on corporate compliance. In this session he explains the three areas of focus for structures set up using the Royal Legal Solutions Model.

Staff attorney, Richard Bechtol, covers estate planning fundamentals in this informal chat. You'll learn; Who needs an estate plan, Why a will isn't enough, How to avoid probate and more!

Looking to diversify into asset classes that hedge inflation? Dave Zook discusses his favorite four asset classes and how they stack up in comparison. Discover the benefits of each including cashflow potential, depreciation, ROI on exit, and tax implications.

Filing taxes is clearly more complicated for independent contractors, entrepreneurs and investors. Entity structure, tax savings strategies, and deductions are areas that are maximized to lower tax debt. For this reason, you may have a higher audit risk than your average W2 employee. Listen as Pete Schindele, Royal Legal Solutions CFO gives a run down of filing actions that are more likely to trigger IRS inquiry. This is not to say that you should not take advantage of all deductions that you qualify for. Most importantly, keep thorough records in the event you are flagged for an audit.

If you only had to worry about money for one hour a week, imagine how much time you would have to devote to things you actually enjoy. Scott leads the group in an exploration of what it means to achieve fulfillment by shifting your mindset. Discover how getting back to the basics can increase your happiness and satisfaction.

Charles breaks down market predictors to identify opportunity. Learn what area of investing that has proven lucrative in a fluctuating and even uncertain economy. It starts with an analysis of demographics, including job growth and zoning regulations. Discover the strategy that will yield great ROI while providing for first-time home buyers who are largely being priced out of home ownership.

Syndications require a good bit of documentation that outlines all of the details of a deal to potential investors. Join in as Stephen Slawinski walks group mentoring attendees through PPM creation using his revolutionary online tool. Discover why this approach to PPM formation is a winning choice especially when time is of the essence.

Tune in to get an expert breakdown of syndication compliance through the eyes of a securities attorney. Learn how the SEC defines a security along with how to tackle that challenge including: Avoid it's implications, Register with the SEC, Find an exemption to registration. Stephen demonstrates how deal structure directly impacts legal compliance requirements and shares solutions as to how maneuver facing these challenges.

Royal Legal Solutions Insurance Manager, Aaron Porter, attended the Ask An Advisor themed session of group mentoring to hold a QA on insurance topics. Questions covered included; How to use excess or leftover funds that had been allocated for repairs, Claim filing on behalf of a deceased property owner, The nuances of flood coverage, Outcomes if your homeowner's insurance lapses, Where responsibility lies in the case of accidental damage and more!

Hicham Hajhamou joins to discuss macro trends and _________ through the lens of the recent Silicon Valley Band collapse. Through his analysis he astutely reminds attendees that proper asset management is necessary more than ever. One way to shield yourself from getting caught in the net is to ensure your accounts are kept within the FDIC insurable balance of $250k. Listen to find out where investors are putting their capital to hedge against future potential bank failures.

Seth Bradley, Esq., managing partner at Law Capital Partners met with our group to discuss PPM formation. A PPM or Private Placement Memorandum is a legal document and serves to disclose all the details of a deal for a potential investor. Discover the intricacies of each part of a PPM including: Summary of Offering, Offering, Use of Funds, Company, Management, Business Plan, Fees, Distributions, Risk Factors, Investor Suitability and Qualifications, Instructions to Invest, Subscription Agreement, and Operating Agreement

Learn about Opportunity Zone investing by a team who is currently engaged in one. John Berlet, a fund manager and retirement planner, along with Stormy Johnson, and Patrick Sughroue of Coastal Bend OZ Fund shared the finer points of the Qualified Opportunity Zone Program. They break down the tax strategy, share their pro forma, and more.

Scott shared about a 'bad beat', otherwise known as a deal gone bad. Wisdom comes from experience, so hearing about deals gone wrong can give you great insight. There are lessons to be learned to save you the pain of making the same mistakes personally. Due diligence re: partners and sponsors, Due diligence re: property classification, Deal parameters and building in a buffer, The outcome and upside of a deal gone bad, The importance of rebounding.

Listen in to this special "Ask An Advisor" session where RLS staff attorneys give their responses to questions from the community. *Disclaimer: This is not to be considered legal advice. If you find yourself in any of the situations discussed in this presentation, we recommend you consult with your local attorney. How do I search for information on a house or property? How do I navigate less-than-ideal inspection results? What recourse do I have if I've submitted an offer but changed my mind? Do other states honor the Texas LLC protections? Does my LLC need to be set up in the same state as my rental property?

In this session, Hicham sets the stage with a comparison of a fixed versus a growth mindset as it relates to investing. Topics covered include: Grow wealth through investing in alternative, tax-efficient assets, Leverage funds from a self-directed retirement account, Understand the importance of having a tax strategy, Discover if syndications might be right for you, Identify your 'why' to determine deal structure and narrow down options, Lean into networking and consider hiring a coach in your niche

Are you satisfied with what your retirement account is earning? Cut out the middle-man, become the bank and consider a self-directed account. Self-directed accounts enable you to achieve tax-sheltered profits to grow your nest egg faster. Learn how you can generate capital for repeatable tax-free investing to yield tax-free profits. Family members can join forces using this strategy to create generational wealth and build a lasting legacy. Discover what types of retirement accounts qualify and where to go for assistance or additional information.

First, what is a custodian? Investopedia describes it as " ... a financial institution that holds customers' securities for safekeeping to prevent them from being stolen or lost. The custodian may hold stocks, bonds, or other assets in electronic or physical form on behalf of its customers." In this session, Pete breaks down a few key differences between the Self-Directed IRA and the Solo 401k as they relate to custodian duties.