How Soon Should You Form Your Entities?

One of the questions I get a lot from seminar participants and prospective clients is when they should get their entities set up and in proper order? Should they do it prior to beginning their business/investment activities? Should they simply form a limited liability...

A Good Investor Requires a Tax Strategy

I was recently on the Wealth Formula podcast with Buck Joffrey to share tax-free wealth tips for investors, including why every investor needs a tax strategy. A good investor requires a tax strategy. The emphasis should not be on what you make, but what you keep...