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...

How To Pay No Taxes With Real Estate

I recently joined Natali & Clayton Morris on the Investing in Real Estate podcast to discuss the new tax law and what it means for investors. We talked about how to take full advantage of the tax code, how to get the most out of your deductions, and how you can find a...

How To Create Tax-Free Wealth

I was recently on Mike Dillard's Self Made Man podcast. We dove into a few topics, including how to build tax-free wealth, what the recent big changes in the tax law mean to you as an entrepreneur, (especially if you run a business with any kind of physical product...