Asset Protection + Tax and Estate Planning

  • Business Owners:  Protect your business, your family and your future by working with us to develop a complete plan.
  • Real Estate Investors:  Structure your investments to save on taxes, protect your assets and lower liability.
  • Stock/FOREX Traders:  Lower your tax liability from trading and work with professional Lawyers and CPAs who understand your industry.
  • Freelancers / Solopreneurs:  Save on taxes and ensure your assets are protected.​
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ASSET PROTECTION
​Real estate asset protection attorney Clint Coons covers the basics of asset protection. Learn about the differences between LLCs, land trusts, corporations, Nevada and Wyoming benefits and how the use of these entities or jurisdiction can protect your assets from aggressive creditors.
TAX PLANNING
Toby Mathis discusses areas of importance in tax planning, including:
  • areas IRS is really scrutinizing
  • how easy it is to keep books for IRS (P&L, balance sheet)
  • corporate credit ... building assets inside of a business
401K vs IRA
​Real estate asset protection attorney Clint Coons covers the differences between using a Solo 401k or a Self Directed IRA for real estate investing.
YOUR LLC MAY NOT PROTECT YOU
Where and how to set up LLC (not a corporation) to give you:
  • protection from a charging order
  • anonymity to reduce chance of lawsuit...with LLC in Nevada or Wyoming
  • lower chance of audit
  • proper set up:  member vs manager
DON'T LOSE YOUR HOME
Where to place your personal residence for asset protection.
LIVING TRUSTS
​The importance and benefits of forming a living trust is clear:  No time or money spent on probate, knowing that your wishes are protected in a legally binding document, and keeping your estate out of public record after your passing (just to name a few). But how do you know if your living trust is set up correctly?
BE YOUR OWN BANK
​Lend yourself money from your own Private Vault.
The Private Vault eBook:  https://www.andersonadvisors.com/wp-content/uploads/2014/03/The-Private-Vault-Adobe.pdf
IS YOUR PORTFOLIO AT RISK?
​How trading as an individual means paying extra taxes and puts the whole portfolio at risk.
Q:  Is "Trader Status" with the IRS the answer?
A:  There is a better way.  This covers what it is and how to set it up.
​Anderson Business Advisors is one of the elite firms in the nation that specializes in Asset Protection, Tax Planning, Estate Planning.  For more information, visit their website.