Business asset protection strategies are about more than forming an LLC. In his session from our Tax Strategy & Asset Protection for Business Owners Webinar, Aron Young explains why entity choice, documentation, and daily habits make or break your protection plan. With over three decades of experience helping entrepreneurs structure and grow companies, Aron lays […]
Tax strategy and asset protection for business owners go hand in hand. In this session from our Tax Strategy & Asset Protection for Business Owners Webinar, Laura Dohanes, CPA and founder of My CPA Pro, explains how to integrate entity structuring with proactive tax planning. She shows why documentation, timing, and intercompany agreements are the […]
This asset protection Q&A for business owners recap distills the most common questions from our Tax Strategy & Asset Protection for Business Owners webinar—covering LLC structuring, trusts, insurance, day-to-day compliance, and more. Below you’ll find concise answers you can act on. Asset Protection Q&A for Business Owners: Top Questions Should I title real estate in […]
Our Bitcoin Demystified event closed with a live Bitcoin Q&A for business owners. Attendees asked about mining costs, HSAs, estate planning, trusts, security, IRS compliance, and more. Below are highlights from James, Eric, Corey, and Laura’s answers—focused on what entrepreneurs need to know. How much does it cost to start mining Bitcoin? Eric Rice: A […]
Sketchy tax advice on social media is everywhere—and the IRS is paying attention.More business owners than ever are turning to TikTok, YouTube Shorts, and Instagram for tax advice—and some of it is downright dangerous. Here’s what’s actually being said online: 📱 “Write off your dog as a guard animal.”📱 “Deduct your designer bag if you […]
California CPA firms are held to some of the strictest standards in the country. But most business owners don’t realize that anyone—yes, anyone—can call themselves a “tax strategist” without a license or a degree.A Canva logo and a slick email funnel are all it takes. And if you’re not careful, that’s who ends up advising […]
If you take tax advice from a webinar this week, don’t call me crying in Q4.Everyone’s racing to explain the Big Beautiful Tax Bill. LinkedIn carousels. AI-generated summaries. Webinars that feel more rushed than researched. Here’s my take:✅ Yes, the bill is big.✅ Yes, it’s beautiful — if you understand it. But it’s only been […]
The IRS Is Using AI to Audit You—Here’s How to Stay Safe IRS AI Audits Are Changing the Game for Business Owners I have a secret for you — an IRS secret.Well, they think it’s a secret.But I’m about to break the news anyway... Because it affects you, your money, and your audit risk — […]
Let’s talk about something nobody likes to admit: You can be a brilliant business owner and still make bookkeeping mistakes—especially the kind of bookkeeping mistakes business owners make without even knowing. That doesn’t make you reckless. It makes you human. Running one business is demanding. Running multiple? That’s chaos. Add a family into the mix—especially […]