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Top 3 Mistakes In Do-It-Yourself Estate Plans
The Internet has allowed families to prepare basic estate planning documents from documents online and at affordable prices. However, the increase in affordability and convenience found on the web has...
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Self-Directed IRA Versus Solo 401(k)
Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by...
View ArticleHuge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
The Omnibus budget bill signed into law today, December 27, 2022, has significant changes that will affect everyone saving for retirement. From more Roth options, improvements on required minimum...
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IRA/LLCs – IRA Ownership of LLCs
My article on IRA/LLCs for self-directed IRA investors was published by the California Lawyers Association, Section on Business Law, eBulletin. In the article I outline the benefits of an IRA/LLC, how...
View ArticleSeller Financed Deals and Installment Sales
Seller financed deals can be a win-win strategy for buyers and seller of real estate or businesses. Seller financing means the seller of the asset, whether a business or property, agrees to take...
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DISSOLUTION OF LLCs TO AVOID FINCEN BOI REPORT AND ASSET PROTECTION...
The new federal BOI reporting requirement has prompted an increase in dissolutions as business owners and investors are cleaning out entities they no longer use so that they will not have to...
View ArticleCorporate Transparency Act Ruled Unconstitutional
The new law known as the Corporate Transparency Act, which required LLCs and corporations to register its ownership and management with the federal government has been ruled unconstitutional by a...
View ArticleFinCEN BOI Requirement Ruled Unconstitutional
The Corporate Transparency Act, which required LLCs or corporations to file BOI reports to FinCEN, was ruled unconstitutional by a federal district court in Texas. The case was Texas Top Cop Shop,...
View ArticleBOI’s Reinstated by Federal Appeals Court – New Deadline Jan 13, 2025
On December 23, 2024, the BOI filing requirement for LLCs and corporations was reinstated by the Fifth Circuit Court of Appeals. The Appeals Court overturned the federal district court ruling earlier...
View ArticleBOIs Halted Again – 5th Circuit Reverses Itself on Dec 27, 2024
The BOI reporting requirement for LLC and corporation owners has been halted again by the 5th Circuit U.S. Court of Appeals. This time, it was the merits panel of the 5th Circuit whose ruling said the...
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