Reduce Tax Liability Strategy for High Earners

What happens when you’ve done everything “right”… but your money still isn’t working the way it should? In this episode, Loral works with a high-income business owner who has paid […]

W2 to Business Transition

In this episode, Loral walks Jason through a w2 to business transition strategy designed to reduce taxes, lower healthcare costs, and create long-term wealth. Like many high-income earners, Jason is staying in his W2 role for one main reason: benefits. But as Loral explains, relying on a paycheck often limits your financial potential. […]

Episode 105: Using Pass Through-Entities to Take Advantage of 2018 Tax Law Changes

My partner and guest Mike Giorgi is here to talk about making money, growing money, and keeping your money with the new 2018 tax laws. Mike talks about setting up your corporate structure correctly, planning, and monthly check-ins. We also have a checklist for you and a lot of great advice for keeping the money that you have earned.

Episode 98: Reducing Taxes and Liability with Corporate Entities

Today, Scott Arden the COO and co-founder of Controller’s Ltd. a company that offers a wide range of financial services including bookkeeping, payroll, CFO/controller services, cash-flow management, and tax planning is here. We talk about the steps to begin building the best type of structure for your businesses.

Episode 88: Questions That You Should Ask Your Accountant with Weldon Wulstein

It’s tax time, and I have my partner and tax expert Weldon Wulstein here to share with you everything you need to know to get the most out of your money and tax savings. A lot of people are underserved, because they don’t ask their accountants the right questions. Weldon is here to share some of the questions that you should ask your accountant.

Tax the Rich or Get Rich?

Should they tax the rich more or does it make more sense — for you — to become a millionaire? That’s my question for you today. A few days ago […]

The State of Internet Sales Taxes

Back in the day, nobody expected retail sales online would ever amount to much, so the laws were lax. We all know that’s not how it has turned out. Today, many states are very eager to get their hands on tax revenues for online sales.

In 1992 the U.S. Supreme Court ruled in the Quill v. North Dakota case, that only sellers with a physical presence (or nexus) within a state were required to collect that state’s sales taxes. Now the term “nexus” has been expanded