Asset Protection News & Reports

10/31/2024

Private Retirement Trust

On September 24, 2024, California Governor Gavin Newsom signed into law AB 2837, dramatically reducing the creditor exemption for qualified retirement accounts in California. The new law will take effect on January 1, 2025. In the wake of these changes, the California Private Retirement Trust (“PRT”), a “non-qualified” 401k-like retirement plan, is unaffected by the…

10/10/2023

The Mind of Money: Year End Tax Planning

The Mind of Money: Year End Tax Planning from Asset Protection Council on Vimeo.

10/5/2020

Why I Prefer an Arizona Limited Partnership as the Holding Company

The AZ LP as my preferred choice as a holding company has to do with some specific features. Some have to do with the LP vs the LLC in General. Others are charging order specific and AZ is just one of the elite states, along with others which are also good; and some are very…

2/15/2019

Best For Dentistry Webinar

12/15/2017

Tax Free Income: Renting Your Home to Your Business

Section 280A of the Internal Revenue Code lets you rent out your home for up to 14 days per year without having to report the income. The tax exemption is one of the rare opportunities to earn money and not pay federal income tax on it. Sometimes referred to as the Augusta, or Masters Rule…

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