Trump Accounts Explained: How the New Child Retirement Account Can Become a Roth IRA

Trump Accounts are a new retirement account for children that allow families to contribute up to $5,000 per year without earned income. While the account initially functions like a traditional IRA, its real value lies in the ability to convert it to a Roth IRA at age 18. With proper planning, Trump Accounts can become one of the most powerful tools for creating decades of tax-free growth for a child’s future.

LLC Masterclass Part 2: How to Set Up an LLC the Right Way

Setting up an LLC? Don’t just fill out a form and hope for the best. In Part 2 of Mat Sorensen’s LLC Masterclass, you’ll learn the four key steps to setting up your LLC the right way—plus critical tips on tax elections, operating agreements, and choosing the right state. If you want asset protection, clean books, and IRS compliance, this guide walks you through exactly how to do it.

New House Tax Bill Drops: Expanded Deductions & Credits in 2025

The U.S. House of Representatives has released its new tax bill with major changes on deck for 2025. The legislation proposes an increase to the small business deduction, expanded Child Tax Credit, and a permanent extension of several key tax cuts from prior reform—signaling meaningful relief for business owners and families alike.

What to Do with a 401(k) When You Leave Your Employer

What should you do with your 401(k) after leaving your job? This guide walks through your options—like rolling it into an IRA, moving it to a new employer, or cashing out—plus the risks, tax traps, and best practices for protecting your retirement savings.

FinCEN BOI Requirement Ruled Unconstitutional

Learn about the recent federal court ruling that declared the FinCEN BOI filing requirement unconstitutional, impacting LLCs and corporations nationwide. Understand the implications, legal updates, and what it means for existing and future filings.

Published Work

VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.

My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US

Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles

My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.

SUBSCRIBE TO MY NEWSLETTER