Articles

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.

Not sure if you really need an LLC? In Part 1 of Mat Sorensen’s LLC Masterclass, you’ll learn the four key scenarios where an LLC is essential—and what you’re risking if you don’t have one. From asset protection to partnerships and real estate, this guide walks through when and why to form an LLC, plus critical tax considerations to avoid costly mistakes.

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.

The S&P 500 is down 15%—what should investors do? Don’t panic. Learn how smart investors protect and build wealth during market corrections using strategies like tax loss harvesting, portfolio reallocation, and staying invested through the rebound.

Discover how the wealthy use the Buy, Borrow, Die strategy to build long-term, tax-free wealth. Learn how to grow appreciating assets, borrow against them without triggering taxes, and pass them on to heirs with a step-up in basis—legally and efficiently.

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.