Articles
How the “Buy, Borrow, Die” Strategy Builds Wealth and Avoids Taxes
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 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.
BOI Requirement Does Not Apply to U.S. LLCs and Corporations: Final Interim Rule
New federal ruling confirms it: U.S. LLCs and corporations are officially exempt from BOI reporting under the Corporate Transparency Act. Learn what this legally binding update means for your compliance requirements and why the rule is temporarily—but not permanently—off the table.
Sample Podcast
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed IRA. If you have an existing IRA, 401(k), or another retirement account, and you’re wondering how to transition into...
BOIs Halted Again – 5th Circuit Reverses Itself on Dec 27, 2024
Learn about the 5th Circuit Court of Appeals’ ruling halting the BOI reporting requirement for LLCs and corporations. Find out how this impacts small businesses and what to expect next in the case of Texas Top Cop Shop, Inc. v. Garland.
BOI’s Reinstated by Federal Appeals Court – New Deadline Jan 13, 2025
Learn about the updated BOI filing requirements for LLCs and corporations following a key federal appeals court ruling. The deadline has been extended to January 13, 2025. Understand who must file, what the key exemptions are, and how to stay compliant moving forward.
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.
Corporate Transparency Act Ruled Unconstitutional
Breaking News: Federal Judge Strikes Down Corporate Transparency Act! Get the scoop on how this impacts LLCs and corporations. Plus, key compliance deadlines and what it means for you!
Dissolution of LLCs to Avoid FinCEN BOI Report and Asset Protection Consideration
Still have an old LLC or corporation? With BOI reporting requirements now in effect, dissolving unused entities can help you avoid costly penalties. Learn why year-end is the best time to clean house—and how to do it right.
Seller 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 payments over time for the purchase price and as a result the seller is...
