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.
LLC Masterclass, Part 1: Do You Really NEED an LLC for Your Business or Real Estate Investment?
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.
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.
Stock Market Falling…These 3 Strategies Could SAVE You!
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.
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.
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.
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.
IRA/LLCs – IRA Ownership of LLCs
Thinking about using an IRA/LLC for self-directed investing? Mat Sorensen breaks down how to structure it properly, key legal considerations, and common mistakes to avoid. Read his article featured by the California Lawyers Association.
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
