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Reference Articles

This area has specific articles on topics related to Asset Protection.

  • How Infinite Banking Works (A detailed look)
  • Partnership Tax Reporting: Active & Passive income on your K-1
  • Private Lending and Legal Considerations: Navigating the Regulatory Landscape
  • How The Bridge Trust Qualifies as a Grantor Trust Under IRC §677
  • The Key Concepts of Asset Protection (Combined)
  • Certificate of Existence for your Arizona Limited Partnership
  • Creating a Holding Company in Arizona Without a Second Partner
  • Designation of Beneficiary Forms and its Importance in your Planning
  • Banks & Brokerages: The Main Differences
  • Understanding Taxation in California: Constantly Evolving Regulations
  • Proposed Foreign Trust Regulations (2024)
  • Step-by-Step Guide: Dissolving the Arizona Limited Partnership
  • AB 1482: Understanding California's Tenant Protection Act & its Impact on Investment Real Estate Owners
  • NOTICE Regarding Professional Referrals
  • FUNDING VIDEOS (ALL)
  • Understanding the Bridge Trust: An Irrevocable Trust with Modifiable Features
  • QSST Election for the Bridge Trust to hold S-Corp Shares
  • The Cook Islands Trust Act (1984)
  • The Mechanics of The Bridge Trust®
  • Taxation of the Asset Management Limited Partnerships: Balancing Business and Personal Assets
  • How to Use an S-Corp Holding Company
  • Grouping Active and Passive income as a R.E. Professional
  • What is the $25K passive loss exception?
  • Real Estate Professional Rules
  • Tax Reporting for the Bridge Trust (Alternatives to filing Form 1041)
  • When going Offshore is Best
  • The Basics of a 1031 Exchange: Pros, Cons, and Key Requirements
  • Understanding Martial (community) vs. Separate Property
  • Limited Liability Company v. Professional Limited Liability Company
  • Swiss Banking Benefits
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