Stations
[AS OF JUNE  2024]

DFW
DALLAS-FT WORTH
KLIF AM 570
SUNDAY 5 PM CT

HOU
HOUSTON
KSEV AM 700
SUNDAY 7 AM CT
THURSDAY 2 PM CT
FRIDAY 11 AM CT

SBD
SAN  BERNADINO - RIVERSIDE - LA
KCAA AM 1050 | FM 106.5
WEDNESDAY 5 PM PT

Agenda

INCOME VS CASH-FLOW

• Taxable vs tax-deferred vs tax-free

• Passive activity loss timing

• Tax Bracket Math

OPTIMIZED ENTITY STRUCTURES

• If timely maintained, a well-designed Limited Liability Company (LLC) or Trust can have significant legal & tax benefits.

• They should be considered for all types of real estate transactions AND self-employment activity.

• An LLC (or trust, see just below) should be optimized for your specific facts and circumstances to:
  .. Protect your personal assets
  .. Aid tax-planning strategies
  .. Provide flexibility to allocate cash flow and profits
  .. Prevent legal disputes and save you legal fees and hassles

• An asset protection trust should be optimized to hold:
  .. Your personal assets including the ownership shares of your LLCs
  .. Your home
  .. Securities, and other personal valuables 

• Designed properly, such a trust is extremely difficult to penetrate. 

REAL ESTATE SYNDICATIONS?

• Math metrics

• Why or why not invest?

• Tax considerations

• Legacy considerations

• Self-directed IRA vs Self-directed 401 Trust

• ROTH IRA vS ROTH 401