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Unlocking Wealth Strategies: Expert Tips on Asset Protection, LLCs, and Estate Planning | Brent Carlson Corporate Capital
In this episode of the Cashflow Chronicles podcast, host Shawn welcomes special guest Brent Carlson, owner and CEO of Corporate Capital. Brent shares his extensive knowledge on trusts, asset protection, and tax strategies to help listeners build and protect their wealth. With over 20 years of experience in the corporate financial world, Brent offers insights into the importance of LLCs, the benefits of revocable living trusts, and key tax strategies such as the Augusta Rule. He also discusses the advantages of utilizing Nevada and Wyoming for LLC formation and provides tips on estate planning to secure generational wealth. Tune in for valuable advice on keeping more of your money legally and safeguarding your legacy.
Brent's Info
Website: https://www.corporatecapitalinc.com/
Email: [email protected]
Phone: 855-410-7667
Assistants Emails:
Email: [email protected]
Email: [email protected]
Email: [email protected]
If you’d like more information on how you too can start the journey of Becoming Your Own Banker or you have questions and you’d like to chat feel free to visit our website & book a Free Consultation now!
- Check Out Our Full Infinite Banking Overview Here: https://legacylifeandretirement.com/
- Book your FREE Cash Consultation Call Here: https://calendly.com/shawnksfg/infinite-banking
- Email: [email protected]
- Purchase your own copy of Becoming Your Own Banker: Amazon - https://a.co/d/3YmEAoE
All Social Media links and our Cashflow Chronicles Podcast can be found here:
https://linktr.ee/legacylifeandretirement
If this podcast resonates with you, don’t forget to like, comment, and share to help others discover this valuable information!
00:00 Introduction and Guest Background
02:43 Brent Carlson Takes the Floor
03:16 Corporate Capital: Services and Expertise
07:01 Importance of Proper Corporate Records
09:50 LLCs and Asset Protection Strategies
17:12 Tax Planning Strategies and Benefits
23:39 Proactive Tax Planning and Client Support
30:08 Wyoming and Nevada LLCs: Benefits and Recommendations
31:16 Building Business Credit: A Personal Journey
32:36 Understanding Business Credit Scores
33:39 The Importance of LLCs for Business
36:39 Estate Planning Essentials
39:07 Revocable vs. Irrevocable Trusts
40:49 The Role of Trusts in Asset Protection
44:48 Comprehensive Financial Planning
49:21 Final Thoughts and Contact Information
View all episodes
By Shawn King
5
22 ratings
In this episode of the Cashflow Chronicles podcast, host Shawn welcomes special guest Brent Carlson, owner and CEO of Corporate Capital. Brent shares his extensive knowledge on trusts, asset protection, and tax strategies to help listeners build and protect their wealth. With over 20 years of experience in the corporate financial world, Brent offers insights into the importance of LLCs, the benefits of revocable living trusts, and key tax strategies such as the Augusta Rule. He also discusses the advantages of utilizing Nevada and Wyoming for LLC formation and provides tips on estate planning to secure generational wealth. Tune in for valuable advice on keeping more of your money legally and safeguarding your legacy.
Brent's Info
Website: https://www.corporatecapitalinc.com/
Email: [email protected]
Phone: 855-410-7667
Assistants Emails:
Email: [email protected]
Email: [email protected]
Email: [email protected]
If you’d like more information on how you too can start the journey of Becoming Your Own Banker or you have questions and you’d like to chat feel free to visit our website & book a Free Consultation now!
- Check Out Our Full Infinite Banking Overview Here: https://legacylifeandretirement.com/
- Book your FREE Cash Consultation Call Here: https://calendly.com/shawnksfg/infinite-banking
- Email: [email protected]
- Purchase your own copy of Becoming Your Own Banker: Amazon - https://a.co/d/3YmEAoE
All Social Media links and our Cashflow Chronicles Podcast can be found here:
https://linktr.ee/legacylifeandretirement
If this podcast resonates with you, don’t forget to like, comment, and share to help others discover this valuable information!
00:00 Introduction and Guest Background
02:43 Brent Carlson Takes the Floor
03:16 Corporate Capital: Services and Expertise
07:01 Importance of Proper Corporate Records
09:50 LLCs and Asset Protection Strategies
17:12 Tax Planning Strategies and Benefits
23:39 Proactive Tax Planning and Client Support
30:08 Wyoming and Nevada LLCs: Benefits and Recommendations
31:16 Building Business Credit: A Personal Journey
32:36 Understanding Business Credit Scores
33:39 The Importance of LLCs for Business
36:39 Estate Planning Essentials
39:07 Revocable vs. Irrevocable Trusts
40:49 The Role of Trusts in Asset Protection
44:48 Comprehensive Financial Planning
49:21 Final Thoughts and Contact Information
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