If you don't have an estate plan, a court will make those decisions for your family. The attorneys at KKOS Lawyers specialize in estate planning for business owners and investors — schedule a consultation today at https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YT

If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/

Most people spend their whole lives building wealth — and then hand the IRS and the courts a massive cut of it when they die. This session covers exactly how to avoid that. Whether you have a simple estate or a complex portfolio of real estate, retirement accounts, and businesses, this session gives you the legal and tax framework to protect what you've built and pass it on the right way.

Want me to answer your questions live? Ask me your questions here: https://matsorensen.com/ask-mat/

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To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/

Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

Want to make sure your wealth is protected from lawsuits & creditors? Book a consult with my law firm KKOS Lawyers today: https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YT

If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/

Today on Wealth Office Hours, I cover the most effective asset protection strategies to shield your wealth from lawsuits and creditors, including LLC structures and the layered approaches used by high-net-worth investors.

Strategies we will discuss:

• Insurance Protection
• Equity Stripping
• LLCs (Limited Liability Companies)
• Series LLCs
• Limited Partnerships (LPs)
• Entity & Asset Structuring (The Trifecta Strategy)
• Charging Order Protection Entities (COPEs) 
• Retirement Accounts as Asset Protection Tools
• Domestic Asset Protection Trusts (DAPTs)
• International Asset Protection Trusts

Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/

Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YT

If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/

In this episode of Wealth Office Hours Live, we break down tax strategies that business owners can utilize to maximize tax savings. Whether you’re a solo entrepreneur, S-corp owner, real estate investor, or scaling an operating business, these are core planning tools that can mean real savings. Then we finish the episode with Q&A, answering your specific tax questions and scenarios in real time.

Download my FREE Ideal Order of Investing Guide to learn the step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-investing-guide-ms020-how-id-invest-100k-starting-from-scratch

Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/

Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

Need further help establishing an LLC & having the right entity structure for your situation? Contact my law firm KKOS Lawyers today!: https://kkoslawyers.com 

Download my FREE slide deck here to follow along: https://matsorensen.com/summer-school/

Welcome to Part 1 of my 8-part Wealth Building Series: LLC and Entity Structuring for Business Owners. In this episode, I break down foundational tax and legal strategies used by successful entrepreneurs, business owners, and investors. Learn how entity structures like LLCs, S-Corps, and C-Corps impact taxes, how to protect your assets, and why retirement accounts like Self-Directed IRAs and Solo 401(k)s can be powerful wealth-building tools.

This series is designed to help you understand the core strategies behind smart tax planning, asset protection, and investing.

Watch the video podcast on my Youtube channel here: https://youtube.com/live/Sa2RXm0gyMw

Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/

Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

If you're a high income earner, you can still have a Roth IRA! Book a call with my team at Directed IRA to get started - https://directedira.com/backdoor-roth-ira/

In this episode of the Wealth Office Hours Podcast, we break down the backdoor Roth IRA strategy and how high-income earners can still take advantage of tax-free retirement growth. We also discuss Federal Reserve independence, interest rates, inflation, and what current economic policy means for investors and wealth building. Plus, in our “Take It or Leave It” segment, we react to viral social media tax and trust strategies and separate legitimate planning from bad advice. We wrap up with a live Q&A covering Roth conversions, solo 401(k)s, self-directed IRAs, trusts, and advanced tax strategies for investors and business owners.

For more information, read my full article on the Back Door Roth IRA here!: https://matsorensen.com/roth-iras-are-for-high-income-earners-too/

Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/

Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment