Have you Outgrown Your Advisors? Most financial planners, accountants, and attorneys are only trained to look at a small portion of your life. A Personal CFO solves this by managing your entire team with a clear path to take control of your money. Are you ready? #PersonalCFO

Using Trusts for Asset Protection
1️⃣ For your cars, consider a title trust, shielding ownership
2️⃣ Your real estate? A Land Trust offers anonymity
3️⃣ Layer on a Wyoming LLC holding company for charging order protection
4️⃣ Lastly, consider an offshore trust with a foreign trustee

2023 TAX BREAK: Airbnb Rental Exclusion
1️⃣ Invest in an Airbnb property, offering 7 day rentals or less
2️⃣ List by 12/31 and potentially write off the FULL bonus depreciation vs ordinary income in 2023
✅ With 25% down on a $10M Airbnb, you could potentially see a $2.4M tax break

How to Get Security through Obscurity
1️⃣ Retitle properties in your name to a land trust. John Smith becomes 123 Main St. Trust. Your name vanishes from asset searches
2️⃣ For non-personal residences, have your Land Trust owned by a separate holding company (like a Wyoming LLC)

Are you ready to get the full story?

Why Use the Cook Islands?
The Cook Islands have some of the most robust asset protection laws worldwide, and here's the key: They're beyond the reach of US courts.
You have to pay taxes on all assets, but they don't have to be vulnerable to those eyeing your wealth. #PersonalCFO

You're Getting ROBBED
 
The Fed just printed $13 TRILLION. That means your cash is now worth less because there's more money in circulation.
 
💰 If you earned $100k in 2021, it's now worth just $86k today. 😱
 
Maybe it's time you learn to profit from it #Inflation #PersonalCFO

The Augusta Rule: Wealthy Homeowners Tax Secret
 
➡️Born in Augusta, GA at the Masters
➡️14-Day Exception: Rent your personal residence for 14 days/year without reporting the income on your taxes
➡️Multiply: If you have multiple residences, apply the Augusta Rule to each one

What Is a Bulletproof Trust?

1️⃣ Start with a Bahamas trust for offshore benefits
2️⃣ Use a Trigger provision to convey to a Nevis LLC if legal challenges arise
3️⃣ Nevis LLC, is owned by a Cook Islands Trust

DM 'Bulletproof' or click link in bio #BulletproofTrust #AssetProtection

The 15 Steps to Complete Financial Planning (Part 12/12: Tying it all Together)
Are you ready to take Control of your Financial Life?

The 15 Steps to Complete Financial Planning (Part 11: Financial Planning Analysis)
Do you have a lifelong plan?

The 15 Steps to Complete Financial Planning (Part 10: Hard Asset Analysis)
Have you maximized your real estate and business holdings?

The 15 Steps to Complete Financial Planning (Part 9: Account Analysis)
Where is your money and what is it doing for you?

The 15 Steps to Complete Financial Planning (Part 8: Disability)
What happens if you become disabled?

The 15 Steps to Complete Financial Planning (Part 7: Buy Sell Agreement)
Protection for business owners

The 15 Steps to Complete Financial Planning (Part 6: Protection)
What happens if you die?

The 15 Steps to Complete Financial Planning (Part 5: Protection)
Do you really know what your health insurance covers?

The 15 Steps to Complete Financial Planning (Part 4: Cash Management)
Is your bank shortchanging you?

The 15 Steps to Complete Financial Planning (Part 3: Tax Analysis)
Have you actually reviewed your taxes lately?

The 15 Steps to Complete Financial Planning (Step 3: Income Analysis)
These are the 7 questions you must ask