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How to Protect Rental Real Estate from Lawsuits
Investing in rental real estate can be an exciting and lucrative endeavor. Particularly in our current real estate climate, renting has become an attractive option for businesses, individuals and...
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How to Invest in Real Estate and Protect Your Assets
If you have a real estate investment business or you are thinking about investing in real estate, some of the most important elements to plan for is how to protect your assets and limit your exposure...
View ArticleCreating A Solid Residential Assisted Living Business Plan
You’re looking for reliable information for a residential assisted living business plan because the senior-aged group is exploding and so is the opportunity! The facts are in the stats. Senior...
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Top 9 Tax-Free Investments Everybody Should Consider
The Top 9 Tax-Free Investments Everybody Should Consider It’s no fun to pay taxes. With the right investment strategies, you can significantly minimize your tax liabilities. There are several...
View ArticleBecoming the Bank: Private Money Lending Basics
In this episode of Coffee with Carl, Attorney Carl Zoellner shares loan fundamentals and how to reduce the risk associated with private money lending. Private money lending to other real estate...
View ArticlePersonally Fund Your Business with a Revolving Line of Credit
In this episode of Coffee with Carl, Attorney Carl Zoellner talks about setting up a revolving line of credit agreement between you and your business. Sometimes real estate investors need to dip...
View ArticleFunding Capital: Debt vs. Equity in Joint Venture Deals
In this episode of Coffee with Carl, Attorney Carl Zoellner talks about adding additional funds to a joint venture real estate deal. Savvy real estate investors who want to expand and generate more...
View ArticleSeries LLCs Benefits and Drawbacks in Real Estate Investing
In this episode of Coffee with Carl, Attorney Carl Zoellner covers the basics of a Series LLC (SLLC) and what you need to look out for if you’re considering using this cost-saving real estate...
View ArticleTax Tips for Short-term Rentals
In this episode of Coffee with Carl, attorney Carl Zoellner discusses important tax tips for short-term rentals and vacation rentals like Airbnb. Many investors feel the allure of short-term rentals...
View ArticleCorporations vs LLCs: 1244 Stock Loss
In this episode of Coffee with Carl, attorney Carl Zoellner talks about traditional corporations vs. LLCs and the Section 1244 stock loss option. If you’ve ever been to one of our Tax & Asset...
View ArticleBank Accounts for Real Estate Investing
In this episode of Coffee with Carl, attorney Carl Zoellner talks about bank account basics for real estate investing and business, including where to set up bank accounts for your LLCs to retain...
View ArticleWhy Insurance Is Not Enough
In this episode of Coffee with Carl, attorney Carl Zoellner talks about the limitations of business insurance and why insurance alone isn’t enough to protect your assets. You may have heard from your...
View ArticleTax Benefits Only for Corporations
In this episode of Coffee with Carl, attorney Carl Zoellner talks about the tax advantages of using a corporation in your overall business entity structure. Why would you use a corporation with your...
View ArticleWhy You Should Avoid Dealer Status
In this episode of Coffee with Carl, attorney Carl Zoellner talks about the disadvantages of being classified as a “dealer” by the IRS and strategies to avoid dealer status. In the IRS’s eyes, being a...
View ArticleEntity Structures for Stock Traders
In this episode of Coffee with Carl, attorney Carl Zoellner talks about qualifying as a trader with the IRS, why stock traders need an entity structure in place, and the advantages of structuring your...
View ArticleTax Planning vs. Tax Prep
In this episode of Coffee with Carl, attorney Carl Zoellner breaks down the differences between tax planning and tax preparation and which has the biggest impact on your final tax bill. When it comes...
View ArticleWills vs Trusts for Estate Planning
In this episode of Coffee with Carl, attorney Carl Zoellner covers the differences between the two main estate and legacy planning options: wills and living trusts. Estate and legacy planning are...
View ArticleCommon Issues with Joint Ventures
In this episode of Coffee with Carl, attorney Carl Zoellner goes over common issues investors face when they enter into joint ventures in real estate investing. Broadly speaking, joint ventures are...
View ArticleInside vs. Outside Liability
In this episode of Coffee with Carl, attorney Carl Zoellner explains the two main types of liability and how your assets could be affected. Liability: no one wants it, but it’s everywhere. There are...
View ArticleSolo 401k vs. IRA: What’s the Difference?
In this episode of Coffee with Carl, attorney Carl Zoellner covers the advantages and disadvantages of two of the most popular retirement planning tools: 401ks vs IRAs. Two of the main vehicles for...
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