Personal CFO advising clients since ‘96. I help 8 & 9-figure clients take control of their personal and business life.

Huntington Beach, CA
Joined March 2012
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
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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
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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
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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)
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Are you ready to get the full story?
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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
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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
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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
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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
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The 15 Steps to Complete Financial Planning (Part 12/12: Tying it all Together) Are you ready to take Control of your Financial Life?
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The 15 Steps to Complete Financial Planning (Part 11: Financial Planning Analysis) Do you have a lifelong plan?
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The 15 Steps to Complete Financial Planning (Part 10: Hard Asset Analysis) Have you maximized your real estate and business holdings?
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The 15 Steps to Complete Financial Planning (Part 9: Account Analysis) Where is your money and what is it doing for you?
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The 15 Steps to Complete Financial Planning (Part 8: Disability) What happens if you become disabled?
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The 15 Steps to Complete Financial Planning (Part 7: Buy Sell Agreement) Protection for business owners
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The 15 Steps to Complete Financial Planning (Part 6: Protection) What happens if you die?
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The 15 Steps to Complete Financial Planning (Part 5: Protection) Do you really know what your health insurance covers?
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The 15 Steps to Complete Financial Planning (Part 4: Cash Management) Is your bank shortchanging you?
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The 15 Steps to Complete Financial Planning (Part 3: Tax Analysis) Have you actually reviewed your taxes lately?
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The 15 Steps to Complete Financial Planning (Step 3: Income Analysis) These are the 7 questions you must ask
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