How To Setup and Structure Your Investing Entities For Maximizing Tax Benefits and Protecting Your Wealth | Jonathan Feniak

How To Setup and Structure Your Investing Entities For Maximizing Tax Benefits and Protecting Your Wealth | Jonathan Feniak

In this value-packed episode, Matty A. is joined by Jonathan Feniak—attorney, educator, and founder of LLCAttorney.com—to walk through the essential strategies behind smart entity structuring. Jonathan breaks down everything from LLCs, S Corps, and C Corps, to revocable living trusts and asset protection.

Whether you’re flipping houses, investing in rentals, or running a growing business, the right structure can save you money, protect your wealth, and help you scale without legal headaches.


What You’ll Learn:

  • How to avoid common mistakes when setting up an entity

  • Why LLCs are usually better than corporations for small investors

  • When to use S Corp or C Corp tax elections

  • The truth about piercing the corporate veil

  • How to structure for fix-and-flips, rentals, and syndicationsWhy Wyoming is Jonathan’s #1 pick for LLC formation

  • Estate planning basics using revocable living trusts

Resources from Jonathan Feniak:

Timestamps:

00:00 – Introduction to Jonathan Feniak

01:30 – Why proper structuring is crucial 09:56 – Biggest entity mistakes

13:11 – LLC vs. Corporation: Breaking the myths

16:28 – Avoiding liability: Veil piercing & compliance

22:06 – Fix-and-flips, rentals, and holding companies

27:44 – Best states to form LLCs

35:25 – Real case studies of smart (and poor) structuring


Episode Sponsored By:

Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/

CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!

FREE CRE Crash Course: Text “FREE” to 844-447-1555

FREE Financial X-Ray: Text "XRAY" to 844-447-1555

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1170)

Real Estate vs. Stocks, AI Stock Picking & Fed Rate Predictions | Money Moves

Real Estate vs. Stocks, AI Stock Picking & Fed Rate Predictions | Money Moves

The macroeconomic landscape is shifting rapidly, and investors are caught between conflicting signals from the Fed, geopolitical tensions, and the rise of AI in finance. We break down the ongoing deba...

8 Heinä 1h 14min

I'm Going To Become A Hospitality Mogul - Here's How I'm Going To Do It

I'm Going To Become A Hospitality Mogul - Here's How I'm Going To Do It

In this episode, we explore the psychology of outgrowing your professional identity and giving yourself permission to evolve. For years, focusing solely on real estate allowed for deep foundational ro...

3 Heinä 21min

The Q2 Stock Market Boom, AI Chip Growth, and Real Estate Stagnation

The Q2 Stock Market Boom, AI Chip Growth, and Real Estate Stagnation

In this episode of Money Moves, we unpack the historic Q2 2026 stock market rally, which saw the S&P 500 and NASDAQ 100 hit massive milestones fueled by AI and semiconductor growth. We discuss why sig...

1 Heinä 1h 16min

TJ Maxx, Harbor Freight & A Forgivable Loan - The Real Story Behind My Latest Shopping Center Development

TJ Maxx, Harbor Freight & A Forgivable Loan - The Real Story Behind My Latest Shopping Center Development

Commercial real estate offers unparalleled wealth-building opportunities, but executing a massive value-add strategy requires immense stamina, risk capital, and a clear vision. In this episode, we bre...

26 Kesä 36min

Fed Uncertainty, Market Outlook, & The Next Robotics Boom

Fed Uncertainty, Market Outlook, & The Next Robotics Boom

The latest Federal Reserve policy shifts and rising geopolitical tensions are reshaping the financial landscape. With Jerome Powell exiting and Kevin Warsh signaling a tighter-lipped Fed, investors fa...

24 Kesä 1h 9min

FOMC Recap, Is The War Over, And Why Elevated Rates Are Good For Building Your Wealth In Real Estate

FOMC Recap, Is The War Over, And Why Elevated Rates Are Good For Building Your Wealth In Real Estate

The Federal Reserve's latest policy shift under new governor chair Kevin Warsh marks a significant regime change for global markets. With the dot plot revealing two potential rate hikes and a shift aw...

22 Kesä 33min

SpaceX's AI Acquisition, Fed Rate Cuts, and Bitcoin Margin Call Risks

SpaceX's AI Acquisition, Fed Rate Cuts, and Bitcoin Margin Call Risks

This week, we unpack a massive news cycle, starting with the geopolitical and economic implications of the newly announced Iran conflict agreement and its immediate impact on oil prices. We also previ...

17 Kesä 50min

4,400 Millionaires in One Day - The SpaceX IPO Wealth Lesson Nobody Is Talking About

4,400 Millionaires in One Day - The SpaceX IPO Wealth Lesson Nobody Is Talking About

The recent SpaceX IPO created 4,400 new millionaires. However, the most powerful wealth lessons do not come from the executives. They come from employees like Juan, a welder who prioritized company eq...

15 Kesä 31min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
rahapuhetta
rss-sami-miettinen-neuvottelija
rss-rahamania
rss-markkinointitrippi
rss-inderes
syo-nuku-saasta
vapauta-supervoimasi-podcast
asuntoasiaa-paivakirjat
rss-kahavia-ja-markkinointia-podcast
rss-kaikki-koroista
rss-ammattipodcast
rss-stressivapaa-johtaja-nakokulmia-henkilokohtaiseen-kasvuun
rss-perho-rajoilla
rss-ainin-sekatoimisto