Do your assets have iron-clad protection?

Let’s unravel the intricacies of asset protection and tax planning in the Golden State with Ray Olmo. In this sophomore episode, Ray emphasizes the importance of proactive financial planning, especially for business owners, entrepreneurs, and real estate investors, highlighting the need for early and strategic actions.

Key Highlights:

• Explore the essential roles of tax planning and asset protection in growing your wealth
• Navigate through California’s complex legal landscape
• Understand the importance of a multi-advisory approach in managing wealth
• Gain insights into California’s unique homestead exemption laws and understand the limitations of IRA and life insurance protections
• Discover the California Private Retirement Plan (PRP) – a unique tool for asset protection, particularly beneficial for small business owners and entrepreneurs
• Learn about the structure of effective asset protection: a layered approach with trusts, entities, and assets
• Leverage California’s high-risk environment for tax benefits
• Realize the PRP’s advantages in re-characterizing private assets for retirement, offering significant protection from creditors
• And much more!

 

Resources:

• California’s Wealth Warrior: Transforming Your Financial Outlook with Raymond Olmo (Ep. 1)

Connect with Ray Olmo: 

• LinkedIn: Ray Olmo
• LinkedIn: TRUST-CFO
• Company Site: TRUST-CFO
• Facebook: TRUST-CFO
• Twitter: TRUST-CFO
• YouTube: TRUST-CFO

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