Asset Protection Strategies
Some of the topics we'll explain: How to provide asset protection without going offshore in the event of divorce or lawsuit; why a Limited Liability Company (LLC) taxed as a Sub-Chapter S Corporation is the only way to conduct business; and why all real estate should be placed in separate LLCs.
Avoiding Estate Taxes and Probate
Joe Gandolfo, PhD has helped thousands of his clients to avoid estate taxes and probate fees without buying life insurance or annuities. As a lifetime client of Joe Gandolfo, PhD & Associates, you will learn how to eliminate income and estate taxes on IRAs and pension plans in the event of common disaster or at death.
Business Succession Planning
You've worked hard to build your business or practice. Will you be ready to pass it on to your loved ones without worry? We can help create an advanced tax free business succession plan that will ensure your family will be able to continue the business and help prevent potential feuds.