Why You Should Put Your Spouse on Payroll — For This Reason Only
Most of the time, you shouldn’t put your spouse on payroll — except for this powerful reason: to unlock tax-free investing through your Roth 401(k) or Roth IRA. Here’s the play: ✅ Put your spouse on payroll just enough to qualify for the Roth 401(k). ✅ Contribute up to $69,000 a year into the plan. ✅ Use those funds to buy real estate inside your Roth, not on Wall Street. That means you get all the same 20%+ ROI from rentals — but now it’s tax-free for life. This is how wealthy families build generational wealth while keeping the IRS out of their pockets. ✅ Subscribe for more tax & wealth strategies 📩 Learn more: https://markjkohler.com/youtube/ source
Breaking Down the Ultimate Payroll Success Formula
Here’s how the Kohler Payroll Matrix helps you determine the right payroll amount based on your business profit — and how it fits into the Trifecta strategy. Your revocable living trust is the foundation of the trifecta and connects your life’s three parts: • Operations: Your business activity, often run through an S-Corporation. This is where you take a reasonable salary (W-2) and let the remaining profit flow through to your 1040 as a K-1. • Assets: Your investments, often owned by an LLC, such as rental properties. The trust owns the LLC, and the LLC owns the properties. • 1040 (Trust): The central point where all income and deductions flow together. This balanced setup reduces taxes, provides asset protection, and keeps everything organized under your trust. Subscribe for weekly tax strategy insights. Join the newsletter: https://markjkohler.com/youtube/ source
LLC vs C-Corp?
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
Are These Tax Benefits Real?
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
Why EVERYONE Should Have a Trust
A living trust keeps everything private, saves time and money, and avoids the $10,000+ probate nightmare that can drag on for years. With a trust, your trustee acts immediately — no court delays — and you gain control beyond the grave. You can stagger payments, set age milestones, and protect heirs from wasting their inheritance. Your trust is the foundation of the Trifecta — it ties together your operations, investments, and tax plan. Without it, everything becomes exposed and confusing. ✅ Subscribe for more wealth and asset protection strategies 📩 Learn more: https://markjkohler.com/youtube/ source
Can S-Corps Pay Children?
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
Why Wealthy People Use the C.R.U.T.
The Charitable Remainder Unitrust (CRUT) is one of the wealthiest investors’ best-kept secrets — and yes, it’s 100% legal under IRS Code §664. Here’s how it works: • Transfer your appreciated assets (like crypto) into a charitable trust • The trust sells tax-free, keeping 100% of the gains to reinvest • You receive income for life from the trust • You gain asset protection • The remainder goes to charity after you pass You stay the trustee, continue investing tax-free, and turn taxable gains into lifelong income. ✅ Subscribe for weekly wealth & tax strategies 📩 Learn more: https://markjkohler.com/youtube/ source
How To Use QOFs After Trump’s “One Big Beautiful Bill”
Toby Mathis breaks down how the “Big Beautiful Bill” has reawakened Qualified Opportunity Zones (QOZs) with massive tax incentives for investing in low-income communities — but also why there’s a hidden “Dead Zone” between 2025 and 2026 that could catch investors off guard. Would you like to learn more about advanced tax strategies? Schedule a free consultation here 👉 https://aba.link/623a51 He explains how to legally defer capital gains and even make new growth tax-free through Qualified Opportunity Funds (QOFs), while avoiding the timing pitfalls that most people miss. In this video, Toby reveals the clean workaround to sidestep the Dead Zone, the real meaning behind the 180-day investment window, and why proper paperwork is critical. You’ll also learn how to align your sale timing to qualify for the ten-year tax-free benefit and avoid awkward short deferrals. 17:55 WATCH https://www.youtube.com/watch?v=i13mN6p91GA Chapters: 0:00 Intro 1:29 QOF in one minute: sell, reinvest gain, defer 3:01 Short deferral to 12/31/2026 and weaker step-ups 5:57 Installment sale with a 2027 balloon 9:45 Investor vs. operator timing; fund deployment rules 11:08 Investor steps: elect deferral, annual info filing 12:18 Case study: “Bill” invests $1M gain in 2027 15:53 QOFs are back—timing recap and 2027 focus 17:31 Outro ——————————————————————————————————— FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/80p TAX TUESDAY LIVE Join us every other Tax Tuesday, where you can have your tax questions answered live by our experts entirely FREE. Register Now 👉 https://aba.link/cgg OTHER ANDERSON ADVISOR EVENTS Learn a rich selection of subjects like tax and asset protection, business, investing, and more. Our attorneys and other skilled experts will help you learn what you need to know in order to better your chances of success in your professional life. https://aba.link/tobyevents ~~~~ FINANCIAL PLANNING & TAX RESOURCES 📚 Order Your Copy of “Infinity Investing: How The Rich Get Richer And How You Can Do The Same” Here: 👉👉 👉 https://aba.link/IIWbook Order Your Copy of ”Tax-Wise Business Ownership” and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop Visit Anderson Advisor’s website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba ——————————————————————————————————— WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #opportunityzones #bigbeautifulbill #trumpbill source
Protect Your Money with a Will or Trust?
A will says who gets what when you die — and names guardians and an executor. But here’s the catch: every will must go through probate, a public court process that takes 9–18 months and costs thousands in legal fees. A revocable living trust skips all that. It lets you decide who gets what, when, and how — while avoiding probate completely. You control it while alive, and your trustees handle everything privately when you pass. ✅ Protect your legacy. Start your living trust today. 📩 Learn more: https://markjkohler.com/youtube/ source
How Wealthy People Get Tax-Free Crypto (and More)
A Charitable Remainder Unitrust (CRUT) can be a powerful tax tool for crypto investors. Here’s why: 1️⃣ Sell crypto tax-free — keep 100% of your gains to reinvest. 2️⃣ Get an immediate charitable deduction — today, not years later. 3️⃣ Receive income for life from the trust’s investments. 4️⃣ Enjoy asset protection — lawsuits and creditors can’t touch it. 5️⃣ Stay in control — manage the trust and continue trading tax-free. Turn your crypto profits into lifetime income and impact. ✅ Subscribe for weekly tax and wealth tips 📩 Learn more: https://markjkohler.com/youtube/ source