Are your trust, LLCs, and business entities working together—or working against you? In this episode, Mark J. Kohler walks you through the Trifecta—a simple yet powerful 3-part structure that helps business owners and investors build wealth, protect assets, and dramatically reduce taxes.
You’ll learn how to properly set up and connect a revocable living trust, LLCs for investments, and an S corporation for your operations, including when to convert, how to avoid probate, and why the wrong structure could cost you thousands every year. Mark also breaks down real examples (including Joe Biden’s famous $230K tax savings) and calls out the common mistakes conservative accountants make.
If you’re an entrepreneur, side hustler, or investor trying to get organized and scale smart, this episode is a must-watch. Grab your pen, take notes, and get ready to structure your financial life for long-term success. Subscribe and tune in!
Are you thinking about Tax Advisory?…Book a FREE discovery call today to explore how the Main Street Tax Pro certification can work for you: https://markjkohler.com/main-street-tax-pro-certification-demo?utm_source=YouTube&utm_medium=description&utm_campaign=How_the_Rich_Use_the_Trifecta_to_Pay_Less_in_Taxes
To learn more about becoming a Main Street Tax Pro, head to: https://markjkohler.com/certification/?utm_source=YouTube&utm_medium=description&utm_campaign=How_the_Rich_Use_the_Trifecta_to_Pay_Less_in_Taxes
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