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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Tuesday Feb 27, 2024
Alert! New Federal Law Impacting Your Legal Entity - Corporate Transparency Act
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Cynthia Goro sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.
Tuesday Feb 20, 2024
Alert! New Federal Law Impacting Your Legal Entity - Corporate Transparency Act
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Wednesday Feb 14, 2024
Alert! New Federal Law Impacting Your Legal Entity - Corporate Transparency Act
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Tuesday Feb 06, 2024
Insurance For Your Property: Top Tips & Strategies
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Join us on this episode of Wealth Protector TV as top insurance risk manager Jerry Conrey breaks down his top tips, tools and strategies when it comes to insuring your property.
Tuesday Jan 30, 2024
Top 10 Estate Planning Documents To Cover With Your Heirs
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Discover the top 10 documents you want to cover right now in your estate plan for the benefit of your heirs.
When these documents are missed, emotional and financial pain kick in. Join us on this episode of Wealth Protector TV where we will break it all down.
Tuesday Jan 23, 2024
Asset Protection For Business Owners
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
Join us as we unravel the mysteries of safeguarding your business assets, navigating legal landscapes, and optimizing your financial fortress. Whether you're a seasoned business owner or just starting out, our expert guests and insightful discussions will equip you with the knowledge and tools to fortify your business against potential risks. Get ready to elevate your asset protection game and secure a prosperous future for your enterprise. Let's dive in!"
Tuesday Jan 16, 2024
Irrevocable Trust VS Revocable Trust
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024
BarthCalderon, LLP paralegal Kraig Strom breaks down the difference between an irrevocable asset protection trust and your typical revocable living trust.
Tuesday Jan 09, 2024
New Law Impacting Your LLC, Corp. & Other Legal Entities…
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
The new federal law called the Corporate Transparency Act requires you to file a FinCEN report with the government and they are not messing around with this.
On this episode of Wealth Protector TV, top attorney Harry Barth breaks down exactly what you need to know.
If you own a business or rental income property or advise those who do, then you will not want to miss this alert.
Tuesday Jan 02, 2024
The Important Components Of Your Estate Plan
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
Don’t neglect your estate plan. All of us have some sort of an estate to organize, you don’t have to be a multi millionaire.
In this episode of Wealth Protector TV we break down the components of your state plan and highlight key considerations you should be including in your plan.
Tuesday Dec 19, 2023
Guard Your Investment Property For The Next Generation {feat: Brent Honea}
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
Owning rental property can be a great way to generate passive income and build wealth, but it's important to also consider how to protect your assets as a rental property owner. There are a number of steps you can take to protect yourself and your rental properties, both from liability and from financial loss.