Big Tax Credit For Your Business

September 26th, 2022

The federal government is doling out substantial tax rewards to businesses that qualify for the Employee Retention Tax Credit (ERTC).

The ERTC is a refundable tax credit that rewards businesses up to $26,000 per employee.

The ERTC was designed to reward and encourage businesses to keep their employees on payroll. It has been dramatically expanded to provide more financial relief to a larger group of employers.

We are seeing substantial checks being sent out to employers and this program is not around forever.

Book your free call here to see if you qualify and to discover how to get your reward.

You can watch the full video breakdown of the ERTC using the link in comments.

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Investment Property Alert!

September 6th, 2022

Own investment property? Advise others who do?

Then you won't want to miss this episode of Wealth Protector TV featuring two top voices.

James Nguyen is a top asset protection attorney and is going to give you his top tips, strategies and tools for owning property within the world of asset protection.

Alexandra Alvarado is part of the team who runs the largest association for investment property owners in the country - The American Apartment Owners Association.

She will reveal the top issues impacting property owners.

Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

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Your Living Trust - Behind The Scenes…

August 26th, 2022

Don't get caught NOT having a living trust in place or updated.

Everyone has some sort of an estate to handle and YOU have a choice.

Either you step in and take control of your planning OR you let the courts get involved in your personal affairs.

YUCK!!! Keep the courts out.

In this episode of Wealth Protector TV, top attorney Noelle Bryce reveals exactly what you need to take charge of when it comes to your estate plan.

Can't wait to see you there.

Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

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Top 6 Mistakes People Make Setting Up & Maintaining A Limited Liability Company

August 15th, 2022

There are critically important decisions and components that go into establishing your LLC and maintaining it properly.

If you don't get it right, then you've potentially exposed your entire net-worth to an unforeseen liability.

Join us on this episode of Wealth Protector TV as top asset protection attorney Harry Barth reveals the 6 common mistakes people (and professionals) make setting up and maintaining an LLC.


Text GUARDASSETS to 650-459-2712 to book your session today.

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Age Brilliantly (feat. Jerry Cahn)

March 18th, 2022

We all want to age brilliantly, but what does that mean. Join me for this captivating episode of Wealth Protector TV where I sit down with Age Brilliantly founder Jerry Cahn.

Jerry has done it all and never stops. His newest venture is unreal and has his sights on taking the public company as Age Brilliantly reaches billions across the globe.

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A Trust To Mitigate Taxes

March 11th, 2022

An Intentionally Defective Grantor Trust (IDGT) is a well received planning tool to help mitigate taxes on a growing asset such as a business.

We are now in an environment of potentially big decreases in estate tax exemptions so this is a tool you need to understand.

I hope you can join me as I sit down with BarthCalderon Founder and Senior Managing Partner Harry Barth as he reveals exactly how the IDGT works and the benefits.


Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

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Financial Power Of Attorney

January 24th, 2022

You need a Financial Power Of Attorney as part of your estate plan. Without it, you are exposing you and your business to potential huge negative outcomes.

This documents spells out who can act for you. Issues such as running a business, paying rent or your mortgage, signing checks and on and on.

Join us for a look at setting up your Financial Power Of Attorney and the decisions that go into it.

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Advanced Medical Directives

January 24th, 2022

Your Advanced Medical Directive is an important document to include as part of your estate plan.

The Docs and hospitals will ask for it, you don't want to mess around with this. Join us for a behind the scenes look at the Advanced Medical Directive.

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Don‘t Get Blindsided! Guard Assets From Unforeseen Liability.

December 17th, 2021

There are 40 million lawsuits filed in the U.S. each year and it's a growth industry. Don't get caught with your pants down by an unforeseen liability that can attack your business, investment property, stocks/bonds/cash and even your home.

Join top attorney Harry Barth who is the founder of asset protection firm BarthCalderon as he reveals how YOU can guard your assets.

This talk was given to an incredible group of CEO's and owners via the CEO Forum and now you are getting access right here. Jump in!

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Will & Trust Horror Story

October 29th, 2021

Don't neglect your Will & Trust, it could haunt you.

Join me on this episode of Wealth Protector TV as top attorney Brent Honea breaks down your estate plan, why you need it and the unforeseen consequences that can happen without it.

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