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Coffee with Carl
United States
เข้าร่วมเมื่อ 20 ก.ย. 2021
Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. aba.link/cql
Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. aba.link/cql
How To Invest In Stocks Safely: Top Strategies For Beginners
*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/7pu
Welcome to another episode of "Coffee with Carl"! In this video, Carl Zoellner, an attorney with Anderson Business Advisors, shares valuable insights into making money in the stock market. Carl discusses his personal approach to investing, focusing on dividend-paying stocks and using options to minimize risk and maximize returns.
Key Takeaways:
- The importance of risk management in stock trading
- How to utilize Roth accounts for tax advantages
- The strategy of writing options to generate income
- Recommendations for dividend-paying stocks like Altria (MO) and AT&T (T)
- Balancing a portfolio with safe investments and fun gambling funds
Join the Community:
If you're interested in learning more about investing, check out our Infinity Investing. We offer resources on stock and real estate investing, and there are even free memberships available! inf.link/9j7
Connect with Us:
- Like, subscribe, and share this video with a friend
- Leave a comment with your thoughts and questions
Thanks for watching, and we'll catch you on the next episode of "Coffee with Carl"!
-------------------------------------------------------------------------------------------------------------------
Learn how to become anonymous AND appear as if you own nothing at our Free Tax & Asset Protection Workshop 👉 aba.link/os7
Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
***** Discover Upcoming Events where and learn about the latest Tax, Real Estate, and Stock Strategies 👉 aba.link/allevents
👉👉SUBSCRIBE to Coffee with Carl
aba.link/carlsub
VISIT Anderson Business Advisors for solid financial strategies, tips, articles and workshops to help you grow and prosper.
Call: 800.706.4741
Email: info@AndersonAdvisors.com
Website: AndersonAdvisors.com
Facebook: AndersonBusinessAdvisors/
Twitter: ChooseABA
Instagram: andersonadvisors
LinkedIn: www.linkedin.com/company/anderson-advisors
Blog: andersonadvisors.com/blog
About Anderson Advisors
Anderson Advisors is a business planning and asset preservation consulting firm that provides high-quality services, education and resources to high-networth individuals, families, trusts, real estate investors, stock traders and business owners.
Serving clients since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services and clients.
Disclaimer
The information provided in this video should not be construed or relied on as 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.
Welcome to another episode of "Coffee with Carl"! In this video, Carl Zoellner, an attorney with Anderson Business Advisors, shares valuable insights into making money in the stock market. Carl discusses his personal approach to investing, focusing on dividend-paying stocks and using options to minimize risk and maximize returns.
Key Takeaways:
- The importance of risk management in stock trading
- How to utilize Roth accounts for tax advantages
- The strategy of writing options to generate income
- Recommendations for dividend-paying stocks like Altria (MO) and AT&T (T)
- Balancing a portfolio with safe investments and fun gambling funds
Join the Community:
If you're interested in learning more about investing, check out our Infinity Investing. We offer resources on stock and real estate investing, and there are even free memberships available! inf.link/9j7
Connect with Us:
- Like, subscribe, and share this video with a friend
- Leave a comment with your thoughts and questions
Thanks for watching, and we'll catch you on the next episode of "Coffee with Carl"!
-------------------------------------------------------------------------------------------------------------------
Learn how to become anonymous AND appear as if you own nothing at our Free Tax & Asset Protection Workshop 👉 aba.link/os7
Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
***** Discover Upcoming Events where and learn about the latest Tax, Real Estate, and Stock Strategies 👉 aba.link/allevents
👉👉SUBSCRIBE to Coffee with Carl
aba.link/carlsub
VISIT Anderson Business Advisors for solid financial strategies, tips, articles and workshops to help you grow and prosper.
Call: 800.706.4741
Email: info@AndersonAdvisors.com
Website: AndersonAdvisors.com
Facebook: AndersonBusinessAdvisors/
Twitter: ChooseABA
Instagram: andersonadvisors
LinkedIn: www.linkedin.com/company/anderson-advisors
Blog: andersonadvisors.com/blog
About Anderson Advisors
Anderson Advisors is a business planning and asset preservation consulting firm that provides high-quality services, education and resources to high-networth individuals, families, trusts, real estate investors, stock traders and business owners.
Serving clients since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services and clients.
Disclaimer
The information provided in this video should not be construed or relied on as 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.
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*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/e5m Welcome to another episode of Coffee with Carl! Join Carl Zoellner, attorney at Anderson Business Advisors, as he delves into the critical question: When is a corporation needed in your business structure? In this episode, Carl explores the cost-benefit analy...
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*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/4a9 Hello, everyone, and welcome to this episode of "Coffee with Carl." I'm your host, Carl Zoellner, an attorney with Anderson Business Advisors. Today, we’re diving into one of the most common questions I get during initial consultations with clients: "Where do...
Can You Have A Homestead in Texas With Multiple Parcels of Land?
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*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/kbc Welcome to this episode of "Coffee with Carl"! Today, Carl tackles a specific but crucial topic: Texas homestead laws. A client recently asked if a Texas homestead can include multiple parcels of land, and the answer is yes! This episode offers valuable insig...
Why Wyoming For My Holding LLC?
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*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/yi3 Hello, everyone, and welcome to this episode of "Coffee with Carl." I'm your host, Carl Zoellner, an attorney with Anderson Business Advisors. In today's video, I address a common question: Why do we use Wyoming for our holding company? Key Points Discussed: ...
Where Do I Hold My Corporate Shares?
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*~ Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and a clear investment strategy 👉 aba.link/zbb Hello, everyone! Welcome back to Coffee with Carl. Today, I'm diving into a topic that often raises many questions - bank accounts. ☕ In this video, I'll share my personal experiences and insights on whether you should use big banks, credit unions, or even br...
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Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/4a9
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/7pu
Thanks to Toby and Infinity Investing, all I have in my 401k is Dividend Kings and Aristocrats along will cash.
That's awesome to hear! Sounds like you're on the right track with your investments.
That fee makes this worthless
What if the property were valued below the contribution limit (hypothetically speaking).
I would recommend setting up a free consultation to talk about some strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
I cannot find the due on sale video mentioned in this video
This video might help th-cam.com/video/PuEF3b8MliM/w-d-xo.html
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now: aba.link/yi3
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/htc
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/zbb
Every single U-Haul truck in the entire country has Arizona plates. What is the specific legal difference between driving a U-Haul truck and driving a car registered to an LLC in Arizona (or Montana...)? In both cases you're just driving a company vehicle, albeit an out-of-state company. Is it because U-Haul's plates are apportioned?
I currently use a community bank and a credit union. I must say that I prefer a credit union for better service.
Thank you for sharing your feedback! I think it's valuable to hear about preferences.
glad your back. Hopefully a speedy recovery.
It was good to talk with you in Orlando. I didn't know you had this going on. You're doing great keep up with your health, it's for your family 🙏
Thank you for your kind words and encouragement
My thoughts are with you and your family. I am glad you are much better. We miss you dearly.
So the only time you'd need to fill out a W-9 is if they are paying $500 or more or any amount?
Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Risking $20k to make $250 max is crazy
Thanks for sharing your opinion!
What I wonder about is what if you bought and registered the car LLC in other state and then “bring it over” here and register in CA…. Do they still tax you? My guess is yes…. Though not even sure how the hell it is legal at all since veh was out of state by LLC that has nothing to do with CA
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Can I still do the 121 Exclusion if I have a muti family house that was my primary for 4 of the last 5 years. "Dec 2019- Dec 2023" and bought a primary that i currently live in, in Dec 2023 "5 months ago"?
To get the best answer tailored to your specific circumstances, I recommend scheduling a free consultation with my team. Visit:
All you do is say to your insurance that it’s garaged IN CA but it is a Montana plated veh. Most insurance companies are fine, you have to be very specific and tell them that it is garaged in CA.
I appreciate your take on this!
Hello, i live in nevada my llc is registered in nevada but 95% of the work is in california so when i do taxes i pay california taxes, what could you suggest? Should close my llc in nevada and open a new one in CA? Or open a foreign llc in CA and pay taxes in both states but i am not working that much in NV only like $5,000 a year in NV, i would appreciate your help of what i should do thank you!
Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss this with my team so we can provide with you an answer that is unique to your situation. Visit: aba.link/carlss
I have been doing it since I bought my first car and have never had a problem.
Which state/area? Insurance details ? have you been pulled over ever? Details please.
Have you ever had to submit an insurance claim with your Montana registered car? Unless you actually reside in Montana, you could have your claim denied which would suck.
Thanks for the video!! This is the first I'm hearing of needing a "business nexus" in Wyoming... can you share more on what a business nexus is and how the company assistance program provides that?
Thank you for watching and engaging with the content! Great question, I recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
Where do you file or who do you file them with?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Thank you 100%❣️
You’re welcome!
🏠Here in California During marriage before buying the house wife agreed and signed the QUITCLAIM DEED letting me be the sole owner of the property everything was done and right trough a licensed notary person than 11 years later she filed divorce took me to court , I Did hire un attorney to protect my property attorney encourage me to buy her off the property or sell and give her 1/2 of the money never agreed to anything did went to trial cost a lot of money the judge said the home was paid with community money my attorney took me out of the court room told me I have to buy her off the property or sell it and give her 1/2 I DID NOT AGREE for those 2 choices but my attorney told me that was a court order if I don't do that I'll get fined and jailed and the court will sell the home anyway I got scared and choose to sell🤧 I have 50/50 custody and don't want nothing to affect that if sent to jail. I will like to know if I can sue the state of California for 5th amendment violation and my attorney for malpractice, I want my other 1/2 of the money back + traumatic damage compensation because home is sold
That's a tough situation, hope things get better for you soon.
The IRS seems to disagree with you. Per IRS Pub 538 on accounting methods: "Related Persons: Business expenses and interest owed to a related person who uses the cash method of accounting are not deductible until you make the payment and the corresponding amount is includible in the related person's gross income."
I appreciate your input on this matter
This is awesome!
I'm glad you enjoyed it!
To worsen the product and squueze out every money before it falls. Uncaring to longevity just quick profit.
Thanks for sharing your thoughts!
Personal loans?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
I sent a demand letter, 1 year later on still waiting
Thank you for sharing your experience!
Do you have a list of states that allow domestication and those that don’t?
For a comprehensive discussion on domestication laws across different states and how they may apply to your specific situation, I recommend scheduling a consultation with us. Sign up here: aba.link/carlss
Hi Carl, how about the mortgage itself, do people normally move ownership of it to the LLC? or retain it under their personal name. Did you ever make a video on the types of Deeds and which one would be best for this situation?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
I have events at my home 12 times a year for my apparel brand, i also charge entrance fee, and also sell merchandise during event. Can i still use the Augusta rule?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Visit: aba.link/carlss
Thanks Carl. One thing that I am confused about - if you choose to have a manager-managed LLC, how could someone know who the manager is?
Hey there! Thanks for asking. I would recommend setting up a consultation with my team so we can provide the best answer for your situation. Visit: aba.link/carlss
Thanks for the video, but in no shape or form is this a good idea for getting points. No way you are getting enough points at almost $70 fee for this process.
I appreciate your feedback and perspective on this method.
Good Content 🫡
Thank you for the kind words!
Where is this expedited place?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Question.. So I have an inherited IRA account through MorganStanley.. My financial advisor always gives me a hard time when I want to pull money out.. And now another year has gone by, and I want to pull money out.. But this spineless clown won't return my calls, and he keeps avoiding me.. What can I do?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up: aba.link/carlss
I smell opportunity! I will rent my kitchen table for a meeting room with food and refreshments, 20 lobsters and 20 bottles of Grey Goose Vodka. If the business meeting ends and they leave the food and bottles, I’ll figure out what to do with them. That’s pretty reasonable, correct?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Hello are you using a business credit card or your personal card to send a check? Thought they only allow business 2 business transactions. thanks
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
But when you start the LLC what address do you use to register your car
Great question, in order to assist you further, I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. Visit: aba.link/tapcarl
How can I find new York code law for Domestication for religious incorporation
I'd recommend you reach out to my team so we can provide you with the correct answer that is unique to your situation. Visit: aba.link/carlss
It looks like the website (plastiq) is up and running and accepting new customers. I hope this works! Thanks for the video.
Thank you for the information. How can I change my LLC to a PLLC in Florida?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss
Do you need a EIN number for a foreign LLC?
Great question, in order to assist you further, I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. aba.link/tapcarl
Do you have representatives in Ohio (Cincinnati area)?
We operate in all 50 states. You can sign up for a free consultation here: aba.link/carlss
Are those 14 days a month? or year? or quarter? thanks!
Great question, in order to assist you further, I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. aba.link/tapcarl
Most of the time you should still be able to buy insurance in your home state.
what about llc for the primary residence, but the plan in the future is to make it into a rental property?
Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Sign up here: aba.link/carlss
I'm thinking about expanding my cleaning business in Texas and I've been trying to figure out how to do this
I highly recommend setting up a free Strategy Session with our team to help you achieve this goal. Visit aba.link/carlss