277 - Unlocking Tax Efficiency and Asset Protection with Stefan Belhomme and Michelle Nice
Description
- 00:00 – Introduction to REIGN & Host Jen Josey
- 01:01 – Top 5 Tips for Launching a Short-Term Rental
- 03:37 – Meet the Guests: Stefan Belhomme & Michelle Nice
- 05:26 – Importance of Tax Efficiency & Asset Protection
- 07:11 – Real-Life Examples & Practical Advice
- 08:43 – Structuring Your Business for Success
- 10:52 – Ownership vs. Control: Protecting Your Assets
- 24:10 – Building Generational Wealth with Trusts
- 26:20 – Ensuring Your LLC is in Your Trust
- 27:07 – The Importance of Funding Your Trust
- 27:57 – Handling Assets After Death
- 29:33 – Educating Clients on Trusts
- 30:54 – Planning for the Future
- 34:26 – Real-Life Success Stories
- 36:46 – First Steps for New Investors
- 38:54 – The Tax and Estate Academy
- 40:15 – BADASS Acronym Breakdown
- 49:51 – Final Thoughts & Contact Information
- Short-term rental investing
- Real estate investor tips
- Tax strategies for real estate
- Asset protection for investors
- LLCs and trusts explained
- Building generational wealth
- Financial education for investors
- Real-life real estate success stories
Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner and Certified Tax, Trust, & Estate Specialist. Since 2006, he has helped countless business owners and investors utilize advanced tax structures and strategies and understand the rules of the game so they can play it more efficiently.
Michelle Nice is an Advanced Tax Consultant & Trust Funding Specialist at Prudent Wealth Strategies, she is also a licensed insurance broker and graduate of Nova Southeastern University, in Fort Lauderdale, FL. Additionally, Michelle is the founder of Wake Up N' Mahj Social Club an American mahjong social club that supports mom & pop businesses around Wake County and the surrounding areas.
Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business groomed Michelle from an early age, on the importance of maximizing a business's efficiency.
Michelle specializes in helping business owners, investors and families meet their financial goals. Listening to business owners pain points, needs and goals is key to Michelle's success in implementing efficient strategies to achieve the greatest possible outcomes.
Social Media Links:
https://www.youtube.com/@thetaxandestateacademy
https://www.facebook.com/thetaxandestateacademy
https://www.instagram.com/thetaxandestateacademy/
https://www.linkedin.com/in/stefanbelhomme/
https://www.tiktok.com/@stefanbelhomme
https://www.linkedin.com/in/michelle-nice/
Website: https://prudentwealthstrategies.com/
To learn more about Jen Josey, visit https://www.therealjenjosey.com/
To join REIGN, visit https://www.reignmastermind.com/
Stuff Jen Josey Loves: https://www.reignmastermind.com/resources
Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby
Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign























