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Coffee with Carl
Coffee with Carl
Coffee with Carl
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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
How Do Tax Brackets Work? (2024 Breakdown)
3:40
16 часов назад
Why Wyoming For My Holding LLC?
1:45
21 день назад
Where Do I Hold My Corporate Shares?
3:20
21 день назад
How To Pay IRA Management Fees
3:04
Год назад
Комментарии
@coffeewithcarlaba
@coffeewithcarlaba День назад
If you want to dive deeper into this topic, schedule a free consultation with my team today. Visit: aba.link/50g
@beachcoconuts3
@beachcoconuts3 3 дня назад
👍🏼 thank you
@coffeewithcarlaba
@coffeewithcarlaba День назад
You're welcome!
@laslohollifeld5463
@laslohollifeld5463 4 дня назад
What if you make 165k and your wife doesn't work?
@Paka6267
@Paka6267 7 дней назад
Looking forward to see the tax brackets after the elections.
@kellyyrealtor
@kellyyrealtor 7 дней назад
I have took a little break from wholesaling because I can’t seem to find the answer. But would you know if I’m able to wholesale outside of my brokerage office? Do you think I would have to consult with them before I get into this. If it doesn’t have to include my broker that’s fine too I just don’t want to get in trouble in Illinois.
@coffeewithcarlaba
@coffeewithcarlaba 7 дней назад
I might suggest you reach out to my team for the best answer tailored to your specific circumstances. aba.link/carlss
@coffeewithcarlaba
@coffeewithcarlaba 8 дней назад
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/4a9
@coffeewithcarlaba
@coffeewithcarlaba 8 дней назад
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/7pu
@Paka6267
@Paka6267 9 дней назад
Thanks to Toby and Infinity Investing, all I have in my 401k is Dividend Kings and Aristocrats along will cash.
@coffeewithcarlaba
@coffeewithcarlaba 8 дней назад
That's awesome to hear! Sounds like you're on the right track with your investments.
@homeguardster
@homeguardster 11 дней назад
That fee makes this worthless
@coffeewithcarlaba
@coffeewithcarlaba 7 дней назад
Thanks for sharing your feedback
@SamuelJohnson-o5q
@SamuelJohnson-o5q 12 дней назад
What if the property were valued below the contribution limit (hypothetically speaking).
@coffeewithcarlaba
@coffeewithcarlaba 8 дней назад
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
@toddsmith4280
@toddsmith4280 16 дней назад
I cannot find the due on sale video mentioned in this video
@coffeewithcarlaba
@coffeewithcarlaba 15 дней назад
This video might help ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-PuEF3b8MliM.html
@coffeewithcarlaba
@coffeewithcarlaba 21 день назад
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now: aba.link/yi3
@coffeewithcarlaba
@coffeewithcarlaba 21 день назад
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/htc
@coffeewithcarlaba
@coffeewithcarlaba 21 день назад
Do you want to dive deeper into this topic and talk to someone on my team? Schedule your free consultation now. aba.link/zbb
@icenijohn2
@icenijohn2 24 дня назад
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?
@Paka6267
@Paka6267 Месяц назад
I currently use a community bank and a credit union. I must say that I prefer a credit union for better service.
@coffeewithcarlaba
@coffeewithcarlaba 28 дней назад
Thank you for sharing your feedback! I think it's valuable to hear about preferences.
@paulross2979
@paulross2979 Месяц назад
glad your back. Hopefully a speedy recovery.
@deffsam
@deffsam Месяц назад
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 🙏
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
Thank you for your kind words and encouragement
@Paka6267
@Paka6267 Месяц назад
My thoughts are with you and your family. I am glad you are much better. We miss you dearly.
@wparch
@wparch Месяц назад
So the only time you'd need to fill out a W-9 is if they are paying $500 or more or any amount?
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
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
@bobsalgado2453
@bobsalgado2453 Месяц назад
Risking $20k to make $250 max is crazy
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
Thanks for sharing your opinion!
@alexsimon915
@alexsimon915 Месяц назад
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
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
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
@edwintorres5191
@edwintorres5191 Месяц назад
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"?
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
To get the best answer tailored to your specific circumstances, I recommend scheduling a free consultation with my team. Visit:
@alexsimon915
@alexsimon915 Месяц назад
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.
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
I appreciate your take on this!
@bryanmorote
@bryanmorote Месяц назад
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!
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
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
@montanausa329
@montanausa329 Месяц назад
I have been doing it since I bought my first car and have never had a problem.
@alexsimon915
@alexsimon915 Месяц назад
Which state/area? Insurance details ? have you been pulled over ever? Details please.
@drichardhalifax
@drichardhalifax Месяц назад
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.
@teresawilliams3441
@teresawilliams3441 2 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@SweetJeanne83
@SweetJeanne83 2 месяца назад
Where do you file or who do you file them with?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@skystravel4819
@skystravel4819 2 месяца назад
Thank you 100%❣️
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
You’re welcome!
@anthonytono
@anthonytono 2 месяца назад
🏠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
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
That's a tough situation, hope things get better for you soon.
@Brian-ve6kv
@Brian-ve6kv 2 месяца назад
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."
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
I appreciate your input on this matter
@nolagrailz1662
@nolagrailz1662 2 месяца назад
This is awesome!
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
I'm glad you enjoyed it!
@EE-us9we
@EE-us9we 2 месяца назад
To worsen the product and squueze out every money before it falls. Uncaring to longevity just quick profit.
@coffeewithcarlaba
@coffeewithcarlaba Месяц назад
Thanks for sharing your thoughts!
@cd3167
@cd3167 2 месяца назад
Personal loans?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@SakurMiah-tx4mm
@SakurMiah-tx4mm 2 месяца назад
I sent a demand letter, 1 year later on still waiting
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
Thank you for sharing your experience!
@emmarpinedamoreno5065
@emmarpinedamoreno5065 2 месяца назад
Do you have a list of states that allow domestication and those that don’t?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@Izzy-uf5rd
@Izzy-uf5rd 2 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@davidjonburke2729
@davidjonburke2729 2 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@HopeProphecy
@HopeProphecy 2 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@AdamKazarian
@AdamKazarian 2 месяца назад
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.
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
I appreciate your feedback and perspective on this method.
@hedgefund996
@hedgefund996 3 месяца назад
Good Content 🫡
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
Thank you for the kind words!
@keiaknight8763
@keiaknight8763 3 месяца назад
Where is this expedited place?
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
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
@Redguy75666
@Redguy75666 3 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
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
@stevecharmer4296
@stevecharmer4296 3 месяца назад
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?
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
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
@chellg6966
@chellg6966 3 месяца назад
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
@coffeewithcarlaba
@coffeewithcarlaba 2 месяца назад
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
@bugzmoney434
@bugzmoney434 3 месяца назад
But when you start the LLC what address do you use to register your car
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
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
@jameswillis6499
@jameswillis6499 3 месяца назад
How can I find new York code law for Domestication for religious incorporation
@coffeewithcarlaba
@coffeewithcarlaba 3 месяца назад
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
@careersteer6497
@careersteer6497 4 месяца назад
It looks like the website (plastiq) is up and running and accepting new customers. I hope this works! Thanks for the video.
@vaniafrancois4162
@vaniafrancois4162 4 месяца назад
Thank you for the information. How can I change my LLC to a PLLC in Florida?
@coffeewithcarlaba
@coffeewithcarlaba 4 месяца назад
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
@ca44gmail
@ca44gmail 4 месяца назад
Do you need a EIN number for a foreign LLC?
@coffeewithcarlaba
@coffeewithcarlaba 4 месяца назад
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