Real Estate Nerds

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS Is this you? You're feeling bulletproof having had your asset protection structures, tax savings strategies, and estate plans formed but you're unclear on what needs to happen to stay compliant. Listen as Scott gives an overview on corporate compliance. In this session he explains the three areas of focus for structures set up using the Royal Legal Solutions Model. Find out why using an attorney as your registered agent and nominee trustee provide what Scott refers to as a 'belt and suspenders' or additional layer of asset protection. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOST Richard Bechtol, Esq., Royal Legal Solutions. Richard attended Shawnee State University and graduated with a Bachelor’s in Business Administration with a concentration in Accounting. Upon graduation, he volunteered for a one-year deployment to Bagram Airfield in Afghanistan. Five weeks after arriving home he began classes in pursuit of his Juris Doctorate from the University of Dayton School of Law completing the program in 2 years. Richard has held numerous law positions including clerk and associate specializing in Estate Planning, Asset Protection, Elder Law, Probate, and Trust Administration. ********************************************************************************* KEY TAKEAWAYS Staff attorney, Richard Bechtol, covers estate planning fundamentals in this informal chat. You'll learn: Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 8 video Masterclasses and ebooks. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOST Dave Zook, Found and CEO, The Real Asset Investor. Dave Zook is a successful business owner and an experienced real estate investor active in Multi-Family Apartments, Self-storage, and ATM space. Dave has acquired more than $100 million worth of real estate since 2010. At the time of this writing, he and his investors own approximately 3000 Multi-family Apartment units. Together with his business partner, Dave is a renowned and trusted professional resource in the Automatic Teller Machine (ATM) investment market where they have deployed more than $90 million of investor capital and are heavily invested personally in the ATM space. ********************************************************************************* KEY TAKEAWAYS Looking to diversify into asset classes that hedge inflation? Dave Zook discusses his favorite four asset classes and how they stack up in comparison. Discover the benefits of each including cashflow potential, depreciation, ROI on exit, and tax implications. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 8 video Masterclasses and ebooks. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOSTS Scott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance. ********************************************************************************* KEY TAKEAWAYS Filing taxes is clearly more complicated for independent contractors, entrepreneurs and investors. Entity structure, tax savings strategies, and deductions are areas that are maximized to lower tax debt. For this reason, you may have a higher audit risk than your average W2 employee. Listen as Pete Schindele, Royal Legal Solutions CFO gives a run down of filing actions that are more likely to trigger IRS inquiry. This is not to say that you should not take advantage of all deductions that you qualify for. Most importantly, keep thorough records in the event you are flagged for an audit. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 8 video Masterclasses and ebooks. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* Charles Bulthuis, Founder and Owner, Reformation Asset Management. RAM offers a holistic approach to acquiring, managing, and growing real estate assets utilizing a comprehensive array of services. They will tailor an investment strategy to match your individual goals and execute it at every step with deep expertise. ********************************************************************************* KEY TAKEAWAYS Charles breaks down market predictors to identify opportunity. Learn what area of investing that has proven lucrative in a fluctuating and even uncertain economy. It starts with an analysis of demographics, including job growth and zoning regulations. Discover the strategy that will yield great ROI while providing for first-time home buyers who are largely being priced out of home ownership. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* Stephen Slawinski, Founder and Owner of Slawinski Law, is a process-oriented securities attorney who is focused on helping real estate sponsors and fund managers raise capital while staying compliant with the SEC. Stephen’s interest in finance and real estate first began after reading Rich Dad, Poor Dad. He began investing in real estate while in law school where he focused his studies on securities law and real estate fund management. ********************************************************************************* KEY TAKEAWAYS Tune in to get an expert breakdown of syndication compliance through the eyes of a securities attorney. Learn how the SEC defines a security along with how to tackle that challenge including: Stephen demonstrates how deal structure directly impacts legal compliance requirements and shares solutions as to how maneuver facing these challenges. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS Royal Legal Solutions Insurance Manager, Aaron Porter, attended the Ask An Advisor themed session of group mentoring to hold a QA on insurance topics. Questions covered included: Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS Seth Bradley, Esq., managing partner at Law Capital Partners met with our group to discuss PPM formation. A PPM or Private Placement Memorandum is a legal document and serves to disclose all the details of a deal for a potential investor. Discover the intricacies of each part of a PPM including: BONUS: Slide Deck (PDF) Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS Learn about Opportunity Zone investing by a team who is currently engaged in one. John Berlet, a fund manager and retirement planner, along with Stormy Johnson, and Patrick Sughroue of Coastal Bend OZ Fund shared the finer points of the Qualified Opportunity Zone Program. They break down the tax strategy, share their pro forma, and more. Familiarize yourself with what's possible through the QOZ Program: Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS In this session of Royal Investing group mentoring we were joined by seasoned investor Scott Sutherland. Scott shared about a 'bad beat', otherwise known as a deal gone bad. Wisdom comes from experience, so hearing about deals gone wrong can give you great insight. There are lessons to be learned to save you the pain of making the same mistakes personally. FREEBIE: Slide deck (PPT) and redacted agreement (PDF) Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* KEY TAKEAWAYS Listen in to this special "Ask An Advisor" session where RLS staff attorneys give their responses to questions from the community. *Disclaimer: This is not to be considered legal advice. If you find yourself in any of the situations discussed in this presentation, we recommend you consult with your local attorney. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOSTS Scott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance. Hicham Hajhamou, Macro Trader and Investor. Mr. Hajhamou has a long history of investing in Capital Markets, Private Placements, Crypto, Real Estate, and Alternative assets. He has helped raise money over the years for various real estate syndications (STR, Multifamily, Storage, Mobile Homes, Hospitality, CRE) getting his investor group the best terms after thorough due diligence. Through Wealth Flow Partners, Hicham motivates people to become their own financial athletes. ********************************************************************************* KEY TAKEAWAYS In this session, Hicham sets the stage with a comparison of a fixed versus a growth mindset as it relates to investing. Topics covered include: FREE Presentation Deck: Alternative Thinking and Investments Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOSTS Scott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance. Amanda Holbrook, Certified Self-Directed IRA Professional. Amanda is a Key Account Representative at the Specialized Trust Company. ********************************************************************************* KEY TAKEAWAYS Are you satisfied with what your retirement account is earning? Cut out the middle-man, become the bank and consider a self-directed account. FREE EBOOK - Grow Your Wealth Tax-Free Learn The Strategies Used By The Top 3%: https://fieldguide.specializedtrustcompany.com/fieldguidebratz Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials. ********************************************************************************* FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOSTS Scott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance. ********************************************************************************* KEY TAKEAWAYS First, what is a custodian? Investopedia describes it as " ... a financial institution that holds customers' securities for safekeeping to prevent them from being stolen or lost. The custodian may hold stocks, bonds, or other assets in electronic or physical form on behalf of its customers." In this session, Pete breaks down a few key differences between the Self-Directed IRA and the Solo 401k as they relate to custodian duties. Tax code regulations dictate that if you are using an IRA, the custodian must be a 3rd party bank or trust company. This means that they control when, where, and how assets are invested. Pete explains that this reduced flexibility for investors makes the Solo 401k a beloved alternative. So what's the difference? With a Solo 401k, you are your own plan administrator. You take on the role of the bank, trustee, or custodian, and the fiduciary responsibilities fall on you. With that, you have the freedom to invest your funds directly without having to work through a 3rd party custodian for a fee. There are some caveats, though, such as being responsible for monthly, quarterly, and annual reporting. Along with keeping good records that document distributions. Listen in as Pete and group members discuss how this retirement vehicle can be used to invest in various asset classes, including real estate to grow wealth with less hassle than an IRA. Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend for FREE on Zoom, Wednesdays at 11:30 p.m. CST. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks. ********************************************************************************* ENGAGE WITH US Are you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0 For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quiz For insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance ********************************************************************************* DISCORD COMMUNITY https://discord.gg/KKS7rZG5kM ********************************************************************************* WEBSITE: http://royallegalsolutions.com LINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset...

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. ********************************************************************************* MEET THE HOSTS Scott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance. ********************************************************************************* KEY TAKEAWAYS ... Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST. Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks. ********************************************************************************* ENGAGE WITH US Are you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0 For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quiz For insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance ********************************************************************************* DISCORD COMMUNITY https://discord.gg/KKS7rZG5kM ********************************************************************************* WEBSITE: http://royallegalsolutions.com LINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/