Ray Olmo

March 12, 2018

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars?

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars? Last year we set up a private retirement […]
August 24, 2016
Solutions for the Construction Industry

TRUST-CFOsm & PORTER LAW GROUP align to Protect the Construction Industry

Protecting the Construction and Real Estate industries PORTER LAW GROUP, INC. and TRUST-CFOSM   Bringing the Private Retirement TrustSM & Legal Risk Management Support Services to the Construction Industry. […]
August 23, 2016
Wen is a PRT Not Appropriate

You Shouldn’t Do a PRTsm if…

When is a PRTSM NOT Appropriate? As with any strategic planning where you try to keep your money from outside interests, planning can become overly aggressive, […]
August 18, 2016
Lawsuit Virus

Hey Doc, Can You Help Defend Against The Creditor Lawsuit-Virus?

Are You Immune to the Creditor Lawsuit-Virus? The creditor lawsuit-virus plagues the physician market, and it’s sickening.  The facts are scary, 40% of all California physicians have […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Trustsm

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement TrustSM (PRTSM) allows the funding of any […]
July 30, 2016

Collaboration, not Cannibalism

In review of all our incoming calls from outside advisors last week, we have validated a clear distinction between two types of planners, (1) those that build […]
July 25, 2016
101j Don't give money to the IRS

The Greatest Tax per Dollar…and Totally Unnecessary

Recently we were engaged by a CPA to help clean up a mess that will create a huge and completely unnecessary income tax for their client, […]
July 13, 2016
Get your Estate Map

Don’t Be A Magellan, Get An Estate Map

Do You Have a Map For Your Financial World? Ferdinand Magellan created a map to help  prove the far east could be reached by sailing west. Magellan’s […]
July 13, 2016
Does a tax deduction ever hurt you?

The Incredible “Non-Tax” Tax Benefits of a Private Retirement Trustsm

Ok, so when clients come in our door, they always seem to ask if they can get a tax-deduction for funding in their private assets to […]
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