Travis Allen

Personal CFO advising clients since ‘96. I help 8 & 9-figure clients take control of their personal and business life.

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Have you Outgrown Your Advisors? Most financial planners, accountants, and attorneys are only trained to look at a small portion of your life. A Personal CFO solves this by managing your entire team with a clear path to take control of your money. Are you ready? #PersonalCFO

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Using Trusts for Asset Protection
1️⃣ For your cars, consider a title trust, shielding ownership
2️⃣ Your real estate? A Land Trust offers anonymity
3️⃣ Layer on a Wyoming LLC holding company for charging order protection
4️⃣ Lastly, consider an offshore trust with a foreign trustee

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2023 TAX BREAK: Airbnb Rental Exclusion
1️⃣ Invest in an Airbnb property, offering 7 day rentals or less
2️⃣ List by 12/31 and potentially write off the FULL bonus depreciation vs ordinary income in 2023
✅ With 25% down on a $10M Airbnb, you could potentially see a $2.4M tax break

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How to Get Security through Obscurity
1️⃣ Retitle properties in your name to a land trust. John Smith becomes 123 Main St. Trust. Your name vanishes from asset searches
2️⃣ For non-personal residences, have your Land Trust owned by a separate holding company (like a Wyoming LLC)

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Are you ready to get the full story?

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Why Use the Cook Islands?
The Cook Islands have some of the most robust asset protection laws worldwide, and here's the key: They're beyond the reach of US courts.
You have to pay taxes on all assets, but they don't have to be vulnerable to those eyeing your wealth. #PersonalCFO

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You're Getting ROBBED

The Fed just printed $13 TRILLION. That means your cash is now worth less because there's more money in circulation.

💰 If you earned $100k in 2021, it's now worth just $86k today. 😱

Maybe it's time you learn to profit from it #Inflation #PersonalCFO

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The Augusta Rule: Wealthy Homeowners Tax Secret

➡️Born in Augusta, GA at the Masters
➡️14-Day Exception: Rent your personal residence for 14 days/year without reporting the income on your taxes
➡️Multiply: If you have multiple residences, apply the Augusta Rule to each one

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What Is a Bulletproof Trust?

1️⃣ Start with a Bahamas trust for offshore benefits
2️⃣ Use a Trigger provision to convey to a Nevis LLC if legal challenges arise
3️⃣ Nevis LLC, is owned by a Cook Islands Trust

DM "Bulletproof" or click link in bio #BulletproofTrust #AssetProtection

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The 15 Steps to Complete Financial Planning (Part 12/12: Tying it all Together)
Are you ready to take Control of your Financial Life?

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The 15 Steps to Complete Financial Planning (Part 11: Financial Planning Analysis)
Do you have a lifelong plan?

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The 15 Steps to Complete Financial Planning (Part 10: Hard Asset Analysis)
Have you maximized your real estate and business holdings?

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The 15 Steps to Complete Financial Planning (Part 9: Account Analysis)
Where is your money and what is it doing for you?

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The 15 Steps to Complete Financial Planning (Part 8: Disability)
What happens if you become disabled?

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The 15 Steps to Complete Financial Planning (Part 7: Buy Sell Agreement)
Protection for business owners

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The 15 Steps to Complete Financial Planning (Part 6: Protection)
What happens if you die?

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The 15 Steps to Complete Financial Planning (Part 5: Protection)
Do you really know what your health insurance covers?

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The 15 Steps to Complete Financial Planning (Part 4: Cash Management)
Is your bank shortchanging you?

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The 15 Steps to Complete Financial Planning (Part 3: Tax Analysis)
Have you actually reviewed your taxes lately?

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The 15 Steps to Complete Financial Planning (Step 3: Income Analysis)
These are the 7 questions you must ask