Protect Wealth Academy

Protect Your Hard Earned Assets from Lawsuits, Liens, Judgments, Creditors, & Divorce with help from some of the nation’s leading experts to help you and your family understand how to protect your business and personal assets.

Asset Protection, Tax Reduction, Estate Planning & Wealth Creation


Newark, NJ 3-Day Asset Protection Summit

Sept 18-20

Hilton Newark Airport

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High Yield Investors Cruise

December 2-7, 2017

Royal Caribbean Independence of the Seas

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Las Vegas, NV 3-Day Asset Protection Summit

November 13-15

Green Valley Ranch Resort

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Webinars & Recordings

Upcoming Topic: TBD

Date: Typically held bimonthly on Tuesdays @ 8:30 PM EDT/7:30 PMCDT/ 6:30 PM MDT/ 5:30 PM PDT

View Recent Recordings HERE: Tax Traps (and escapes) for Real Estate Investors- Scott Estill, JD

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Frequently Asked Questions

There are currently millions of lawsuits clogging up the court system. Statistically speaking, if you have not taken steps to make yourself unattractive to a plaintiff’s attorney, you may be sued anywhere from five to seven times during your lifetime. You don’t need to be guilty of anything to be financially wiped out by a lawsuit.

In today’s world, asset protection is no longer optional. Don’t rely on someone else to protect your hard-earned assets. Instead, get educated so you can participate in the discussion and make sure you are properly protected.

Call us at 800-276-1430

Hoping Insurance Will Protect Your Assets?

Unfortunately lawsuits frequently exceed insurance and exclusions. LLC’s, LP’s and other entities can protect you.

Paying Too Much in Taxes?

There is a huge difference between tax planning and tax preparation. Learn from the experts how to reduce taxes by using legal entities and business deduction strategies that can save you thousands.

Forming an Estate Plan?

Did you know many estate plans are improperly formed and ineffective? In fact many well-meaning planners don’t properly fund or set up a living trust.

Learn from the experts. Watch a video, listen to  a live webinar or attend a live event. Click HERE to learn more.

I lost hundreds of thousands of dollars because I wasn’t properly structured. If I had implemented these strategies I would have saved myself a lot of heartache and years of struggle. Thank you for opening my eyes and setting me straight. I can sleep easy at night knowing my assets are now protected.

Mark S.

This program helps students understand how to best structure your assets, no matter how big or small, to protect against liability, to increase your legal tax deductions, and to structure for estate planning and transfer at the end of your life. All this with careful consideration to getting the most protection and benefit for the least maintenance costs. Very practical!

Ruth B.

This information is invaluable!! You are right, no one cares about our money like we do. This information will allow us to sleep at night and continue on our wealth creations journey. Thank you!!

Absolutely Great! Extremely informative. All staff were helpful, positive and enthusiastic!

Dr. Carolyn S.

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top...
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FAQs About S Corporations

There are two types of corporations—C Corporations and S Corporations. When most people think of a corporation, their mind automatically goes to a traditional C Corporation, although they may not realize it. While both entities are remarkably similar, they have some...
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Choosing Your Business Structure: S vs C Corporations

Choosing the right structure is extremely important to your business, and it matters for asset protection purposes as well. Once you have decided to go with a corporation, you still need to decide whether you want to organize as a C corporation or an S Corporation....
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Simple Steps to Setting Up An LLC

Limited Liability Companies (LLCs) are popular business structures because they combine the asset protection benefits of a corporation with the simplicity and tax advantages of a sole proprietorship or partnership. One of the many benefits of forming an LLC is that it...
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5 Ways the Corporate Veil Can Protect You

Limited liability companies ("LLC") and corporations are a useful asset protection tool because they are both entities that exist separate and apart from their owners. They offer personal asset protection and an array of other benefits, which is why many people use...
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