277 - Unlocking Tax Efficiency and Asset Protection with Stefan Belhomme and Michelle Nice

277 - Unlocking Tax Efficiency and Asset Protection with Stefan Belhomme and Michelle Nice   Welcome to the Real Estate Investor Growth Network (REIGN) with your host, Jen Josey! In this episode, Jen reveals her top 5 tips for launching a profitable short-term rental property, including how to navigate local regulations, maximize occupancy, and create an unforgettable guest experience—perfect for both new and seasoned real estate investors. Jen is joined by specialists from Prudent Wealth Strategies: Stefan Belhomme and Michelle Nice. Together, they dive deep into advanced real estate investing strategies focused on tax efficiency, asset protection, and building generational wealth. Learn about structuring your real estate business for maximum protection, using trusts and LLCs effectively, and why financial education is critical for long-term success. Whether you're just starting in real estate or looking to scale your investment portfolio, this episode is packed with actionable advice on short-term rentals, tax planning, estate planning, and smart business structures. Timestamps: 00:00 – Introduction to REIGN & Host Jen Josey 01:01 – Top 5 Tips for Launching a Short-Term Rental 03:37 – Meet the Guests: Stefan Belhomme & Michelle Nice 05:26 – Importance of Tax Efficiency & Asset Protection 07:11 – Real-Life Examples & Practical Advice 08:43 – Structuring Your Business for Success 10:52 – Ownership vs. Control: Protecting Your Assets 24:10 – Building Generational Wealth with Trusts 26:20 – Ensuring Your LLC is in Your Trust 27:07 – The Importance of Funding Your Trust 27:57 – Handling Assets After Death 29:33 – Educating Clients on Trusts 30:54 – Planning for the Future 34:26 – Real-Life Success Stories 36:46 – First Steps for New Investors 38:54 – The Tax and Estate Academy 40:15 – BADASS Acronym Breakdown 49:51 – Final Thoughts & Contact Information Key topics: Short-term rental investing Real estate investor tips Tax strategies for real estate Asset protection for investors LLCs and trusts explained Building generational wealth Financial education for investors Real-life real estate success stories Don't miss this episode if you want to grow your real estate portfolio, protect your assets, and plan for long-term wealth. Make sure to like, comment, and subscribe for more real estate investing tips from Jen and the REIGN Nation!     Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner and Certified Tax, Trust, & Estate Specialist. Since 2006, he has helped countless business owners and investors utilize advanced tax structures and strategies and understand the rules of the game so they can play it more efficiently. Michelle Nice is an Advanced Tax Consultant & Trust Funding Specialist at Prudent Wealth Strategies, she is also a licensed insurance broker and graduate of Nova Southeastern University, in Fort Lauderdale, FL. Additionally, Michelle is the founder of Wake Up N' Mahj Social Club an American mahjong social club that supports mom & pop businesses around Wake County and the surrounding areas.   Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business groomed Michelle from an early age, on the importance of maximizing a business's efficiency.   Michelle specializes in helping business owners, investors and families meet their financial goals. Listening to business owners pain points, needs and goals is key to Michelle's success in implementing efficient strategies to achieve the greatest possible outcomes.     Social Media Links:  https://www.youtube.com/@thetaxandestateacademy https://www.facebook.com/thetaxandestateacademy https://www.instagram.com/thetaxandestateacademy/ https://www.linkedin.com/in/stefanbelhomme/ https://www.tiktok.com/@stefanbelhomme https://www.linkedin.com/in/michelle-nice/ Website: https://prudentwealthstrategies.com/     To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign