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Ever thought about incorporating your insurance business? Not sure if it’s the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they’re structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their knowledge and weigh the pros and cons of each business structure option.

Find Frank Lavery Online:

LinkedIn: https://www.linkedin.com/in/frank-lavery-a05a57255/

McNees: https://www.mcneeslaw.com/people/frank-lavery/

Find Justin Abodalo Online:

LinkedIn: https://www.linkedin.com/in/justin-abodalo-463b3547/

McNees: https://www.mcneeslaw.com/people/justin-abodalo/

References:

Finnerty, Timothy, et al. “Closing Call for the Corporate Transparency Act: Fincen Removes Reporting Requirements for Domestic Business Entities.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 27 Mar. 2025, www.mcneeslaw.com/closing-call-corporate-transparency-act-fincen/.

Abodalo, Justin. “New Digital World, New Category of Form 1099.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 2 Oct. 2024, www.mcneeslaw.com/new-digital-world-form-1099/.

“Tax and Corporate Law Publications.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 30 Apr. 2025, www.mcneeslaw.com/practice/corporate-tax/.

Resources:

Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025

Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025

Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025

Register with Ritter Insurance Marketing

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Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Not affiliated with or endorsed by Medicare or any government agency.

Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

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210 episodes