EPISODE · Jul 1, 2025 · 1H 10M
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing
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 Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 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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What this episode covers
Thinking about incorporating your insurance business? Listen as attorneys Frank Lavery and Justin Abodalo join Sarah to discuss the business and tax implications of business structures like DBAs, LLCs, Partnerships, S-Corps, C-Corps, and more! Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as their share their knowledge and weigh the pros and cons of each business structure option.
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Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
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