Course 6.1 · 55 minutes
The Holding Company Structure: Parent, Subsidiaries, and How Cash Flows
Build a holding company structure that separates risk, simplifies ownership, and keeps taxes clean, drawn out entity by entity.
- Who it is for
- Owners of two or more businesses or several properties.
- Runtime
- 55 minutes
Pre-order: this course is in development and appears in your portal the day it is released. Buy 5 or more and every course is 30% off.
Instant download after payment. Nothing is withheld for a later purchase.
What you receive
- Holding Company Structure diagram set, three archetypes in the house style
- Intercompany Agreements checklist: management agreement, loan note, and lease
- Entity Count cost-benefit worksheet
- Form 8869 qualified subchapter S subsidiary guide
- Structure Implementation checklist
- The narrated lesson. 55 minutes, cued to the deck, with chapter markers by lesson. Emailed to you the day it publishes, at no extra cost.
What the course covers
- 01Why a holding company: isolation, one owner of many, financing, and estate simplicity6 min
- 02The house diagram convention and how to read every drawing in this tranche4 min
- 03The tax layers: disregarded subsidiaries, qualified subchapter S subsidiaries, and one return9 min
- 04Cash flows: distributions, loans, and management fees, with the paperwork each one needs8 min
- 05Where payroll lives and which entity employs4 min
- 06State taxes on every entity4 min
- 07Worked example: a plumbing company, two rentals, and a consulting practice, before and after10 min
- 08Tricks of the trade: folding in an existing S corporation, the management company, and centralized banking6 min
- 09Mistakes and traps: undocumented loans, too many entities, and the alter ego problem4 min
How it fits: Requires 5.1 through 5.3. Foundation for 6.2 through 6.6.
The standard every course holds
- A narrated lesson of 45 to 60 minutes, produced as audio
- A designed slide deck you download and keep
- A computational workbook that runs the actual legal tests
- A toolkit of checklists and protocols
- A legal authority appendix carrying the two-pass vetting protocol
Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.
Where this course sits
Track 6: Structuring Business and Estate Architecture
This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.
Back to this trackEducational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.