Deep Dive by Katie St Ores CFP® ChFC® EA cover art

Deep Dive by Katie St Ores CFP® ChFC® EA

Deep Dive by Katie St Ores CFP® ChFC® EA

By: Katie St Ores CFP® ChFC® EA
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Join Katie St Ores on the*Deep Dive*, the ultimate podcast for breaking down 401k, retirement, personal finance and business insights. From mastering small business strategies to decoding taxes and personal finance, we cover it all. Get expert comparisons on financial tools like tax software, bookkeeping platforms, and banks to make smarter money decisions. Whether you're an entrepreneur or just curious about managing your finances better, this podcast delivers clear, actionable tips every week. Hit play and take control of your financial future today!Katie St Ores CFP® ChFC® EA Economics Personal Finance
Episodes
  • What is a DBA? By Katie St Ores CFP
    Jun 26 2026

    Some of the links below are affiliate links. If you choose to make a purchase or sign up for a service through these links, I may earn a small commission at no additional cost to you. This helps support the channel and allows us to continue providing educational content. Thank you for your support.


    Wondering **what is a DBA** and whether your new small business actually needs to register one? In this video, host Katie St Ores (CFP® and Enrolled Agent) breaks down exactly how a "Doing Business As" name works, its legal limitations, and how you can use one to legally accept payments under your brand name.


    Form Your Corporation with Bizee: https://go.saintores.com/Bizee

    Form Your Corporation with LegalZoom: https://go.saintores.com/LegalZm

    Curated Business Resource Finder: https://go.saintores.com/Resource

    Subscribe to Katie St Ores CFP: https://go.saintores.com/Sub


    Chapters

    00:00 What is a DBA?

    00:48 Is a DBA a separate legal entity?

    01:12 When does a sole proprietor need a DBA?

    01:38 Can an LLC have multiple DBAs?

    02:00 Does a DBA protect your business name?

    02:34 How does a DBA work in real life?

    03:00 How to register a DBA business name

    03:25 How to open a bank account with a DBA

    03:45 What is a DBA publication requirement?

    04:12 How long does a DBA registration last?


    #DBA #businessname #SmallBusiness #Entrepreneur #katiestores


    Other small business videos:

    LLC vs C Corp Explained: Taxes, Protection & Setup

    Choosing a Business Structure: LLC or Corporation?

    DBA vs LLC: Which is Best for Your Small Business?

    Don't Choose a DBA or LLC Until You Watch This Guide


    Financial Disclaimer: Katie St Ores is a Certified Financial Planner™ (CFP®) and an Enrolled Agent (EA) licensed by the US Department of the Treasury. However, the content in this video and description is provided for general educational and informational purposes only and is not intended as a substitute for professional advice. This information should not be construed as personalized tax, legal, or financial advice. Every business and individual financial situation is unique. Always consult with a qualified professional regarding your specific tax or financial circumstances before making any decisions or taking action.

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    7 mins
  • LLC Operating Agreement: Do You Actually Need One? by Katie St Ores CFP
    Jun 24 2026

    Some of the links below are affiliate links. If you choose to make a purchase or sign up for a service through these links, I may earn a small commission at no additional cost to you. This helps support the channel and allows us to continue providing educational content. Thank you for your support.


    Do you actually need an **LLC operating agreement** if you are the sole owner of your business? In this video, Katie St Ores (CFP® and Enrolled Agent) explains why skipping this critical document could legally ruin your business and put your personal assets at risk. Learn how to structure your internal management, protect your limited liability status, and set up your business for long-term growth and bank funding.


    Form Your Corporation with Bizee: https://go.saintores.com/Bizee

    Form Your Corporation with LegalZoom: https://go.saintores.com/LegalZm

    Curated Business Resource Finder: https://go.saintores.com/Resource

    Subscribe to Katie St Ores CFP: https://go.saintores.com/Sub


    Chapters

    00:00 What is an LLC Operating Agreement?

    00:50 Do I need an Operating Agreement?

    01:25 How to protect your personal assets

    01:50 Member managed vs manager managed LLC

    02:40 How do LLC capital contributions work?

    03:15 How are LLC profits distributed?

    03:40 LLC voting rights and decisions

    04:10 What happens when an LLC partner leaves?

    05:10 How to change an LLC agreement

    05:40 Why banks need an operating agreement


    #LLC #operatingagreement #SmallBusiness #Entrepreneur #katiestores


    Other small business videos:

    LLC vs C Corp Explained: Taxes, Protection & Setup

    Choosing a Business Structure: LLC or Corporation?

    DBA vs LLC: Which is Best for Your Small Business?

    Don't Choose a DBA or LLC Until You Watch This Guide


    Financial Disclaimer: Katie St Ores is a Certified Financial Planner™ (CFP®) and an Enrolled Agent (EA) licensed by the US Department of the Treasury. However, the content in this video and description is provided for general educational and informational purposes only and is not intended as a substitute for professional advice. This information should not be construed as personalized tax, legal, or financial advice. Every business and individual financial situation is unique. Always consult with a qualified professional regarding your specific tax or financial circumstances before making any decisions or taking action.

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    10 mins
  • How to File Articles of Incorporation by Katie St Ores CFP
    Jun 22 2026

    How Some of the links below are affiliate links. If you choose to make a purchase or sign up for a service through these links, I may earn a small commission at no additional cost to you. This helps support the channel and allows us to continue providing educational content. Thank you for your support.


    Learning how to file Articles of Incorporation is the first critical step to protecting your personal assets and legally launching your new C-Corp or S-Corp. In this video, host Katie St Ores (CFP® and Enrolled Agent) breaks down the entire filing process—including how to structure authorized shares, define stock par value, appoint a registered agent, and draft corporate bylaws—so you can set up your business successfully without expensive legal mistakes.


    Form Your Corporation with Bizee: https://go.saintores.com/Bizee

    Form Your Corporation with LegalZoom: https://go.saintores.com/LegalZm

    Curated Business Resource Finder: https://go.saintores.com/Resource

    Subscribe to Katie St Ores CFP: https://go.saintores.com/Sub


    Chapters

    00:00 What are Articles of Incorporation?

    00:46 How to choose a corporate name

    01:21 What is a corporate purpose statement?

    01:43 Do I need a registered agent?

    02:18 How many shares of stock to authorize?

    02:50 Authorized vs issued shares explained

    03:32 What is stock par value?

    04:15 What does an incorporator do?

    04:30 What to do after filing articles?

    05:13 How to write corporate bylaws

    05:37 How to open a business bank account

    06:01 How to file an S-Corp election


    #SmallBusiness #zenbusiness #Entrepreneur #katiestores


    Other small business videos:

    LLC vs C Corp Explained: Taxes, Protection & Setup

    Choosing a Business Structure: LLC or Corporation?

    DBA vs LLC: Which is Best for Your Small Business?

    Don't Choose a DBA or LLC Until You Watch This Guide


    Financial Disclaimer: Katie St Ores is a Certified Financial Planner™ (CFP®) and an Enrolled Agent (EA) licensed by the US Department of the Treasury. However, the content in this video and description is provided for general educational and informational purposes only and is not intended as a substitute for professional advice. This information should not be construed as personalized tax, legal, or financial advice. Every business and individual financial situation is unique. Always consult with a qualified professional regarding your specific tax or financial circumstances before making any decisions or taking action.to File Articles of Incorporation by Katie St Ores CFP

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    11 mins
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