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

Written 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
  • Registered Agent vs DIY. By Katie St Ores CFP
    Jul 12 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.


    Deciding whether to act as your own **registered agent** or hire a professional service can make or break your LLC's privacy and legal protection. In this episode, host Katie St Ores (CFP® and Enrolled Agent) breaks down the hidden risks of the DIY route, how it impacts your personal asset protection, and how to choose the best option to safeguard your growing business.


    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 Registered Agent?

    00:44 Can I Be My Own Registered Agent?

    01:10 Registered Agent Requirements

    01:38 How to Keep Your LLC Address Private

    02:15 Benefits of a Registered Agent Service

    03:00 How to File Articles of Organization

    03:40 Can a Friend Be My Registered Agent?

    04:05 How to Protect Your Personal Assets

    04:30 How Much Does a Registered Agent Cost?

    04:45 What is Foreign Qualification?

    05:35 How to Change Your Registered Agent

    06:00 Registered Agent vs DIY LLC


    #DBA #businesslicense #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 Get Business Licenses & Permits by Katie St Ores CFP
    Jul 8 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.


    Discover exactly **how to get a business license** and local permits so you can legally run your business without facing expensive fines or shutdown orders. Host Katie St Ores (CFP® and Enrolled Agent) breaks down the zoning rules, application steps, and renewal tips you need to keep your new enterprise fully compliant.


    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 How to Get a Local Business License

    00:54 SBA Business License Directory

    01:14 What Permits Does My Business Need?

    01:52 Do I Need a Zoning Permit?

    02:22 Home Occupation Permit Requirements

    02:44 Documents Needed for Business License

    03:13 How to Get a Seller's Permit

    03:33 Multiple Business License Locations

    03:52 Business License Renewal Guide



    #DBA #businesslicense #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.

    Show More Show Less
    7 mins
  • How to Register a Business Name (Before It's Taken!) by Katie St Ores CFP
    Jun 30 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.


    Learning how to register a business name is the critical first step to legally protecting your brand and launching your dream company. If you skip the proper registration steps, you risk losing your name to competitors or facing massive legal and banking headaches.


    In this video, Katie St Ores (CFP® and Enrolled Agent) walks you through the exact process of securing your business name, conducting a thorough trademark search, and choosing the right legal registration method for your structure. You will learn the difference between LLC registration, DBAs, and federal trademarks so you can build your business on a solid legal foundation.


    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 How to Register a Business Name

    00:20 What is a DBA Business Name?

    00:43 How to Do a Business Name Search

    01:13 How to Reserve a Business Name

    01:34 Business Name vs Trademark

    01:54 How to File Articles of Organization

    02:27 How to Open a Business Bank Account

    03:13 How Long Does a DBA Last?

    03:31 How to Get a Federal Trademark



    #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.

    Show More Show Less
    7 mins
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