fbpx

Schedule an Appointment

ONLINE ENTITY SERVICE

Make A Payment

Home

Strategic & Comprehensive
Tax & Legal Planning

 

for entrepreneurs, real estate, crypto, and self-directed investors.

Get Started Now

Select your service

Get Help From Our Team

Contact Us

Bringing It All Together

Tri·fect·a

/trīˈfektə/noun.

a strategic diagram organizing the three major areas of an entrepreneur’s tax and legal world.

Get Started

Most Popular Services

Business Entity Structure Consult

  • Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
  • Consult with Attorney up to 1.5 Hour regarding business entity structuring and entity tax issues (new or existing).
  • Includes new entity set-up or clean-up or amendments to an existing entity.

$1,595 plus state filing fees (if applicable)

Learn More

Comprehensive Tax & Business Consultation

  • Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
  • Consult with Tax Attorney up to 2 hours on tax strategy and application of our 20-point tax planning checklist.
  • Review of prior-year tax return and recommendations on specific tax and legal strategies.

$1,595

Learn More

LLC Entity Formation

  • LLC Set-Up with state and all required docs.
  • Consult with an Attorney up to 1 hour on legal and tax and questions for the new entity.
  • We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,195 plus state filing fees

Learn More

S-Corp Entity Formation

  • S-Corp Set-Up with state and all required docs. File s-election with IRS.
  • Consult with Attorney up to 1 Hour on legal and tax and questions for the new entity.
  • We file all docs with state, obtain IRS EIN, and complete operating bylaws, minutes, and corporate book.

$1,195 plus state filing fees

Learn More

Comprehensive Estate Plan

  • Revocable Living Trust and Will planning your estate and avoiding probate.
  • Trifecta diagram and consult with Attorney up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.
  • Includes trust, wills, powers of attorney finances and health care, advance directive/living wills, and other ancillary docs.

$2,495 plus recording fees

Learn More

Estate Plan

  • Revocable Living Trust and Will planning for your estate and avoiding probate.
  • Consult with an Attorney up to 1.5 Hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones.
  • Includes, trust, wills, powers of attorney finances and health care, advance directive/living will and other ancillary docs.

$1,895 plus recording fees

Learn More

IRA/LLC Set-Up (aka, checkbook control IRA)

  • Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
  • Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
  • Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC. We file with state, obtain EIN, and prepare company minutes and corporate book.

$1,195 for single member, $1,495 for
multi-member, plus state filing fees

Learn More

Solo 401(k) Set-Up

  • Set up Solo 401(k) using our law firm’s IRS pre-approved solo 401(k) docs tailored to your company.
  • Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
  • Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

 

$995 with attorney support.
docs only (no attorney support is $495)

Learn More
All Services

Educational Resources

News Resources

  • Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
    by Mat Sorensen
      The Omnibus budget bill signed into law today, December 27, 2022, has significant changes that will affect everyone saving for retirement. From more Roth options, improvements on required minimum distributions, and increases to contribution amounts, IRA and 401(k)s will become even better vehicles to build long-term savings and wealth for retirement. Rules for prohibited […]
RSS Error: A feed could not be found at `https://markjkohler.com/feed/`. This does not appear to be a valid RSS or Atom feed.

Events

Self -Directed IRA Summit

Scottsdale, AZ
October 20th -22nd

Get RECORDINGS

Financial Freedom Workshop Waikiki

Live the Dream- The Financial Freedom Workshop

Waikiki, HI
November 18th & 19th

Get Tickets

Get Tax & Legal Planning To Your Inbox

Subscribe to our free newsletter to get access and updates to our articles, podcasts, videos, and events.

Assisting Clients Nationwide from our Offices in Arizona, California, Utah, and Idaho.

Save time & money

Get your business entity and structure set up right the first time and avoid wasting time and money unraveling a mess later.

One-stop shop

Whether you want to start a business, make it more financially efficient, or just keep it running smoothly, we have the resources for you.

Small business oriented

We regularly work with small business owners, entrepreneurs, real estate, crypto investors, and have a unique understanding of their needs.

Become A Client

Schedule Online Now or to Be Contacted

Select one of the following

Schedule an Appointment
with an Attorney

Schedule an appointment online with
an attorney for any of our most
popular services.

Schedule Now

Schedule a Free Call with a
New Client Coordinator

Schedule a free call with one of our
new client coordinators to learn more
about our services and pricing.

Schedule Now

Have a New Client
Coordinator Call you

One of our team members will call
you during office hours to explain our
services and pricing.

Contact Me
B

 

TOP

Company

Support

Related Sites

Company

Support

Related Sites

[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]
[gravityform id="47" title="false" description="false" ajax="true"]
<div class='gf_browser_unknown gform_wrapper gravity-theme footer-form-1_wrapper' id='gform_wrapper_47' ><div id='gf_47' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_47' id='gform_47' class='footer-form-1' action='/#gf_47' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LcQugcjAAAAAHbQ7jWqwjHhpDGCIPdD1C9Zx7nS' data-tabindex='0'><input id="input_5db1c306b0d034549e3a6eae176da2c1" class="gfield_recaptcha_response" type="hidden" name="input_5db1c306b0d034549e3a6eae176da2c1" value=""/></div> <div class='gform_body gform-body'><div id='gform_fields_47' class='gform_fields top_label form_sublabel_below description_below'><fieldset id="field_47_1" class="gfield form-label-pop field_sublabel_hidden_label field_description_below gfield_visibility_visible" data-js-reload="field_47_1"><legend class='gfield_label gfield_label_before_complex' >Full Name</legend><div class='ginput_complex ginput_container no_prefix has_first_name no_middle_name no_last_name no_suffix gf_name_has_1 ginput_container_name' id='input_47_1'> <span id='input_47_1_3_container' class='name_first' > <input type='text' name='input_1.3' id='input_47_1_3' value='' aria-required='false' placeholder='Full Name' /> <label for='input_47_1_3' class='hidden_sub_label screen-reader-text'>First</label> </span> </div></fieldset><div id="field_47_2" class="gfield gfield--width-half form-label-pop field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_2"><label class='gfield_label' for='input_47_2' >Email</label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_47_2' type='text' value='' class='large' placeholder='Email' aria-invalid="false" /> </div></div><div id="field_47_3" class="gfield gfield--width-half form-label-pop field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_3"><label class='gfield_label' for='input_47_3' >Phone</label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_47_3' type='text' value='' class='large' placeholder='Phone' aria-invalid="false" /></div></div><div id="field_47_5" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_5"><p class="begin-form-text">A member of our team will call you to set-up an appointment with one of our attorneys and will collect payment. You can also reach us at (435) 586-9366 or at [email protected]</p></div></div></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_47' class='gform_button button' value='Submit' onclick='if(window["gf_submitting_47"]){return false;} window["gf_submitting_47"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_47"]){return false;} window["gf_submitting_47"]=true; jQuery("#gform_47").trigger("submit",[true]); }' /> <input type='hidden' name='gform_ajax' value='form_id=47&amp;title=&amp;description=&amp;tabindex=0' /> <input type='hidden' class='gform_hidden' name='is_submit_47' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='47' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_47' value='WyJbXSIsImVmZTAzMGM0NGZjNDZjZDQwOGFjZWUxYmNjOWQ5N2IwIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_47' id='gform_target_page_number_47' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_47' id='gform_source_page_number_47' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_47' id='gform_ajax_frame_47' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script type="text/javascript"> gform.initializeOnLoaded( function() {gformInitSpinner( 47, 'https://kkoslawyers.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery('#gform_ajax_frame_47').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_47');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_47').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_47').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_47').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_47').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_47').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_47').val();gformInitSpinner( 47, 'https://kkoslawyers.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery(document).trigger('gform_page_loaded', [47, current_page]);window['gf_submitting_47'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_47').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_47').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [47]);window['gf_submitting_47'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_47').text());}, 50);}else{jQuery('#gform_47').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [47, current_page]);} );} ); </script>
[gravityform id="47" title="true"]
<div class='gf_browser_unknown gform_wrapper gravity-theme footer-form-1_wrapper' id='gform_wrapper_47' > <div class='gform_heading'> <h2 class="gform_title">Have us Call you</h2> <span class='gform_description'>Popup when user clicks "Call me" in footer</span> </div><form method='post' enctype='multipart/form-data' id='gform_47' class='footer-form-1' action='/' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LcQugcjAAAAAHbQ7jWqwjHhpDGCIPdD1C9Zx7nS' data-tabindex='0'><input id="input_5db1c306b0d034549e3a6eae176da2c1" class="gfield_recaptcha_response" type="hidden" name="input_5db1c306b0d034549e3a6eae176da2c1" value=""/></div> <div class='gform_body gform-body'><div id='gform_fields_47' class='gform_fields top_label form_sublabel_below description_below'><fieldset id="field_47_1" class="gfield form-label-pop field_sublabel_hidden_label field_description_below gfield_visibility_visible" data-js-reload="field_47_1"><legend class='gfield_label gfield_label_before_complex' >Full Name</legend><div class='ginput_complex ginput_container no_prefix has_first_name no_middle_name no_last_name no_suffix gf_name_has_1 ginput_container_name' id='input_47_1'> <span id='input_47_1_3_container' class='name_first' > <input type='text' name='input_1.3' id='input_47_1_3' value='' aria-required='false' placeholder='Full Name' /> <label for='input_47_1_3' class='hidden_sub_label screen-reader-text'>First</label> </span> </div></fieldset><div id="field_47_2" class="gfield gfield--width-half form-label-pop field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_2"><label class='gfield_label' for='input_47_2' >Email</label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_47_2' type='text' value='' class='large' placeholder='Email' aria-invalid="false" /> </div></div><div id="field_47_3" class="gfield gfield--width-half form-label-pop field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_3"><label class='gfield_label' for='input_47_3' >Phone</label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_47_3' type='text' value='' class='large' placeholder='Phone' aria-invalid="false" /></div></div><div id="field_47_5" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_47_5"><p class="begin-form-text">A member of our team will call you to set-up an appointment with one of our attorneys and will collect payment. You can also reach us at (435) 586-9366 or at [email protected]</p></div></div></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_47' class='gform_button button' value='Submit' onclick='if(window["gf_submitting_47"]){return false;} window["gf_submitting_47"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_47"]){return false;} window["gf_submitting_47"]=true; jQuery("#gform_47").trigger("submit",[true]); }' /> <input type='hidden' class='gform_hidden' name='is_submit_47' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='47' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_47' value='WyJbXSIsImVmZTAzMGM0NGZjNDZjZDQwOGFjZWUxYmNjOWQ5N2IwIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_47' id='gform_target_page_number_47' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_47' id='gform_source_page_number_47' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>