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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.

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Most Popular Services

Business Entity Structure Consult

  • Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
  • Consult with Attorney up to 1 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.

$1,200 plus state filing fees (if applicable)

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Comprehensive Tax & Business Consultation

  • Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
  • Consult with Tax Attorney up to 1.5 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.

$1,200

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LLC Entity Formation

  • LLC Set-Up with state and all required docs.
  • 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 agreement, minutes, and corporate book.

$800 plus state filing fees

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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.

$800 plus state filing fees

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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.

$1,900 plus recording fees

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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.

$1,500 plus recording fees

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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.

$800 for single member, $1,500 for
multi-member, plus state filing fees

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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)

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All Services

Educational Resources

News Resources

  • Self-Directed IRA Versus Solo 401(k)
    by Mat Sorensen
    Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company stock. However, depending on your situation, you may choose one account type […]
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

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

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

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

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

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