Self Directed IRA Planning

Experience and Knowledge Setting up IRA/LLC’s and Navigating UBTI/UDFI and Prohibited Transactions Rules

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Serving Clients Nationwide

with Offices in California, Utah, and Arizona

Raise Capital for Your Business or Real Estate Investment

Guiding Clients through Private Placements, Crowdfunding, and Creative Partnerships

Law Firm Company Set-ups with Real Attorneys

Set-up Your Entity and get a consultation to do it right

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Estate and Legacy Planning

Design the Future of Your Assets For Your Families Benefit

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Self-Directed IRA Summit Recording:

Full video access to the entire summit
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Access to all presentations & workbook slides
8+ hours of self-directed content
The most comprehensive training on self-directed IRAs and 401(k)s ever compiled
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Retirement account guides
Real estate quick start guide

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Testimonials

Working with Mat, and everyone on the Kyler Kohler Ostermiller & Sorensen team has been amazing. Not only has Matt assisted me with setting up entities, but I have also had the privilege of learning from him on advanced legal strategies in a college style classroom. Matt knows his stuff and provides expert legal services for business owners and investors of all type.

Christian Sadler

I was referred to Matt for help in setting up an IRA owned LLC. Matt and his team did an incredible job completing the work in a few short days. The process was professional, efficient and cost-effective. I continue to rely on Matt for guidance running the LLC and related real estate matters. Not only is Matt a good lawyer, he runs a great office. It is easy for me to recommend Matt and his team.

Richard Davis

Mat’s advice can be trusted. He is both knowledgeable about the impact of potential litigation and brings creativity to all that he does. It is enjoyable to work with him.

Bill Carlson

I just wanted to drop a note and thank you and your staff for outstanding service on the work you have done for us! Any service organization is graded by their performance and your company is 2nd to none! Congratulations on operating such a respected company.

Gary Hamilton

My wife and I recently sought Mat’s help with estate planning and couldn’t have been more satisfied. Mat’s professionalism, honesty, creativity, and attention to detail is second to none. What impresses me the most about Mat can be summed up as “diverse”. Mat’s vast knowledge and experience in a plethora of different areas of the law is astounding. I highly recommend Mat to my clients and friends seeking legal help.

Kade Creamer

Wow, Mark is a top-notch attorney/CPA. He has the knowledge of both so you know that when you are doing business with Mark you are getting the best advice for both areas. He is so fun to work with and he really makes legal and tax stuff fun and amazingly interesting (as if we ever thought that could be!!!!) I highly recommend Mark and will continue to use him as my attorney and CPA going forward without any reservations.

Orletha A.

Mark is an attorney/CPA who gets excited about legally, ethically and morally saving money on our taxes. He teaches us strategies that we can use TODAY to maximize our deductions and minimize taxes. He has produced amazing results, reviewing taxes and obtaining refunds based on taking deductions that other CPA’s missed. He is a family man with tremendous integrity and an expert in BOTH legal and tax matters. I definitely recommend Mark and his company for anyone!

Cindy Logan