Education
Mark J Kohler
YouTube Channel
Helping you with your small business, taxes, and all things finance
Mat Sorensen
YouTube Channel
Take control of your retirement
Podcasts and Websites
Articles
Understanding the New FinCEN Residential Real Estate Reporting Rule in 2026
Beginning March 1, 2026, the FinCEN Residential Real Estate Reporting Rule will require reporting for certain non financed residential real estate transfers involving entities and trusts. Real estate investors, title companies, and attorneys need to understand how the rule works, who qualifies as the reporting person, and how these new disclosure requirements impact privacy, asset protection, and compliance.
Stop Guessing Your Tax Plan — Build One That Works
If you are making money but still unsure whether your tax strategy is working, this webinar will walk through the most important tax planning moves business owners should review each year and explain how a Comprehensive Tax and Business Consult can help you build a clear strategy.
Entity Clean-Up: Fix the Mistakes Before They Get Expensive
Is your LLC or S Corp structured properly? The worst time to find out something is wrong is during a lawsuit, audit, or sale. In this live session, we break down common entity mistakes, what clean up really involves, and how our Comprehensive Entity Set Up protects your business long term.
Free E-book Downloads
The 10 Best Tax-Saving Secrets
by Mark J Kohler
My message is much more than just saving TAXES!!
Make a plan. Start NOW saving more on your tax returns.
The Optimal Order of Investing
BY MAT SORENSEN
Start building your wealth today—download our comprehensive guide to mastering the optimal order of investing and take control of your financial future!
