by Mat Sorensen | Dec 8, 2025 | Webinar
The Solo 401k Strategy for Self Employed Owners and the New Tax Credit That Can Help Pay for It The solo 401k has quietly become one of the most valuable financial tools available to self employed individuals. While most retirement conversations center on employer...
by Mat Sorensen | Dec 27, 2024 | Law, Small Business
The BOI reporting requirement for LLC and corporation owners has been halted again by the 5th Circuit U.S. Court of Appeals. This time, it was the merits panel of the 5th Circuit whose ruling said the BOI requirement raises serious constitutional questions and...
by Mat Sorensen | May 20, 2019 | Estate Planning
Is there any decision more important than who will raise your children if you were to pass away? Every person with minor children should consider this question and should take a simple estate planning step to answer it. MAKING THE DESIGNATION The decision on who will...
by Mat Sorensen | Feb 4, 2019 | Business planning, Retirement Planning
A 401(k) is a great benefit normally associated with large companies where the employee makes contributions and the employer offers a match. The contribution limits are high (and total max contribution of 56k for 2019) and can allow for significant tax deferral on the...
by Mat Sorensen | Sep 18, 2018 | Business planning, Real Estate, Small Business, Tax Planning
What is a Qualified Opportunity Zone Fund? Here’s the short version, it’s a new break that allows you to re-invest gains from any assets (real estate, stock, etc.) into qualifying go-zone funds. You get both tax deferral and some tax reduction as a result...
