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Mat Sorensen’s Blog

Mat has been at the forefront of the Self-Directed IRA industry since 2006. He’s CEO of Directed IRA, a partner at KKOS Lawyers, a national speaker, a top-ranked podcast host, a best-selling author, and a self-directed retirement investor. Mat is a VIP Contributor at Entrepreneur and is an expert author at Cryptopedia.

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  • Can I Use a SEP IRA If I Have Employees?
    by Mat Sorensen
    A SEP IRA is a powerful retirement account used by many self-employed persons and business owners. It is particularly attractive as you can contribute up to $61,000 into it annually. That’s in comparison to a Traditional IRA, where you can only contribute up to $6,000 a year. “But what if I have employees? If I […]
  • 6 Critical Trademark Considerations
    by Mat Sorensen
    Many clients wonder whether they need to trademark their business name. A trademark is a legal protection given to a business name or slogan and allows the owner to prevent others from using the same name or slogan. The purpose of a trademark is to give the owner of the mark exclusive use of the […]

Mark J. Kohler’s Blog

Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author, national speaker, radio show host, writer and video personality for Entrepreneur.com, real estate investor, senior partner in the law firm Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert who helps clients build and protect wealth through wealth management strategies, as well as business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory, and financial laws to achieve greater success and wealth.

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  • How to Self-Direct my IRA or 401k
    by Mark J. Kohler
    You can actually invest in real estate, promissory notes, precious metals, cryptocurrency, small businesses, and concert tickets, or raw land. Your broker may tell you that you can’t do this and it’s prohibited. They’re blatantly wrong. The post How to Self-Direct my IRA or 401k appeared first on Mark J. Kohler.
  • How to Maintain My S-Corporation
    by Mark J. Kohler
    The S-Corporation can be a powerful structure and tool to save on self-employment taxes and can also protect a business owner’s personal assets from lawsuits that may arise from their operations. The post How to Maintain My S-Corporation appeared first on Mark J. Kohler.

Estate Planning

Estate Planning Lessons from the Rich and Famous

Estate Planning Lessons from the Rich and Famous

by | May 28, 2019 |

We believe everyone needs to have an estate plan.  Contrary to popular belief, an estate plan is not just for the rich and the powerful, and even people with little or no assets can benefit from having an estate plan.  A properly prepared estate plan not only...

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