Blog Articles
KKOS Lawyers Blog
Court Strikes Down the DOL’s Fiduciary Rule. Should this Matter to You?
On March 15, 2018, a federal appeals court based in Dallas, TX struck down the U.S. Department of Labor’s (DOL) so-called “Fiduciary Rule” in the ongoing war waging within the financial services industry for the past two years. This Fiduciary Rule would have required...
The Incredible Shrinking Consumer Financial Protection Bureau
Q: When does the Director of a powerful federal agency draft a report that urges Congress to pass laws that siphon away the vast majority of his authority? A: When Donald Trump is President, and the agency is the Consumer Financial Protection Bureau (“CFPB”) – the...
Who Should be the Beneficiary of Your Life Insurance?
Life insurance is an integral part of financial and estate planning for many. In most cases, people purchase life insurance in order to protect their spouse, children, and/or others who are financially dependent on them from becoming indigent in the event they die....
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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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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Estate Planning
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Business Formation
Business Succession: When Corporate Governance and Estate Planning Converge: Are You Setup Properly?
You may have heard in the news recently that there’s been some fighting among the ownership team of the Los Angeles Lakers. When Dr. Jerry Buss, the majority owner, died in 2012, his ownership passed to his six children via a trust, with each child receiving an equal...
Eight Spring Cleaning Ideas for Your Business
Don’t ask me why, but my seven year-old daughter is obsessed with the cheesy early 1990’s goodness that is Full House. Nick at Nite has scheduled a two-hour block of Danny Tanner, Uncle Jesse, Joey and the Tanner girls from 7-9 p.m. most weeknights, and my daughter...
Alternatives for Securing Your Loans or Investments
We often advise clients who want to loan money or participate in an investment to “get adequate security” for their investment. The purpose of getting additional security for your loan is so that you have something else that you can go after if the loan goes south....
Tax Savings
Do the "Panama Papers" Spell the End of Offshore Planning as We Know It?
On April 3, 2016, 11.5 million leaked files from Panamanian law firm Mossack Fonseca (known as the “Panama Papers”) hit news outlets around the world. Mossack Fonseca specializes in offshore planning in countries regarded as “tax havens.” This torrent of leaked...
Cam Newton’s Terrible, Horrible, No Good, Very Bad (Tax) Day
Von Miller, DeMarcus Ware, and the rest of the Denver Broncos’ historically devastating defense harassed, hammered and battered 2015 NFL MVP Cam Newton into his worst performance of the season during the Broncos’ 24-10 victory in last weekend’s Super Bowl at Levi’s...
5 Legal Tips to Start 2016 on the Right Foot
As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at...
