Blog Articles
KKOS Lawyers Blog
Creative Planning Options with a Revocable Living Trust
Estate planning is something most know they should do, but most American adults simply haven’t gotten it done. In a survey available from AARP, 60% of American adults do not have an estate plan. The number gets even higher for some minority populations. In most...
Simple is Sexy: Maximize Retirement Contributions for Tax, Asset Protection, and Estate Planning Benefits
Many clients appreciate our ability to see the big picture. For example, when it comes to asset protection, estate planning, and tax planning, none of these practice areas happen in a vacuum, meaning the methods and tools used for asset protection will almost always...
Getting Married? You’ll Need a Caterer, a Photographer, a DJ … and a Lawyer!
The process of getting married can be one of the most wonderful, exciting … and stressful periods in a person’s life. There’s so much to plan for and do (and so many people to impress) that it can be hard to focus on what’s really important – the fact that you are...
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
Roth 401k versus Roth IRA: A Battle for the Ages (kind of)
Not that long ago, a Roth retirement account did not exist. However, for many individuals today, a Roth account is the preferred retirement investment vehicle, particularly for self-directed retirement account owners. The reason why a ROTH tends to gain favor is...
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...
One of the Most Important Legal Principles That Every Small Business Owner Should Know
You may have heard the saying, “substance over form”. In the legal context, this is an established principle that is used by judges and business regulators throughout the country, particularly in the tax arena. As a small business owner, it is important that in all...
Tax Savings
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