Build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate.                                                                                                   – Mark J Kohler


The Tax & Legal Playbook

CPA and Attorney Mark J. Kohler answers the leading tax and legal questions facing small business owners, across all stages of business, and delivers a comprehensive playbook of clear-cut truths, thought-provoking advice, and underutilized solutions to save you time, money, and heartache.

The Self Directed IRA Handbook

The Handbook clearly explains the prohibited transaction rules, investment structures, common self directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 100 citations to cases, statutes, rulings, and opinions from the IRS and DOL.

What Your CPA isn't Telling You

What Your CPA Isn’t Telling You

Mark J. Kohler reveals powerful tax strategies and teaches taxpayers how to turn life’s biggest expense into a financial haven. Mark presents wage earners with applicable strategies.

Lawyers Are Liars

Lawyers are Liars “The Truth about Protecting Our Assets” Are all Lawyers Liars? Of course not! But some lawyers are, and others who are not lawyers use that charge to sell the unsuspecting public asset protection structures or strategies that are outright lies.


Wealth Transformation Workshop 2016 Recording

Your Wealth Transformation Journey – Broken down into Six, Easy to Understand Sections. For a lot of people, trying to bring the American Dream together can be extremely stressful!

Financial stress can be one of the most challenging things to deal with in life. With the help of Mark’s Wealth Transformation Workshop, it doesn’t have to be!

Strategic Wealth Alliance Monthly Webinars

Welcome to the Strategic Wealth Alliance, a live, interactive, and personal ongoing monthly webinar training series.

Join Mark J Kohler monthly as he shares his knowledge, specialized notes, and tips on the variously changing tax and legal strategies that occur around us almost daily.

Strategic Wealth Alliance Webinars

The Self Directed IRA Handbook Video Series

The Self Directed IRA Handbook video series is 6 videos comprising 1 and ½ hours of video content with attorney Mat Sorensen where he teaches the most important issues and strategies for self directed IRA investors. The 6 videos are only $149 and include unlimited access for 2 years.

Tax and Legal Library

Get your own CFO at your fingertips with On-line videos constantly updated on cutting edge topics. Once you purchase CFO in a Box, you’ll get lifetime VIP access to a private members area available only to students.

Here, you’ll find all the videos and resources to get all your tax and legal questions answered 24 hours a day 7 days a week.