Education
Mark J Kohler
YouTube Channel
Helping you with your small business, taxes, and all things finance
Mat Sorensen
YouTube Channel
Take control of your retirement
Podcasts and Websites
Articles
Using the Tax-Free Sale of Home Exemption on Your Rental Property
One of the financial benefits to owning your home (personal residence) is that the gain from the sale of home can be tax-free up to $500,000 for married couples and $250,000 for single filers. To take advantage of this: You must have lived in the home for two years...
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...
Free E-book Downloads
The 10 Best Tax-Saving Secrets
by Mark J Kohler
My message is much more than just saving TAXES!!
Make a plan. Start NOW saving more on your tax returns.
The Optimal Order of Investing
BY MAT SORENSEN
Start building your wealth today—download our comprehensive guide to mastering the optimal order of investing and take control of your financial future!
