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
What to Be Aware of in the “Friends and Family” Round of Financing
You’re starting a new business or growing an existing one, and you need money – most new or growing businesses do. In that situation, it’s only natural to turn to the people you know the best and trust the most – your friends and family. Spend a few minutes on any...
What is a Qualified Opportunity Zone Fund?
What is a Qualified Opportunity Zone Fund? Here's the short version, it's a new break that allows you to re-invest gains from any assets (real estate, stock, etc.) into qualifying go-zone funds. You get both tax deferral and some tax reduction as a result of the...
Asset Protection and Your Short Term Rental
The explosion of the sharing economy and in particular short term rentals offers real estate investors a lucrative opportunity to generate increased cash flow. However, with new opportunities come with new risks and nothing can be further from the truth when it comes...
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!
