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
Exploring the Benefits of IRA LLCs: A Strategic Tool for Self-Directed Retirement Investing
An IRA LLC, or Checkbook IRA, gives self-directed investors greater control, faster execution, and access to alternative assets like real estate and private equity. This structure offers asset protection, streamlined investing, and the ability to strategically partner on deals—all while maintaining IRS compliance and tax-advantaged treatment.
Solo 401K Tax Credit for New and Existing Plans
Whether you’re setting up a brand-new Solo 401(k) or updating an existing plan, you may qualify for valuable IRS tax credits that help offset your setup and administrative costs.
2025 Year-end Tax strategies with KKOS Lawyers
Don’t leave money on the table this tax season. Our attorneys will walk you through 20 proven tax-saving strategies that can help business owners, investors, and families reduce taxes and build wealth
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!
