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
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Articles
Alternatives for Securing Your Loans or Investments
We often advise clients who want to loan money or participate in an investment to “get adequate security” for their investment. The purpose of getting additional security for your loan is so that you have something else that you can go after if the loan goes south....
Real Estate Investor Escapes Criminal Charges: Legal Factors When Raising Money from Others with Promissory Notes
Thousands of real estate deals/projects involve the use of promissory notes as a way to raise money to fund the project. If you are raising capital for a real estate project using promissory notes and you assume incorrectly that securities laws do not apply to your...
Just "Having" an S-Corp May Not be Enough
Just “having” an S-Corporation may not be enough. It's important you make sure to reap the tax and legal benefits of your S-Corp if you're going to set one up. If you routinely read articles in this space or have heard any of our attorneys speak around the country,...
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!
