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
Investor versus Dealer in Real Estate, Which One Are You?
We are frequently asked by clients whether their plans to buy and sell real estate will subject them to status as a “dealer” in real estate, and therefore subject their profits to ordinary income treatment and self-employment tax. In general, the sale of real estate...
Roth 401k versus Roth IRA: A Battle for the Ages (kind of)
Not that long ago, a Roth retirement account did not exist. However, for many individuals today, a Roth account is the preferred retirement investment vehicle, particularly for self-directed retirement account owners. The reason why a ROTH tends to gain favor is...
Success in a Lawsuit
For many people, filing a lawsuit is tantamount to hitting your opposing party with the nuclear option. Nevertheless, if the potential for litigation does arise, in most cases, your options will be to either litigate, settle, or walk away. In most cases, trying to...
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!
