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
Doing Your Due-Diligence in Real Estate Deals
We are frequently called upon by clients to assist them with reviewing their real estate purchase transactions to ensure that their interests are adequately protected. While every real estate purchase transaction is different, there are due diligence items that are...
What’s the Difference Between a Copyright and a Trademark, and Why Does It Matter?
At least once a month, I get a phone call or email from a client who says: “Jarom, my business is absolutely blowing up! I need a copyright to protect my name and logo so some copycat doesn’t rip me off!” These clients are absolutely right about needing protection. ...
It’s 11:00 p.m. – Do You Know Who Your Account Beneficiaries Are?
As an attorney who practices in the area of Trusts and Estates, one of the most important pieces of advice I give to clients is to establish a revocable living trust to own real estate, small business interests, and other assets in order to effectuate the transfer of...
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!
