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
When Is It Time for a Trademark?
Wondering if it’s time to trademark your business name, logo, or slogan? Learn when-and why-federal trademark protection matters, plus how to avoid costly mistakes.
BOIs Halted Again – 5th Circuit Reverses Itself on Dec 27, 2024
Learn about the 5th Circuit Court of Appeals’ ruling halting the BOI reporting requirement for LLCs and corporations. Find out how this impacts small businesses and what to expect next in the case of Texas Top Cop Shop, Inc. v. Garland.
When Does a ‘Reverse’ Retirement Rollover Make Sense?
Does it ever make sense to roll over/transfer an IRA to a 401(k)? This is sometimes called a ‘reverse rollover’, and the answer is YES. Here are 5 instances that could save you big-time!
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!
