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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

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Articles

California Real Estate: Prop 13 and Property Taxes

California Real Estate: Prop 13 and Property Taxes

Given how fast many properties in California have appreciated, it is very important to understand the Prop 13 rules governing property reassessment when developing a structure for your assets and your estate.

What is an Accredited Investor and Should I care?

What is an Accredited Investor and Should I care?

Accredited investor status has nothing to do with investing education or experience.  It is determined either by your net worth or your income.  The SEC’s thinking is that if you have a fair amount of money or have demonstrated the ability to make a lot of money, then they are less concerned about you losing some of your money in a more loosely regulated private offering.

Do I Need a Business Entity for My Side Hustle?

Do I Need a Business Entity for My Side Hustle?

If you have a side hustle, don’t automatically assume you don’t need a business entity simply because you’re not a full-time entrepreneur. The asset protection and tax savings could be a really need for you to succeed.

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!