Education
Mark J Kohler
YouTube Channel
Helping you with your small business, taxes, and all things finance
Mat Sorensen
YouTube Channel
Taking control of your retirement
Podcasts and Websites
Articles
Understanding the New FinCEN Residential Real Estate Reporting Rule in 2026
Beginning March 1, 2026, the FinCEN Residential Real Estate Reporting Rule will require reporting for certain non financed residential real estate transfers involving entities and trusts. Real estate investors, title companies, and attorneys need to understand how the rule works, who qualifies as the reporting person, and how these new disclosure requirements impact privacy, asset protection, and compliance.
Stop Guessing Your Tax Plan — Build One That Works
If you are making money but still unsure whether your tax strategy is working, this webinar will walk through the most important tax planning moves business owners should review each year and explain how a Comprehensive Tax and Business Consult can help you build a clear strategy.
Entity Clean-Up: Fix the Mistakes Before They Get Expensive
Is your LLC or S Corp structured properly? The worst time to find out something is wrong is during a lawsuit, audit, or sale. In this live session, we break down common entity mistakes, what clean up really involves, and how our Comprehensive Entity Set Up protects your business long term.
Estate Planning Basics: What to Put in Place Before It’s Too Late
Estate planning basics apply to everyone, not just high-net-worth families. This guide explains how probate avoidance, privacy, and smart inheritance planning work together to protect your assets and your loved ones before it’s too late.
Estate Planning 101: The Essential Documents Everyone Should Have
Understand the legal documents that protect your family, your assets, and your wishes—before a crisis forces decisions out of your hands.
Top Asset Protection Strategies for 2026
Check out the recording and download the slides from our recent webinar – Top Asset Protection Strategies for 2026..
Exploring the Benefits of IRA LLCs: A Strategic Tool for Self-Directed Retirement Investing
An IRA LLC, or Checkbook IRA, gives self-directed investors greater control, faster execution, and access to alternative assets like real estate and private equity. This structure offers asset protection, streamlined investing, and the ability to strategically partner on deals—all while maintaining IRS compliance and tax-advantaged treatment.
Solo 401K Tax Credit for New and Existing Plans
Whether you’re setting up a brand-new Solo 401(k) or updating an existing plan, you may qualify for valuable IRS tax credits that help offset your setup and administrative costs.
2025 Year-end Tax strategies with KKOS Lawyers
Don’t leave money on the table this tax season. Our attorneys will walk you through 20 proven tax-saving strategies that can help business owners, investors, and families reduce taxes and build wealth
How Cryptocurrency Is Taxed and How to Protect and Plan Before You Sell
As crypto investors mature, tax compliance and strategic planning have become essential. The IRS treats digital assets as property, meaning every transaction can trigger a taxable event. From short- and long-term capital gains to mining income and new reporting rules, the stakes are high.
