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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

Taking control of your retirement

Podcasts and Websites

Articles

Raising Money for Others

If you are assisting someone else’s company in raising money and are receiving a fee for doing so you must do such activities within the confines of the securities laws. These laws essentially provide three different ways in which one may legally raise money for...

5 Important Reasons to Avoid Probate

Anyone with a basic understanding of estate planning knows that one of the primary benefits of having a living trust is to avoid probate. Nevertheless, unless you are an attorney or have been personally involved in a probate proceeding in the past, few people have an...

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. Demand more from your tax preparer, planner, and financial advisor

Self Directed Investor Toolkit

BY MAT SORENSEN

Your guide to understanding self-directed IRAs and Real Estate Investment.