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
Articles
The Perils of On-Line Do-It-Yourself Legal Services
With explosion of the internet and e-commerce in the past twenty years, the internet has become the primary source for consumers for obtaining information and conducting business. The fact that we can now have access to the world with just a click of the button 24...
Cam Newton’s Terrible, Horrible, No Good, Very Bad (Tax) Day
Von Miller, DeMarcus Ware, and the rest of the Denver Broncos’ historically devastating defense harassed, hammered and battered 2015 NFL MVP Cam Newton into his worst performance of the season during the Broncos’ 24-10 victory in last weekend’s Super Bowl at Levi’s...
When Do I Need To Register My Business in Another State?
January is a time when most of us take the opportunity to reflect on the status of our lives. Many of us are setting goals and searching for ways to improve ourselves and our situations going forward into the New Year. For many business owners, this process focuses on...
Private Money Lending: Is My Loan Secure?
Private lending (commonly referred to as “Hard Money” in the Industry) is often touted as a safe vehicle for individuals who are new to real estate investing for learning the basics of evaluating a deal, or by experienced investors seeking to generate passive income...
5 Legal Tips to Start 2016 on the Right Foot
As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at...
How to Keep Your Business Secrets Secret
Most businesses at some point will have information that helps it to be successful which it wants to keep secret. It may not be the formula for Coca-Cola or the “secret sauce” for McDonalds, but most business will have some information that it would not want in the...
Don’t “Bypass” Your Best Planning Option – An AB Trust May Still Make Sense
Remember the “Fiscal Cliff”? In late 2012, you couldn’t turn on your TV, fire up the Internet, or glance at your smart phone without seeing some talking head chattering about how America as we know it would end if President Obama and Congressional Republicans couldn’t...
Is a 401K Loan a Viable Option to Fund Your Business?
One of the greatest aspects of the American Dream is starting your own business. Maybe you are a part-time entrepreneur that has the security of a “9 to 5” career while you transition into full-time self-employment. Or maybe you are close to retiring and want to...
Tips From Your Lawyer on Handling Property Management Companies
Most experienced real estate investors decide to use a property management company to handle the leasing and maintenance of their real estate investment. For many of our passive real estate investors, having the right property manager is a key component to generating...
The Operating Agreement: An LLC Owners Best Friend
Perhaps no other innovation is as indicative of America’s particular devotion to (and knack for) creative capitalism as the limited liability company (“LLC”). Born in America’s smallest state (Wyoming) in 1977, the LLC combines the pass-through taxation of a...
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.