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
Federal Equity-Based Crowdfunding is Here! (Almost)
Last week, the Securities Exchange Commission finally adopted regulations to permit equity-based crowdfunding at the federal level. These regulations will be effective in 6 months. This is a monumental change in federal policy that many entrepreneurs and business...
Quirky LLC Issues in Many States: Don't Make A Rookie Mistake
The Limited Liability Company ("LLC") has become the de facto business entity of choice for many small business owners and real estate investors. While it can be easy to set up an LLC on-line, it is very difficult to PROPERLY set up an LLC on-line given the fact that...
Non-Compete Clauses and their Enforceability
One of the most exciting aspects of being an entrepreneur is taking an idea and transforming it into a successful, thriving enterprise. Unfortunately, sometimes in their haste and excitement to develop and monetize the idea, entrepreneurs may overlook necessary steps...
What can Cinderella teach us about Estate Planning?
“Once upon a time in a faraway land, there was a tiny kingdom - peaceful, prosperous, and rich in romance and tradition. Here in a stately chateau, there lived a widowed gentleman and his little daughter, Cinderella. Although he was a kind and devoted father, and gave...
What is a Fictitious Business Name or "DBA"?
One may ask…”What’s in a Name”? Well, to a business owner it can be one of the most important assets for creating sales, branding and reaching that target market. A Fictitious Business Name (also known as a “DBA” which stands for “Doing Business As”) is a name a...
Don't lose Your Trademark: 3 Additional Filing You Must Know!
You've registered a trademark with the USPTO, but have you made subsequent Section 8 (after 5 years) and Section 9 filings (after 9 years) to maintain your trademark? If not, the USPTO will cancel your trademark. This article summarizes the three key trademark...
Arbitration versus Court- You have Options!
Many people, especially in real estate or other commercial settings, sign agreements agreeing to arbitration without having an understanding of the implications and what that means. The Constitution guarantees you the right to a trial by a jury of your peers. This...
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.