Education
Mark J Kohler
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Helping you with your small business, taxes, and all things finance
Mat Sorensen
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Taking control of your retirement
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Articles
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...
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...
