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

Asset Protection 101: Separate Your Business from Your Assets
By Kevin Kennedy, Esq. Whether you’re a retailer, a broker, a doctor, etc., you know that renting commercial office/retail space can be your most expensive operating cost. You also know that one of the ways to build wealth is to invest in real estate. For these...

Real Estate Syndications 101
While syndications may also be done to purchase a portfolio of multiple properties or perhaps even unidentified properties that fit a certain profile, the most common syndications involve the purchase and/or development of a single specific piece of real estate.

What US Citizens must report with Foreign Property or Bank Accounts
Individuals for which the FATCA rules apply are required to self-report their foreign assets every year.

California Real Estate: Prop 13 and Property Taxes
Given how fast many properties in California have appreciated, it is very important to understand the Prop 13 rules governing property reassessment when developing a structure for your assets and your estate.

What is an Accredited Investor and Should I care?
Accredited investor status has nothing to do with investing education or experience. It is determined either by your net worth or your income. The SEC’s thinking is that if you have a fair amount of money or have demonstrated the ability to make a lot of money, then they are less concerned about you losing some of your money in a more loosely regulated private offering.

Do I Need a Business Entity for My Side Hustle?
If you have a side hustle, don’t automatically assume you don’t need a business entity simply because you’re not a full-time entrepreneur. The asset protection and tax savings could be a really need for you to succeed.

What are My Options If I Disagree with the IRS?
The IRS is generally perceived as the omnipotent “big brother”, however that does not mean you do not have rights if you disagree with the IRS. There are several administrative procedures available to you when and if you disagree with an IRS determination.

The Difference Between a Partner and an Investor
Selling unregistered securities will get you in hot water, and failing to make material disclosures and/or committing fraud in connection with the sale of a security might just land you in Club Fed.

Buying a Property Outside of the United States
Because there are over 195 countries in the world today, each deal will have its own specific considerations. However, there are still common issues and tasks to consider when purchasing real estate outside of the United States.

Estate Planning Lessons from the Rich and Famous
We believe everyone needs to have an estate plan. Contrary to popular belief, an estate plan is not just for the rich and the powerful, and even people with little or no assets can benefit from having an estate plan. A properly prepared estate plan not only...
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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.