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
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...
Minor Children and Guardianship Designation Decision-Making
Is there any decision more important than who will raise your children if you were to pass away? Every person with minor children should consider this question and should take a simple estate planning step to answer it. MAKING THE DESIGNATION The decision on who will...
How to Avoid being a Victim of Securities Fraud
Don’t make a decision based on emotion. Talk to a securities attorney to see what kind of legitimate offering this should be, who would be eligible to invest, and where it should be registered.
Solo(k) and 401(k) Rules When You Have Employees and Multiple Businesses
A 401(k) is a great benefit normally associated with large companies where the employee makes contributions and the employer offers a match. The contribution limits are high (and total max contribution of 56k for 2019) and can allow for significant tax deferral on the...
What are my options when all the money I invested is gone?
If you sense that something may be amiss on deck, don’t sit back and just hope the ship will right its course or you may lose out on valuable rights that exist to protect you, the investor. Get a consult with an attorney immediately and start to have a fall back plan and frankly an ‘attack plan’ if it’s necessary.
