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
The Seven “Tenets” of Dealing with Tenants: Tax and Legal Tips for Landlords
I realize rentals are not for everyone. You hear horror stories of trashed properties, non-paying tenants, city citations, “meth-lab rentals”, and the list goes on. But for every such story, there are many stories of those who have built massive wealth through...
Purchasing Homeowner's Insurance- Strategies & Pitfalls
People who have read Mark Kohler’s Lawyers are Liars know that our philosophy with respect to asset protection is the “multiple barrier approaches” to put as many barriers as you can between you and someone who would sue you. For owners of real estate, one of primary...
What Is a Health Care Sharing Ministry – And Is Joining One a Good Idea?
It's that most wonderful time of the year. It's the Obamacare Open Enrollment Period to purchase health insurance coverage for 2018 on the Individual Marketplace. Take note though, The Open Enrollment Period has been shortened this year and expires after December 15,...
Five Benefits of the Solo 401K
For many Americans, saving for retirement is like exercising or eating healthy, we know we should do it but most of us don’t. In fact, a survey published by the Washington Post reported that over 70% of Americans are not saving enough for retirement and a study by...
The New “Centralized Partnership Audit Regime” – A Seismic Shift or Much Ado about Nothing?
An article on IRS audits…just what you needed to read before going to bed tonight, and I’m not kidding. Now, don’t be embarrassed if you haven’t heard of the Centralized Partnership Audit Regime (“CPAR”). If you think it sounds like something out of a George Orwell...
8 Core Tax Concepts Every Entrepreneur Needs to Know
Of the many virtues that entrepreneurs have, one such virtue is the desire and ability to get as much information and knowledge as they can by reading books, attending speaking events, researching on the internet, etc. However, 'taxes' aren't one of the topics...
Creative Planning Options with a Revocable Living Trust
Estate planning is something most know they should do, but most American adults simply haven’t gotten it done. In a survey available from AARP, 60% of American adults do not have an estate plan. The number gets even higher for some minority populations. In most...
Simple is Sexy: Maximize Retirement Contributions for Tax, Asset Protection, and Estate Planning Benefits
Many clients appreciate our ability to see the big picture. For example, when it comes to asset protection, estate planning, and tax planning, none of these practice areas happen in a vacuum, meaning the methods and tools used for asset protection will almost always...
Getting Married? You’ll Need a Caterer, a Photographer, a DJ … and a Lawyer!
The process of getting married can be one of the most wonderful, exciting … and stressful periods in a person’s life. There’s so much to plan for and do (and so many people to impress) that it can be hard to focus on what’s really important – the fact that you are...
Essential Tax & Legal Tips for the NEW Business Owner
Starting a business is a process. It is MUCH more than filing the one or two page articles/certificate of formation with the state. At the same time, it doesn’t have to be so complicated and overwhelming that you never start. Further, not only is starting 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.
