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 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.
What to Be Aware of in the “Friends and Family” Round of Financing
You’re starting a new business or growing an existing one, and you need money – most new or growing businesses do. In that situation, it’s only natural to turn to the people you know the best and trust the most – your friends and family. Spend a few minutes on any...
What is a Qualified Opportunity Zone Fund?
What is a Qualified Opportunity Zone Fund? Here's the short version, it's a new break that allows you to re-invest gains from any assets (real estate, stock, etc.) into qualifying go-zone funds. You get both tax deferral and some tax reduction as a result of the...
Asset Protection and Your Short Term Rental
The explosion of the sharing economy and in particular short term rentals offers real estate investors a lucrative opportunity to generate increased cash flow. However, with new opportunities come with new risks and nothing can be further from the truth when it comes...
