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
Til Death Do Us Part – Marriage and Asset Protection
The question of whether a spouse can be held liable for the debts of the other spouse is often asked from married (or to be married) couples, but the answer is not uniform and depends largely on the laws of the state where you reside. MOST STATES - COMMON LAW...
Pokémon No! How Pikachu Ended Up Getting Served with a Class Action Lawsuit
Remember Pokémon Go? About this time last year, the “augmented reality” game in which players use their smartphones to capture and train various species of Pokémon was a global phenomenon, with nearly seven million daily downloads. It was sort of the “thing to do” of...
Estate Planning 101: 5 Tips to Avoid Mistakes
As I work with small business owners and investors throughout the year, I want them to see the big picture when it comes to Estate Planning. Many misunderstand what the Estate Plan is all about and think it's simply an 'asset protection' strategy...that couldn't be...
Legal Tips for Wholesaling Real Estate
Many real estate investors regard wholesaling as a way to learn how to evaluate deals and develop your real estate network. It is also a method to profit from investing in real estate without requiring significant up front capital. Wholesaling is a strategy whereby...
Ask Your Attorney if a “Covfefe” Trademark Is Right for You
On May 31st, 2017, at 12:06 a.m. Eastern Time, President Donald Trump unleashed the following tweet: “Despite the constant negative press covfefe.” No one has been able to definitively crack the code (if there is one) as to what “covfefe” actually means. The President...
Bitcoin Basics: What is Cryptocurrency?
Questions about Bitcoin have increased dramatically as investors have seen the price of Bitcoin rise from 30 cents per Bitcoin in 2011 to $2,550 per Bitcoin in July 2017. This article answers basic questions about Bitcoin and we'll have two follow-up articles...
The Realities of Litigation
For most people involved in a dispute, declaring the words “See you in Court!!” can seem like the perfect threat or even feel therapeutic at the least. Some even presume that by stating “I’m going to sue you” is like declaring nuclear war against the other side and...
How to Donate to Charity and Beat the Tax Man
I have a close relative who works in fund-raising for a fairly large university. While he loves receiving large charitable donations in the form of immediately available cash or other marketable assets (such as real estate and publicly-traded stock), he knows that...
6 Tax and Legal Tips When Investing in Real Estate
Sir Francis Bacon put it best when he said, “knowledge is power”. Not only does he have a great last name but he gives good advice that applies to all facets of life including investing in real estate. Whether you are new to real estate investing, or a seasoned...
What You Should Know about Administering a Family Member's Estate
Most of us will, at some point in our lives, be called upon to administer the estate of a departed family member or loved one. While it may seem like an honor to have been entrusted with this responsibility, the reality is often it is a thankless, time consuming job,...
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.
