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Webinars & Training

Free webinars, live and on demand.

Free training sessions led by KKOS attorneys on entities, tax planning, estate planning, and self-directed retirement. Join the next one live, or watch any past session on demand whenever it suits you.

Year-End Tax Planning: Mark and Mat's Top Tax Strategies for Small Business Owners
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Year-End Tax Planning: Mark and Mat's Top Tax Strategies for Small Business Owners

Mat Sorensen and Mark J. Kohler on building your 2027 entity, tax, retirement, and estate strategy as one plan. Watch the full webinar recording.

Nov 10, 2026
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Year-End Tax Planning: Mark and Mat's Top Tax Strategies for Small Business Owners
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Year-End Tax Planning: Mark and Mat's Top Tax Strategies for Small Business Owners

Mat Sorensen and Mark J. Kohler on building your 2027 entity, tax, retirement, and estate strategy as one plan. Watch the full webinar recording.

Nov 10, 2026
Watch Webinar →
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Solo 401(k) Explained: Maximize Tax Savings, Build Retirement Wealth & Invest Your Way
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50 min

Solo 401(k) Explained: Maximize Tax Savings, Build Retirement Wealth & Invest Your Way

Deven Munns and Joshua Love cover how a Solo 401(k) lowers taxable income, raises retirement contributions, and opens the door to alternative assets.

Oct 19, 2026
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Is Your LLC Actually Protecting You?
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44 min

Is Your LLC Actually Protecting You?

Watch the recording to learn where your current entity structure may need attention, what common issues can create problems, and when it may be time to make changes.

Sep 9, 2026
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Mid-Year Tax Review: Our Top 5 Tax Tips
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Mid-Year Tax Review: Our Top 5 Tax Tips

Senior Attorney Max Merritt walks through five tax and business planning strategies business owners should evaluate before year-end, from entity structure to retirement savings and asset protection.

Jul 31, 2026
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When Should You Use an IRA/LLC or Checkbook Control IRA?
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When Should You Use an IRA/LLC or Checkbook Control IRA?

Mat Sorensen and Ashley Burr break down when an IRA LLC makes sense, when a standard self-directed IRA is the better option, and the compliance risks investors should understand first.

Jun 29, 2026
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Why Our Wealthiest Clients Put Everything in Their Living Trust
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Why Our Wealthiest Clients Put Everything in Their Living Trust

Deven Munns and Kason Smith explain why families, investors, and business owners build their estate plan around a revocable living trust, and why funding that trust properly is what makes it work.

May 27, 2026
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LLC Vs. S-Corp: What Entity is Right For You?
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LLC Vs. S-Corp: What Entity is Right For You?

LLC vs S-Corp explained: the key differences, the tax advantages, and when it makes sense to switch. Watch the free recording.

Apr 21, 2026
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Entity Clean-Up: Fix the Mistakes Before They Get Expensive
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Entity Clean-Up: Fix the Mistakes Before They Get Expensive

Join our Entity Clean Up webinar on March 25 at 11AM PT. Learn how to correct LLC and S Corp mistakes, reduce audit risk, and understand what a Comprehensive Entity Set Up includes.

Mar 5, 2026
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Estate Planning 101: The Essential Documents Everyone Should Have
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Estate Planning 101: The Essential Documents Everyone Should Have

Learn the essential estate planning documents everyone should have. Join KKOS Senior Attorney Ashley Burr for Estate Planning 101. Recording and slides available now

Jan 29, 2026
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Top Asset Protection Strategies for 2026
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Top Asset Protection Strategies for 2026

Hosted by Partners Jarom Bergeson and Kevin Kennedy, this webinar is sure to leave you with a list of the top asset protection strategies our clients are using everyday.

Dec 31, 2025
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Solo 401K Tax Credit for New and Existing Plans
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Solo 401K Tax Credit for New and Existing Plans

Take advantage of one of the most overlooked tax benefits for business owners. Whether you're setting up a brand-new Solo 401(k) or updating an existing plan, you may qualify for valuable IRS tax credits that help offset your setup and administrative costs. The deadline to secure these credits for t

Dec 8, 2025
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2025 Year-end Tax strategies with KKOS Lawyers
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2025 Year-end Tax strategies with KKOS Lawyers

Don’t leave money on the table this tax season. Our attorneys will walk you through 20 proven tax-saving strategies that can help business owners, investors, and families reduce taxes and build wealth; before the clock runs out. From Roth conversions to payroll planning, family employment to charita

Nov 11, 2025
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Ready When You Are

A webinar shows you the play. We help you win it.

Watching is the easy part. A 60-minute paid consult with a partner-level attorney turns the strategy into a written plan built around your numbers.

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