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Webinars & Training

Free webinars, on demand.

Free training sessions led by KKOS attorneys on entities, tax planning, estate planning, and self-directed retirement. Every session is recorded, so you can catch up whenever it suits you.

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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Mid-Year Tax Review: Our Top 5 Tax Tips
▶

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
Watch Webinar →
mid-year-tax-review-our-top-5-tax-tips
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: Learn the key differences, tax advantages, and when to switch to save money. Register now for this free training.

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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Stop Guessing Your Tax Plan — Build One That Works
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Stop Guessing Your Tax Plan — Build One That Works

Join our free webinar on April 15 to learn the key tax and business planning strategies every entrepreneur should review each year. Learn how entity structure, compensation planning, deductions, and bookkeeping impact your tax strategy.

Feb 9, 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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Beyond the Blockchain: Legal Strategies for Crypto Investors
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Beyond the Blockchain: Legal Strategies for Crypto Investors

Crypto gains can vanish fast if asset protection and tax planning aren’t part of your strategy. Join KKOS Lawyers as Senior Attorney's Max Merritt and Darren Cherrington explain how to combine LLCs, advanced trusts like CRTs, and tax planning to protect your crypto from lawsuits, creditors, and unne

Sep 23, 2025
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Annual Entity Check-up: LLC’s, S-Corps and Must Have Docs
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Annual Entity Check-up: LLC’s, S-Corps and Must Have Docs

In this session, Senior Attorneys Max Merritt and Ryan Tosto guide business owners through an Annual Entity Check-up, showing how to make sure your LLCs, S-Corps, and essential legal documents are current and compliant.

Sep 12, 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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