Main Street Business: Recent Episodes

Mark J Kohler and Mat Sorensen

Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help the listeners and "main street business owners" better live the AMERICAN DREAM! Sign up for their Free Weekly E-Newsletter, and learn more at https://mainstreetbusiness.com/.

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If you're considering buying or selling a franchise and want experienced legal guidance throughout the process, book a consult with Mat and Marks law firm KKOS Lawyers to get started: https://kkoslawyers.com/

Buying a franchise can be a great path to business ownership—but it's important to know exactly what you're getting into before signing on the dotted line.

In this special episode of the Main Street Business Podcast, Mat Sorensen sits down with Mike Oberholtzer, VP of Franchise Development at HomeVestors, to break down the entire franchise buying process. Together, they discuss how to evaluate franchise opportunities, what to look for in the Franchise Disclosure Document (FDD), the real costs of franchise ownership, and how to determine whether buying a franchise is the right fit. Whether you're looking to transition out of a W-2 career, diversify your investments, or become a business owner, this episode provides practical insights to help you make a more informed decision.

In this episode, you'll learn:

  • How to determine if franchising is the right path for your goals
  • The pros and cons of buying a franchise versus starting a business from scratch
  • How to properly evaluate franchise opportunities
  • What to review in the Franchise Disclosure Document (FDD)
  • Why speaking with existing franchise owners is a critical step in your due diligence
  • The franchise fees, royalties, and ongoing costs to expect
  • What quality training, onboarding, and operational support should look like
  • Common mistakes prospective franchise owners make—and how to avoid them
  • Strategies for growing, scaling, and eventually selling a franchise business

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Is your entity structure up to date? Business owners can get themselves in sticky situations without maintaining their entities. Thats why our most popular service at our law firm KKOS Lawyers is our Entity Clean-UP Service. Book a Consultation Today!

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Get your entity set-up or cleaned up with the assistance of Mat and Marks law firm KKOS Lawyers. Book a 15-Minute Client Advisor Intro Call

In this episode Mat and Mark conquer a huge topic in 10 minutes. LLC Vs S-Corp, when to elect and how to maximize your entity structure for your specific situation.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Proper asset protection planning can make all the difference when a creditor, bank, or judgment puts your assets at risk.

In this episode, Mat Sorensen and Mark J. Kohler share the full story of how planning completed in advance helped protect a KKOS Lawyers client from losing valuable assets. They also explain why asset protection works best before a legal or financial problem arises.

Listen to the full episode to learn how the right tax, business, and legal strategies can work together to protect what you have built.

Limited-Time Offer: New clients can save $200 on a Comprehensive Tax & Business Consultation with KKOS Lawyers.

Book a call with our Client Advisor Team to get started:
Book a Call Here

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Operating a partnership LLC? Don’t wait for problems to arise. We discuss how to structure your LLC for tax optimization, asset protection, and partner alignment—helping prevent common pitfalls and keep operations running smoothly.

For a limited time, save $200 on our Comprehensive Tax and Business Consult. Book a call with our Law Firm KKOS Lawyers Client Advisor Team... Click Here to get started.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Building a good team has been an invaluable asset for Mat and Mark over the years.

Think you have a good team but need better structure? Let our law firm help you get your business cleaned up with our Entity Clean-up consultation. Learn More Here.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Ready for an S-Corp? Or have questions on how our team of attorneys can help your business save money? Book a call with our team HERE..

Mark and Mat answer your questions on this week's episode of the Main Street Business Podcast. Submit your questions to be answered live at https://www.mainstreetbusinesspodcast.com/

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Our Law Firm KKOS Lawyers is currently running an Estate Plan Special, Get your trust/Trifecta set up today - https://kkoslawyers.com/estate-planning-special-2026/

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Don't let Estate Planning define your passing.. Book an Estate Planning call with our law firm KKOS Lawyers and take advantage of our Estate Planning Special.. Active till 6/21/26.. Book a Call Here!

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Did you deduct actual expenses or use the standard mileage rate for your vehicle? More importantly, was that the best choice for your situation? Book a comprehensive tax and business consultation with Mark and Mats firm KKOS Lawyers to ensure your strategy works for you.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Want to make sure your LLC is in order? Book a Call with Mat and Marks Law firm KKOS Lawyers and Get your Entity Cleaned Up https://kkoslawyers.com/entity-clean-up/

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Get your entity structured the right way. Schedule a review to maximize your tax benefits and strengthen your asset protection. Book an Entity Structure consultation with Mark and Mats Attorneys at KKOS Lawyers. Book a Call Here.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Can't pay your taxes? Get a Comprehensive Tax and Business Consultation so this never happens again.

Book a Call Here

Marks most recent article - https://markjkohler.com/blog/what-to-do-if-i-cant-pay-my-taxes-by-deadline

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Don't delay get your plan in place - https://kkoslawyers.com/services/comprehensive-estate-plan/

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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What would you do if you lost $50 million and thousands of properties overnight? In this powerful episode of the Main Street Business Podcast, real estate investor Rod Khleif shares his raw story of the 2008 crash, how he lost over 2,000 properties, and the mindset that helped him rebuild an even bigger portfolio through multifamily investing. This conversation breaks down hard-earned lessons from failure, the truth about single-family vs. multifamily investing, and why mindset is the real key to long-term success.

We also dive into today’s real estate market — rising interest rates, distressed multifamily deals, and why massive opportunity is emerging right now. If you’re an investor, entrepreneur, or just someone trying to bounce back from setbacks, this episode will challenge how you think about risk, failure, and growth.

Be sure to like, subscribe, and drop a comment with your biggest takeaway — and check out our other episodes on real estate, wealth building, and financial strategy!

CHAPTERS:

0:00 Teaser

0:35 Rod’s Real Estate Journey and the 2008 Crash

5:11 Losing Everything and Mindset Shift

8:11 How to Rebuild After Failure

14:23 Focus, Fear, and Taking Action

17:35 Why Single-Family Houses Failed vs Multifamily

20:28 Scaling Bigger Deals Faster

22:01 Playing to Strengths in Business

24:32 Today’s Multifamily Market Crisis

25:18 Opportunity in Distressed Assets

30:54 “Renter Nation” and Housing Trends

32:08 New Opportunities Like Senior Housing

33:28 How Value Creation Drives Wealth

34:45 Power of Environment and Network

Resources:

Interview a Main Street Tax Pro that Speaks like Mark

Meet with a Real Lawyer on Zoom

Self-Direct Your IRA or 401k - Buy a Business or Real Estate with Your Retirement Account (Directed IRA)

Keep Your LLC or Corp in good standing and Hide Your Address (Main Street Business Services)

Become a Certified Tax Advisor in Mark’s Program:

Connect:

Website: markjkohler.com

LinkedIn: https://www.linkedin.com/in/markjkohler/

Facebook: https://www.facebook.com/markkohler/

Instagram: https://www.instagram.com/markjkohler/

X: https://x.com/markkohler/

TikTok: https://www.tiktok.com/@markjkohler/

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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How many business entities do you actually need as an entrepreneur? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real strategy behind structuring multiple businesses, protecting assets, and scaling the right way.

They walk through the key reasons you may need separate entities, including liability protection, partnerships, exit strategies, regulatory requirements, and branding. Through real-world examples — including costly mistakes entrepreneurs make when entities aren’t properly separated — you’ll learn how to avoid exposure, structure subsidiaries correctly, and build a business framework that supports growth and long-term success.

If you're running multiple income streams or planning to expand, this episode will help you think like a seasoned business owner. Be sure to like, subscribe, and share, and check out more content to keep building your business smarter and safer!

You’ll learn:

  • How to determine if you need multiple business entities or just one
  • The biggest liability mistakes entrepreneurs make when combining businesses
  • Why an S Corp foundation is critical for tax savings and structure
  • When to create a separate LLC for partnerships and joint ventures
  • How to properly structure subsidiaries to actually protect your assets
  • Real-world examples of entity setup failures—and how to avoid them
  • When and why to separate a business for future sale or exit
  • How branding and regulatory requirements impact your entity strategy
  • The correct way to manage finances, payroll, and operations across entities
  • A practical framework for scaling multiple income streams safely and efficiently

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp615-why-one-llc-isnt-enough

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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If you got sued tomorrow, could you lose your home? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real risks to your home equity — and the smart strategies you can use right now to protect it before it’s too late. From homestead exemptions to equity stripping, this is essential knowledge every homeowner and investor needs to understand.

We dive into how different states protect your home, when creditors can (and can’t) touch your equity, and how tools like HELOCs, retirement accounts, and domestic asset protection trusts can create powerful layers of defense. You’ll also learn the common mistakes people make — like relying too heavily on umbrella insurance or transferring assets incorrectly — and how to avoid them.

If you're serious about protecting your wealth, minimizing risk, and building a solid financial foundation, this episode gives you a practical roadmap to do it right. Make sure to subscribe, like, and share this with someone who needs to safeguard their assets!

You'll learn:

  • How lawsuits can impact your home equity — and when your house is actually at risk
  • What the homestead exemption is and how it protects you (state-by-state differences)
  • When and how creditors can force the sale of your home
  • The strategy behind “equity stripping” and how it can reduce your exposure
  • How HELOCs and liens can be used as a defensive asset protection tool
  • Where to safely move equity so it’s harder for creditors to reach
  • The pros and cons of domestic asset protection trusts vs. offshore trusts
  • Why umbrella insurance may not protect you the way you think
  • How to structure LLCs and entities to contain liability and protect personal assets
  • Common asset protection mistakes that could cost you everything

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp614-can-you-lose-your-house-in-a-lawsuit

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer real questions from business owners about taxes, investing, and scaling a successful company. From the brand-new “Trump accounts” for kids to real estate tax strategies and smart ways to grow your business, this episode breaks down complex financial topics into practical advice you can actually use.

They explain how parents might use Trump accounts to create long-term wealth for their kids, including a powerful strategy to convert those accounts into Roth IRAs later in life. You’ll also learn key tax strategies for high-profit business owners, including retirement plans, paying your kids through the business, real estate deductions, and how to balance tax savings with long-term wealth building.

Plus, the discussion dives into real-world business growth strategies — like when to expand physical locations versus going virtual, how to attract better talent, and how to structure your business as it scales. If you’re a small business owner looking for smarter tax strategies and better ways to grow your wealth, this episode is packed with insights.

You’ll learn:

  • How the new “Trump accounts” for kids work and when they might still make sense even without the government contribution
  • A strategy to convert a child’s Trump account into a Roth IRA to potentially create decades of tax-free growth
  • When paying your kids through your business can unlock powerful retirement strategies like a kid’s Roth IRA
  • Key tax strategies business owners with $500K+ in profit should consider to reduce taxes and build wealth
  • How retirement plans like a Solo 401(k) can help you shelter more income as your business grows
  • Why successful entrepreneurs balance tax savings with wealth-building investments
  • The difference between focusing on tax write-offs and focusing on long-term wealth creation

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp613-open-forum-trump-accounts-real-estate-and-growing-your-business

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Are the tax benefits of bonus depreciation and real estate investing really as powerful as they’re advertised? In this episode, Mark J. Kohler and Mat Sorensen break down the truth behind the popular tax strategy that many investors believe will dramatically reduce their taxes. The reality may surprise you.

Using real examples, they explain how depreciation, cost segregation, and passive losses actually work — and why many investors misunderstand how those losses can (or cannot) offset income from a business or W-2 job. You’ll learn the difference between passive and active losses, why many tax pitches exaggerate the benefits, and how strategies like the self-rental rule, material participation tests, and the short-term rental loophole can legitimately change the outcome.

If you’re considering a real estate investment mainly for the tax benefits, this discussion will help you evaluate the opportunity the right way. Taxes can enhance a good investment — but they should never be the only reason to make one. Don’t forget to like, subscribe, and share this with other entrepreneurs and investors who want smarter tax strategies!

You’ll learn:

  • The truth about bonus depreciation and why many investors misunderstand how it actually saves taxes
  • How real estate depreciation works and why it doesn’t always offset your W-2 or business income
  • The difference between passive losses and active income (and why it matters)
  • Why investing purely for tax write-offs can actually cost you money
  • How cost segregation accelerates depreciation in real estate deals
  • The self-rental rule and how it can legally offset business income
  • When short-term rentals can unlock tax benefits that long-term rentals cannot
  • The material participation tests and why they determine whether losses count
  • Why some investment pitches exaggerate tax benefits to attract investors
  • How to evaluate whether a “tax-saving investment” actually makes financial sense

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp612-the-truth-about-bonus-depreciation

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

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Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
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Privacy is under attack again — and real estate investors need to pay attention. A new federal rule tied to FinCEN and the Corporate Transparency Act now requires certain residential real estate transfers to file a Real Estate Report disclosing personal information of LLC owners. If you’re transferring property to an LLC, buying with cash, or using creative financing without a bank involved, this could apply to you starting March 1st.

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly when this new reporting requirement is triggered, what information must be disclosed, and the penalties for non-compliance. They also explain key exemptions — including the trust exception — and walk through potential privacy strategies using land trusts, Wyoming LLCs, and layered entity structures to help protect your name while staying compliant. If you own rental property or are actively investing in real estate, this is critical information.

Make sure you understand the rules before your next transfer. Subscribe for weekly tax and legal strategies, leave a comment with your questions, and share this episode with other real estate investors who need to know about this change!

You’ll Learn:

  • What the new FinCEN Real Estate Report is and why it’s being enforced
  • The three specific scenarios that trigger this new federal reporting requirement
  • What personal information must be disclosed (and who has to report it)
  • How this rule connects to the Corporate Transparency Act and beneficial ownership reporting
  • Which real estate transactions are exempt — including the trust exception
  • The risks and penalties for failing to comply
  • How transferring property to an LLC is still critical for asset protection
  • Practical privacy strategies using trusts and Wyoming LLCs
  • How to balance state-level privacy with federal reporting requirements
  • Smart next steps to stay compliant without sacrificing asset protection or overpaying for entity setups

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp611-fincen-real-estate-report

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
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What if you could build real passive income from rental properties without becoming a landlord glued to your phone? In this episode, Mark J. Kohler interviews real estate investor and educator Dustin Heiner to break down how beginner investors can build a rental real estate business that generates consistent cash flow — without doing all the work themselves.

Dustin shares how getting laid off pushed him to rethink everything, how he scaled to 30+ single-family homes and nearly 1,000 apartment units, and why most new investors make a critical mistake by buying property first instead of building the business first. You’ll learn why cash flow beats appreciation, how to find and properly vet property managers, how to invest out of state, and how to structure your real estate investing so you work less — not more — as you grow.

If you’re a beginner real estate investor looking to escape the 9–5, build passive income, and create long-term financial freedom through rental properties, this episode will give you a practical roadmap to get started the right way!

You’ll learn:

  • Why building the business before buying the property is the key to true passive income
  • The biggest mistake beginner investors make when starting in rental real estate
  • How to create consistent monthly cash flow instead of gambling on appreciation
  • Why your property manager is the “quarterback” of your investing business
  • How to properly interview and vet property managers before you buy
  • The difference between owning rentals and owning a rental business
  • How to structure partnerships the right way (and when to avoid them)
  • Why cash flow investing helped Dustin thrive during the 2008 crash
  • A practical roadmap beginners can follow to build long-term financial freedom through rental properties

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp610-dustin-heiner-passive-income-with-rental-real-estate

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
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Should you take the tax deduction today… or build tax-free wealth for tomorrow? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the Roth vs. Traditional IRA debate and explain why the “lower tax bracket in retirement” argument doesn’t always hold up in the real world.

They walk through the math, the mindset, and the long-term strategy behind both options — including inheritance planning, self-directing for higher returns, tax rate uncertainty, flexibility in retirement, and why most entrepreneurs don’t actually earn less in retirement. You’ll also learn how the backdoor Roth IRA works for high-income earners and how to use creative tax strategies to offset Roth conversions.

If you’re rushing to make a last-minute IRA contribution before the tax deadline, this episode could change your decision. Make sure you understand the long-term consequences before chasing a short-term deduction!

You’ll learn:

  • The real difference between a Roth IRA and a Traditional IRA — and why the math isn’t the whole story
  • Why the “you’ll be in a lower tax bracket in retirement” argument often fails for entrepreneurs and investors
  • How paying taxes on the seed vs. the harvest dramatically impacts long-term wealth
  • Why a Roth IRA can be the most powerful asset to leave to your kids
  • How high-income earners can legally use the backdoor Roth IRA strategy
  • When a Traditional IRA might still make sense — and how to use both strategically
  • How to create offsetting tax strategies to fund a Roth without increasing your tax burden
  • Why contributing early (not just before the deadline) can significantly increase long-term returns

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp609-traditional-vs-roth-ira

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
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We challenge the fear cycle around real estate and show why disciplined contrarian buying can work in 2026. We walk through real multifamily distress, market absorption, and why basis and debt terms now matter more than flashy rent growth.

• rates rising and bridge debt resets driving distress in capital stacks
• absorption trends in Phoenix versus oversupply in Austin and Dallas
• why coastal markets improved due to scarce new supply
• buying stabilized, well‑located multifamily at 30–40% discounts
• fixed agency debt and conservative leverage restoring cash flow
• where single‑family rentals struggle against concessions
• submarket selection and vintage risk to avoid capex traps
• office at deep discounts to replacement and reposition strategies
• timing the cycle with data, not emotion
• our plan to expand beyond Phoenix while staying selective

You can learn more about Jamison and Neighborhood Ventures Here - https://neighborhood.ventures/

Please make sure you are subscribed to the podcast or the YouTube channel where these interviews play as well. Give it thumbs up, five stars, whatever you can do to help spread the good word.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Are you making smart tax and legal decisions, or leaving money on the table without realizing it? In this episode of the Main Street Business Podcast, Mark J. Kohler tackles your toughest questions and breaks down real-world tax strategies, asset protection myths, and retirement planning mistakes that business owners and investors face every day.

From selling million-dollar collectibles and avoiding unnecessary taxes, to understanding how S Corporations can impact Social Security benefits later in life, Mark tackles listener questions with practical, no-nonsense advice. You’ll learn why LLCs don’t magically reduce taxes, how charitable remainder trusts really work, and when trusts actually make sense — and when they’re a complete waste of money.

If you’re a small business owner, investor, or high-income professional looking to legally reduce taxes, protect assets, and build long-term wealth, this episode is packed with insights you can use right now!

You’ll learn:

  • Why setting up an LLC or corporation won’t help you avoid capital gains taxes when selling high-value collectibles
  • When trusts actually make sense for asset protection—and when they’re an expensive mistake
  • Why Social Security has diminishing returns for high earners and how S Corporations change the math
  • The rules around depreciated equipment and why you can’t “reset” depreciation with a new entity
  • How self-rental real estate strategies can unlock powerful deductions for business owners
  • What counts as a prohibited transaction inside IRAs and Solo 401(k)s—and what doesn’t

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp607-open-forum-toughest-tax-and-legal-questions

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen tackle real-world tax, legal, and business questions straight from small business owners and investors. From S corporations and QBI deductions to rental real estate, asset protection myths, HSAs, and retirement account strategies, this episode cuts through bad advice and explains what actually works under current IRS rules.

The discussion covers common traps like trying to deduct personal investing as a business, relying on so-called “privacy trusts” for asset protection, and using AI or the IRS hotline for nuanced tax advice. Mark and Mat break down why some strategies are too good to be true, how to properly structure entities across states, and what business owners should focus on in 2026 to build wealth while staying compliant.

If you’re a business owner, investor, or high-income professional looking to understand tax strategies, retirement planning, and asset protection the right way, this episode is packed with practical guidance and hard truths. Subscribe for more expert breakdowns, drop your questions for future open forums, and check out the next episode to keep leveling up your tax and business strategy!

You’ll Learn:

  • How S corporations and the QBI deduction really work for small business owners in 2026 — and when they don’t save you money.
  • Why treating personal investing as a business deduction is a tax mistake and what you can deduct legitimately.
  • The truth about asset protection strategies, “privacy trusts,” and when a holding company structure actually makes sense.
  • How to legally pay family members (like your children) through your business and what the IRS expects.
  • What the IRS Hot Topics are right now — from HSAs and retirement plans to rental real estate tax benefits.
  • How to avoid common pitfalls with solo 401(k)s, HSAs, and mixed-income strategies that cost people real dollars.
  • Practical, experience-based answers to real listener questions instead of theoretical or generic advice.

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp606-open-forum-small-business-strategies-2026

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Most entrepreneurs set goals every year… and most of them fail to follow through. In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down their proven, real-world process for building a strategic plan that actually works in 2026 and beyond.

You’ll learn how to think long-term without burning out short-term, why writing your plan down is non-negotiable, and how to reverse-engineer a 10-year vision into realistic one-year action steps. Mark and Mat walk through their exact eight-step framework, covering SMART goals, realistic capacity checks, quarterly execution, accountability, and why sharing your plan with your spouse or board can make or break your success.

If you’re a business owner, investor, or entrepreneur who wants clarity, focus, and momentum this year, this episode gives you a practical blueprint you can implement immediately. Subscribe for more Main Street business strategy, leave a comment with your 2026 goal, and check out future episodes for execution and scaling tactics!

You’ll learn:

  • Why most entrepreneurs overestimate what they can do in one year and underestimate what’s possible in ten
  • How to create a clear 10-year vision and reverse-engineer it into realistic 5-, 3-, and 1-year goals
  • The importance of writing your strategic plan down and why pen-to-paper thinking changes execution
  • How to use SMART goals to avoid vague plans that never get finished
  • When taking a step back financially is the smartest move for long-term growth
  • How to break big objectives into bite-sized, actionable steps you can actually complete
  • Why quarterly planning and realistic scheduling matter more than motivation
  • How accountability, board meetings, and sharing your plan with your spouse can dramatically improve results
  • Why your strategic plan should be flexible, reviewed regularly, and adjusted without guilt

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp605-create-your-annual-strategic-plan

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and business-use percentages so you don’t fall into the traps many business owners hit when rushing into a purchase for the write-off. If you’ve ever wondered whether you should buy now, wait, or skip the purchase altogether, this conversation gives you the clarity you need.

You’ll learn how tax brackets, depreciation schedules, and financing choices impact your allowable deduction, why bonus depreciation isn’t always the smartest move, and how S-corp basis affects whether you can deduct anything at all. The guys also explain year-end timing strategies, the time value of money, and how to prioritize deductions that actually move the needle—while avoiding the mindset of treating tax planning like a last-minute school assignment.

If you want to make smart year-end decisions, hit like and subscribe for more practical tax and wealth-building strategies. Have a question about your specific situation? Drop it in the comments! And if you’re considering a major purchase before December 31, watch this episode before heading to the dealership or equipment lot.

You’ll learn:

  • How to avoid the biggest year-end tax mistakes business owners make when rushing to buy equipment or a new truck
  • Why “just because you can doesn’t mean you should” is the most important rule in year-end tax planning
  • The difference between a tax deduction and a tax credit, and why confusing the two leads to expensive decisions
  • How to calculate whether a year-end equipment purchase actually saves you money after factoring in your tax bracket
  • Why business-use percentage determines whether your vehicle deduction is $100,000 or $30,000
  • Why 100% bonus depreciation can become a trap if you finance equipment without having basis in your S corporation
  • Why contractors, doctors, and other high-income earners should not automatically take bonus depreciation in one year

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp604-year-end-equipment-purchases

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strategies that most employees and small business owners are completely missing.

You’ll learn how to “match & out” your workplace 401(k) so you don’t leave free employer money on the table, how the Mega Backdoor Roth works using after-tax contributions inside your 401(k), and why high earners and oil rig workers were among the first to exploit it. The guys also cover critical year-end deadlines for setting up a solo 401(k), how to snag valuable small business tax credits, and smart ways to structure Roth conversions so you don’t accidentally bump yourself into a much higher tax bracket. They even touch on using your kids’ earned income to fund their own Roth IRAs and create generational tax-free wealth.

If you want to keep more of what you make, grow your retirement accounts faster, and stop relying on Wall Street or your employer to “save” you, this episode is your year-end checklist.

Listen to the end, then hit subscribe for more tax and wealth-building strategies, drop your questions in the comments, and share this with a friend or family member who needs to take control of their retirement before the year is over!

You’ll learn:

  • How to avoid missing the three major retirement account deadlines coming up before December 31, 2025
  • Why doing a “match & out” on your employer 401(k) can instantly increase your contributions using free employer funds
  • How the Mega Backdoor Roth works inside a 401(k) and why it allows up to $70,000 in Roth contributions
  • Why high-income earners, including oil rig workers, were early adopters of after-tax 401(k) strategies
  • The exact deadlines and setup requirements for opening and funding a Solo 401(k) for small business owners
  • How to use Roth conversions strategically without accidentally jumping into a higher tax bracket
  • How to use earned income for your children to fund their own Roth IRAs and create long-term tax-free wealth

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp603-3-year-end-deadlines

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

View Details

Are you missing out on one of the easiest 100 percent deductions available to business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly how to structure a holiday party or company event so it becomes a fully deductible business expense. From the IRS rules under Section 274 to real examples of what qualifies, you’ll learn how to turn food, entertainment, awards, and even venue costs into a legitimate write-off.

Unlike generic tax tips online, this discussion dives into real-world application for small business owners — whether you have a growing team, a handful of employees, or a small staff running from your home office. Mark and Mat explain the three requirements every event must meet, the difference between 50 percent and 100 percent deductions, why culture and team-building matter for tax purposes, and the exact documentation you need to protect the deduction. They also walk through case law, common mistakes, and creative strategies like using the Augusta rule when hosting at your home.

Whether you’re planning a Christmas party, a summer barbecue, a team-building event, or an employee appreciation night, this episode will help you use the tax code to your advantage while still creating an event your team will love. By the end, you’ll know how to design an effective, compliant, and fully deductible company party that strengthens your culture and saves you money.

You’ll learn:

  • How to structure a company holiday party or event so it qualifies for a full 100 percent tax deduction
  • The three IRS requirements under Section 274 that determine whether meals and entertainment are fully deductible
  • Real examples of deductible events, including award lunches, themed parties, off-site gatherings, and interactive team activities
  • How to document business purpose properly and protect your deduction if the IRS ever asks for proof
  • Creative strategies like using the Augusta rule when hosting at your home to increase deductions legally
  • Common mistakes business owners make when planning events — and how to avoid losing the write-off
  • How to maximize tax benefits while still creating a memorable, effective event your team actually enjoys

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp602-write-off-holiday-party

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financial success. From retroactive S-corp elections to HSAs, Solo 401(k)s, and smart income timing, this episode is your complete year-end playbook.

Unlike generic tax tips you’ll find online, these strategies are tailored for real entrepreneurs — whether you’re running an LLC, managing rentals, or building your side hustle. Mark and Mat explain how to pay your kids the right way, leverage 100% bonus depreciation on vehicles and equipment, and take advantage of HRAs, Roth conversions, self-rental rules, and tax-loss harvesting before the clock runs out. They also share which moves are still possible after year-end and which deadlines you can’t afford to miss.

Whether you’re just getting started or already running a profitable business, this episode will help you keep more of what you earn and make smarter tax decisions for 2025. By the end, you’ll know exactly how to finish the year strong — and start the next one with a strategy that builds wealth, not stress.

If you’re serious about saving money, staying compliant, and maximizing every deduction possible, this is an episode you can’t afford to skip!

  • How to implement 20 year-end tax strategies that help business owners, investors, and the self-employed keep more of their money
  • How to use S corporation elections, payroll planning, and paying your children legally to reduce self-employment tax
  • Why HSAs, HRAs, and Solo 401(k)s are some of the most powerful tools for deductible medical and retirement planning
  • How to unlock startup deductions with a first sale and maximize write-offs through year-end equipment and vehicle purchases
  • Smart ways to shift income and expenses between tax years to optimize your tax bracket
  • How Roth conversions, rental real estate strategies, and the self-rental rule build long-term tax-efficient wealth
  • Why scheduling a personalized tax review ensures that these strategies are actually implemented before December 31

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp601-20-year-end-tax-strategies

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
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conversation with bestselling author and negotiation expert Rebecca Zung and attorney Mark J. Kohler. We break down what to do first, what to avoid, and how to protect your future — without playing dirty.

You’ll learn the five main areas courts consider in family law cases—property division, spousal support, custody and parenting decisions, child support, and attorney’s fees—and how each one affects the next. We cover business valuation timing, enterprise vs. personal goodwill, forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome.” Plus, Rebecca explains her SLAY framework (Strategy, Leverage, Anticipate, You) for negotiating with narcissists and staying out of emotional sabotage.

If this helped, subscribe for weekly legal and tax strategy insights, drop your questions in the comments, and share with a friend who needs it.

You’ll learn:

  • How to prepare financially before filing for divorce — and the first critical steps to protect your assets and credibility
  • The five main areas every family law case covers: property division, spousal support, custody and parenting decisions, child support, and attorney’s fees
  • How and when to value a business during divorce, including the difference between enterprise and personal goodwill
  • Why forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome” can make or break your case
  • Smart strategies for both the moneyed and non-moneyed spouse to stay financially stable during proceedings
  • How Rebecca Zung’s SLAY framework (Strategy, Leverage, Anticipate, You) helps you negotiate with a narcissist and avoid emotional traps

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp600-rebecca-zung-interview

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere.

Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you’re investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all.

What You’ll Learn:

  • The #1 rule Warren Buffett follows—and why you should too
  • Why “I don’t buy hype, I sell it” could save your portfolio
  • Legal pitfalls of raising money and kickback commissions
  • How to use a CRUT (Charitable Remainder Unitrust) for crypto gains
  • Real client horror stories involving napkin contracts and pressure to invest
  • Solo 401(k) strategy stacking and the Side Door 401(k)
  • The difference between building wealth and preserving it
  • Why saying “No” is a power move for every investor

Plus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios.

Ready to Take the Next Step?

Work With Mat & Mark’s Law Firm
Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.
[Book a Call with KKOS Lawyers]

Take Control of Your Retirement
Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.
[Learn More About Directed IRA]

Free Resources

Mat Sorensen’s Optimal Order of Investing Guide
Learn how to prioritize where your money should go and build a smarter investing strategy.
[Download the Free Guide]

Mark J. Kohler’s 30-Point Tax Guide
Discover practical tax strategies and planning opportunities every business owner and investor should know.
[Download the Free Guide]

Get More From Mat & Mark

Watch on YouTube
Tax strategies, business planning, investing, asset protection, and more.
[Visit the YouTube Channel...

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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down why every small business owner should hold their annual Family Board Meeting before the end of the year. This powerful meeting isn’t just a formality — it’s a proven strategy to strengthen your business, protect your assets, and educate your family about wealth and responsibility.

You’ll learn how to make your Family Board Meeting IRS-compliant, maximize write-offs, document your decisions properly, and create a legacy plan that keeps your business and family aligned for years to come. Mark and Mat share real examples, step-by-step guidance, and practical insights to help you get it done right before December 31st.

Don’t wait until tax season to get organized — plan your Family Board Meeting now and take control of your financial future!

You’ll learn:

  • How to structure and hold your Family Board Meeting before year-end to stay compliant and maximize tax benefits
  • The 7 key reasons every business owner needs an annual Family Board Meeting — from asset protection to financial education
  • How to properly document your meeting minutes so your business stays audit-proof with the IRS
  • Smart ways to include your spouse and kids in your business legally — and teach them real-world wealth principles
  • What expenses you can write off when holding your Family Board Meeting, including travel and meeting costs
  • How this meeting supports your business continuity plan and legacy goals for future generations
  • Simple steps to get your Family Board Meeting done before December 31st — and set your business up for long-term success

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp598-family-board-meeting-by-year-end

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Are you structuring your business the right way — or making costly mistakes that could be draining your profits? In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler team up to answer your questions on taxes, legal structures, and real-world strategies for small business success. Together, they uncover the truth about LLCs, S-Corps, and the $50K rule that determines when to make the switch.

From transferring real estate into an LLC safely to understanding what truly qualifies as business income, this discussion covers the practical steps every entrepreneur should take to protect their assets, reduce taxes, and stay compliant. You’ll also learn how to pay yourself properly, avoid due-on-sale issues, and maximize wealth through smart entity planning.

If you’re serious about building your business the right way and keeping more of what you earn, this is an episode you can’t afford to miss!

You’ll learn:

  • How to decide when it’s time to convert your LLC to an S-Corp — and how the $50K rule really works
  • How to transfer real estate into an LLC without triggering the due-on-sale clause or losing financing options
  • The difference between true business income and passive income (like royalties, rentals, and trading profits)
  • How to pay yourself correctly as a business owner — and avoid IRS red flags with payroll, draws, and distributions
  • Simple bookkeeping and payroll strategies to stay compliant and ready for tax season
  • How to use smart entity structuring to protect your assets and save thousands in self-employment taxes
  • Practical tips for maximizing retirement contributions through Solo 401(k)s and Mega Backdoor Roth strategies

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_content=msbp597-smart-strategies-to-pay-yourself&utm_campaign=main-street-business-podcast

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain&utm_campaign=main-street-business-podcast

Are you taking full advantage of one of the best retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen dive deep into how to set up, maintain, and maximize your Solo 401(k) — giving you the tools to make the most of this powerful retirement plan.

The Solo 401(k) offers higher contribution limits, flexible investment options, and unique tax advantages that make it one of the most attractive plans for the self-employed. Mark and Mat break down everything you need to know about eligibility, plan setup, ongoing compliance, and strategies to ensure your plan is working for you. They’ll also cover common mistakes, key rules to remember, and proven ways to grow your wealth through real estate, small business investments, and alternative assets inside your Solo 401(k).

Whether you’re new to retirement planning or already have a Solo 401(k) in place, this episode provides practical steps to help you stay compliant, maximize contributions, and take full advantage of the tax-saving opportunities available. By the end, you’ll understand why the Solo 401(k) is often a smarter choice than a SEP IRA or other retirement plans — and how to ensure yours is structured correctly.

If you’re serious about saving taxes, building wealth, and taking control of your financial future, this is an episode you don’t want to miss!

You’ll learn:

  • How to determine if you qualify for a Solo 401(k) — even if you have part-time employees or a small side business
  • The key rules for full-time and part-time employees, and how to stay compliant as your business grows
  • Smart strategies for setting optimal salary levels for yourself and your spouse to maximize contributions and minimize taxes
  • The different contribution options (traditional, Roth, and employer match) and how to combine them for greater flexibility
  • How to roll over or restate an existing 401(k) into a self-directed plan that lets you invest in what you know best

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=buzzsprout&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast

Are you overlooking one of the most powerful retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the Solo 401(k) — explaining exactly what it is, who qualifies, and how it can dramatically improve your retirement savings and tax strategy. If you’re self-employed, a freelancer, or running a small business, this plan could be a game-changer for your financial future.

Unlike traditional retirement accounts, the Solo 401(k) comes with higher contribution limits, flexible investment options, and unique tax advantages that put you in control. Mark and Mat walk you through how the plan works, the rules you need to know, and why so many entrepreneurs are using it to invest not only in the stock market, but also in real estate, private companies, and alternative assets. They’ll also cover common misconceptions, key mistakes to avoid, and practical strategies to maximize the benefits of this plan.

Whether you’re just getting started with retirement planning or looking for ways to reduce your tax burden while growing wealth, this episode breaks it all down in plain, actionable steps. By the end, you’ll understand why the Solo 401(k) stands out compared to SEP IRAs and other options — and how to know if you qualify.

If you’re serious about building wealth, saving taxes, and gaining more control over your financial future, this is an episode you can’t afford to miss!

You’ll learn:

  • How a Solo 401(k) lets you save for retirement using any small business or side hustle income — even alongside a day job 401(k) or IRA
  • The major tax and contribution advantages that make Solo 401(k)s one of the most flexible retirement plans for entrepreneurs
  • How to borrow from your Solo 401(k) and pay yourself back with tax-free interest
  • Why Solo 401(k)s offer strong asset protection and rollover options from old retirement accounts
  • The power of self-directing your Solo 401(k) into real estate, small businesses, and other alternative investments

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_content=595-sol

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Mat sat down with Donald Miller to break down how the StoryBrand framework and airplane model can transform small business growth. In this episode of the Main Street Business Podcast, we dive into marketing, sales, and clarity in messaging so entrepreneurs can scale with confidence.

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Are you making money decisions that could be holding you back from real financial freedom? In this episode of the Main Street Business Podcast, Mark J. Kohler flies solo to answer your questions! In the process, he reveals the common mistakes people make with money, taxes, and investments — and how you can avoid them. He shares proven strategies to help you protect your wealth, build long-term security, and take control of your financial future.

From managing taxes to creating passive income, this discussion breaks down the essential steps every entrepreneur, investor, and professional should know. Learn how to maximize deductions, grow your wealth, and safeguard your assets without falling into costly traps.

If you’re serious about building wealth and creating lasting financial stability, this is an episode you can’t afford to miss!

You’ll learn:

  • How transferring a property to an LLC works, the risks of triggering the due-on-sale clause, and what to watch out for with your lender
  • The difference between Schedule E and Schedule C when reporting short-term rental income — and how mixed personal use can change your tax treatment
  • Key rules for deducting business mileage when operating across multiple locations, and how to maximize your write-offs
  • What expenses you can (and can’t) cover in a Roth IRA LLC, including laptops, mining rigs, and other gear for crypto-related activities
  • Why documenting your strategies correctly is essential to avoid IRS issues and maintain tax efficiency
  • Practical, real-world answers to common tax and wealth-building questions that apply to both investors and small-business owners

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_campaign=msbp004-open-forum-lessons-on-wealth

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entity structure to understanding tax advantages, they reveal the insider strategies that keep more money in your pocket and safeguard your future.

Discover how to set up your LLC the right way, when an S Corp might make sense, and how to keep your business compliant without overspending on fees. Learn practical legal and tax moves that help you reduce liability, maximize deductions, and protect your assets — so you can focus on growing your business with confidence.

If you’re serious about building a strong foundation for your company, this is an episode you can’t afford to miss! Subscribe for more real-world strategies from Mark J. Kohler and Mat Sorensen, and get expert support for your business today through KKOS Lawyers and Main Street Business Services.

You’ll learn:

  • Why setting up your LLC in the wrong state (like Nevada, Delaware, or Wyoming) can cost you extra fees and headaches — and where you really should file
  • How to avoid exposing your home address by properly using a registered agent and company address
  • The critical documents every LLC needs beyond the one-page state filing, including an operating agreement, membership certificates, and minutes
  • Why your LLC must have its own bank account, tax ID, and records to be treated as a separate legal entity
  • How the right tax election (like electing S Corp status) can save business owners thousands in self-employment taxes each year
  • The importance of annual compliance — renewals, meetings, and minutes — and why outsourcing this can save time, stress, and penalties
  • Real-world “cleanup” strategies for fixing LLCs that were set up wrong or neglected, so you can get back on track

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_campaign=10-LLC-mistakes

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Your name and home address are everywhere — and that’s a problem! In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down practical, legal ways to keep your personal info off public records while still running your business and owning assets the right way. You’ll learn why manager-managed LLCs beat member-managed, how to use registered agents and privacy addresses, what PO boxes can and can’t do, and when a Wyoming holding LLC (or similar) adds a layer of anonymity.

We also cover the six states that require an in‑state street “ghost” address, the difference between privacy (camouflage) and asset protection (bulletproof vest), and real-world scenarios for landlords, investors, and anyone with growing visibility. If you’ve ever worried about tenants, stalkers, or just unwanted mail at your front door, this step-by-step playbook will help you tighten things up without breaking the bank.

Subscribe for weekly tax, legal, and business strategies. Like the episode if it helped, drop your questions in the comments, and share it with a friend who needs more privacy!

You’ll learn:

  • Why manager-managed LLCs are better for privacy than member-managed LLCs
  • How to use registered agents and privacy address services to keep your home off public records
  • When a Wyoming holding LLC (or similar) can create a layer of anonymity for property ownership
  • The six states that require an in-state street “ghost” address and how to handle them
  • The pros and cons of PO boxes, virtual mailboxes, and privacy address services
  • The difference between privacy (camouflage) and asset protection (bulletproof vest)
  • Real-world strategies landlords, investors, and business owners use to protect their address and identity

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_campaign=SALT_Deduction

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Why make someone else rich when you could be paying yourself? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen reveal three powerful real estate strategies that allow business owners to become their own landlord, create cash flow, and protect family wealth. From renting your own building to your business, to buying your kid’s college home, to purchasing your parents’ house for asset protection and tax benefits, these proven methods could transform your financial future.

Discover how to structure these deals for maximum tax savings, including cost segregation, bonus depreciation, the Dash 4 election, and creative financing options. Learn the practical and emotional benefits of these moves — from building equity and cash flow to teaching your kids valuable real estate skills, and safeguarding your parents’ independence while protecting their biggest asset.

If you’re ready to stop paying rent to someone else and start building wealth for your own family, this is an episode you can’t afford to miss. Subscribe for more real-world strategies from Mark J. Kohler and Mat Sorensen, and take control of your financial destiny today!

You’ll learn:

  • How renting your own commercial building to your business can build equity and slash taxes
  • The steps to buy your child’s college home and turn rent into cash flow
  • Ways to purchase your parents’ home for asset protection, Medicaid planning, and tax benefits
  • How to use strategies like cost segregation, bonus depreciation, and the Dash 4 election to maximize deductions
  • Creative financing options for owning commercial space, including commercial condo units
  • How to leverage 1031 exchanges to defer taxes and reinvest in new properties
  • The personal and educational benefits of involving your kids in real estate management

Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_campaign=SALT_Deduction

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Join Mark and Mat as they discuss the powerful SALT workaround in 36 states. You can have unlimited deductions for state taxes for this workaround strategy and exceed the $40,000 with the workaround.

You’ll learn:

  • The 3 steps to see if you qualify for the SALT workaround
  • The 3 steps to implement it before year-end
  • How to navigate state-specific deadlines and forms
  • Why acting in 2025 is critical for 2025 tax savings

Get a comprehensive tax consultation with one of our mains street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_campaign=SALT_Deduction

  • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
  • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery callto explore the Main Street Tax Pro Certification.
  • Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler
  • Craving more content? Check out myInstagram!

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Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country.

In this episode, they cover advanced strategies and insider tips for:

  • The Mega Backdoor Roth: How it works and who can use it
  • Maximizing vehicle deductions and depreciation the smart way
  • Fixing a broken S-Corp partnership structure
  • LLCs vs. business trusts in California
  • Solo 401(k) contribution strategies to hit the $70K cap
  • Combining multiple accounts in a Multi-Member IRA LLC
  • RV write-offs: What full-time RV entrepreneurs can (and can’t) deduct

Whether you're a business owner, investor, or just want to stop overpaying the IRS — this episode is packed with strategies and answers that could save you thousands.

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President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big.

Here’s what you’ll learn:

  • How to leverage 100% bonus depreciation for real estate, vehicles, and business equipment
  • Why the QBI (199A) deduction is now a permanent win for small business owners
  • How to tap into Opportunity Zones for tax-free investing
  • The truth about the new $40K SALT cap — and the workaround that still works in 36 states

Whether you're an entrepreneur, investor, or just want to pay less in taxes — this episode is your playbook.

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Mark J Kohler and Mat Sorensen dive deep into the world of LLC registration, revealing must-know strategies for small business owners and real estate investors. Learn how to:

  • Properly register your business across state lines
  • Protect your assets with the right LLC structure
  • Avoid expensive penalties and legal pitfalls
  • Maximize tax benefits for multi-state operations

Whether you're a rental property owner, remote business operator, or entrepreneur looking to expand, this episode is your ultimate guide to navigating complex LLC regulations. Don't make expensive mistakes - watch now and save thousands!

Setup a call with a lawyer at KKOS Lawyers from anywhere in the country that can help you with your legal structuring - https://kkoslawyers.com/contact-us/

Get in compliance with your current entity and get your minutes and state registration complete - https://www.mainstreetbusiness.com/contact

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To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com

In this special episode, Mat Sorensen breaks down President Trump’s newly signed tax legislation, known as the “Big Beautiful Bill," and what it means for your personal and business taxes. With sweeping changes taking effect in 2025, Mat outlines the most impactful provisions for individuals, small business owners, and real estate investors.

0:00 - Introduction to The Big Beautiful Bill

5:14 - Individual Tax Breaks Explained

9:19 - State and Local Tax Deductions

15:34 - Senior, Tips, and Overtime Benefits

18:42 - Small Business Owner Benefits

19:39 - Next Steps and Bill Timeline

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In this insightful episode, Mat Sorensen sits down with Chris Loeffler, CEO of Caliber, to dissect the current state of the real estate market and why commercial real estate is presenting one of the best buying opportunities in over a decade. With over $2.9 billion in assets under management and development, Chris breaks down the macroeconomic and local market conditions creating value in distressed assets—especially in hotels, industrial, and multifamily sectors.

They explore how real estate investors can reposition capital, the shift from the traditional 60/40 portfolio, and how individual investors—accredited or not—can participate in today’s unique opportunities through direct deals or diversified funds. This is a must-listen for anyone managing a real estate portfolio, considering Opportunity Zones, or exploring how to use self-directed IRAs to tap into alternative investments.

See the market chart Chris refers to at 03:22 — Download the Guide Here

00:00:00 – Welcome to Main Street Business Podcast
Intro to the episode with host Mat Sorensen and guest Chris Loeffler.

00:05:46 – Why Commercial Real Estate Is At 2008 Pricing
Market correction parallels to 2008 and why it's creating a rare buying window.

00:11:44 – Commercial vs Residential: Sell Homes, Buy Commercial
Strategic shift: Why residential might be peaking while commercial offers upside.

00:19:15 – Office Buildings to Multifamily: Deep Discount Conversions
Case study on converting distressed office properties into profitable multifamily.

00:27:42 – Hotel Industry: Supply Shortage, High Demand
Post-COVID hotel trends and why Caliber is building ground-up in key markets.

00:34:08 – Investment Options: Direct Deals vs Fund Structures
How investors can participate—accredited and non-accredited—with flexibility.

00:42:44 – Distressed Asset Opportunities and Strategy
Accessing off-market deals and why experienced operators have the edge.

00:49:03 – Opportunity Zones Becoming Permanent Tax Code
What’s in the new tax bill and how OZs can be a powerful capital gains strategy.

00:52:43 – Final Advice: Value and Cash Flow Focus
Chris’s core investment principle: buy below replacement cost and cash flow strong.

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Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds.

  • Maximize Tax-Free Wealth: Learn Roth IRA investment strategies that minimize taxes
  • Explore Alternative Investments: Real estate, crypto, private businesses, and more
  • Gain Checkbook Control: Understand IRA LLC structures for flexible investing
  • Protect Your Assets: Learn how retirement accounts shield your investments
  • A comprehensive guide for entrepreneurs seeking smarter, more strategic retirement investing

Get the $150 summertime discount and open your IRA to invest in what you know - https://directedira.com/appointment/

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Gene Simmons joins us for an unforgettable masterclass on business, life philosophy, and how KISS built a billion-dollar brand through strategic thinking and trademark protection.

• The precious nature of time and why "you will never get this day back"
• Why the "get rich slow scheme" is more reliable than get-rich-quick fantasies
• How KISS became the only band whose faces are trademarked like Disney characters
• The recent billion-dollar sale of KISS to Pop House company
• Coming from humble beginnings with a Holocaust survivor mother who taught resilience
• The dangers of telling small lies versus "the biggest, most monstrous lie"
• Why Gene's solo band sometimes makes more money than KISS with 60 personnel
• The power of opportunity and why most people miss it
• How AI and algorithms are already reshaping industries faster than most realize
• The importance of having a laser focus and clear vision for success

Every day above ground is a good day. If you're surviving in America with food in your belly, you have nothing to complain about.

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Breaking News - Senate Tax Bill Text Released. With both the House and Senate versions now on the table, which proposal offers bigger tax cuts? Which one could save you more money? I’m breaking down the differences between the House and Senate proposals and what’s changing and how it will affect you.

Intro & Why This Tax Bill Matters

00:00 - 00:02:25

Expiring Tax Provisions in 2026

00:02:25 - 00:03:32

Standard Deduction & Income Tax Rates

00:03:32 - 00:09:07

Child Tax Credit Breakdown

00:09:07 - 00:10:59

State and Local Tax (SALT) Deduction Debate

00:10:59 - 00:15:13

No Tax on Tips & Overtime Explained

00:15:13 - 00:20:14

Small Business Tax Breaks (QBI & Bonus Depreciation)

00:24:02 - 00:29:27

House vs. Senate: Final Comparison

00:29:27 - 00:30:25

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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen walk you through the full business lifecycle—showing you how to start lean, systemize operations, scale smart, and exit on your terms. Get ready for real-world strategies that actually work.

Here are some of the highlights:

  • Mark shares his experience in the startup phase, emphasizing the importance of not suffocating the business.
  • Mat highlights how scaling a business involves scaling people, not just systems.
  • Mark & Mat discuss the challenges of duplicating oneself in the business and the importance of having a clear vision.
  • The need for a balanced approach to scaling, including personal financial planning.
  • The challenges of finding the right person to take over the business and the importance of understanding key performance indicators.
  • The optimization phase, focusing on efficiency and systemizing to make money.
  • How to evaluate your team and ensure you have the right people in place to support scaling the business.
  • Start planning for your eventual exit, even if it's years away, by working on improving financials and operations.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take on your toughest tax and business questions in an open forum style. From setting up the right business structure to handling a home office deduction the smart way, they give you the tips you wish your accountant and attorney actually explained. It’s smart, fast-paced advice that real Main Street entrepreneurs can put into action.

Here are some of the highlights:

  • Mark and Mat discuss the benefits and drawbacks of not getting married and having a revocable living trust.
  • Mat shares his experience of owning real estate with a partner without a revocable living trust, emphasizing the importance of a buy-sell agreement.
  • Mark discusses the benefits of having an estate plan and provisions to take care of each other in case of death.
  • The options of treating the rental income as a gift or claiming it as rental income and expenses.
  • How an LLC allows for de minimis expense accounting, which can be beneficial for startups.
  • Emphasize having a home office deduction to qualify for other business-related deductions.
  • Importance of planning for the distribution of assets in a trust to minimize tax implications and ensure the beneficiaries' needs are met.
  • The limitations of umbrella insurance and focusing on proper insurance and asset protection through LLCs.
  • Advise being transparent with the spouse and choosing the right type of lawyer to minimize conflict and costs.

  • Grab my FREE Ultimate Tax Strategy Guide HERE!

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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed.

Here are some of the highlights:

  • Mark emphasizes the importance of having a will, noting that 50% of Americans do not have one.
  • Mat explains that a trust allows for more control over who gets what, when, and under what conditions.
  • Mark and Mat discuss the flexibility of a trust, including the ability to amend it as life circumstances change.
  • Example of Robin Williams' will being made public, highlighting the privacy benefits of a trust.
  • A living trust is effective immediately and can be funded with assets during one's lifetime.
  • The concept of a "trifecta" or "pitcher" that brings together all the elements of an estate plan.
  • Mark clarifies that a trust does not provide asset protection and should not be used for that purpose.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the six LLC structures every entrepreneur, investor, and licensed professional should understand. Whether you're starting a business, protecting rental properties, or building wealth with a high-net-worth strategy, this episode breaks down how to choose and use the right LLC to match your goals.

Here are some of the highlights:

  • Mark and Mat discuss the six types of LLCs, starting with the most common type for rental properties.
  • Mat explains the benefits of a single-member LLC for asset protection and the flow-through of taxes on personal returns.
  • The importance of setting up LLCs early for protection and the potential need for multiple LLCs for multiple properties.
  • Mat breaks down the tax savings from avoiding self-employment taxes and the importance of taking a reasonable salary.
  • Mark and Mat highlight the advanced planning and asset protection strategies associated with COPE LLCs.
  • Mark and Mat introduce the series LLC, which allows for separate liability treatment for multiple properties.
  • How separating different types of LLCs for asset protection and tax planning is crucial.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, Mark J. Kohler shows how simple board meetings and a strategic plan can supercharge your finances. He explains how to turn ordinary family gatherings into legitimate, tax-deductible business meetings that strengthen your entity structure. Get inspired to organize your goals, sharpen your decision-making, and create a family office that supports real wealth-building.

Here are some of the highlights:

  • Mark explains the concept of a family office, emphasizing that it is not limited to billionaires but can be set up by anyone.
  • The benefits of a family office include tax write-offs, better asset protection, and wealth building.
  • Mark advises participants to legitimize their LLC or corporation by holding board meetings and documenting the minutes.
  • The difference between boards of directors for corporations and boards of advisors for LLCs.
  • Mark introduces his "trifecta" concept, which includes a revocable living trust, 1040 tax return, and various assets and operations.
  • Encouragement to set up boards for all their entities, even if they only have one or two.
  • Mark emphasizes the need to update the plan regularly and share it with tax and legal advisors.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Max Merritt reveal how NIL athletes can turn short-term earnings into long-term wealth. From forming an LLC to electing S corp status and leveraging mega Roth strategies, they lay out the playbook every young athlete—and their advisors—should follow.

Here are some of the highlights:

  • Mark emphasizes the similarities between athletes and entrepreneurs, highlighting the self-discipline required in both fields.
  • Max notes that many college athletes become entrepreneurs, often owning their own businesses.
  • The importance of treating NIL income as a business transaction, suggesting the formation of an LLC and potential S corporation election.
  • Mark warns against signing NIL contracts in the athlete's name, suggesting the use of the LLC to protect the athlete's interests.
  • Mark and Max explain the concept of the mega backdoor Roth IRA, allowing athletes to save up to $70,000 annually in a tax-advantaged account.
  • The potential for athletes to save significant amounts in retirement accounts like the solo 401(k).
  • Mark encourages athletes to seek professional advice from tax lawyers and financial advisors to make informed decisions about their income and investments
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this video, I break down 3 strategies to help you navigate a market downturn:
1) The market always comes back – History shows us time and time again that corrections are normal and the market recovers. The key is staying invested.
2) Tax loss harvesting – This is a powerful tool to offset gains and reduce your tax bill. I’ll show you how to do it the right way.
3) Over-allocated in stocks? It might be time to diversify. If you're too heavy in the market, consider investing in alternative assets you actually understand.
Want to take control, invest in what you know?

Head over toDirectedIRA.com– where you can diversify your IRA and 401k into alternative assets like real estate, private companies, and more through a self-directed retirement account.

Need help with tax planning and legal strategies for your LLC or investments?Go toKKOSlawyers.comto get expert planning that actually helps you build wealth.

  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Chris Van Dusen to unpack the biggest mistakes business owners make when trying to sell—and how to avoid them. From cleaning up your books to understanding your true enterprise value, this is your roadmap to a smarter exit.

Here are some of the highlights:

  • Mark and Chris explain the concept of enterprise value, differentiating it from lifestyle businesses.
  • Chris emphasizes the importance of understanding the market and strategic fit for a business looking to sell.
  • Mark and Chris discuss the significance of replacing oneself in a business to increase its value.
  • Chris introduces the term EBITDA and its role in determining business profitability.
  • Mark shares his experience with clients who decide to stay in their business after preparing it for sale.
  • How multiple businesses can be combined to create a larger, more efficient entity.
  • Discussion on the role of investment bankers in helping businesses prepare for sale.
  • Chris advises being prepared for the emotional transition and having a plan for the next chapter.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Mainstreet Business podcast, host Mat Sorensen kicks off the LLC Masterclass series with the questions every entrepreneur, investor, and side hustler needs answered:

Do you actually need an LLC?
How do you set one up the right way?
What about paying yourself?
How many LLCs should you have?
And which state should you form it in?

With over 20 years of experience and 10,000+ LLCs formed for clients across all 50 states, Mat breaks down the four main reasons why forming an LLC might be a smart move for your business or real estate investments. He covers asset protection, business legitimacy, partnerships and investors, and how to properly structure rental properties and estate planning.

Whether you're just starting your first business or growing a real estate portfolio, this episode will give you a solid foundation on how LLCs work—and why they matter.

✅ For tax and legal planning with your LLC, visit kkoslawyers.com
✅ For LLC compliance support, go to mainstreetbusiness.com

  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes real estate investor Hunter Thompson to uncover how to raise capital legally and effectively in today’s skeptical, high-interest market. From 506(c) strategies to scaling with the fund-of-funds model, this is a must-listen for serious investors.

Here are some of the highlights:

  • Mark and Hunter underline the importance of having the right strategies and tactics to attract and retain investors in a competitive market.
  • Hunter shares insights on the difficulties of raising capital, including the need for effective marketing and investor education.
  • Mark Kohler and Hunter discuss the role of influencers and content creators in attracting and educating investors.
  • The need for real estate investors to become more visible and active in the market to attract capital.
  • Hunter explains the challenges of finding good deals in a competitive market and the importance of being prepared for market downturns.
  • Mark lists the benefits of self-directed IRAs, including the ability to invest in real estate and the tax advantages.
  • The challenges of navigating the regulatory landscape and the importance of staying compliant.
  • The importance of staying informed and connected in the real estate investment community.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen show how a tax extension can reduce stress, cut audit risk, and buy you time for smart tax moves. Get the facts on key deadlines, solo 401(k)s, and what to do now if you’re behind.

Here are some of the highlights:

  • Mark emphasizes that filing an extension gives time to prepare better, including looking for additional write-offs.
  • Mat clarifies that the IRS is unlikely to shut down and that savvy individuals are extending their tax returns.
  • How rushing tax returns often leads to missed deductions, which can be avoided by extending the deadline.
  • Mark and Mat discuss the six-month extension available for personal returns, extending the deadline to October 15.
  • Mat mentions the need to file an extension for business returns if they haven't been done by March 15.
  • Filing an extension incurs no penalty and is a simple one-page form.
  • The penalty for failure to pay, which is a half-percent per month, and the larger penalty for failure to file.
  • How filing an extension can reduce the chances of an audit, as the IRS assigns audits based on the order of returns received.

Don't know how much you should pay when filing a tax extension? Find the answer here - https://markjkohler.com/how-much-should-i-send-in-with-my-extension/

  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demoto explore the Main Street Tax Pro Certification.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen dive into listener questions about tax and business planning. From maximizing deductions on rental properties to creative financing strategies for commercial real estate and smart ways to restructure an LLC, they address the biggest tax and business concerns entrepreneurs and investors face.

Here are some of the highlights:

  • Mark explains the benefits of short-term rentals, including accelerated depreciation and cash flow.
  • Mark & Mat provide a detailed explanation of how short-term rentals can be grouped under the 469-4 election and the importance of material participation.
  • The importance of understanding the long-term play when dealing with short-term rentals.
  • A breakdown of various creative solutions like subleasing and seller financing to mitigate the financial burden.
  • The potential of seller financing and the benefits of carrying the paper for a premium.
  • The possibility of condominium conversion as a unique solution to increase a property's value.
  • Mark & Mat discuss the potential pitfalls of borrowing against equity and the importance of generating income to pay debt service.
  • The importance of keeping assets that have great cash flow or appreciation and the potential for 1031 exchanges.
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen give you the blueprint for bulletproof asset protection. From LLCs to trusts to holding companies, find out the smart, cost-effective strategies that work without the extra fluff.

Here are some of the highlights:

  • Mark & Mat break down the biggest asset protection scams and how shady promoters convince people to buy unnecessary LLCs, trusts, and offshore entities.
  • Mat discusses when you should separate your real estate properties into multiple LLCs vs. keeping them together in one—so you don’t overcomplicate things.
  • Mark reveals the truth about “anonymous LLCs” and how to use Wyoming holding companies for real privacy protection.
  • How to build an asset protection plan that actually makes sense for your wealth level—so you don’t spend money on pointless legal structures.
  • How to avoid setting up LLCs that end up costing you more in taxes than they save you in protection.
  • Why your asset protection structure must match your tax return—or it could get torn apart in an audit or lawsuit.
  • When you should separate your real estate properties into multiple LLCs vs. keeping them together in one—so you don’t overcomplicate things.
  • How to legally minimize tax burdens while keeping your asset protection plan airtight.
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BOI Reporting Fines Canceled for U.S. Citizens & Businesses!

Big news for U.S. business owners! The Treasury Department has announced that U.S. citizens and domestic businesses will not face fines or penalties for failing to file Beneficial Ownership Information (BOI) reports after new deadlines are set.

Last week, FinCEN confirmed that updated BOI reporting deadlines will be announced no later than March 21. However, Treasury has now clarified that they will not enforce penalties or fines associated with the BOI!

This decision comes as part of the Corporate Transparency Act (CTA) and is being positioned as a win for reducing regulatory burdens on small businesses. Treasury Secretary Scott Bessent stated that this move aligns with President Trump's goal of fostering economic growth by cutting unnecessary red tape.

What does this mean for you?

No fines or penalties for U.S. businesses and beneficial owners.
A significant shift in compliance obligations under the CTA.
Stay tuned for more updates as the final rule changes are announced!

Need Help Setting Up An LLC? Please check out my law firm here: https://kkoslawyers.com/

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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down tax-saving strategies for RV owners in 2025! Whether you're a weekend warrior or a full-time traveler, learn how to turn your RV into a business asset, claim deductions, and keep more money in your pocket.

Here are some of the highlights:

  • Mark and Mat provide statistics on RV ownership, noting that 13% of US households own a recreational vehicle and 43 million Americans regularly go RVing.
  • Mat discusses the concept of full-time RVers and the opportunities for work campers in RV parks.
  • Mark explains the financial benefits of not selling one's home but renting it out as an Airbnb to cover RV expenses.
  • How full-time RVers cannot write off their RV as a home but can write off a portion if it is used as a home office.
  • Part-time RV owners should determine how many days a year they will use the RV and consider its potential business use.
  • Mark points out that if an RV is 100% available for rent, it can be written off as a business asset.
  • Mat highlights the flexibility of using an RV for both personal and business purposes, making it a versatile asset.
  • The possibility of writing off mileage for business use when moving the RV for work.
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In this episode of the Main Street Business Podcast, Mark J. Kohler sits down with music industry icon Wendy Starland to talk about the dark side of streaming services. Learn why & how artists are being shortchanged and how her new platform, Music Soul, is creating a fairer, brand-integrated ecosystem for musicians, fans, and businesses alike.

Here are some of the highlights:

  • Mark J. Kohler underlines the distinction between creating art and running a business, introducing Wendy Starland as a guest who has helped many artists, including Lady Gaga, launch their careers.
  • Wendy Starland talks about her topic at the World Economic Forum, focusing on the exploitation of musicians and the need to change the industry dynamics.
  • Mark and Wendy discuss the misconception that artists make significant money from music streaming, with Wendy explaining that artists earn less than $45,000 for a billion streams.
  • Wendy explains the challenges artists face, including the competition within record labels and the lack of financial support for many artists.
  • The challenges of monetizing free music, with Wendy explaining how artists have had to adapt to the new streaming model.
  • Wendy introduces Music Soul, a new music streaming platform and marketplace designed to support artists and brands.
  • How the platform aims to create an ecosystem where artists retain 70% of streaming and advertising revenue, significantly higher than current streaming platforms.
  • Music Soul will offer various features, including streaming music, buying merchandise, attending concerts, and engaging with brands and charities.

Learn more about Wendy Starland here! - https://www.wendystarland.com

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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain FinCEN’s BOI requirement and what it means for LLCs and corporations. With compliance deadlines approaching fast, they provide expert guidance on how to file properly and avoid costly fines.

Here are some of the highlights:

  • Mark and Mat discuss the recent developments, including the overturning of a previous injunction and the reinstatement of BOI enforcement by FinCEN.
  • Mat provides the new deadline for filing the BOI in 2025.
  • Mat details the information required for the BOI, including the name of the business, tax ID, EIN, and the names and home addresses of owners and those with substantial control.
  • Importance of listing all owners, including those who own 25% or more and those with control through trusts or other entities.
  • Context of the policy behind the BOI, aiming to prevent money laundering and other illegal activities by requiring transparency in business ownership.
  • The process of filing the BOI through the FinCEN website or using their law firm's services, which can help simplify the process.
  • Discussion on the exceptions to filing the BOI, including entities with more than 25 employees or $5 million in revenue.
  • Mark and Mat strongly urge filing even if the entity has not been active, as non-use does not exempt the requirement.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer your top tax and legal questions. From choosing the right tax advisor (without overpaying for empty credentials) to navigating HSAs, S corp taxation, and solo 401(k) limitations—this episode is packed with practical strategies to keep your business and investments in top shape. Plus, they break down how their Crypto IRA can help you leverage cryptocurrency in your retirement portfolio.

Here are some of the highlights:

  • Mark discusses the importance of choosing a good tax advisor and the potential pitfalls of high fees without proper credentials.
  • Mat clarifies the difference between an HSA account and an HSA-qualifying insurance plan, emphasizing that the account can be set up anywhere, including with Direct IRA.
  • Mark and Mat cover the benefits of self-directing an HSA account, including the ability to invest in various assets like crypto, real estate, and private companies.
  • Upcoming changes in 2025 regarding 1099-K forms for payment apps like Cash App and Venmo.
  • A workaround involving picking up FICA wages on a Schedule C and ensuring proper documentation on the 1120-S form.
  • The challenges of setting up an IRA LLC for buying crypto and recommends using the Crypto IRA product instead.
  • The process of transferring funds from a retirement account to a Gemini account for buying and selling crypto.
  • Mark and Mat encourage listeners to invest time in finding the right professional team for their business, including accountants and lawyers.
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In this episode of the Main Street Business Podcast, Mark J. Kohler explains how to successfully transition out of your business while maximizing value. From setting up a seamless family succession plan to making your business more appealing for a third-party sale, he shares practical steps to ensure a smooth and profitable exit. Tune in for expert strategies that will help you plan your next move with confidence!

Here are some of the highlights:

  • Mark outlines four strategies that wealthy individuals use when exiting their businesses.
  • Emphasizes the importance of deciding who will buy the business, whether it's family or a third party.
  • The complexities of family succession, including the need for succession planning and business consultants.
  • Introduction to the concept of systemization, developing people, and understanding EBITDA for third-party sales.
  • Real-world examples of clients who initially wanted to sell but later decided against it due to the success of their systemized business.
  • The potential for staying on with the new buyer for a transition period, which could increase the sale price.
  • Mark urges caution when considering elaborate tax structures and emphasizes the need for second and third opinions.
  • Mark warns against high-risk, high-cost tax strategies and the potential for IRS audit risks.
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In this episode of the Main Street Business Podcast, Mark J. Kohler shares the blueprint for tax-efficient business ownership. He explains why smart bookkeeping is key, how to leverage deductions, and when to transition from an LLC to an S corp for optimal tax savings. If you’re tired of overpaying the IRS, this episode is a must-listen!

Here are some of the highlights:

  • Mark explains what you take out of your business is not what you are taxed on, using a scenario where a business owner makes $60,000 but is only taxed on $50,000 due to write-offs.
  • The evolution of a small business from a sole proprietorship to an LLC, and then to an S corporation once the business starts making significant income.
  • Mark discusses the concept of having two sets of books: one for tracking income and expenses through the business account, and another for adding other expenses that may not have gone through the main account.
  • The concept of phantom income, where business owners reinvest money back into the business and are still taxed on that amount.
  • Strategies for minimizing phantom income, such as taking a portion of the reinvested money and depositing it with the IRS to cover expected taxes.
  • How most small businesses should avoid the C corporation structure and stick with pass-through entities like LLCs or S corporations.
  • The importance of tracking every expense related to the business, as these expenses can be significant tax write-offs.
  • Mark advises business owners to involve family members in the business to take advantage of write-offs for supporting family financially.
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In this episode of the Main Street Business Podcast, Mark J. Kohler uncovers the secret to saving big on taxes and strengthening your business—the family board meeting. Discover how to legally write off travel, meals, and payments to family members, while staying compliant and building financial security. Mark breaks down the process step by step, making it easy for any small business owner to implement.

Here are some of the highlights:

  • Mark explains why every small business should hold a family board meeting and how it can unlock valuable tax deductions while enhancing business legitimacy.
  • Discussion on how travel, dining, and other expenses related to board meetings can be legally written off, reducing taxable income.
  • Mark covers the importance of maintaining proper documentation, such as meeting minutes and corporate records, to ensure compliance and asset protection.
  • The process of selecting board members, including family and friends, to provide valuable advice while benefiting from tax write-offs.
  • Explanation of how to structure family board meetings with clear agendas and actionable discussions to improve business planning.
  • Mark outlines the tax benefits of compensating family members for their participation in board meetings and how it can serve as a wealth-building strategy.
  • The significance of holding board meetings at least once a year to stay compliant, with suggestions on how to schedule additional meetings for greater tax advantages.
  • How having a properly structured family board meeting can help business owners align their financial goals with their long-term vision and legacy planning.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen share powerful insights on why converting your LLC to an S corporation is a game-changer for tax savings. They discuss the crucial tax advantages, the importance of structuring income properly, and walk you through the filing process. Find out how you could potentially save $7,000 or more with this strategic business move.

Here are some of the highlights:

  • Mark emphasizes how LLCs do not save taxes and explains the process of turning an LLC into an S corp.
  • Discussion on the difference in tax rates between LLCs and S corps, with S corps allowing for lower self-employment tax.
  • Mat and Mark cover the importance of allocating income to FICA wages and the potential savings.
  • Mark outlines the three-step process for making a late S corporation election, including filling out form 2553 and referencing revenue procedure 2013-30.
  • Mark explains the workaround for the first year, including claiming compensation on both the 1120s and Schedule C.
  • The benefits of the S corporation strategy for business owners and the potential annual savings.
  • Need for proper health insurance premium write-offs and the overall benefits of the S corporation strategy.
  • Why S Corps should avoid taking the Qualified Business Income (QBI) deduction when filing taxes.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain how to create a comprehensive, actionable plan for the year ahead. They discuss the value of aligning your goals with a long-term vision and offer tips for making measurable progress while staying flexible enough to adapt as needed.

Here are some of the highlights:

  • Mark and Mat emphasizes the importance of having a strategic plan that can lay the foundation for the next 10 years ahead.
  • Mat discusses the need for setting realistic goals and breaking them down into manageable objectives.
  • Mark explains and breaks down the concept of SMART goals: Specific, Measurable, Attainable, Relevant, and Time-bound.
  • Real-world example of how to set objectives for increasing sales, including strategies like getting more leads and converting leads better.
  • How to address personal issues that may be affecting business performance, such as health or family problems.
  • Mat suggests involving the leadership team in the execution of the strategic plan to ensure buy-in and accountability.
  • Mark advises writing down the strategic plan and carrying it around to review regularly.
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In this episode of the Main Street Business Podcast, Mark J. Kohler tackles the top challenges facing accountants today, from the disconnect with business owners to the need to shift from compliance to advisory roles. Learn actionable strategies to elevate your practice and thrive in the evolving tax industry.

Here are some of the highlights:

  • Mark begins by acknowledging the frustration of business owners and practitioners in the accounting industry.
  • The disconnect between business owners and accountants, leading to frustration and apathy.
  • Mark outlines the five major pain points for accountants: not charging enough, lack of practical strategies, inconsistent income, etc.
  • The importance of charging fair rates and creating a relationship that values time and expertise.
  • Issues of training new employees and the constant need for retraining due to high turnover.
  • A break down of all the features and benefits of being a Main Street Certified Tax Advisor
  • Encourages accountants to check out the program and take advantage of the resources available to them.
  • Mark discusses the skepticism among accountants about the feasibility of advisory services.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Josh Jalinski discuss the key elements of successful financial planning for business owners. From annual life insurance reviews to emergency funds and disability insurance, they share practical steps to avoid costly mistakes and achieve lasting financial stability.

Here are some of the highlights:

  • Mark Kohler welcomes Josh Jalinski, financial advisor, RIA owner, and host of the Financial Quarterback podcast.
  • Mark begins by emphasizing the importance of building wealth and the need for a reliable quarterback for business owners.
  • Josh discusses the significance of life insurance and the ability to generate income as the best investment.
  • Mark Kohler and Josh cover the value of being busy in December and the challenges of managing client expectations during this period.
  • Having a reliable tax and financial advisor who is actively planning and not just preparing taxes is worth its weight in gold.
  • Financial advisors need to be proactive and not take extended breaks during the busiest time of the year.
  • Josh shares real-world stories of clients who built significant wealth by investing a portion of their income and diversifying their assets.
  • Annual reviews of life insurance policies are necessary to ensure they are still effective and meet the client's needs.
  • The benefits of cash value life insurance and the importance of having a permanent policy.

To Learn more about Josh Jalinski, check out his Jalinski Advisory Group - https://jalinski.com/

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BOIs on Hold Again - 5th Circuit Reverses Itself on 12/27/24. A big win for small businesses in this court saga. Going live to get into what this means for you! This case has been moving fast so if you haven't filed your BOIs for your LLCs or corporations make sure your subscribed and catching the latest updates to stay in compliance. If you need help completing your BOI report (and are done with the Court theatrics) my company Main Street Business Services can help you! Find them at https://www.mainstreetbusiness.com/contact

Subscribe to my Youtube Channel to keep up with BOI updates! https://www.youtube.com/@MatSorensen

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In this episode of the Main Street Business Podcast, Mark J. Kohler dives into the financial benefits of transitioning to an S corp. He highlights the importance of splitting income into payroll and draws, shares his foolproof 50/50 strategy, and explains why it’s a safe and effective approach. With practical advice on avoiding IRS scrutiny and optimizing your business structure, this episode is a must-listen for entrepreneurs and small business owners.

Here are some of the highlights:

  • Mark introduces the topic of transitioning from an LLC to an S corp, emphasizing the importance of how one pays themselves.
  • Mark splits life into operations and assets, explaining that operations could include a day job or a side hustle, while assets could include rental properties, brokerage accounts, and retirement accounts.
  • Emphasizes the importance of treating the S corp as a real business, including having a bank account, tax ID number, corporate book, and annual board meetings.
  • Explanation of the drawbacks of paying self-employment tax on an LLC, which is 15.3% on all profits.
  • The importance of properly allocating draws on paper and issuing a W-2 report to achieve tax savings.
  • How an LLC pays self-employment tax and state tax, while an S corp allows for splitting income into payroll and K-1 distributions to reduce tax liability.
  • Implementing a payroll matrix to help business owners determine the appropriate payroll percentage based on their profit.
  • The cost of converting to an S corp is justified by the significant tax savings achieved.
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The department of justice has filed an emergency appeal to reverse the recent court ruling on the FinCEN Beneficial Ownership Information (BOI) requirement. In this episode, Mat breaks down what this appeal means for small business owners, the potential implications for compliance, and what steps you should consider taking in the meantime.

If you’re a small business owner wondering whether you need to file a BOI or how this ruling impacts your LLC or corporation, this is a must-watch (or listen). Stay informed and ahead of the curve as this legal battle unfolds.

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In this episode of the Main Street Business Podcast Mark J. Kohler and Mat Sorensen host another open forum and break down key retirement planning strategies, including the mega backdoor Roth IRA, and discuss the benefits and pitfalls of partnership structures. They also explore the potential implications of the Corporate Transparency Act following its recent unconstitutional ruling, with actionable tips for trust management and entity cleanup.

Here are some of the highlights:

  • Mark and Mat clarify the difference between mega Roth 401(k) and backdoor Roth IRA.
  • Mark expresses concerns about the partnership structure and the potential for inequitable distribution of responsibilities and benefits.
  • Mat emphasizes the importance of understanding partnership structures to avoid getting a bad deal.
  • Explanation of the backdoor Roth IRA strategy and the pro-rata rule for traditional IRA contributions.
  • How the corporate Transparency Act has been ruled unconstitutional, affecting the BOI reporting requirement.
  • Recent ruling in Texas that the Corporate Transparency Act is unconstitutional.
  • Speculation on the future of the Corporate Transparency Act under the Trump administration.
  • Encourages listeners to review their tax and legal situations for year-end planning.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the complexities of Roth IRAs versus IULs. They discuss how Roths provide tax-free growth and accessibility, while IULs offer insurance benefits but demand careful financial management.

Here are some of the highlights:

  • Mark and Mat begin by introducing the topic of discussion, noting the popularity of IULs among young people and the confusion surrounding their use as a retirement alternative.
  • Mark shares a personal anecdote about his cousin considering a life insurance policy for retirement, highlighting the need for careful consideration.
  • Mat explains the basics of IULs, including their combination of term life insurance and a cash value component that grows tax-free.
  • Mark and Mat touch on the ease of accessing contributions in a Roth IRA versus the longer-term access of IUL cash value.
  • They identify the ideal target audience for IULs as those with stable income and a need for both death benefit and investment growth.
  • Roth IRAs should be the starting point for most people, followed by a consultation with a trusted advisor for IULs.
  • The importance of individualized advice and the potential benefits of IULs for those with specific financial needs and stable income.
  • How Roth IRAs offer a simpler, more accessible entry point for long-term wealth building.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen reveal the hidden tax traps influencers often overlook. From claiming the fair market value of gifted products to understanding which deductions won’t raise red flags, they provide practical, actionable insights to keep your business compliant and thriving.

Here are some of the highlights:

  • Mark Kohler discusses the IRS's perspective on expenses and how companies that send free products to influencers can claim them as business expenses.
  • Mat underlines the importance of influencers claiming the fair market value of products they receive, even if they are not sent a 1099 form.
  • Mark and Mat explain how gifts can be a write-off for businesses but emphasize that influencers must claim the fair market value of products they promote.
  • The IRS has a task force specifically targeting influencers and has been given additional funding to audit them more effectively.
  • Explanation of the importance of understanding the value of promotional posts and ensuring that influencers are compensated appropriately.
  • How influencers should focus on optimizing their tax situation to keep as much money as possible.
  • Debunk the myth that luxury items like Rolex watches or Lamborghinis can be written off as business expenses simply because they appear in videos.
  • Encouragement for influencers to embrace their role as business owners and take advantage of available tax strategies.
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In this episode of the Main Street Business Podcast, Mark J. Kohler shares valuable insights on year-end tax strategies that can help business owners save money and optimize their financial planning. With over 20 years of experience as a CPA and attorney, Mark breaks down five key strategies that every business owner should consider before the year ends. From retroactive S elections to maximizing health savings accounts, this episode is packed with practical advice for navigating the complexities of tax season.

Here are some of the highlights:

  • Mark explains the importance of making a retroactive S election to potentially save thousands in self-employment taxes.
  • He discusses how to determine reasonable payroll amounts for S corporations, emphasizing the benefits of strategic compensation.
  • The episode highlights the necessity of making a sale before year-end to unlock deductions for startup costs.
  • Mark introduces the concept of holding a board meeting as a tax write-off opportunity, encouraging listeners to engage family and friends in their business discussions.
  • He emphasizes the significance of health savings accounts (HSAs) and the upcoming open enrollment period, detailing how HSAs can provide substantial tax advantages.
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In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen host an open forum, addressing your top tax and legal questions. They dive into why having an LLC is crucial for protecting your assets, how Medicaid clawbacks can impact your estate, and the benefits of elder law planning. Whether you're looking to safeguard your wealth or prepare for the future, this episode has essential insights.

Here are some of the highlights:

  • Mark & Mat Matt explain how Medicaid can go after significant assets if the parents have them, but the home is typically exempt.
  • Mat warns about potential estate planning issues if the parents sell the house to their children for less than market value.
  • Mark and Mat advise against using a Lady Bird Deed alone and recommend setting up a trust instead for a more comprehensive estate plan.
  • How you can either take mileage deductions or actual expenses, but an LLC provides better asset protection.
  • LLC provides asset protection and can be converted to an S corporation if needed.
  • Airdropped crypto is considered a disallowed contribution to the Roth IRA and should be moved to a personal wallet.
  • Children under age 18 do not require a 1099 or W-2, and paying them as outside labor is best.
  • Mat emphasizes the importance of understanding the tax rules for paying children and offers strategies for maximizing tax benefits.
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In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Carter Cofield to discuss must-know year-end tax strategies that can save you money and set you up for success. They dive into the "December loophole" for vehicle depreciation, maximizing health savings accounts (HSAs), and using Roth conversions to lower your future tax burden. Whether you're a seasoned business owner or just starting out, these actionable tips are essential for closing out the year on a strong financial footing.

Here are some of the highlights:

  • Mark and Carter discuss the tax benefits of renting out a primary residence for business purposes, emphasizing the $14,000 tax deduction and tax-free income potential.
  • Mark comments on the current market trends, including rising markets, crypto, and interest rates, urging listeners to invest in their future and business.
  • How to hold board meetings during family gatherings to write off travel and dining expenses, making it a tax-efficient holiday activity.
  • Carter highlights the importance of reviewing entity structures in the last quarter of the year, especially for LLC owners with unexpected profits.
  • They emphasize the need to finalize payroll amounts before year-end to avoid last-minute adjustments and penalties.
  • Explanation of the "December loophole" for healthcare, where health insurance must be in place before December 1 to qualify for the entire year's HSA contribution deduction.
  • The importance of planning and using tax savings accounts strategically to maximize tax benefits.

Need more Carter Cofield in your life? Check him out on the Melanin Money Show

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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen break down the incredible tax advantages of Health Savings Accounts (HSAs). Learn how to save big with tax-deductible contributions, tax-free growth, and withdrawals for medical expenses, plus tips on FSAs, HRAs, and the IRA-to-HSA rollover strategy.

Here are some of the highlights:

  • Mark and Mat emphasize the importance of deducting 100% of health insurance premiums for self-employed individuals and S corporations.
  • Reminder to use FSAs before the end of the year, including medical, co-pays, and dental expenses.
  • An in-depth discussion on the ability to invest HSA funds in various assets, such as crypto, real estate, and small businesses.
  • Explanation of the requirements for HSA qualifying plans, including high deductibles and out-of-pocket limits.
  • HSAs do not require earned income for contributions, unlike IRAs and 401(k)s.
  • Introduction to the HRA (Health Reimbursement Account) plan as an alternative for small business owners with high medical expenses.
  • A strategy learned from the community, allowing S corporation owners to reduce FICA liability by having the corporation pay for HSAs.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen share the ultimate toolkit for buying and running a small business. Whether it's managing payroll, setting up the right entity, or preparing for the unexpected, they’ve got you covered. Tune in for tips on creating a thriving company culture, building strong employee relationships, and ensuring operational excellence in the critical first 100 days

Here are some of the highlights:

  • Mark and Mat discuss the importance of the seller's involvement in the transition, especially if the business has a strong brand associated with the seller.
  • Mat emphasizes the need to document processes and procedures to ensure smooth operations and growth.
  • The importance of understanding the business's current state and making necessary changes.
  • Employee interviews are recommended to understand the current culture and identify areas for improvement.
  • Focus on the need for a transition budget to cover expenses and improvements in the first six months.
  • The need to add value to customers and the potential for increasing revenue through new products or services.
  • The importance and realization of being in control of one's destiny as a business owner.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen reveal the key legal steps for buying a business, highlighting the differences between asset and stock purchases. They explain why an asset purchase agreement offers greater control, tax benefits, and protection through non-compete clauses, while exploring funding options from cash to SBA loans. With practical advice and insights, Mark & Mat emphasize the role of legal counsel in ensuring a smooth transition, reducing risks, and maximizing your investment.

Here are some of the highlights:

  • Mark and Mat begin with a discussion of the two main contract options: asset purchase and stock purchase.
  • Mark explains the tax benefits of an asset purchase, including the ability to allocate purchase price to different assets and immediate depreciation deductions.
  • Outline of the key elements that should be included in the asset purchase agreement, such as a detailed list of assets included or excluded in the sale.
  • The importance of funding options, including cash, SBA loans, and seller financing, and the need for a tight operating agreement if investors are involved.
  • Mat breaks down the different funding options available for buying a business, including cash, SBA loans, and seller financing.
  • The benefits of using an LLC or S corp for the new business entity and the importance of not buying the seller's existing entity.
  • The steps involved in closing the deal, including signing the asset purchase agreement, issuing a bill of sale, and handling promissory notes and releases of liens.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen bring you the latest on federal regulations that could land business owners in hot water. With the Corporate Transparency Act now in effect, they’re here to guide you through what the Business Owner Information (BOI) report is, why it matters, and how to tackle it without stress.

Here are some of the highlights:

  • Mark & Mat unpack the new federal mandate requiring business owners to file a Business Owner Information (BOI) report.
  • Explanation of exemptions, including criteria for "large companies" and "inactive entities" set up before 2020.
  • How maintaining compliance can support asset protection and why business owners should stay on top of annual entity requirements.
  • Non-compliance with BOI filing can result in $500/day penalty and up to 2 years in prison.
  • Insights into the government's reasons for the Corporate Transparency Act, focusing on combating money laundering and fraud through enhanced transparency.
  • Mark & Mat breakdown the challenges for nomadic individuals or those using privacy services to provide residential addresses.
  • Details on Main Street Business Services' compliance services for handling BOI filings and maintaining entity compliance.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down key tax-saving strategies every business owner should know, including why a side hustle is often crucial for effective tax planning. He also highlights the dangers of misleading crypto tax advice and urges listeners to stay vigilant. Mark’s practical approach will leave listeners feeling empowered and informed to make smarter tax choices in a complex financial landscape.

Here are some of the highlights:

  • Mark emphasizes that setting up an LLC does not change tax deductions.
  • Example of a lemonade stand to illustrate that expenses are deductible regardless of LLC status.
  • Warning against chasing deals solely for tax benefits without considering the underlying quality of the investment.
  • Explanation of cost segregation as a strategy to depreciate rental properties faster.
  • The pitfalls of C corporations, such as double taxation and the temptation to take excessive salaries.
  • Clarification on how the IRS can see all cryptocurrency transactions and that there is no special tax rate for crypto.
  • The importance of finding a real tax advisor who understands myths and truths.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler and Mat Sorensen break down essential strategies for high-income earners looking to maximize their retirement contributions. Learn how to utilize "backdoor Roth" and "mega backdoor Roth" methods to surpass traditional contribution limits, gain insights into employer matches and after-tax contributions, and explore the powerful role of Health Savings Accounts (HSAs) as part of your retirement plan.

Here are some of the highlights:

  • Mark and Mat address the misconception that retirement accounts aren't beneficial for high-income earners due to contribution limits.
  • Emphasize the importance of planning together with one's spouse to understand and align on retirement goals.
  • Introduction to "spousal backdoor Roth IRA" for married couples to maximize their contributions.
  • Advise against prioritizing college savings over retirement contributions, emphasizing the need to secure one's own financial future first.
  • In-depth discussion on advanced retirement strategies for self-employed individuals, including cash balance plans and defined benefit (DB) plans.
  • The concept of "match and out," where one contributes enough to receive employer matches and then focuses on other accounts.
  • Mark and Mat encourage listeners to seek professional advice to maximize their retirement contributions and achieve financial security.
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Live from the Alternative Asset Summit!

Join Mat Sorensen and Mark J. Kohler in this special live episode from the Alternative Asset Summit, where they talk about powerful strategies for building wealth beyond Wall Street. They share actionable insights, highlight some of the summit’s best takeaways, and invite guest speakers to share their success stories and what they’ve gained from the event. Whether you’re looking to diversify, grow your portfolio, or just start thinking differently about wealth, this episode is packed with expert knowledge and real-life examples to help you take control of your financial future.

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In this episode of the Main Street Business Podcast, host Mark J. Kohler is joined by Karlton Dennis to share essential tax-saving strategies before the year ends. They explain how transitioning from an LLC to an S corporation reduces self-employment taxes and how you can benefit from bonus depreciation. They also cover creative ways to involve your kids in payroll, plus insights on using solo 401(k)s and Health Savings Accounts to maximize deductions.

Here are some of the highlights:

  • Mark and Karlton discuss their roles as tax strategists focused on saving money.
  • The concept of self-employment tax, which includes Social Security and Medicare contributions.
  • How self-directed accounts can be used to invest in rental real estate and other business assets.
  • Mark and Karlton discuss the benefits of switching from an LLC to an S corporation using Form 2553.
  • Mark encourages listeners to backdate the S corporation election to January 1, 2023, to avoid self-employment taxes for the year.
  • How to properly place children on payroll to reduce taxes and provide financial education.
  • Importance of setting up retirement accounts before the end of the year to maximize tax benefits.
  • Karlton introduces the Tax Free Wealth Challenge, a five-day event focused on tax strategies.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler shares his more powerful and essential year-end tax tips. From managing expenses to charitable giving and real estate strategies, get actionable insights to wrap up the year right and boost your business savings.

Here are some of the highlights:

  • Mark stresses getting books in order for year-end planning.
  • Mark lays out the best practices and strategies for paying children 18 and older in your business.
  • Detailed considerations and options for paying a spouse in business.
  • Importance of 1099 planning for subcontractors.
  • Short-term, long-term, and self-rental options.
  • An in-depth look at the 529 state deduction strategies for college savings.
  • Mark encourages everyone to discuss strategies with expert tax advisors.
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In this episode of the Main Street Business Podcast, host Mat Sorensen dives into a crucial new filing requirement that many small businesses need to be aware of: the Beneficial Ownership Information (BOI) report. Mat explains the Corporate Transparency Act, which mandates businesses to disclose their key beneficial owners to FinCEN. While the deadline to file is December 31, 2024, many small businesses should start preparing now to avoid penalties. Mat breaks down who needs to file, what information must be included, and the potential consequences of non-compliance. Whether you're a small business owner, entrepreneur, or advisor, this episode is packed with essential information to help you stay on the right side of this new regulation.

Take advantage of the current special from KKOS Lawyers: https://kkoslawyers.com/

For all compliance needs head to Main Street Business Services: https://mainstreetbusiness.com/

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In this episode of the Main Street Business Podcast, host Mark J. Kohler unpacks the intersection of traditional tax strategies and the world of cryptocurrency. Learn how the "Trifecta Concept" can streamline your estate planning and operational income, while also addressing the unique tax challenges of crypto mining, NFTs, and gaming revenue.

Here are some of the highlights:

  • Mark begins by mapping out the Trifecta Structure for client asset organization.
  • Mark breaks down the S corporation strategy: Split income into reasonable comp and K-1.
  • Operational crypto income: Mining, certain staking, gaming revenue, NFT creation.
  • Importance of organizing client's crypto activities within the trifecta framework.
  • Tax strategies: Using IRAs or solo 401(k)s for gaming income.
  • Gaming tokens are taxable income subject to self-employment tax.
  • How to use software to track cryptocurrency basis for reporting purposes.
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In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Farah Saleh to dive deep into IRS debt resolution strategies. Learn why non-filing is far more dangerous than non-payment, and discover key strategies to resolve debt, from installment plans to creative solutions like leveraging personal assets. Whether you're facing liens, levies, or just seeking relief, this episode provides actionable steps to stay compliant and get back on track.

Here are some of the highlights:

  • Mark Kohler introduces Farah Saleh, CPA specializing in IRS resolution.
  • Importance of filing taxes even if you owe money.
  • IRS penalties are 10 times worse for not filing, rather than not paying.
  • Mark stresses the significance of immediate communication with the IRS.
  • Explore creative options before getting on an installment plan.
  • Consider partial pay, offer in compromise, or fighting the bill.
  • Use assets to pay off debt (e.g., sell the boat, use HELOC, borrow from 401k).
  • Defaulting on payments leads to continued collection efforts.
  • Compliance is key for any resolution with the IRS.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen share expert insights into the process of buying a business. They discuss how to evaluate a company’s financial health, the importance of due diligence, and why seller financing can be a game changer. Whether you're a first-time buyer or looking to expand, use these actionable steps to ensure a smooth and successful transaction.

Here are some of the highlights:

  • Mark and Mat emphasize finding distressed sellers rather than distressed businesses.
  • Importance of reviewing normalized financials and understanding add-backs.Considering seller's future involvement and non-compete agreements.
  • Strategies for making offers, including contingencies and ranges.
  • Considering seller's future involvement and non-compete agreements.
  • Caution against rushing into agreements and encouragement to walk away from bad deals.
  • Significance of building a team of advisors for the buying process.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confidence.

Here's what you can look forward to:

  • Mark introduces the concept of transitioning to tax advisory services.
  • Mark highlights the need to overcome imposter syndrome and self-doubt.
  • A full breakdown of specific areas to focus on: reasonable comp, family payroll, self-directed retirement accounts, creative write-offs.
  • Emphasizes the importance of finding clients where advisors can make a significant impact.
  • Introduces the concept of a community for learning cutting-edge strategies
  • Explanation of the two-step process for discovery calls and comprehensive consultation.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down the roadmap to turn your side hustle into a powerful income stream. Learn how to form an LLC, develop a solid marketing strategy, and implement seven key principles that will set your business up for sustainable success.

Here are some of the highlights:

  • Mark emphasizes the need to turn side hustles into sustainable wealth-building opportunities.
  • Mark introduces and unpacks seven crucial points for impacting side hustles.
  • Importance of clearly stating your business purpose in one sentence.
  • The significance of setting up an LLC for legitimacy and potential tax benefits.
  • How to develop a marketing plan focused on identifying and reaching your target audience.
  • Establishing a board of advisors for support and accountability.
  • Building relationships with potential customers through value provision.
  • Reminder to set aside 10% of revenue for taxes.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler explores tax-smart strategies for hiring family members. Learn about hiring children under age 18 without complex tax forms, managing finances through a Family Management Company, and leveraging tax deductions for adult children’s education and healthcare. Mark also provides insights on creating bank accounts for family members and making strategic real estate investments.

Here are some of the highlights:

  • Mark unpacks the benefits of bringing family members and children into the business, including tax savings, teaching kids about work and business.
  • How kids can do legitimate jobs like shredding paper, cleaning, marketing, etc
  • Mark maps out and breaks down the different rules for kids who are 18+ and under 18.
  • Use the 'Trifecta' structure: Operations, Assets, Family Management Company.
  • Tax write-off for college tuition by paying kids to manage properties
  • Pay kids from LLC, Sole Proprietorship, or S Corp via Family Management Company
  • Health insurance strategy: Kids can qualify for own insurance if earning enough
  • Potential for significant savings on family health insurance premiums
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In this episode of the Main Street Business podcast, hosts Mark J. Kohler and Mat Sorensen analyze the potential tax changes as the Tax Cuts and Jobs Act nears expiration. They discuss Kamala Harris's proposal to increase capital gains taxes and enhance child tax credits versus Donald Trump's plan to maintain lower rates and extend business deductions. They also cover strategies for family tax planning and corporate tax management, offering tips for adapting financial strategies to these upcoming changes.

Here are some of the highlights:

  • Mark and Mat begin by pointing out how individual tax brackets will increase, while standard deduction will decrease.
  • A breakdown of how Harris will increase child tax credit ($6000 for first year, $3600 for ages 3-5, $3000 for older)
  • Trump’s plan to reduce corporate tax rate to 20%, 15% for US-made products.
  • In-depth look at Harris’ proposal of a $50,000 startup cost deduction for new businesses.
  • How Trump will go about increasing tariffs on foreign corporations and eliminating tax on Social Security benefits.
  • How both candidates support removing tax on tips for workers.
  • Mark and Mat discuss the potential economic impacts of each plan.
  • Importance of focusing on personal financial goals regardless of the election outcome.
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In this episode of the Main Street Business podcast, host Mark J. Kohler focuses on the transformative role of family board meetings in a business context. He discusses how these meetings are crucial for asset protection, tax planning, and promoting family unity, offering a blueprint for implementing these strategies effectively in any business environment.

Here are some of the highlights:

  • Mark introduces the concept of family board meetings and how it can be used for LLCs (board of advisors) or corporations (board of directors).
  • Mark breaks down how to establish a board: document the meeting, discuss business plans.
  • The importance of maintaining corporate veil for asset protection.
  • Mark shares personal experience of organizing a family board meeting in Jackson Hole, Wyoming.
  • Emphasis on teaching clients to build and maintain family board meetings.
  • The significance of creating a professional atmosphere with conference rooms, name tags, and agendas.
  • Positive impact on family relationships and business understanding.
  • Importance of creating the right ambiance for effective meetings.

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In this latest episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen explore the Solo 401(k), detailing how self-employed professionals and small business owners can benefit from its substantial contribution caps and diverse investment opportunities, such as real estate and cryptocurrencies.

Here are some of the highlights:

  • Mark and Mat breakdown how a solo 401(k) is key to building retirement wealth.
  • Mark and Mat unpack the optimal order of investing: Company match, Roth IRA, HSA, then solo 401(k).
  • Why the Solo 401(k) is ideal for high-income self-employed individuals.
  • Cannot have solo 401(k) with full-time employees (1000+ hours/year)
  • Spouse can have separate solo 401(k) if they have their own business
  • Self-directing investments: Not limited to stocks, can invest in real estate, private companies, crypto
  • Importance of maintenance and requirements: Track contributions, file Form 5500 when assets exceed $250,000
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In this latest episode of the Main Street Business Podcast, Mark J. Kohler explores the benefits and processes involved in converting to an S Corporation. Learn how making the switch can save your clients money, the critical timelines for filing, and how the Kohler Payroll Matrix can guide setting reasonable compensation.

Here are some of the highlights:

  • Mark recommends converting to S Corporations when net income reaches $40,000-$50,000.
  • Mark advises and breaks down how to convert an LLC to S Corp using Forms 8832 and 2553.
  • How tax professionals can present the S Corporation strategy as a new tax-saving opportunity to clients.
  • The significance of implementing payroll before year-end for retroactive elections.
  • How to use the Kohler Payroll Matrix as a tool for determining reasonable compensation.
  • Using retroactive S election with Rev. Rule 2013-30 for mid-year conversions
  • After-the-fact quarterly payroll recommended for flexibility.
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Join Mark J. Kohler and Mat Sorensen in this episode of the Main Street Business Podcast for a comprehensive guide on setting up and running LLCs and S Corporations. From crucial legal requirements to strategic financial practices, get equipped with knowledge on new BOI reporting rules and how these could impact your business in 2024.

Here are some of the highlights:

  • Mark and Mat stress the importance of properly setting up and maintaining LLCs and S Corps
  • Mark and Mat advise opening separate bank accounts for entities.
  • Use entity names on contracts, agreements, and property titles.
  • How BOI applies to most small businesses, exemptions for large companies.
  • Mark and Mat debate the crucial effectiveness of BOI reporting.
  • The severity of penalties for non-compliance.
  • The significance of maintaining accurate bookkeeping.
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In this latest episode of the Main Street Business Podcast, host Mark J. Kohler explains the strategic benefits and mechanics of Health Savings Accounts (HSAs). Unpack the tax advantages, flexible contributions, and the array of investment opportunities available through HSAs. From cryptocurrencies to real estate, learn how to maximize your HSA for both health and wealth.

Here are some of the highlights:

  • Mark explains how an HSA is portable and can be set up with any employer or as an entrepreneur.
  • Mark breaks down the 2024 contribution limits: $4,150 for singles, $8,300 for married filing jointly.
  • Users have the ability to invest HSA funds in various assets (e.g., cows, crypto, rental property)
  • How HSAs can be used for retirement at age 59.5 if not used for medical expenses.
  • Two investment options: Traditional HSA with limited investment choices and Self-directed HSA with broader investment options.
  • The importance of reimbursing yourself for past medical expenses.
  • Potential for higher returns compared to traditional investments
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In this episode of the Main Street Business Podcast, Mark J Kohler dives deep into the world of LLCs and their critical role in business success. He breaks down the concept of the trifecta and how it can empower entrepreneurs to build their American dream.

Here's what you can look forward to in this episode:

  • Mark explains the importance of understanding what an LLC is and how it can be effectively utilized to protect assets and enhance business operations.
  • He introduces the trifecta concept, highlighting its significance in wealth building and asset protection for business owners.
  • Listeners will learn about the five different types of LLCs and who they are best suited for, along with practical examples to illustrate their uses.
  • Mark discusses common mistakes business owners make when forming LLCs and how to avoid them to ensure a successful setup.
  • The episode covers the transition from a standard LLC to an S Corp and the tax benefits associated with this shift, providing valuable insights for growing businesses.
  • Mark shares his personal journey as an entrepreneur, offering inspiration and actionable steps for listeners looking to navigate their own business paths.
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Can identifying and leveraging underutilized properties truly unlock significant value? In our latest episode, we sit down with Josh McCallen, founder of Accountable Equity, to uncover the secrets of transforming distressed real estate into thriving business ventures. Josh shares his journey from a traditional middle-class upbringing to becoming a major player in the real estate and hospitality sectors, detailing his impressive feat of raising $54 million from investors. You'll hear firsthand how strategic planning and the synergetic integration of business operations with real estate can lead to substantial wealth creation.
Excited to announce that Josh McCallen will be speaking at our Alt Asset Summit on October 24-25! Don’t miss out—secure your spot now: https://altassetsummit.com/

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Understanding Real Estate investing and the market in 2024 Join us with Robert Helms from The Real Estate Guys Radio Show as we discuss how rising interest rates impact the market and why a long-term perspective is key. Robert shares strategies for targeting the right markets and building a strong team. Plus, hear about Robert's 18-year-old son Ethan’s first investment in Memphis, highlighting the power of strategic saving and market knowledge.

To get in contact with Robert and his team:

Website and Podcast - https://realestateguysradio.com/

Contacts -

midsouth@realestateguysradio.com

sihomes@realestateguysradio.com

pip@realestateguysradio.com

Robert is speaking at the 2024 Alternative Asset Summit Hosted by Mat Sorensen - By your Tickets Here! https://altassetsummit.com/

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Join Mark J. Kohler and Mat Sorensen in this episode of the Main Street Business Podcast as they guide you through effective business scaling techniques. Learn about the strategic hiring of an executive assistant, the importance of establishing SOPs, how to manage onboarding and compliance to safeguard your expansion.

Here are some of the highlights:

  • Mark and Mat break down the significance of hiring an executive assistant first and foremost.
  • Interviewing at least three candidates before making a decision.
  • Be clear about expectations and work schedule right from the start.
  • Using a payroll service like ADP for tax and legal compliance.
  • How to calculate the potential increase in revenue from freed-up time
  • Spending time training and introducing the employee to the business.
  • Documenting standard operating procedures (SOPs) for each task.
  • Always be prepared to cut ties if the employee isn't working out within 90 days.
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Join hosts Mark J. Kohler and Mat Sorensen in this latest episode of the Main Street Business podcast as they dive into the critical contracts every business owner should understand. They examine various lease types, discuss the complexities of partnership agreements, and outline the key components of effective employment and service contracts to help listeners navigate their business relationships with confidence.

Here are some of the highlights:

  • Mark and Mat introduce four essential contracts for small business owners and investors.
  • Explain different types of commercial leases (triple net, gross lease).
  • Mark and Mat emphasize the importance of clarity and thoroughness to prevent disputes and enhance business relationships.
  • Share a real-world example of a landlord losing money due to misunderstanding lease terms.
  • Discuss employment agreements and independent contractor agreements.
  • Stress the need for clear terms on responsibilities and dispute resolution.
  • Highlight common issues in partnerships, such as funding and decision-making.
  • Provide tips on approaching lawyers for contract review and drafting
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In this episode of the Main Street Business podcast, host Mark J. Kohler unpacks the top 5 strategies that can change the way you think about money. Learn about IRS rules for cryptocurrency, why side hustles are more than just extra cash, and the benefits of retirement accounts like Roth IRAs and the Mega Backdoor Roth strategy.

Here are some of the highlights:

  • Mark points out how the IRS received $80 billion to enforce more audits and tracking.
  • Mark maps out the three ways cryptocurrency is taxed: selling for USD, trading for another crypto, using for purchases.
  • The significance of side hustles and how essential they are for saving taxes and building wealth.
  • Importance of choosing the right side hustle and developing a business plan.
  • Determining capital needs and structuring the business (sole proprietorship or LLC).
  • The top 10 write-offs for side hustles.
  • Explanation of the 'backdoor Roth IRA' strategy for high-income earners.
  • Introduction to self-directed IRAs and their potential for higher returns.
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Join Mark J. Kohler in this latest episode of the Main Street Business Podcast as he explores the fundamentals of asset protection and privacy. Learn about the essential structures, from LLCs to the advanced "Trifecta Strategy," and how regular reviews and professional advice can boost your financial security.

Here are some of the highlights:

  • Mark emphasizes how asset protection is about implementing strategies to protect financial assets.
  • Create entities without personal name/address, use mail forwarding services.
  • Measures to level up security/privacy, such as video inventory of belongings, shredding documents, and fireproof safes.
  • Asset protection and privacy has 3 different levels based on asset amount and risk.
  • Mark maps out the Trifecta and how it can be used to enhance asset protection, tax strategies, and estate planning.
  • Why asset protection and privacy are essential for wealth building and security.
  • Importance of regular maintenance and updates.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen decode cryptocurrency tax tactics. They address the uptick in crypto ownership and IRS oversight, focusing on strategies like Charitable Remainder Unitrusts, tax-free trading with Roth IRAs, and LLC setups as S-corporations. They provide examples of significant tax reductions and steps to implement these strategies effectively.

Here are some of the highlights:

  • Mark and Mat point out how $28 billion in Bitcoin is being bought and traded every 24 hours.
  • How to use CRUT (Charitable Remainder Unitrust) for large capital gains.
  • The advantage of using Roth IRA or Roth 401(k) for tax-free crypto trading.
  • Mark and Mat address crypto mining, staking, DeFi lending, NFTs, and gaming.
  • Importance of reporting crypto transactions to the IRS.
  • The step by step process to set up and fund a crypto Roth IRA.
  • Combining W-2 income with investment strategies.

Join us for the FREE 2-Hour Live Crypto Tax 101 Q&A where Mark J. Kohler will unveil his Top 5 Crypto Strategies and then give you an opportunity to get your questions asked and answered. When: August 22 from 9am - 11am PT
Register now: https://markjkohler.com/free-crypto-tax-101-event/

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In this episode of the Main Street Business podcast, host Mark J. Kohler guides you through the strategic advantages of S corporations. Find out how to leverage them for maximum tax savings, secure your retirement, and maintain pristine corporate records, ensuring your business thrives for years to come.

Here are some of the highlights:

  • Mark begins by mapping out the 'trifecta' model: operations, assets, and trust/1040 tax return
  • Explains how S Corporation allow for splitting income into salary and pass-through
  • How this strategy works well for various professionals making $50,000 or more
  • Importance of diversifying wealth building between business operations and retirement account via Solo 401k
  • How a Board of Advisors generates more legitimate write-offs for the S corporation
  • S corporations have 1500% less chance of audit compared to LLCs
  • How to take advantage of tax deductions on travel, meals, and equipment for board members
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In this episode of the Main Street Business podcast, host Mark J. Kohler and special guest Ashley Burr focus on optimizing business structures and tax benefits. They cover the pitfalls of using rewards points for business expenses, converting 401Ks to Roth IRAs, and selecting the right business structure for spouses. Mark and Ashley also unpack strategies for leveraging HSAs, real estate tax tips, and maintaining a corporate veil, concluding with tax-saving tips via S Corporations.

Here are some of the highlights:

  • Mark and Ashley introduce tactics to mitigate tax burden from Roth conversions
  • Single-member LLC vs. partnership for spousal businesses
  • Strategies for real estate professionals to offset taxable income
  • Importance of proper business structure for asset protection
  • How to use Roth conversion to eliminate Required Minimum Distributions (RMDs)
  • Significance of comprehensive operating agreements for family business transfers
  • Balancing S Corp salary with Qualified Business Income (QBI) deduction
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Join Mark J. Kohler in this episode of the Main Street Business Podcast as he simplifies saving taxes and building wealth with the Trifecta System. Learn the basics of legal structures and advanced strategies to protect and grow your assets.

Here are some highlights:

  • Mark introduces the Trifecta and how it can be used to save taxes, build wealth, and leave a legacy.
  • Mark points how the Trifecta is designed for everyone, not just the top 1%.
  • Emphasizes the importance of starting small and growing.
  • Mark maps out his own personal journey using the Trifecta.
  • How to successfully implement the Trifecta for parents' estate.
  • Encourages self-management with the right professional guidance.
  • Proves how the tax savings and protection strategies work in real-world situations.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen explore the fundamentals of funding your business. Join them as they discuss borrowing, partnerships, and SEC-approved strategies, ensuring you understand the legal frameworks that differentiate these options.

Here are some highlights:

  • Mark and Mat unpack t three main methods: borrowing, partnering, and raising through SEC-approved manner
  • Mark and Mat discourage blending methods to prevent legal issues
  • Stress the importance of proper documentation for legal protection
  • Significance of transparency and proper use of raised funds
  • Importance of staying in the chosen "lane" (lender, partner, or investor)
  • Caution against relying solely on influencer-provided documents or methods
  • Ensure proper recording and execution of all legal documents related to raising capital
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Join Mark J. Kohler and Mat Sorensen in their newest Main Street Business Podcast episode as they tackle the pressing issue of inflation and how it’s reshaping daily life for Americans. From taking on side gigs to mastering budgeting hacks and debt management strategies, they’ve got you covered during these difficult times.

Here are some highlights:

  • Mark and Mat discuss and break down the impact of inflation on average Americans.
  • Mark and Mat map out strategies to combat rising costs.
  • Emphasize the benefits of side hustles to increase income.
  • Solutions like house hacking to reduce housing costs.
  • Examples of low-cost business ideas and starting small.
  • Significance in taking on any available work in order to make ends meet in difficult times.
  • Importance of self-respect and perseverance.
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In this episode of the Main Street Business Podcast, host Mark J Kohler tells you all you need to know about S Corporations. Learn how to effectively balance your payroll with profit, understand the fundamentals of business structures, and discover tips to optimize your tax benefits.

Here are some highlights:

  • Mark points out the confusion around determining the right payroll amount.
  • Introduction to the Kohler Payroll Matrix as a solution.
  • Mark breaks down the trifecta: revocable living trust, operations, and assets.
  • Details on how LLCs and S corporations fit into the trifecta.
  • Importance of taking a salary from the S corporation to save on self-employment tax.
  • How the payroll percentage decreases as profit increases.
  • Emphasis on not overcomplicating the payroll determination process.
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In this episode of the Main Street Business Podcast, host Mark J Kohler presents simplified tax strategies for business owners beginning their journey. Learn essential tips to safeguard your assets, reduce your taxes, and confidently control your financial path.

Here's what you can look forward to:

  • Mark introduces and breaks down the Trifecta concept for tax savings and asset protection.
  • How the Trifecta design can be used as a tool for visualizing and achieving financial goals.
  • Importance of separating business and personal assets for protection.
  • Explanation of the benefits of setting up an S Corporation.
  • Encouragement to invest retirement accounts in non-Wall Street products.
  • Significance of having a tax advisor who understands advanced tax strategies.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen unpack the advantages and disadvantages of putting your spouse on the payroll. They shed light on potential pitfalls, discuss savvy alternatives such as board roles and Roth IRAs, and highlight the benefits of Solo 401k contributions and HRAs.

Here's what you can look forward to:

  • Mark and Mat break down the common misconceptions about paying spouses.
  • Additional payroll costs including FICA, Medicare, and unemployment taxes.
  • The benefits of using board of directors/advisors roles for spouses.
  • Outline of the advantages, including solo 401k contributions for spouses and maximizing retirement savings through payroll.
  • Scenarios where spouses must be on payroll due to material participation.
  • Ensuring compliance with tax laws and regulations.
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen unpack the secrets of building long-term wealth through rental real estate. Join them as they delve into real estate deal analysis, key performance indicators, cash flow, ROI, and other valuable insights.

Here are some of the highlights:

  • Mark and Mat provide real-world examples taken from experience with 20,000 consults and various client scenarios.
  • Mark and Mat discuss the importance of adding assets for small business owners and W-2 employees.
  • How to properly analyze and determine which rental property to buy
  • Reminder to consider other investment opportunities besides real estate.
  • Significance of understanding the 'why' behind buying a rental.
  • Overall ROI includes strategic advantage, cash flow, and appreciation.
  • Different appreciation rates for residential vs. commercial properties.
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Join hosts Mark J. Kohler and Mat Sorensen on the Main Street Business Podcast as they delve into the topics that matter most to you. From strategies to minimize estate taxes to the complexities of cryptocurrency and S-Corp ownership, there’s no stone left unturned. Plus, get the inside scoop on the Main Street Tax Pro Certification and its many benefits.

Here are some of the highlights:

  • Mark and Mat begin with an in-depth discussion on reducing tax on large inheritance from overseas investments.
  • Process of changing ownership of an S Corp and its tax implications.
  • Explanation of the backdoor Roth IRA process and common mistakes.
  • Importance of specifying access mechanisms for off-exchange crypto assets.
  • Mark and Mat unpack the various benefits of the Main Street Tax Pro Certification for strategic tax planning.
  • Impact of cost segregation studies on active income and real estate professional status.
  • Ways to reduce capital gains tax on the sale of a home.
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Could you imagine erasing $221,000 of debt in just 31 months? Join us in a special episode of the Main Street Business Podcast as Mat sit's down with Jarom Bergeson, a partner at KKOS Lawyers and author of "Stop Choosing to be Broke: A User's Guide to Money." Jarom's remarkable story of financial transformation—from drowning in debt to achieving financial stability—is nothing short of inspiring. Despite having a lucrative career as a lawyer, Jarom had to confront the harsh reality that smart financial decisions were essential to his journey.

Get Jaroms Book Here!
https://www.amazon.com/Stop-Choosing-Be-Broke-Users/dp/B0CP82Q62R

Schedule a Call with Jarom Here!
https://kkoslawyers.com/lawyers/jarom-j-bergeson/

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In this episode of the Main Street Business Podcast, host Mark J. Kohler presents simplified tax strategies for business owners beginning their journey. Learn essential tips to safeguard your assets, reduce your taxes, and confidently control your financial path.

Here's what you can look forward to:

  • Mark introduces and breaks down the Trifecta concept for tax savings and asset protection.
  • How the Trifecta design can be used as a tool for visualizing and achieving financial goals.
  • Importance of separating business and personal assets for protection.
  • Explanation of the benefits of setting up an S Corporation.
  • Encouragement to invest retirement accounts in non-Wall Street products.
  • Significance of having a tax advisor who understands advanced tax strategies.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen present the 4 key benefits of a living trust, no matter your age or wealth status, and how it can secure your family’s financial future after you’re gone.

Here are some of the highlights:

  • Mark and Mat give a thorough explanation of what a living trust is and its role in estate planning.
  • Discussion on how a living trust avoids court and probate, keeping matters private.
  • An in-depth comparison between a living trust and a will
  • Encouragement to consider estate planning for parents or grandparents.
  • A break down of how a living trust saves money in the long run by avoiding court fees and legal battles
  • Helps prevent heirs from mismanaging their inheritance.
  • How a living trust allows for creative distribution of business assets among heirs.
  • Mark and Mat urge everyone to budget for estate planning and update plans as needed.
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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Anthony Scaramucci, the former White House Director of Communications and founder of Skybridge Capital. The discuss the concept of resilience and the importance of relationships in business.

Here's what you can look forward to in this episode:

  • Anthony shares his journey from Main Street to Wall Street and back, highlighting the lessons learned as a small business owner.
  • He provides valuable insights into the mindset shift needed to overcome setbacks and build a successful career, emphasizing the importance of relationships over transactions.
  • Mark and Anthony discuss the significant differences between the close-knit community of Main Street and the often superficial nature of Wall Street and Hollywood.
  • Anthony introduces his new book, "From Wall Street to the White House and Back," and shares anecdotes from his time in the White House, focusing on the lessons learned and the resilience required to bounce back from public scrutiny.
  • He underscores the importance of optimism, adaptability, and maintaining a clear vision amidst challenges in the entrepreneurial journey.

The significance of digital currencies, NFTs, and the future of finance are also discussed, with Anthony offering his expert perspective on these emerging markets.

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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down the steps to successfully bringing your kids into the business fold and how this move can teach them crucial work ethics and provide substantial tax benefits. Explore detailed, actionable strategies that ensure your family capitalizes on every opportunity.

Here's what you can look forward to:

  • Mark begins by emphasizing the significance of getting children on payroll.
  • Unpacks the motivations for teaching children work ethic and business principles.
  • Importance of legitimizing children's involvement in the business.
  • Details on setting up a family support company for S corporations.
  • Ensure children over 18 are added to the board of directors or advisors and are issued 1099s or W-2s as appropriate.
  • Thoughts on the importance of financial education for children.
  • Advice for tax advisors to learn and implement these strategies.
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In this episode of the Main Street Business Podcast, host Mark J. Kohler welcomes master negotiator and businessman, Chris Voss to discuss his background as the FBI's lead international kidnapping negotiator and how his skills can be used in both the corporate world and everyday life.

Here's what you can look forward to:

  • Mark and Chris Demonstrate a negotiation in everyday situations.
  • Explanation of negotiation as a collaborative process rather than a competitive one.
  • Chris shared a story about negotiating to retrieve lost luggage.
  • Emphasized the importance of creating a good impression.
  • Understanding the needs and feelings of the other party can influence negotiation outcomes.
  • Trusting and developing gut instinct and emotional intelligence in every situation.
  • Suggestions for making emotionally intelligent observations to build rapport.

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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen guide small business owners through the ins and outs of claiming the home office deduction. They also highlight other valuable tax write-offs, encouraging everyone to maximize their savings. Tune in to learn how to keep more of your hard-earned money!

Here's what you can look forward to:

  • Mark and Mat emphasize the importance of understanding the home office deduction and its representation for small business owners.
  • They map out the different strategies that exist for various business structures like S corp, schedule C, schedule E, and schedule F
  • Detail the different methods for calculating the home office deduction, such as the regular method and the simplified method.
  • Expanding the use of home space beyond traditional office settings, such as using kitchens for catering businesses
  • Highlight other key business strategies, including putting kids on payroll, funding retirement accounts.
  • Suggest thinking outside the box and considering what each business needs when utilizing home space.
  • Encourage business owners to demand conversations with accountants about maximizing deductions.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, host Mark J. Kohler welcomes entrepreneur and GameStop co-founder, Gary Kusin to share his insights and experience with other aspiring leaders. Gary maps out his journey to becoming an industry leader himself and empowers emerging entrepreneurs to think beyond predefined passions.

Here's what you can look forward to:

  • Mark delves into Gary’s impressive career trajectory and how it’s made an impact on the corporate world.
  • The importance of applying an analytical approach to different ventures.
  • How Gary transitioned to the CEO role at Kinko's to implement a customer-centric approach.
  • Emphasize the significance of creating a culture around customer interactions.
  • Developing leadership principles based on personal experiences.
  • Encouraging entrepreneurs to seize every opportunity that comes their way.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen delve into how business owners can properly form an LLC. Together, they walk you through everything from selecting the ideal state for your LLC to dispelling misconceptions and providing professional tips on LLC setup, safeguarding assets, tax planning, and beyond!

Here's what you can look forward to:

  • Mark and Mat highlight the significance of selecting the appropriate state for setting up your business entity.
  • Emphasize the need to consider employment issues and operational locations when deciding on the state.
  • Unpack advanced asset protection strategies as your business grows and expands.
  • Explore the concept of nonprofit LLCs and their role in charitable events and fundraising.
  • List the benefits of focusing on core business activities rather than complex entity structuring.
  • The importance of thorough planning, compliance, and avoiding shortcuts in entity setup and structuring processes.
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In this episode of the Main Street Business Podcast, host Mark J Kohler shares an insider's perspective on becoming a successful Tax Advisor. Mark maps out the process, reveals the untold benefits and dispels the common myths of advisory services, and encourages you to take the next step.

Here are some of the highlights:

  • Mark urges you to set goals, establish their motivation, and self-evaluate before making the leap into advisory.
  • Mark maps out the technical training steps: becoming a certified tax advisor, enrolled agent, and training on tax return preparation.
  • Emphasizes the need for street-smart tax strategies to provide valuable advice to clients.
  • Importance of hiring an executive assistant to handle administrative tasks and support client management.
  • Encouragement to follow ALL the necessary steps for building a successful advisory practice.
  • Overview of the resources, benefits, and training opportunities within the Main Street Tax Pro Network.
  • Details on conferences and workshops offered to enhance skills and collaboration in the tax advisory field.

This episode is a must listen for anyone looking to build a successful tax advisory practice!

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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, host Mark J Kohler delves into the eight common blunders that new investors make when acquiring their first rental property. Learn valuable tips on how to sidestep these errors and set yourself up for a prosperous rental experience.

Here's what you can look forward to:

  • Mark highlights the significance of tracking expenses from the start to classify them as startup costs.
  • Emphasizes the need for a proper LLC for asset protection when owning a rental property.
  • How to set up a separate bank account for the LLC to avoid commingling of funds.
  • The benefits of using a warranty deed and seeking professional assistance for the process.
  • The need for landlord insurance to protect against unforeseen events and liabilities.
  • The importance of knowing and understanding lease agreements as a property owner.
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In this episode of the Main Street Business Podcast, host Mark J Kohler interviews Jeffrey Hayzlett, a renowned business advisor, keynote speaker, and global business celebrity. Today, Jeffrey shares his most important business learnings after 26 years and over 200 businesses being bought and sold.

Here's what you can look forward to in this episode:

  • Jeffrey discusses how his journey in business leadership led him to becoming a celebrity judge on NBC's 'Celebrity Apprentice'
  • Mark and Jeffery talk about the importance of content creation and media presence in modern business.
  • Jeffrey introduces the "Hero Factor", explaining how values-based operations can drive business growth and foster a positive business culture.
  • Jeffrey emphasizes the critical role of data in business decisions and highlights the importance of constantly evaluating business operations and performance.
  • They discuss the growing trend of marketing to segments of one, the importance of authenticity in business, and learning from both business successes and failures.

Tune in for these insights and more, as Jeffrey Hayzlett shares his wisdom on navigating today's dynamic business landscape.

Learn more about Jeffery Hayzlett here: https://hayzlett.com/

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In this episode of the Main Street Business Podcast, Mark J Kohler shifts the idea of buying a car strictly for the write-off into reverse and emphasizes the importance of having a vehicle that aligns with your business needs.

Here are some of the key points that Mark unpacks:

  • A breakdown of the pros and cons of business owners buying a vehicle.
  • An in-depth discussion on when it is suitable to buy a vehicle for business purposes to leverage tax benefits.
  • The significance of ensuring the business can support the deduction for the vehicle.
  • Example scenarios illustrating the risks of buying a vehicle based solely on the intention of writing it off.
  • The need for proper legal structuring and insurance when owning a business vehicle.
  • How the mileage method can be a suitable option for small business owners.
  • Thoughts on integrating family members' vehicles into business write-offs for tax benefits.
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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen explore the foundational aspects of business creation with their expert guidance. Mark and Mat highlight the key aspects of starting a business and present a well-defined strategy to initiate your entrepreneurial endeavor.

Here's what you can look forward to:

  • Emphasis on focusing on essential information for a one-page business plan.
  • Importance of outlining crucial items before diving into business activities.
  • A detailed breakdown of the six key components of a one-page business plan.
  • How to craft a concise elevator pitch and define the business concept clearly.
  • A discussion on financial planning, startup costs, and creating a financial model.
  • Understanding capitalization and reserves for business sustainability.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, host Mark J Kohler welcomes Main Street influencer, Max Merritt, to unpack how student athletes can manage NIL income by forming an LLC. Together, they break down the key strategies and tax advantages available for NIL athletes into four easy sections.

Here's what you can look forward to:

  • Mark and Max highlight the importance of structuring yourself as a business entity, such as an LLC, for tax planning purposes.
  • They emphasize the need for professional advice when setting up the business entity to ensure proper tax strategies are in place.
  • Mark and Max discuss the two types of income NIL athletes may receive.
  • The significance of understanding state tax implications and strategizing residency for tax purposes.
  • How to utilize an LLC as a powerful tool for tax planning and incorporating family members for additional write-offs.
  • Reporting income to the IRS using Schedule C or E and the importance of maximizing write-offs
  • How to be patient yet proactive in setting up the business correctly and continuing education on entrepreneurship.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Rick Jordan, founder of ReachOut Technology, to discuss the ins and outs of cybersecurity and how small businesses can shield themselves from cyber threats.

Here's what you can look forward to in this episode:

  • Rick shares the background and milestones of his cybersecurity journey.
  • He highlights the importance of staying on the cutting edge of cybersecurity for enrolled agents.
  • Rick gives an in-depth look at automated tools and procedures used to detect and respond to cyber threats
  • He provides the key strategies behind designing networks and staying ahead of cyber threats.
  • Mark and Rick touch on the potential risks associated with sharing sensitive information.
  • Rick gives Mark an overview of the services provided by Reach Out Technology to small business owners.

Learn more from Rick Jordan: https://www.rickjordan.tv/

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen provide insights and tips specifically geared towards those with a side hustle. They dive into a wide range of topics, from tax planning strategies to the importance of claiming all income.

Here's what you can look forward to:

  • Detailed advice on preparing your tax return, particularly when dealing with a 1099 for the first time.
  • The importance of claiming all income, whether it comes with a 1099 or not, to avoid potential issues with the IRS.
  • Tips on maximizing your tax write-offs, including creative suggestions like home office, auto expenses, dining, and travel.
  • Discussion on the role of entities like LLCs and S corporations in tax savings, and when it might be beneficial to consider them for your side hustle.
  • Insight into forward-thinking strategies such as making contributions to solo 401(k) and Health Savings Account (HSA) to reduce your tax burden.

This episode is a must-listen for anyone looking to optimize their side hustle and navigate their tax obligations effectively.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen welcome renowned entrepreneur and industry leader, Joe De Sena.

Together, they unpack Joe’s journey to building Spartan, a powerhouse endurance sports brand, and how business owners can overcome obstacles in order to achieve the same level of success.

Here's what you can look forward to in this episode:

  • Joe shares the origin story of the Spartan race concept and its evolution over time.
  • Joe discusses the impact of participating in Spartan races for individuals and business teams.
  • He underlines the importance of prioritization, commitment, and discipline in achieving goals.
  • Joe explains how to face challenges head-on and applies lessons learned from Spartan races to business obstacles.
  • He emphasizes using Spartan core values for business growth and development, fostering honesty, discipline, and accountability.
  • Compares ancient business principles to modern-day entrepreneurial values and commitments.
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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve into a variety of tax topics, offering their valuable insights and addressing your burning questions. Follow along as they cover everything from key tax savings strategies to estate planning, property management, and more.

Here's what you can look forward to:

  • Advice on balancing personal and business expenses for tax write-offs.
  • Emphasis on estate planning for smooth asset transition, avoiding probate, and clarifying wishes.
  • Thoughts on the suitability of professional employment organizations for small businesses and complexities of solo 401(k) ownership within S Corporations.
  • In-depth look at investment tips and the importance of relationship building.
  • Simplified strategies for farming operations and tax planning.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen reveal 10 crypto strategies the rich are using to save taxes and continue building their wealth. Together, they offer a peek behind the curtain and key insights into the strategies that everyone should be taking advantage of.

Here's what you can look forward to:

  • A detailed breakdown of each of the top 10 crypto loopholes that the rich are using to elevate their wealth.
  • Key strategies implemented with clients who have invested over a hundred million dollars.
  • How to integrate charitable planning into these strategies.
  • The importance of seeking professional advice from tax lawyers.
  • The significance of using Roth IRAs as a strategy.

Tune in to this episode for expert insights on how these key crypto strategies work and how you should be using them to grow your crypto portfolio and keep more money in your pocket.

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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes author, actress, influencer, and acclaimed Queen of the Pitch, Forbes Riley to discuss her amazing journey and reveal some of her secrets to making the perfect pitch.

Here are some of the highlights from this episode:

  • Mark and Forbes dive into how her personal experiences in entertainment shaped her communication style.
  • Forbes discusses her lasting impact on small business owners and the importance of verbal communication in the workplace.
  • She shares her insight into creating instant connections through mastering the art of the pitch.
  • Forbes emphasizes asking the right questions to get the desired responses and demonstrates the power of an impactful pitch.
  • Significance of knowing what you do and how to communicate it effectively.
  • Seizing opportunities by presenting oneself confidently and concisely.

Learn more from Forbes Riley at Forbes Riley Media https://www.forbesrileymedia.com/optin24842600

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In this episode of the Main Street Business Podcast, host Mark J Kohler and Mat Sorensen guide small business owners through the journey of building wealth. They delve into the unique characteristics of investing as a business owner and lay out a multi-phase roadmap for financial success.

Here's what you can expect:

  • A comprehensive look at the financial challenges and opportunities specific to small business owners.
  • Practical advice on managing debt, building cash reserves, and optimizing your business for financial growth.
  • In-depth discussion on the role of Roth IRAs, Solo 401Ks, and real estate investments in wealth building.
  • Insightful exploration of alternative investments and the strategic use of life insurance in financial planning.
  • Guidance on preparing for retirement, including strategies for Roth conversions and managing Social Security benefits.

Whether you're just starting your business or looking to take it to the next level, this episode offers a wealth of knowledge to help you navigate your financial journey. Tune in to gain practical tips and strategies to build wealth, protect your assets, and achieve financial freedom as a small business owner.

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In this episode of the Main Street Business Podcast, host Mark J Kohler unpacks and breaks down the best ways to tackle Capital Gains tax. He maps out ten helpful strategies that can give you the edge you need to offset Capital Gains and save thousands of dollars.

Here's what you can expect:

  • An in-depth view of ten powerful strategies aimed at navigating capital gains tax, typically kept behind a paywall, now accessible for all.
  • Valuable insights usually reserved for the wealthy elite.
  • A clearer perspective of CRT, 1031 Exchange, Opportunity Zones, Installment Sales, and more, to help you take on capital gains tax with confidence.
  • Secrets to managing professionals effectively for optimal results and substantial savings.
  • More practical applications that can be used to mitigate capital gains tax burdens effectively.
  • A better understanding of how these strategies can benefit small and large businesses, as well as individuals.

If you’ve been looking for a compass to help you navigate the complex Capital Gains landscape, this is one episode you don’t want to miss. Whether you’re managing a small business, big business, or just yourself, these strategies give you the tools you need for achieving the best results.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen share their insights on building a passive income empire. They lay out a three-step formula, backed by their years of experience as tax attorneys, to help you achieve financial freedom.

Here's what you can expect:

  • A discussion on the importance of having a side hustle or small business, emphasizing its role as a revenue-generating asset that can fuel your future investments.
  • Practical advice on investing in real estate, offering a range of options from single-family homes to commercial properties, and emphasizing its role as a wealth-building asset in America.
  • An explanation of the role of retirement accounts in wealth accumulation. They debunk misconceptions around retirement accounts and highlight the benefits of self-directing your investments.
  • Real-life examples of how clients have used these strategies to build wealth and secure a comfortable retirement.
  • A valuable perspective on the commitment and discipline required in wealth building, encouraging listeners to view wealth as a decision rather than a destiny.

Whether you're starting your journey towards financial independence or looking for ways to optimize your current strategy, this episode is packed with valuable insights and practical advice. Tune in to learn how to structure and methodize your investments for optimal growth and a worry-free retirement.

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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Dolf De Roos, a globally recognized real estate investor and best-selling author. They delve into the intricacies of real estate investing and the potential it holds for significant returns.

Here's what you can look forward to in this episode:

  • Dolf shares his journey from being a PhD holder to becoming a real estate investor, mentor, and author of 11 best-selling property books.
  • He provides valuable insights into how creativity and a mindset shift can drastically increase returns in real estate investments.
  • Mark and Dolf discuss the current landscape of real estate investing, including the impacts of leverage, hidden value, personal value addition, and the ability to strip out equity.
  • Dolf introduces his unique approach to real estate investing, emphasizing the importance of understanding market dynamics and being able to spot underpriced properties.
  • He underscores the importance of persistence and knowledge in real estate investing, sharing how his experiences have shaped his strategies.
  • The significance of resilience, a keen eye for opportunities, and maintaining a clear vision amidst challenges in the real estate investment journey are also discussed.

Don't miss Dolf De Roos' one time live event "The Right Real Estate Deals to Generate Passive Income" - https://www.dolfderoos.com/training-web-a

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen provide a guide to securing a sound retirement plan. They engage in a highly informative conversation, offering step-by-step strategies to help you reach your financial goals.

Here's what you can look forward to:

  • An analysis of how much you should be saving based on your current age, with a clear goal of attaining a $2 million retirement fund.
  • Insightful advice on how to effectively manage your savings and investments, with a clear explanation of the 4% rule and the 6% rule.
  • Practical suggestions on the ideal structures for your savings, emphasizing the benefits of Individual Retirement Accounts (IRAs) and Roth accounts.
  • An introduction to the concept of 'self-directing', where you get to invest in what you know best, unlocking greater returns.
  • A clear exposition of the 'Rule of 72', an equation that tells you how long it takes for your money to double.
  • A discussion on the importance of starting early when it comes to saving and investing, emphasizing the power of compounding interest.

This episode is a must-listen for anyone seeking to secure a robust retirement plan. It offers a wealth of knowledge on everything from saving strategies, investment structures, and understanding rates of return. Tune in and take a step closer to achieving a retirement you can truly look forward to.

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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Mike "C-Roc" Ciorrocco, the man behind the 'What are you made of?' movement and the CEO of People Building, Inc. The duo dive into the concept of brand building to grow a business.

Here's what you can look forward to in this episode:

  • Mike shares his journey from the mortgage industry to becoming a renowned performance coach, public speaker, and author, focusing on personal branding and business growth.
  • He provides valuable insights into the mindset shift needed to see oneself not just as a professional in a field, but as a unique brand with a valuable message to share.
  • Mark and Mike discuss the current landscape of personal branding and marketing, including the impacts of consistency, authenticity, and networking.
  • Mike introduces his unique approach to building a brand, emphasizing the importance of aligning one's thoughts, words, actions, and environment with their mission.
  • He underscores the importance of networking and community in building a brand, sharing how his agency provides a supportive network and comprehensive resources for clients.
  • The significance of resilience, mental toughness, and maintaining a clear vision amidst challenges in the entrepreneurial journey is also discussed.

Book a FREE discovery call with Mike's Podcast Networking Agency - https://that1agency.com/

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In this episode of the Main Street Business Podcast, hosts Mat Sorensen and Mark J Kohler delve into managing personal finances and small businesses in an uncertain economic climate. Their lively conversation is packed with insightful advice and practical strategies.

Here's what you can look forward to:

  • A detailed discussion on the importance of having a clear financial plan, regardless of the economic climate or election year.
  • Valuable insights on managing personal debt strategically and the necessity of tracking income and expenses.
  • Practical advice on diversifying income sources and the importance of continually enhancing skills and knowledge.
  • An in-depth exploration of pricing strategies and product diversification in small businesses.
  • A thoughtful dialogue on the need to cut low-margin activities and unnecessary costs for better financial stability.
  • An engaging narrative on the Phoenix Open waste management issue, which serves as a real-life example of the importance of having a plan to weather unexpected situations.

This episode is a must-listen for anyone who wants to navigate their personal finances or small businesses more effectively in unstable economic times. It offers a wealth of knowledge on everything from debt management and budgeting to pricing strategies and cost-cutting measures.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve deep into the challenges and opportunities of running a farming operation. They provide their expert insights on eight distinct, yet interconnected, farming strategies that can help both budding and seasoned farmers.

Here's what you can look forward to:

  • A detailed examination of the S Corporation strategy, highlighting how it can enhance tax efficiency and profitability in farming operations.
  • An exploration of asset protection strategies, focusing on the balance between operations and assets, and the importance of maintaining a proper business structure.
  • In-depth advice on how to navigate the tricky situation of a C Corporation, offering practical steps to transition to a more efficient structure.
  • A discussion on the common pitfall of overbuying equipment that farmers often fall into, with tips on how to make smarter investment decisions.
  • Insights into the challenge of being "land rich and cash poor," emphasizing the importance of diversifying investments and ensuring cash flow security.
  • Guidance on maintaining your entities and having a board of directors or board of advisors within your family to oversee the business.
  • An overview of estate planning related to farm transition, stressing the need for a clear and comprehensive plan.
  • Advice on farm succession planning and the importance of training the next generation and planning for the future of the farm.

This episode is a must-listen for anyone involved in the farming industry, interested in asset protection, tax-saving strategies, and those planning for the future of their farming business.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen offer their expertise on wealth building strategies, tax planning, and legal perspectives for both budding and seasoned entrepreneurs. They discuss four case studies, each bringing unique circumstances and challenges to the table.

Here's what you can look forward to:

  • An exploration of how to buy real estate with an IRA or 401K, providing an alternative to traditional investment options.
  • An in-depth discussion about the potential of rental properties as a small business, and how to leverage tax write-offs for passive loss carry forward.
  • Advice on the process and considerations of selling a business, from structuring the deal to tax implications.
  • Insights into the potential of using a Charitable Remainder Trust (CRT) as a tax-saving strategy during the sale of business or real estate.
  • They touch on important legal structures, such as S corporations and LLCs, and their role in protecting assets and saving on taxes.
  • Lastly, they explore the concept of the 'long game' in real estate investment and how the benefits compound over time.

This episode is a must-listen for anyone interested in real estate investment, tax-saving strategies, and those planning to buy or sell a business.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen discuss various topics related to business, taxes, and legal structures. They answer questions from listeners about tax benefits for small businesses, the benefits of S corporations, and strategies for real estate investing.

Here's what you can look forward to:

  • A detailed explanation of how an EV vehicle can be written off, even if you receive the EV credit for the vehicle.
  • An insight into the process of converting a professional limited liability company (PLLC) to an S corporation and how this can help save on self-employment tax.
  • A discussion on the implications of having multiple businesses owned by an S corporation holding company.
  • Advice on using an LLC to protect assets, with a particular focus on holding liquid assets.
  • Tips on managing business expenses for meals and how these can be claimed as business deductions.
  • The episode concludes with guidance on how to diversify investments into real estate, specifically short-term rentals in different states.

This episode is a must-listen for small business owners, side hustlers, and anyone interested in understanding the complexities of tax law, the potential benefits of different legal structures, and strategies for protecting assets and diversifying investments.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen unpack the defamation case between Grant Cardone and John Legere. They delve into the implications of this case, exploring how it affects the way we communicate online and protect our reputation.

Here's what you can anticipate:

  • A breakdown of the case, highlighting the key statements made by John Legere that Grant Cardone claims are defamatory.
  • Unpacking what defamation is, emphasizing the importance of accurate statements when speaking negatively about someone, especially online.
  • An insight into the legal process of discovery, illustrating how evidence is gathered and presented in court.
  • Discussion on the elements of fraud and how difficult it is to prove these elements in a legal setting.
  • Tips on how to defend yourself in a defamation case, including the potential financial costs as well as the implications of going through the discovery process.
  • The episode ends with a deep dive into the importance of standing up for yourself and defending your reputation, using the actions of Grant Cardone as an example.

This episode is a must-listen for anyone interested in understanding the complexities of defamation law, the potential legal implications of online communication, and the importance of protecting your reputation in the digital age.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve into 3 potential legal liabilities for individuals and small business owners. They offer valuable insights into the process of reducing liability through effective planning and documentation.

Here's what you can anticipate:

  • A discussion on the three most common ways you might get sued in America: incidents at your home, personal injury claims, and contract disputes.
  • An examination of real-life celebrity lawsuits involving Demi Moore, Gwyneth Paltrow, and Flo Rida, illustrating the potential legal pitfalls in different scenarios.
  • Tips on how to reduce your liability, such as maintaining a secure perimeter around your property, having a waiver in place, and ensuring proper supervision during events or gatherings.
  • Advice on how to document and gather evidence in the event of an accident or dispute, including taking pictures, videos, identifying witnesses, and keeping receipts of any related expenses.
  • A comprehensive overview of having written agreements in place, particularly in business or investment arrangements, to prevent potential legal issues.
  • The episode ends with a discussion on how to navigate a breach of contract scenario, emphasizing the importance of having contracts in writing and understanding the terms thoroughly.

This episode is a must-listen for anyone operating a small business or engaging in any form of agreement, seeking expert advice on avoiding lawsuits, and looking to maximize their protection against potential legal issues.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen provide an in-depth discussion on the importance of effective tax planning for individuals with a side hustle or small business. They offer valuable insights into the process of reducing tax liabilities by taking legitimate expenses offered by the IRS.

Here's what you can look forward to:

  • How to effectively reduce the income from a 1099 by deducting legitimate expenses.
  • Debunking misconceptions about 'under the table' income, stressing that all income, regardless of how it's received, should be reported to prevent legal issues.
  • Explanation of how to report income from a 1099 using Schedule C, and the importance of understanding your entity structuring.
  • Detailed discussion on various write-offs like home office, auto, dining, travel, equipment, and supplies, and how to track and gather data for these expenses.
  • Insights into other non-cash expenses that could be deducted, like hiring your kids in your business, and how this strategy can help reduce your taxable income.
  • Overview of the next steps after reducing taxable income, which includes building tax-free or tax-deferred wealth through retirement accounts.

This episode is a must-listen for anyone operating a side hustle or small business, seeking expert advice on tax planning, and looking to maximize their deductions and overall tax savings.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve into various tax strategies for W-2 earners and discuss how to effectively minimize your tax liabilities. They explore the benefits of different deductions, tax credits, and alternative investment strategies, emphasizing the importance of smart tax planning.

Here's what you can look forward to:

  • A detailed exploration of 'above the line' and 'below the line' deductions, how they affect your adjusted gross income, and their impact on your overall tax savings.
  • Debunking common misconceptions about tax refunds and explaining why getting a refund may not be an indicator of good tax planning.
  • Insights into the advantages of Health Savings Accounts (HSAs) and retirement accounts as tax-saving tools, regardless of an individual's income level.
  • Discussion of the limitations of traditional tax-saving methods for high-income earners and introduce the concept of alternative strategies, such as side businesses and real estate investments.
  • The hosts emphasize the significance of building wealth through asset ownership, providing examples of successful wealth builders like Warren Buffett and Jeff Bezos.

This episode is a must-listen for anyone seeking expert advice on managing their taxes efficiently, understanding complex tax strategies, and maximizing tax savings.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen unpack the complexities of business structures and their tax implications. They delve into a variety of topics, including the advantages of transitioning a side hustle to an S Corp, the intricacies of tax management for partnerships and LLCs, and the strategic use of different entities for business owners and real estate investors.

Here is what you can look forward to:

  • In-depth explanation of various legal and tax strategies such as the asset protection benefits of LLCs, the tax savings provided by S-Corporations, and the correct timing and situation for employing these entities.
  • The hosts debunk commonly held misconceptions about managing taxes for small businesses and provide tried and tested strategies for maximizing tax savings.
  • A discussion on the vital role of a board of advisors in a business, with insights into how strategic planning can contribute to tax savings and overall business growth.
  • Mark and Mat explore the tax implications of infusing more capital into your business and aptly handling 'phantom income'.
  • Both hosts emphasize the importance of seeking professional advice before making significant tax and legal decisions, highlighting the intricate nature of these matters and the potential for costly errors.

Don't miss this episode if you're looking for expert advice on effectively managing your small business taxes, understanding complex tax strategies, and maximizing your tax savings.

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen address a variety of questions from their listeners. The topics range from the tax implications of self-rental and equity grants for startups, to the benefits of converting a side hustle to an S Corp, and the complexities of managing taxes for partnerships and LLCs.

Here's what you can anticipate:

  • Detailed explanations on various tax and legal strategies like self-rental of an office condo to an S Corp, equity grants for startups, and the tax treatment of mortgage interest.
  • The hosts debunk common misconceptions about managing taxes for small businesses and provide strategies for maximizing tax savings.
  • A discussion on the importance and role of a board of advisors in a business, including insights into how they can contribute to tax savings and overall business growth.
  • The hosts also discuss the tax implications of infusing more capital into your business and how to handle 'phantom income'.
  • The hosts emphasize the importance of getting professional advice before making tax and legal decisions, highlighting the complexity of these issues and the potential for costly mistakes.

Tune in to this episode for expert insights on managing your small business taxes effectively, understanding complex tax strategies, and optimizing your tax savings! * Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo. * You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 * Curious what my new certification is all about? Learn More * Looking to connect with a rock star law firm? KKOS is only a click away! * Grab my FREE Ultimate Tax Strategy Guide HERE! * Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler * Craving more content? Check out myInstagram!

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen talk about the ins and outs of auto tax deductions for small business owners. They discuss the various write-offs, including mileage and actual expenses, tax incentives for electric vehicles, and the importance of year-end planning.

Here's what you can expect:

  • An in-depth discussion on how to get the most out of auto tax deductions for your small business, including the differences and benefits of the mileage and actual expenses methods.
  • A detailed exploration of tax incentives available for electric vehicles, including how this varies depending on the make and model, and whether the vehicle is used for personal or commercial purposes.
  • They discuss the importance of year-end planning and the potential benefits of purchasing a vehicle before the year ends.
  • A detailed discussion on the benefits of using vehicles like RVs for business use, and how you can potentially write-off expenses associated with these.
  • Insights into the implications of the Tax Cuts and Jobs Act and recent changes in the Biden administration on auto deductions.
  • Expert advice for small business owners on the best strategies for maximizing auto deductions and year-end planning to optimize their tax savings.

Listen to this episode to gain valuable insights and strategies on maximizing your auto deductions, understanding the benefits of electric vehicles, and planning effectively for year-end to optimize your tax savings! * Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo. * You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 * Curious what my new certification is all about? Learn More * Looking to connect with a rock star law firm? KKOS is only a click away! * Grab my FREE Ultimate Tax Strategy Guide HERE! * Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler * Craving more content? Check out myInstagram!

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen dive into the best tax-free vehicle to grow wealth - the Roth account. They discuss the significant benefits of Roth accounts, the power of time value of money, and the importance of planning and executing strategies before the year ends.

Here's what you can expect:

  • An explanation of how to use the best tax-free vehicle to grow and earn wealth, and the benefits of the Roth account.
  • A walkthrough of the strategies to build the Roth account most effectively, including the backdoor Roth IRA and the mega backdoor Roth 401K.
  • The hosts discuss the year-end issues and the importance of planning and executing strategies before then.
  • A detailed discussion on three main groups of people; the entrepreneur with no employees, the corporate employee with no ownership, and the entrepreneur with employees.
  • Insights into the more technical aspects of the Roth account and strategies, such as the after-tax employee contribution and the conversion to Roth.
  • Expert advice for entrepreneurs with employees on exploring safe harbor plans for the most benefits.

Listen to this episode to gain valuable insights and strategies on maximizing your Roth accounts and planning for year-end to optimize your wealth growth! * Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo. * You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 * Curious what my new certification is all about? Learn More * Looking to connect with a rock star law firm? KKOS is only a click away! * Grab my FREE Ultimate Tax Strategy Guide HERE! * Check out our YOUTUBE Channel Here:https://www.youtube.com/markjkohler * Craving more content? Check out myInstagram!

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In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen give their 25-year-end tips for saving BIG on taxes. Mark and Mat reveal the complex realm of legal entities, discuss the imminent changes brought about by the Corporate Transparency Act, and much more!

Here's what you can expect:

  • The common missteps when setting up a multitude of legal entities such as LLCs, trusts, and corporations.
  • The new mandate requires business owners to register every LLC with FinCEN to avoid hefty penalties of $500 daily fine and potential imprisonment.
  • How to choose between an LLC or an S Corp, and how these entities can be used for asset protection and maintaining privacy.
  • An insightful discussion about the usage of C Corporations, cautioning small business owners about the potential tax implications.
  • The importance of business owners getting an annual review with a proficient tax lawyer.
  • The need to properly dissolve unused entities in light of the new Corporate Transparency Act, to steer clear of hefty penalties and potential legal complications.

Listen to this episode to stay updated and navigate your business through these legal changes with ease!

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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Jody Moore, a successful life coach, author, and podcast host. This insightful conversation focuses on the intersection of mindset, emotions, and business success.

Here's what you can look forward to in this episode:

  • Jody shares her journey from a corporate background to becoming a highly sought-after life coach, impacting the lives of numerous business owners.
  • She provides valuable insights into the mindset shift needed to navigate challenges and achieve goals in business.
  • Mark and Jody discuss the role that emotions play in the world of business, including their effects on communication and sales.
  • Jody introduces the concept of mind management, explaining how managing our thoughts can significantly influence our emotions and actions.
  • Jody emphasizes the importance of coaching in identifying blind spots and moving towards a more empowering mindset.
  • The discussion also covers the power of asking the right questions, focusing on the right thoughts, and understanding that in every result we have, we've created.

Learn More From Jody Moore: https://jodymoore.com/

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Business owners are constantly oversold legal strategies they don't need, even if it's working for others. Always take the time to understand your needs!

Legal strategies should be tailored to your specific situation. Otherwise, you end up paying more in fees, maintenance costs, and unnecessary complexity.

Don’t be persuaded by fear or the fact that everyone else is doing it.

For an affordable and simple consultation to build your strategy please book a call with one of our tax lawyers serving business owners nationwide at kkoslawyers.com

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen explore the tricky world of legal entities and the upcoming changes due to the Corporate Transparency Act.

Here's what they cover:

  • The common pitfalls of creating too many legal entities such as LLCs, trusts, and corporations.
  • The new requirement to register every LLC with FinCEN, with penalties including a $500 per day fine and potential jail time.
  • The importance of understanding when to set up an LLC or an S Corp, and how these entities can be used strategically for asset protection and privacy.
  • A discussion on the use of C Corporations, cautioning small business owners about the potential complexities and tax implications.
  • The need for business owners to consider an annual review with a competent tax lawyer and the importance of a tailored approach to small businesses.
  • The importance of properly closing unused entities in light of the new Corporate Transparency Act to avoid hefty penalties and potential legal complications.
  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Gino Barbaro, a successful multifamily real estate investor and co-founder of Jake & Gino. In this conversation, the duo dives into multifamily real estate investments, with a particular focus on apartment complexes.

Here's what you can look forward to in this episode:

  • Gino shares his unique journey from running a pizza restaurant to becoming a self-made millionaire through multifamily real estate investments.
  • He provides valuable insights into the mindset shift required for seeing real estate not just as an investment, but as a scalable business.
  • Mark and Gino discuss the current landscape of the multifamily real estate market, including the impacts of interest rates, the importance of geographic location, and the shift in housing demand.
  • Gino introduces the three-step framework of buying, financing, and managing, explaining how each pillar contributes to the overall success of a multifamily investment.
  • Gino emphasizes the importance of community and education in real estate investments, sharing how the Jake & Gino platform provides a supportive network and comprehensive resources for investors.
  • The significance of due diligence, understanding the risks involved, and partnering with experienced individuals in multifamily real estate investments is also discussed.

Learn more from Gino Barbaro at Jake & Gino: https://jakeandgino.com/

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Get Your Company Compliant with Main Street Business Services

Dissolve Your Entity with KKOS Lawyers: https://kkoslawyers.com/

In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen delve into the complexities of the Corporate Transparency Act. Here are some of the main points they discussed:

  • The ramifications of the Corporate Transparency Act for small business owners, including the need to report to the Financial Crimes Enforcement Network (FinCEN) if they own 25% or more of an LLC or are a manager or officer in an entity.
  • The severe penalties for non-compliance, such as a $500 per day fine and potential jail time.
  • Advice on how to ensure compliance, including the need to update FinCEN of any changes in entity ownership or management within 30 days.
  • Insights into the exceptions to the Act, such as an exemption for large companies with 20 or more full-time employees or generating $5 million in revenue.
  • Guidance on the importance of properly dissolving unused entities to avoid complications and penalties.
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In this episode of the Main Street Business Podcast, Mark J Kohler welcomes Kathy Fettke, a prominent real estate investor and co-CEO of the Real Wealth Network. This exciting discussion delves into the dynamic world of real estate investments, particularly in the residential housing market.

Here's what you can expect to hear about:

  • Kathy provides a unique perspective on making money in real estate, with a focus on identifying problems and creating win-win solutions.
  • The duo discusses the current state of the residential housing market, including the impacts of rising interest rates and the shift in housing demand.
  • Kathy shares insightful information about her real estate funds, explaining how they provide a hands-off investment opportunity for busy professionals.
  • The conversation also explores the potential risks involved in real estate investments, emphasizing the importance of understanding the market, reading investment documents carefully, and working with experienced partners.
  • Kathy also emphasizes the importance of personal health and well-being in the context of wealth building, and shares her plans for future women's retreats aimed at empowering women in the real estate industry.
  • The importance of due diligence, understanding the risks involved, and partnering with experienced individuals in real estate investments is also discussed.

For more opportunities to learn from Kathy Fettke, follow the link below to her website and stay connected: https://realwealth.com/

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  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen debunk five viral tax strategies that are often oversold and misunderstood. Here are some of the main points they discussed:

  • The top five deceptive tax strategies: The QSBS 1202 strategy, setting up an entity in another state to avoid state tax, cost segregations, setting up a C corporation for a small business, and the overselling of life insurance.
  • Insight into why these strategies often don't work for the majority of people, despite being pitched as universal solutions.
  • Advice on seeking a second opinion from a non-salesperson before implementing any tax strategy.
  • Thoughts on the importance of considering the credentials of those offering tax advice and ensuring they are licensed professionals.
  • Practical guidance on what to do if you've already implemented one of these five strategies and find it isn't serving you well.

This is a must-listen episode for anyone who is navigating their tax strategies and wants to ensure they are making informed decisions!

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In this episode of the Main Street Business Podcast, Mark welcomes Daniel Rusteen, a former Airbnb employee and author of 'Profitable Properties', to talk about the intricate world of short-term rental investments. Here's what you can expect to hear about:

  • Daniel compares Airbnb with other forms of real estate investment and explains how hosts can optimize their listings for maximum profit.
  • The importance of listing optimization, including pricing strategy, photo quality, and listing descriptions.
  • The key factors influencing the success of an Airbnb listing - the quality of the property, how it's marketed online, and the host's attention to customer service.
  • Highlighting the potential returns, cash flow, and tax savings of an Airbnb. Daniel also shares his unique pricing strategy to maximize profits.
  • Daniel shares his vast experience in the short-term rental industry and provides a practical perspective on Airbnb investments.
  • The importance of due diligence and understanding the risks involved in short-term rental investments is also discussed.

Check out Optimize My Airbnb and use code MAINSTREET to unlock 50% OFF the Profitable Properties Program: https://optimizemyairbnb.com/optimized-business-airbnb-hosting-course-profitable-properties-short-term-rental-program/

Profitable Properties: Airbnb Insider Secrets to Find, Optimize, Price, & Book Direct any Short-Term Rental is out now on Amazon: https://www.amazon.com/Profitable-Properties-Short-Term-Investment-Year-Round-ebook/dp/B0BZBS4C4F

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Set up your Solo-K with KKOS: https://kkoslawyers.com/services/solo-401k-set-up/

In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen delve deep into the intricacies of the Solo 401K retirement account. Here are some of the key points they discussed:

  • An explanation of the Solo 401K, its appeal for self-employed individuals, and the role it plays in wealth-building.
  • Discussion on the contribution limits of Solo 401K, the difference between traditional and Roth dollars, and how to make the most of these contributions.
  • The significance of self-directing in a Solo 401K, the flexibility it offers, and the potential for diversifying investments beyond traditional stocks and bonds.
  • Clarification on the types of businesses or employment scenarios that qualify for the Solo 401K, and nuances around part-time employees and rental income.
  • Real-world examples of how Solo 401K can be leveraged for maximum benefit, including the strategy of "rolling over" funds from traditional IRAs or old employer 401Ks and the option of loaning oneself money from the account.
  • This episode is a must-listen for anyone self-employed or with a side hustle, looking to understand and maximize their retirement savings.
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  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, host Mark J Kohler delves deep into the nitty-gritty of S Corporations, LLCs, and the concept of the Trifecta in business. Here are some of the significant points discussed:

  • An extensive walkthrough of S Corporations, the misinformation surrounding them, and why they're valuable for business owners.
  • The comparison between an LLC and an S Corporation
  • An in-depth explanation of the Trifecta, and how it provides a solid foundation for business owners.
  • An explanation of how an S Corporation plays a vital role in tax management strategy.
  • Real-world examples of how transitioning to an S Corporation can result in significant tax savings.
  • The importance of maintaining compliance with an S Corporation, including managing payroll, ensuring proper legal documentation, and regular meetings with a tax advisor.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, host Mark J Kohler invites special guest Allison Boyes, a young fashion entrepreneur and designer onto the show. They delve into Allison's journey from selling vintage clothing in high school to launching her own luxury label. Here are some of the topics they cover:

  • The significance of hands-on experience and learning by doing in entrepreneurship.
  • Allison's unique venture into creating luxury cowhide coats, discussing her sourcing methods and the challenges of material costs.
  • The process of finding a manufacturer, with Allison's emphasis on keeping production within the US.
  • Insights into the development of a brand identity, from selecting a color scheme to conducting photo shoots for marketing.
  • The concept of a 'core collection' in fashion, and how this helps in brand recognition and consistency.
  • Allison's plans for future collections, adding new elements to her existing line, and her ongoing efforts in marketing and brand promotion.
  • The challenges and rewards of balancing entrepreneurship with personal responsibilities like motherhood.
  • A discussion on the importance of staying true to one's values in business, as exemplified in Allison's decision to keep production local despite potential cost savings overseas.

Check out my daughter Allison's business and website here:
https://www.allimarye.com/

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  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen discuss the complexities and potential pitfalls of the Qualified Small Business Stock (QSBS) tax strategy. Here are some of the key points they discussed:

  • An explanation of the QSBS strategy, its allure for small businesses, and the role of C Corporations in this strategy.
  • The three major problems associated with the QSBS strategy - The requirement of having a qualifying business, the need to show significant profit, and issues with potential buyers.
  • The significance of earnings before interest, taxes, depreciation, and amortization (EBITDA) in determining the value of a business.
  • The types of businesses that qualify for the QSBS strategy, and the potential roadblocks that could hinder a QSBS.
  • Real-world examples of situations where the QSBS strategy worked successfully, specifically in venture capital scenarios.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, host Mark J Kohler welcomes special guest Rich Fettke, co-founder of Real Wealth - an organization that educates and helps individuals with their real estate investments. They discuss Rich's journey from being diagnosed with melanoma skin cancer to becoming a successful real estate investor and coach. Here are some of the topics they cover:

  • The importance of passive income and how it can ensure financial security during unexpected life events.
  • A unique 'holistic' approach of Real Wealth to wealth building which integrates living life on your own terms with making money.
  • Insights on the potential of small multi-family properties like duplexes as a strategic investment move.
  • How market research and vetting processes are crucial in identifying emerging markets for real estate investments.
  • Exploring the concept of a self-managing business, empowering team members to run the business, and freeing up time for personal growth and pursuits.
  • Real Wealth's innovative model of having property teams across the country, ensuring the quality of properties, and understanding localized real estate trends.
  • Providing advice for potential investors to take action, start small, and consistently grow their real estate portfolio over time.
  • Importance of making sound investment decisions and not just chasing tax benefits.
  • The real estate market by debunking fear-mongering headlines and focusing on actual data and trends.

For more opportunities to learn from Rich Fettke, follow the link below to his website and stay connected: https://realwealth.com/

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  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen highlight the significance of healthcare open enrollment for solopreneurs and business owners. They delve into a range of strategies and tips to help manage healthcare expenses and optimize benefits. Here are some of the key points they discussed:

  • Insights into different healthcare facets and angles, such as the Health Reimbursement Arrangement (HRA), the Qualified Small Employer Health Reimbursement Arrangement (QSEHRA), and the Individual Coverage Health Reimbursement Arrangement (ICHRA).
  • Benefits of using the Health Savings Account (HSA) strategy for those who are generally healthy, including its tax advantages and potential for future growth.
  • The role of insurance agents, bankers, and lawyers in providing guidance on healthcare plans, emphasizing the need for individuals to educate themselves on their options.
  • The concept of 'network' in healthcare plans, highlighting how the choice of network can impact the cost and coverage of your healthcare.
  • The need for employers to consider healthcare benefits as a tool for retaining and attracting quality employees.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen provide a comprehensive guide on how to deal with the Internal Revenue Service (IRS) when you owe them money!

  • Understanding the importance of communicating with the IRS and making a plan to address tax debt.
  • Resolving tax debt options, such as short-term and long-term payment arrangements.
  • The process and potential benefits of negotiating a deal with the IRS through an Offer and Compromise.
  • Examining the implications and potential consequences of ignoring IRS communication about owed taxes.
  • Analyzing the potential of bankruptcy as a last resort option for resolving overwhelming IRS debt.
  • Highlighting the necessity of seeking professional help for tax resolution and avoiding costly mistakes.
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen take questions submitted by listeners!

If you want to submit a question for our once-a-month open forum show, visit: https://podcast.mainstreetbusiness.com/submit-a-question/

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
  • Curious what my new certification is all about? Learn More
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen delve deep into the tax benefits available through short-term rental properties. They explain how real estate professionals can offset their losses on rentals against their other income sources, thus introducing the concept of a short-term rental loophole.

  • Understanding the potential tax benefits of utilizing tax write-offs and loopholes.
  • Exploring the concept of cost segregation and its potential for significant write-offs.
  • Examining the criteria for material participation in real estate investments and its impact on tax deductions.
  • Leveraging cost segregation and depreciation to optimize tax benefits in the short term.
  • Balancing the pursuit of tax deductions with the importance of making sound investment decisions.
  • Incorporating various tax strategies such as S Corps, LLCs, and self-directed retirement accounts.
  • Cautioning against making poor investment choices solely to chase tax losses.
  • Maximizing the tax benefits of short-term rentals through proper structuring and reporting.
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  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
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  • Grab my FREE Ultimate Tax Strategy Guide HERE!
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In this episode of the Main Street Business podcast, co-host Mat Sorensen, along with special guest Ashley Burr, discuss the complexities of setting up and managing business entities. They highlight the five common mistakes people make when setting up an entity, such as forming entities in the wrong state and having the incorrect tax classification. Furthermore, they provide strategies on how to fix these errors, emphasizing the importance of asset protection and tax savings. They also underscore the need to have the right business structure for operations and the potential benefits of restructuring an existing entity.

  • Covering the five common mistakes made when setting up business entities.
  • Highlighting the importance of forming entities in the correct state for optimal tax benefits and legal compliance.
  • Explaining the drawbacks of setting up a C corporation and the benefits of opting for an S corporation or an LLC.
  • The significance of correct tax classification for maximizing tax savings.
  • Emphasizing the need to separate operations from assets for effective asset protection.
  • The benefits of using S corporations for partnerships and how to structure them correctly.
  • Highlighting the need to set up an entity if you own rental properties or run an operational business for asset protection and potential tax savings.
  • Explaining the potential benefits and steps involved in restructuring an existing entity to fix past mistakes and optimize for future operations.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

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In this episode of the Main Street Business podcast, host Mark J Kohler, along with guest Deven Munns, delve into the complexities of establishing and operating a nonprofit organization. They stress the importance of identifying your purpose, assembling the right team, and meticulous planning. Furthermore, they shed light on the intricacies of fundraising, the necessity to have a precise structure, and budget considerations. They also share their personal experiences and valuable insights into running a successful nonprofit organization.

  • Importance of a comprehensive plan for starting a nonprofit organization
  • Steps to set up a nonprofit, including filing articles of incorporation and deciding on a URL/brand
  • Differences between private foundation and public charity and the corresponding IRS forms to file
  • Understanding the better tax write-offs available for public charities and the four tiers of write-offs
  • The complexities of filing the long Form 1023 with the IRS to register a nonprofit
  • The role of a board of directors and strategic partners in planning and fundraising for a nonprofit
  • Delegating fundraising avenues to different board members for a comprehensive approach
  • Addressing legal and tax considerations such as unrelated business income tax (UBIT) and the need for separate organizations for certain activities

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

  • Ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo: https://markjkohler.as.me/
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In this enlightening episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen explore strategies for recession-proofing small businesses. They discuss the importance of financial reviews, debt management, and identifying new revenue sources, among other things.

  • The emotional and intellectual challenges of recession-proofing a business.
  • Predicting business reshuffling in a recession and the survival of the fittest theory.
  • The significance of serving clients effectively during tough times.
  • The potential of buying out struggling competitors to grow market share.
  • The importance of conducting a thorough financial review and creating a comprehensive balance sheet and income statement.
  • Need for a comprehensive legal review, including examining business structures, leases, and relationships with partners, suppliers, and clients.
  • The critical role of managing debt, particularly high-interest debts like credit cards.
  • Necessity of increasing efficiency and reassessing pricing and possibly offering more value to customers without changing prices.
  • Significance of maintaining at least three months of cash reserves, selling unnecessary items, and getting lean to weather potential financial storms.
  • The potential of identifying new revenue sources, particularly low-hanging fruit, to contribute to business growth.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

  • Ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo: https://markjkohler.as.me/
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: https://www.taxandlegal360.com/
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  • Curious what my new certification is all about? Check out: https://markjkohler.com/become-a-certified-tax-advisor/
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  • Grab my FREE Ultimate Tax Strategy Guide: https://markjkohler.com/contact/
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In this powerful episode of the Main Street Business podcast, host Mark J Kohler sits down with former Coach Micheal Burt, to discuss how he went from dominating as a basketball coach to crushing his competition in business. 

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

For more opportunities to learn from Coach Micheal Burt, follow the link below to his website and stay connected: https://coachburt.com/

Tax Professionals You NEED This: https://markjkohler.com/become-a-certified-tax-advisor/

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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen shed light on a pressing issue that many Americans face: the staggering $1 trillion credit card debt.

Delving into the nuances of financial disparities, they discuss how the rich are gaining steam with their savings, while the poor might be sinking deeper into debt.

They also challenge Dave Ramsey's advice of cutting up credit cards, emphasizing its potential impact on credit health and business expansion. 

However, it's not all gloom and doom. Kohler and Sorensen also discuss the allure of credit card perks and how they are strategically employed by companies...

Join us on the Main Street Business Podcast as we uncover the realities of credit and pave a path toward a brighter financial future.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

Tax Professionals You NEED This: https://markjkohler.com/become-a-certified-tax-advisor/

Save THOUSANDS With My Ultimate Tax Strategy Guide: https://markjkohler.com/youtube/

To Get Started With Any One of My Teams: https://linktr.ee/MJKYoutube

Check Out OUR YOUTUBE Channel Here: https://www.youtube.com/markjkohler

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In this powerful episode of the Main Street Business podcast, host Mark J Kohler sits down with former NFL player, Devon Kennard, to discuss his transition from professional football to becoming an entrepreneurial figure in Main Street America.

  • Former NFL player, Devon Kennard, shares his journey into the world of real estate investment while maintaining a professional sports career.
  • Devon elaborates on the significance of financial literacy and how it played a crucial role in his success both on and off the football field.
  • Mark J Kohler and Devon discuss the concept of "flipping the bag," which involves wisely investing and multiplying your assets, regardless of the initial quantity.
  • Devon presents his strategy for generating passive income, highlighting the importance of having a core team of a broker, a property manager, a lender, and a contractor.
  • He details his first real estate investment in Beach Grove, Indiana, emphasizing the value of starting small and learning from each step.
  • Devon expresses his preference for investing in smaller, turnkey properties before progressing to larger, value-add deals.
  • He shares his future plans to bootstrap his portfolio, aiming to solely own his properties instead of moving into larger syndicated deals.
  • Mark and Devon explore the potential of the Phoenix market for short-term and midterm rentals, with Devon revealing his own experiences and strategies in this area.
  • Devon discusses his book, "It All Adds Up," which encapsulates his experiences and aims to guide others on their financial journey.
  • He underlines the importance of making small, consistent decisions that compound over time, leading to significant personal and financial growth.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

For more opportunities to learn from Devon Kennard, follow the link below to his website and stay connected: https://www.devonkennard.com/

Tax Professionals You NEED This: https://markjkohler.com/become-a-certified-tax-advisor/

Save THOUSANDS With My Ultimate Tax Strategy Guide: https://markjkohler.com/youtube/

To Get Started With Any One of My Teams: https://linktr.ee/MJKYoutube

Check Out My YOUTUBE LIVE'S Here: https://www.youtube.com/markjkohler

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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen tackle a wide range of topics that are crucial for small business owners and entrepreneurs. 

Throughout this engaging open forum show, Mark and Mat discuss various areas of interest. They dive into the importance of learning from others' experiences, the significance of correctly allocating purchase price in a business, and the nuances of partnership structures. They also touch on the complexities of opportunity zones, tax strategies, and the intricacies of 1031 exchanges.

With their wealth of knowledge and expertise, Mat and Mark offer practical solutions and teachable moments, ensuring listeners gain valuable takeaways. They provide clarity on topics such as business formation, asset protection, tax implications, and the benefits of real estate syndication.

Whether you're a seasoned entrepreneur seeking fresh insights or a budding business owner looking for guidance, this episode has something for everyone. Gain a deeper understanding of small business challenges and learn how to navigate them effectively.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

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In this thought-provoking episode of the Main Street Business podcast, host Mark J Kohler invites guest AJ Osborne, host of the podcast Saving Capitalism. They delve into an engaging conversation about the misunderstood concept of capitalism and its profound importance in our society.

AJ shares compelling personal experiences of how understanding and leveraging the capitalist system saved him and his family from potential financial ruin during a health crisis. He emphasizes the importance of owning assets and how they can serve as a safety net in times of uncertainty.

The discussion also touches on the crucial role of education in understanding capitalism, stressing how even small side hustles contribute to the capitalistic economy and can grow into profitable endeavors.

A significant part of the conversation is dedicated to discussing AJ's successful venture into the storage unit industry. AJ outlines his business model of buying, improving, and profiting from underperforming storage units. He also shares information about his educational courses, which aim to teach others how to succeed in this industry, and his newly launched private equity fund that allows people to invest in this segment of the real estate market.

The episode ends with a call to action for listeners to understand the opportunities capitalism can provide and to consider the potential of the storage unit industry as a viable and profitable business venture.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

For more opportunities to learn from AJ Osborne, follow the link below to his website and stay connected: https://www.ajosborne.com/

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In this episode of the Main Street Business podcast, hosts Mark J Kohler and Mat Sorensen address a range of listener questions on various financial topics. 

They discuss in detail the concept of Safe Harbor 401K for small business owners and the benefits it provides for tax saving and investing. They also delve into the strategy of setting up separate LLCs for owning and operating businesses, explaining how it can offer tax advantages through self-rental. 

The hosts also address a common strategy known as the backdoor workaround switch, often used by high-earning professionals like doctors and dentists for their retirement savings. They also respond to individual queries about gifting money, the tax benefits of purchasing an RV, and the ideal structure for construction companies.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

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Get ready for a hard-hitting episode of Main Street Business as your host Mark J. Kohler dives deep with the infamous real estate investor, popular public speaker, author, and CEO of MC Companies, Ken McElroy.

As an authoritative figure in the real estate and small business sectors, Ken shares how he built his multi-billion dollar empire from scratch, starting with a 60-unit property in downtown Seattle. He details his entire entrepreneurial journey and shares strategies adopted to magnify his entrepreneurial persona. The episode not only offers a deep insight into Ken's incredible career pathway but also explores the nuances of cultivating a business-oriented mindset.

The conversation turns personal as Ken speaks about the role his children play in his life and business. He opens up about encouraging his children to learn the ropes in the world before joining MC Companies. Ken strongly believes how this period of 'external exposure' provided them a chance to understand diverse perspectives, gain knowledge, and return wiser and equipped for higher pursuits.

It’s an episode rich with invaluable advice and lessons as Ken discusses the importance of deploying the capital earned into real estate and how it relates to achieving personal and professional goals. He stresses the significance of establishing genuine relationships in the entrepreneurial journey and explains how these bind into the fabric of one's success story.

You don't want to miss the chance to learn from one of the industry's best. Join Mark and Ken for insights on real estate investing, core personal values, and paving the path to success for future generations. Like, subscribe and continue to explore the endeavor of building generational wealth on MSB.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

For more opportunities to learn from Ken McElroy, follow the link below to his website and stay connected: https://kenmcelroy.com/

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On Building Wealth With Kris Krohn, Mark invites Kris Krohn, a successful entrepreneur and a real estate mogul, to share his path to financial success. Known for his remarkable insight and forward-thinking strategies, Kris has a wealth of knowledge that can guide listeners towards financial stability and success. Together, Mark and Kris dive into the significance of fostering a healthy relationship with money and how this can reflect on your financial growth.

The discussion takes a fascinating turn as they explore the dynamics of entrepreneurship, shedding light on its key role in wealth-building. Whether you are a fledgling entrepreneur taking your first steps into the business world, or a seasoned trader looking to expand your financial horizons, this enlightening conversation will serve as a compass to guide your journey. From revealing the potential pitfalls to avoid, to sharing exciting opportunities to seize, Mark and Kris provide a roadmap to financial freedom.

Further adding to the value of this episode, Kris shares more about his unique financial strategies. His personal approach, level of expertise, and proven methodology promise to enrich your understanding of wealth creation. If you aspire to climb the ladder of financial success or want to create a legacy that stands the test of time, this episode is undoubtedly a must-listen.

Continue your quest for financial success by visiting Kris Krohn's website: https://www.freewealthgift.com/mainstreet-a, offering a trove of invaluable resources designed to help you on your journey.

Don't forget to like and subscribe to the Main Street Business Podcast for more enlightening episodes packed with wealth-building, tax, and legal strategies. Stay tuned for future episodes where Mark continues to dismantle financial complexities, turning listeners into knowledgeable investors.

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The Dilemma of Underperforming Airbnb Rentals delves into the complex crossroads faced by owners of short-term rental properties that do not meet financial expectations. Mark lays out various steps one can take to navigate towards a healthier return on investment (ROI). 

This episode presents alternatives like investing in lucrative alternative assets, lowering fees, minimizing taxes, and employing a diversified investment strategy. From employing better financial strategies to considering ways like 1031 exchange or opportunity zone to eliminate taxes on gains, this episode is brimming with insights for both Airbnb property owners and aspirants.

Ideal for those grappling with underperforming Airbnb investments, and those venturing into the realm of short-term rentals, these insights can provide some direction towards more lucrative financial strategies. Do not miss this episode for its wealth of knowledge! Also, remember to like, subscribe, and sign up for our newsletter here: https://markjkohler.com/contact-us.

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The Fastest Way To $1,000,000 In Net Worth is an insightful episode that comprehensively explores financial strategies for rapid wealth accumulation. 

In this episode, Mark and Mat delve into lucrative alternative assets and discuss how these can lead to faster financial growth than traditional Wall Street investments. They explain how to navigate these investment avenues, effectively lower fees, minimize taxes, and ultimately, accelerate your path to a million-dollar net worth. 

Ideal for both financial novices and seasoned investors, this episode offers actionable tips on gaining monetary freedom and multiplying your wealth. Packed with financially empowering content, you don't want to miss this episode.

For more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/

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On this week's episode of the Main Street Business Podcast, Mark interviews Cayla Craft, the founder of Crafted Entrepreneur. They discuss the importance of building an entrepreneurial mindset, surrounding yourself with like-minded people, and the power of owning and investing in real estate.

To learn more about Cayla Craft visit: https://caylacraft.com/

Be sure to like and subscribe to get more wealth-building, tax, and legal strategies!

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Ladies and gentlemen, on this weeks episode, we explore the fundamental principles of financial freedom and the importance of strategic planning. It all begins with a mindset shift towards understanding the power of entrepreneurship and investment.

Throughout the discussion, we emphasize the value of education and continuous learning. We encourage individuals to stay updated on financial trends, regulations, and strategies to make informed decisions. We also touch upon the importance of surrounding oneself with a supportive network of mentors and like-minded individuals who can provide guidance and accountability.

Ultimately, the key message we convey is that financial freedom is attainable for everyone with the right mindset, knowledge, and strategic approach. By understanding the principles of entrepreneurship, investment, asset protection, and strategic planning, individuals can take control of their financial destiny and create a future of abundance and prosperity.

FinancialFreedom #Entrepreneurship #Investment #MultipleStreamsOfIncome #AssetProtection #TaxPlanning #StrategicPlanning #FinancialGoals #Education #ContinuousLearning #Mentorship #AbundanceAndProsperity

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In this episode of Main Street Business interviews, Mark Kohler interviews Dan Berstein, the President and Chief Investment Officer at Campus Apartments.

With Campus Apartments boasting an impressive $1.5 Billon assets under management, 500+ employees, and units in 18 states, Dan was able to offer invaluable insights to both beginner and seasoned investors looking to acquire student housing for their portfolio. 

To learn more about Dan Bernstein or Campus Apartments, visit: https://www.campusapartments.com/about/

To get in contact with the teams at KKOS, Mark J Kohler, or Directed IRA, visit: https://markjkohler.com/contact

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Mark and Mat discuss ways to create a secure legacy after you pass away. They give tips on how to distribute your estate, and ways you can ensure it gets to where you want it to go.

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In this episode, Mark Kohler interviews Bob Burg, Author of Go-Giver, an Amazon best-selling book.  During this interview, they discuss the importance of communicating your value to your customers and potential customers as a business owner and entrepreneur.

If you are a Tax Professional trying to bring more value to your customers learn more about Mark's Tax Pro Certification here:  https://markjkohler.com/product/main-street-tax-pro/

To get tax and legal help to keep more value in your business, visit KKOS Lawyers and set up a free interview to see how we can help: https://kkoslawyers.com/contact-us/

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Get $200 OFF your Estate Plan during our estate planning special (expires June 24, 2023): https://kkoslawyers.com/estate-planning-special-2023/

In this episode, Mark and Mat break down some of the difficult questions you may have about estate planning, including what happens to your dog, how to pick a guardian for your children, when and how to cut someone out of your will, and more. 

Be sure to subscribe to continue to get the BEST tax and legal education available! 

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On this episode, Mark interviews Darren on his negotiating skills. They get deep about developing relationships with clients and potential clients. They talk about addiction and the road to recovery. Don't miss this episode!

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On this weeks episode of the Main Street business podcast, Mark Kohler and Matt Sorenson discuss the topic of paying kids in S corporations and dispelling myths surrounding it. They emphasize the importance of having a legitimate job for the kids and paying them reasonable compensation. They suggest different strategies based on the age of the children. For kids who are 18 or older, they recommend issuing a 1099 form. For kids under 18, they propose setting up a family management company and paying them through that entity. They also highlight the tax benefits of such strategies and provide insights on how to navigate the process.

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On this weeks Episode of the Main Street business podcast, Matt Sorenson and Mark J. Kohler discuss various tax and legal strategies related to moms and their involvement in businesses. They suggest putting moms on the board of directors or advisors for LLCs or corporations, which can have tax perks. They also discuss tax strategies such as deducting travel expenses when visiting mom, paying mom for her services and having her open a Roth IRA, and buying mom's house and renting it back to her. They highlight the importance of seeking good tax advice and acknowledge that these strategies may not be suitable for everyone. The hosts also emphasize the value of seeking advice from parents and the life experience they can bring to business decisions.

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Mark and Mat Talk Real Estate Strategies on this weeks episode.e

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Real estate investment groups (REIGs) may seem like an easy way to invest in real estate without the hassle of managing the property yourself. However, there are several potential downsides to consider. First, you have no control over the properties being invested in, which can be a major disadvantage for those who prefer a hands-on approach. Second, high fees and costs associated with the investment can eat into returns and make it difficult to sell your ownership interest in the group.

It's important to carefully consider the lack of control, high fees, illiquidity, and potential risks associated with an REIG before making a decision. Due diligence and research are critical to making informed choices, and investors should be aware of these potential downsides before investing in an REIG.

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Hey there, college athletes! The NCAA recently announced a new rule allowing you to profit from your Name, Image, and Likeness (NIL). This is great news, but it also means that you have new financial responsibilities to consider. That's why it's important to learn about tax planning now.

By understanding tax planning strategies, you can maximize your earnings and make the most of your opportunities. For example, you might want to set up a business entity to receive your endorsement income and save on taxes. Plus, you can avoid costly mistakes like failing to report income or pay taxes on time.

Learning tax planning is also a crucial part of financial literacy. By building this knowledge, you can manage your finances, plan for your future, and make smart investment decisions. You'll be better equipped to work with financial professionals like accountants and financial advisors, too.

So don't wait! By taking the time to learn about tax planning, you can set yourself up for financial success both during and after college.

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Folks, let me tell you - filing for an extension is not something to fear. In fact, it can be one of the smartest moves you make when it comes to your taxes. Let's dive into the benefits of filing for an extension, and why it's important to submit an estimated payment along with it.

First and foremost, filing for an extension can help you avoid late filing penalties. If you miss the April deadline, the IRS will slap you with a 5% penalty for each month that your return is late. Ouch! But by filing for an extension, you can buy yourself an additional six months to complete your tax return and avoid those pesky penalties.

But that's not all - an extension can also give you more time to gather information and ensure that your tax return is accurate. This is especially important if you have a complex tax situation, with lots of investments or if you're self-employed. Taking your time and getting everything in order can help you avoid mistakes that could lead to an audit or penalties down the road.

Now, let's talk about why it's crucial to submit an estimated payment along with your extension. When you file for an extension, you're only extending the time to file your return, not the time to pay any taxes owed. If you don't submit an estimated payment, you could be hit with penalties and interest charges.

But that's not the only reason to submit an estimated payment - it can also help you avoid a big tax bill at the end of the year. By paying some of your taxes now, you can spread out the payments over a longer period of time, which can be a huge help for your budget. And, submitting an estimated payment can also help you avoid getting flagged for an audit. The IRS looks at large unpaid tax bills as a potential red flag, so getting some money in early can help you fly under the radar.

In conclusion, don't be afraid to file for an extension if you need it. It can be a great way to avoid penalties, reduce the risk of errors, and give yourself more time to get your taxes in order. Just remember to submit an estimated payment along with your extension to avoid any headaches down the road.

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Hey there, it's Mark J. Kohler, and I'm excited to discuss the tax benefits of using working animals for your business or medical needs. Did you know that you could write off many of the expenses associated with your animal on your taxes? In this podcast, we'll explore the world of working animals and the specific expenses that may be deductible, such as food, veterinary care, training, and equipment. As a tax and legal expert, I'll also provide insights into the legal requirements and documentation necessary to claim these deductions. Whether you're a business owner with a service animal or someone with a medical need for a therapy animal, this podcast will offer valuable information on how to save money and maximize the benefits of your working animal. So join me as we navigate the world of tax savings and working animals together!

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Tax and legal planning can be a daunting task, especially when you're bombarded with conflicting information and misconceptions. But fear not! This Podcast aims to clear the air and provide you with the answers to the most common questions and misconceptions about tax and legal planning. Whether you're a small business owner or an individual looking to optimize your financial situation, this show will equip you with the knowledge you need to navigate the complex world of tax and legal planning with confidence. From understanding the basics of tax planning to debunking common myths about legal structures, this article covers it all. So dive in and learn how to make the most of your financial situation today!

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Join Mark and Mat in their engaging discussions as they tackle your personal tax and legal questions! Receive insightful answers to your most pressing concerns, and learn from their expertise as they provide some of the most effective solutions to your tax and legal issues. Tune in and let them help ease your worries with their informative and engaging dialogue.

Don't miss out on this weeks episode of the Main Street Business Podcast. 
To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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In this week's podcast, Mark is joined by a special guest who will discuss the significance of understanding why forming a limited liability company (LLC) may not be beneficial for you. Throughout the episode, Mark and his guest delve into the intricacies of LLCs, exploring the potential drawbacks and limitations of this business structure. By listening in, you will gain valuable insights into the factors that should be considered before deciding to form an LLC, and learn why this option may not be the best fit for your unique circumstances. Join Mark and his guest as they offer an informative and eye-opening discussion on the topic.

Don't miss out on this weeks episode of the Main Street Business Podcast. 
To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks podcast Mark and Mat bring to light the importance and differences of the LLC and S-corp,  listen as Mark and Mat duke it out between the two.
Learn the pros and cons of each one. 

Don't miss out on this weeks episode of the Main Street Business Podcast. 
To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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There's pros and cons when it comes to contacting your lawyer... 
Most people don't understand when its the right time to call their lawyers.
Check out this weeks podcast Mark and Mat explain the best times when you should and shouldn't call your lawyer..
Don't miss out on this weeks episode of the Main Street Business Podcast. 
To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Mark and Mat take time to answer your interesting legal questions, join them as the give clear and concise answers to your great tax and legal questions..

Don't miss out on this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Mark and Mat explain the basics that are more then affordable to protect your assets, tune in to hear the educational content and learn how to save and protect your assets!

Don't miss out on this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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On this weeks podcast Mark and Mat talk about the home office deduction.
Be sure to tune in for some of the best answers in the industry!

Don't miss out on this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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On this weeks podcast Mark and Mat answer some of your difficult and important questions. 
Be sure to tune in for some of the best answers in the industry!

Don't miss out on this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Join Mark and Matt as they discuss some facts and truths that you may not know when it comes to 1099's and subcontractors!

Don't miss out on this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Mark really goes off on the Trump naysayers, listen closely as Mark not only talks about the truths behind the attacks on Donald Trumps Taxes, but how it's possible for President Trump to say e on taxes as he does.

Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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You don't want to miss out on this year end podcast, Mark and Mat discuss vital year end tax and saving strategies that can save you thousands!

Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Mat and Mark go over some very interesting questions sent in by you on saving taxes for the year end returns, join as we hear great answers given by the two best tax Attorneys around.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Listen to Mark with his solo podcast  adventure on Main Street Businesses's Open Forum Podcast.
 Mark answers some difficult questions on topics very important to you tax and legal world.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks Main Street Business episode, Mat and Mark break down important tips on how to best save taxes in 2023. Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks Main Street Business episode, Mat and Mark break down important year end tax tips. Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks Main Street Business episode, Mat and Mark break down a myriad of  covering topics related how to maybe write-off crypto scams, hacks, or FTX losses Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of  covering topics related to tax and legal questions asked by you.
 Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of  covering topics from, why you should maybe move to avoid being taxed on a state level! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of  covering topics from, how to get a solo 401k, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Listen to Mark and Mat, as the explain the hard truth about short term rentals and tax strategies.

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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Join Mark and Mat as they explain how you can better understand and control you retirement to get massive returns investing in what you know best.

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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On this weeks episode Mark and Mat explain the importance of The Trifecta, listen as Mark and Mat as they go into detail, on how the Trifecta can help you.

Stay tuned and listen as Mark and Mat explain vital do's and don'ts when owning an LLC.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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On this weeks episode Mark and Mat explain the importance of The Trifecta, listen as Mark and Mat as they go into detail, on how the Trifecta can help you.

Stay tuned and listen as Mark and Mat explain vital do's and don'ts when owning an LLC.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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Today we are going to talk about the basic structures you may need to have a properly built LLC.
Stay tuned and listen as Mark and Mat explain vital do's and don'ts when owning an LLC.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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Today we are going to talk about the basic structures you may need to have a properly built LLC.
Stay tuned and listen as Mark and Mat explain vital do's and don'ts when owning an LLC.
Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/

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In this weeks open forum episode, Mat and Mark break down a list of questions covering topics from tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks open forum episode, Mat and Mark break down a list of questions covering topics from tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 3 asset protection. This is the third episode in a three part series, covering levels 1-3 in asset protection.

Level 3 is full of valuable nuggets! This is a huge topic. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 3 asset protection. This is the third episode in a three part series, covering levels 1-3 in asset protection.

Level 3 is full of valuable nuggets! This is a huge topic. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 2 asset protection. This is the second episode in a three part series, covering levels 1-3 in asset protection.

Level 2 is full of valuable nuggets! This is a huge topic. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 2 asset protection. This is the second episode in a three part series, covering levels 1-3 in asset protection.

Level 2 is full of valuable nuggets! This is a huge topic. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 1 asset protection. This is the first episode in a three part series, covering levels 1-3 in asset protection.

Level 1 might not be what you think! Believe it or not, they don't even cover entities. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 1 asset protection. This is the first episode in a three part series, covering levels 1-3 in asset protection.

Level 1 might not be what you think! Believe it or not, they don't even cover entities. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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In this weeks episode of the Main Street Business Podcast, Mark and Mat break down the basics of level 1 asset protection. This is the first episode in a three part series, covering levels 1-3 in asset protection.

Level 1 might not be what you think! Believe it or not, they don't even cover entities. These are essential basics that everyone building wealth should know and understand.

To learn more or submit a question for our next Open Forum show, visit: https://mainstreetbusiness.com/

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To get your tickets to the real estate tax summit, visit: https://realestatetaxsummit.com/

EVERYONE should know these strategies! A huge part of building wealth is owning real estate, either for investment, personally, or both! In this podcast, Mark and Mat break down the top tax strategies for anyone who owns (or hopes to someday own) real estate. 

What is the point of building wealth if you can't keep it? Don't miss any game changing tax strategies by signing up for our FREE weekly newsletter and claim Mark's free e-book here: https://markjkohler.com/contact/

To learn more or submit a question for our next open forum show, visit https://mainstreetbusiness.com/

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On this week's episode of the main street business podcast, Mark Kohler, Mat Sorensen, and guest star Jarom Bergeson break down when you should get a trademark, why you should get a trademark, and how to get one properly. 

To save $100 on your trademark, visit https://kkoslawyers.com/services/trademarks/ to take advantage of the limited time Trademark special!

Visit mainstreetbusiness.com to learn more or submit a question for our monthly open forum show!

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In this weeks open forum episode, Mat and Mark break down a myriad of questions covering topics from Solo 401k strategies, doing business internationally, tax strategies, and MORE! Don't miss this weeks episode of the Main Street Business Podcast. 

To submit a question for the next open forum show, or to learn more, visit https://mainstreetbusiness.com/ 

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Mark and Mat break down the power of the Roth IRA in this weeks episode of the Mainstreet Business Podcast. The Roth is a powerhouse tool that creates 100% TAX FREE wealth. Additionally, they break down a handful of game changing strategies on how to take your retirement to the next level. 

To learn more, visit https://mainstreetbusiness.com/

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Learn practical steps you can take to weather the financial storm coming. Mark and Mat share fundamental strategies to keep your business afloat during these hard financial times.
For more info get over to www.mainstreetbusiness.com

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Learn 10 practical steps you can take to weather the financial storm coming. Mark and Mat share real strategies that work and you can apply with your loved ones immediately.
For more info get over to www.mainstreetbusiness.com

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Join Mark and Mat for Part 1 of a 3-part series on Estate Planning. Fun, interesting, and always informative.
Related Article: https://markjkohler.com/do-i-need-a-living-trust-what-you-need-to-know/
Get your estate plan done with our Annual Special here: https://kkoslawyers.com/estate-planning-special-2021/

For more info get over to www.mainstreetbusiness.com

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Join Mark and Mat for Part 1 of a 3-part series on Estate Planning. Fun, interesting, and always informative.
Related Article: https://markjkohler.com/do-i-need-a-living-trust-what-you-need-to-know/
Get your estate plan done with our Annual Special here: https://kkoslawyers.com/estate-planning-special-2021/

For more info get over to www.mainstreetbusiness.com

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Join Mark and Mat for Part 1 of a 3-part series on Estate Planning. Fun, interesting and always informative.
Related Article: https://markjkohler.com/do-i-need-a-living-trust-what-you-need-to-know/
Get your estate plan done with our Annual Special here: https://kkoslawyers.com/estate-planning-special-2021/

For more info get over to www.mainstreetbusiness.com

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https://cryptotaxsummit.com/
The 2nd Crypto Tax Summit!
May 19th & 20th, 2022 | Miami, FL

Elon did it, but how in the world can the rest of us do the same? Let's get into it. We're going to break down the process of buying your future company. You will have to know if the business you are looking at will be profitable, the red flags to look out for, and more! For more episodes and information, check out mainstreetbusiness.com

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Gerald Celente joins us today on the Main Street business podcast. Gerald sounds off about how he got into the trends businesses and gives his opinion on the state of the world and more importantly its finances. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Mark and Mat explain the benefits of extending your personal 1040 tax return. It can make sense in so many different ways and save you on taxes. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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There are certain things you should be doing to save taxes, build wealth, reduce costs, and create maximum asset protection. If your business structure is a mess you are not getting the benefits you might think you are. Mark and Mat break it down.  For more info and other episodes check out mainstreetbusiness.com

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Mark and Mat break down unique LLC Myths as well as the basics of where and when to use an LLC in your business or investing life. More info at Mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Mark and Mat discuss how to maintain your LLC & Corporation with the state and IRS so you have maximum asset and audit protection if anything goes wrong. For our Company Maintenance Program to make sure you never have to worry go check out: kkoslawyers.com
For more episodes and information head over to mainstreetbusiness.com

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The way of the entrepreneur is a path filled with potholes and forks in the road. It's hard enough to start your own business not to mention keeping it operational or even profitable for that matter. Here are the top two reasons why Entrepreneurs fail.
For more info and new episodes go to www.mainstreetbusiness.com

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Answering awesome questions: Making Millions of dollars in cryptocurrency, Setting up your LLC, Paying yourself in your business, Partnerships, Investing your money, making an S-election, and converting to an S-Corp, Rental Real Estate, retirement planning, 401k, and the IRA.
For more info and new episodes go to www.mainstreetbusiness.com

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You can rent your property to your business? Hell YES you can! You just have to know how to play by the rules to make it legit! Check it out and learn how you can be your own best tenant. For more episodes of the main street business podcast make sure to go to https://mainstreetbusiness.com/ 

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Sign up for Sydney's Weekly Orange County Market Update at Sydneykohler.com
The Echelberger Group | Pacific Sotheby’s International Realty
Sydney Kohler:
Sydney@sydneykohler.com
Sydneykohler.com
949-899-2680

Special guest and Successful Real Estate Agent Sydney Kohler joins Mark and Mat to give you 5 huge tips before you buy your home! This is a must-listen to avoid making huge mistakes when buying your new home. For more info and new episodes go to www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Hear a very emotional and introspective discussion about the thoughts and feelings Entrepreneurs share about their "Why". Then...Mark and Mat apply this important concept to designing your 2022 Strategic Plan to better succeed in reaching your goals this year.

For more go to: Mainstreetbusiness.com

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Mark and Mat welcome special guest Remy Campbell, an NFT and DAO expert. Learn more at Remy's YouTube channel and subscribe at: https://www.youtube.com/channel/UCvF9_-ZWgUgEzNt2jQjGW-A

Remy is a moderator in Discord for OddKey (https://oddkey.com/#/), and currently developing a DAO (Decentralized Autonomous Organization) for multiple Metaverse platforms. 

Together they break down the basics of doing business in what is being termed the Metaverse.

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Mark and Mat break down the myths and the actual strategies for paying yourselves out of your entities before year-end and the tax benefits and consequences for doing it wrong.
For more go to: Mainstreetbusiness.com

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Join Mark and Mat as they discuss 15+ tax strategies for small business owners that will certainly make your holiday season a little brighter.

For more go to: https://mainstreetbusiness.com/

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Mark and Mat discuss critical considerations before year-end for business, legal, tax, and maximum profitably.

To learn more or to listen to prior episodes, visit: https://mainstreetbusiness.com/ 

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Grant Cardone joins us today to discuss multi-family real estate and his newest investment opportunity in Florida. Mark, Mat, and Grant cover some of the important lessons learned through their personal experience investing. Be sure to catch this podcast for game-changing strategies on living the American Dream!

To learn more about the project talked about in this podcast click here: Cardonecapital.com

For more episodes and information go to Mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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It's the year-end! Mark and Mat give you the best strategies for health care and some year-end strategies that will save you some money!

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Mind-blowing strategies that you can use TODAY with your 401k! Mark and Mat expand all of the fundamental strategies that get your 401k running like a well-oiled machine. 
Learn more at www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Learn about 50+ businesses that you can start today! From dog walking to landscaping, we talk about all the ways you can make money and get your life started as an entrepreneur. Don't think you have the capital to get the ball rolling? Perfect! These are all businesses you can start for close to nothing. Get started now!

Check out my step-by-step workbook to get your business off the ground - 8 Steps to start and grow your business

SIDE HUSTLE Stand Out - To get Jarom Bergeson's Halloween Children's book click here: Why do Witches Wear Black?

To learn more or listen to prior episodes, visit: https://mainstreetbusiness.com/

Business Ideas coming soon:

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Partnerships can make or break your business, it is invaluable to understand the core principles of partnerships. Some important points covered in this podcast are finding the right partner, how to structure your partnership, and when to form a partnership.

To get Jarom Bergeson's Halloween Children'ss book click here: Why do Witches Wear Black?

To learn more or listen to prior episodes, visit: https://mainstreetbusiness.com/

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Check out our other content on CRTs:
Video: https://youtu.be/7CMks9_PVqs
Article: https://markjkohler.com/the-power-of-the-charitable-remainder-trust/

The Charitable remainder trust can be a game-changing strategy to save hundreds of thousands in taxes. If you want to learn more or listen to prior episodes, visit: https://mainstreetbusiness.com/

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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To get in contact with your state representative visit: https://www.senate.gov/senators/senators-contact.htm

This Proposed Tax Bill is HUGE and has tons of implications that will affect business owners and everyday Americans. Be sure to tune into this week's podcast to learn about a few of what Mark and Mat feel are the most important proposals. We want to invite everyone to contact their state representatives to ensure that they are aware of the implications if this bill passes!

To learn more or to listen to prior episodes, visit: https://mainstreetbusiness.com/ 

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What are you doing! Before you form your LLC you must watch this! So many people make mistakes or simply don't set themselves up correctly to make sure they are protected! Watch and listen to this week's Main Street Business Episode Mark and Mat discuss the 9 ways people make mistakes when forming their LLC. 

To learn more or listen to previous episodes visit: https://mainstreetbusiness.com/

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Mat and Mark break down everything landlords should know now that the eviction moratorium is lifted. They cover some powerful points including the idea that, just because landlords can evict, doesn't mean they should. 

To learn more or listen to prior episodes, visit: https://mainstreetbusiness.com/

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Mat and Mark get back to the basics covering two of the most invaluable tax strategies that are frequently left on the table. They also cover how having a "home office" can be a great strategy when combined with the auto write-off. Don't miss this episode that has HUGE strategies to save you THOUSANDS. 

To learn more, visit: https://mainstreetbusiness.com/

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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This week in the Main Street Business Podcast Mat and Mark discuss a different perspective on the extension of the eviction ban. They cover some surprising statistics about how many landlords are really small business owners versus large corperations. This is not an episode you want to miss.
In addition, they give some invaluable tips to landlords to help them keep up with their mortgages and potentially even avoid foreclosure. 

To read Mark Kohlers article on this topic visit: https://markjkohler.com/eviction-ban-expires-just-in-time-to-save-landlords/

To search for prior episodes or learn more visit: https://mainstreetbusiness.com/

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Making the Most of the HSA & HRA - Game-Changing Health Care Strategies for small business owners and entrepreneurs. Mark and Mat cover so many important items that every business owner should know. Don't miss this episode! 

To learn more or search for prior episodes visit: https://mainstreetbusiness.com/

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Mark Kohler and Mat Sorensen have two special guests on this episode. They cover all of the facets of writing a book and how it can be a beneficial business move. They cover many of the struggles that come with writing a book as well as the significant rewards, both financially and emotionally.

To get Jarom Bergeson's book click here: Why do Witches Wear Black?
To get Kyle Mortensen's book click here: Mists of Iga

To learn more about the Main Street Business podcast, or get Mark or Mat's books visit: https://mainstreetbusiness.com/

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Mark and Mat cover the three main concepts that billionaires Jeff Bezos, Donald Trump, and Peter Theil use to save taxes and grow their wealth. They emphasize that although these concepts are used by billionaires, they are just as applicable AND accessible to the everyday American. Everyone hoping to build wealth NEEDS to understand these concepts and how they can be applied in their life and business. 

Learn more and listen to prior episodes at https://mainstreetbusiness.com/

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Mark and Mat cover some of the biggest topics in today's news cycle concerning tax and legal news. They break down the truth behind what percentage of taxes Jeff Bezos and Elon Musk are actually paying. They cover all of the facts about Brittney Spears' current predicament and strategies to avoid a similar situation.  Lastly, they cover some interesting facts about taxpayers in the United States. 

To learn more or listen to previous episodes visit: https://mainstreetbusiness.com/ 

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Mark and Mat cover the ins and outs of President Biden's tax plan proposals. They break down some strategies to prepare for potential upcoming changes. Whether you are a high or low-income earner, be sure to catch this episode and begin preparing strategies that will work best for you and your financial goals. 

To learn more or listen to prior episodes, visit https://mainstreetbusiness.com/

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In this episode of Main Street Business, Mat and Mark cover some powerful strategies to help anyone who owns real estate. They cover the pros and cons of the 1031 exchange, a tax code that allows real estate investors to defer their taxes from a sale of a property to reinvest into a new property. They even cover strategies for those wanting to take advantage of this with their personal residence. 

To learn more, visit mainstreetbusiness.com 

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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Mark and Mat break down the "Trifecta". A term coined by Mark Kohler himself to describe the perfect legal structure. The Trifecta is a rule book to help business owners organize their operational and passive income in coordination with their trust. EVERY business owner or American who is hoping to build wealth and live the American dream needs to understand the principles of the trifecta. 

For a limited time only get $300 OFF your estate plan set-up at: https://kkoslawyers.com/estate-planning-special-2021/

To search for prior episodes or learn more, visit: https://mainstreetbusiness.com/

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In this episode of the Main Street Business Podcast, Mark and Mat go step by step through the process of writing a last will and testament. At the end of this episode, you will have your very own, legitimate will! Please keep in mind, the will we help you write is a very simple will to help you cover the essentials. If you have a large or complex estate, you will want to seek additional legal counsel. 

If you are wanting more than just a will, click the link below to get $300 OFF your estate plan set up at KKOS Lawyers!

https://kkoslawyers.com/estate-planning-special-2021/

To listen or search for prior episodes, visit https://mainstreetbusiness.com/

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Join Mark and Mat, with special guest Dr. Clay Prince, an MD family practitioner, as they discuss the ESA and how to qualify, and what Landlords need to keep in mind when dealing with tenants that have an ESA. But most importantly, can they be a tax-write-off!!  

Link to "How Landlords can deal with ESAs" https://rentprep.com/podcast/170-esa-trouble-jaime-cain/

Link to Article: "Is my Pet a Write-off?" https://markjkohler.com/is-my-pet-a-tax-write-off/

Thanks!  Sign up for our weekly Newsletter and more info at www.mainstreetbusiness.com.

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.mainstreetbusiness.com

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If you've ever considered investing in real estate you NEED to listen to this podcast. 
Mark, Mat, and special guest Adam Hooper (CEO of RealCrowd) are diving deep into the most important factors to consider, and what to really expect when investing in real estate. 
Learn more, search for previous episodes, and subscribe to Mark and Mat's newsletters at: mainstreetbusiness.com

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Buying your first home can be tricky to navigate, especially if you don't have someone in your life who can help guide you. Mark and Mat cover how beneficial buying a home can be, several different strategies to take when purchasing a home, and other important considerations when going through the process. This an episode every American should listen to, be sure to share it with those you know who might benefit from this information!

To learn more or to listen to previous episodes, visit https://mainstreetbusiness.com/

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Business Owners Tax Strategy Update, everything you should know to keep more of your money in 2021. Mark and Mat break down the most cutting-edge tax strategies every business owner, entrepreneur, side hustler, and real estate investor should be doing. They cover topics like investing in retirement accounts, the dining write-off, auto deduction, S-Corp Conversions, HSA and Health Care, Self-Directing, paying your kids, and MORE! These leading tax strategies in 2021 and any important updates won't be found anywhere else. 

For more information go to Mainstreetbusiness.com

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If 2020 wasn’t COVID year, it was the year of the side hustle! millions of Americans have a side hustle to make ends meet. No need to worry, having a side hustle is a GREAT thing. It gives us Tax Planning opportunity that you would never get as a w-2 earner. Join Mark and Mat as they go deep into showing how you report your side hustle on your taxes. 

For more information go to Mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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There seems to be NEW legislation almost every week in the form of SBA updates, IRS regs., or even legislation from congress. Join Mark and Mat as they break down legislation and the 1.9 trillion stimulus package and what it might mean for you.  More information at:  www.mainstreetbusiness.com

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Join Mark and Mat as they break down the basics on what cryptocurrency is, how it was created, how to invest in it, and what the future may hold. 
Learn more, search for previous episodes, and subscribe to Mark and Mat's newsletters at www.mainstreetbusiness.com 

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If you answer yes to any of these questions you NEED to listen to this podcast: did you get a PPP loan in 2020? Did you get the ERTC in 2020? Did you have payroll in 2020 OR will have payroll 2021 for 3rd party employees? If you answered YES to any of these questions, this podcast could make you THOUSANDS!

If you have questions or need assistance with applying for the ERTC, contact our office here: https://kkoslawyers.com/contact-us/

To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Mark and Mat discuss Insurance, retirement accounts, wills, trusts, and avoiding probate. Enjoy a lively discussion with interesting stories and antidotes that will make you laugh and cry. Don’t miss this special episode. Learn more at www.mainstreetbusiness.com

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Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else. Learn more at MainStreetbusiness.com or https://directedira.com/podcast/ 

This was a co-production between https://directedira.com/podcast/ and MainStreetBusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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The Dining Write-off is the best it's ever been in the history of small business. But this new Act of Congress is easier said than done. Learn from Mark and Mat what you need to know to take advantage of this new strategy. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat for the weekly tips, and how to build your 2021 Business Strategic Plan. How do you build a Strat plan? Why? What are the things that should or shouldn't be included? This is a discussion you want to listen to and implement. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com.

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Join tax attorneys Mark Kohler and Mat Sorensen as they breakdown the provisions of the new 5,000+ page Covid Relief Bill in a fun and interesting format. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com.

Learn more about the new stimulus bill by reading Mat's Blog article on Entrepreneur by clicking the link below!
https://www.entrepreneur.com/article/362143

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Join tax attorneys Mark Kohler and Mat Sorensen as they breakdown the provisions of the new 5,000+ page Covid Relief Bill in a fun and interesting format. Learn more and sign up for their Free Newsletter at www.mainstreetbusiness.com.

Learn more about the new stimulus bill by reading Mat's Blog article on Entrepreneur by clicking the link below!
https://www.entrepreneur.com/article/362143

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Mark Kohler and Mat Sorensen break down the Series LLC strategy in an easy to understand way. They introduce when a Series LLC should and shouldn't be used, why a business owner should use this strategy, and even how much it can cost.  Also, back by popular demand, the Tax and Legal tips are back! Be sure to tune into this week's episode and subscribe to be sure you don't miss any game-changing strategies on building wealth, saving on taxes, and living the American Dream! To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they discuss their hottest year-end tax strategies in a fun and interesting format. Learn AND save money. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Mark and Mat interview special guest Chris Loeffler, CEO and Co-Founder of Caliber on how you can defer, reduce, and eliminate capital gains by making an opportunity zone investment. And special note, you can still defer 2019 and 2020 gains for investments made by December 31, 2020. Opportunity Zones were created under the Tax Cuts and Jobs Act and have become a popular place for investors with capital gains from any source (real estate, business, stock) to re-invest their gains (tax-deferred, with reduction benefits too) into tax favorable Opportunity Zone funds. Learn how a deal qualifies, the tax rules and perks, the extended benefits for gains in 2019 and 2020, and how to analyze an Opportunity Zone fund or deal. Visit www.CaliberCo.com for more information. 

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they break down the technical rules and strategies for the rental loss strategy. More information about their newsletter and other educational resources at www.mainstreetbusinesspodcast.com

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With the SBA’s release of the new Simple application and the EZ application, banks are starting to take applications for forgiveness. Mark and Mat break down the issues and what you need to know to get started with your App. More information about their newsletter and other educational resources at www.mainstreetbusinesspodcast.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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YES! But it's tricky, you'll want to Join Mark and Mat as they break down the dos and don'ts of saving taxes with a small business. These strategies will save you THOUSANDS, you won't want to miss it.  Let's get your side hustle started to begin the tax-saving process! Even if you own a business already, you will want to tune in to ensure you are getting the most tax savings you can out of your business.

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Mark Kohler and Mat Sorensen go through the incredible tax strategies buried in Trump's and Biden's tax returns and leave the politics alone. Democrats and Republicans alike will love this refreshing look at basic business strategies to help them succeed in their American dream. 

To search for prior episodes, or sign up for Mat's Weekly Free Newsletter, visit: https://mainstreetbusiness.com/ 

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Join Mark and Mat as they break down the benefits, procedures, and reasons to use an S-Corporation in your business. We'll be covering both basic and advanced strategies for every type of business. You won't want to miss this!! For more information go to www.mainstreetbusiness.com

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Join Mark and Mat as they answer difficult tax, legal, and business questions from around the Nation. To listen or search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they break down how to protect your personal residence from a lawsuit. Dive into the details regarding 8 different ways to protect your personal home. This is an extremely informative discussion with straight forward answers and some fun dialogue. To Search prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com. 

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Mat Sorensen, attorney and CEO at Directed IRA, is joined by attorney Kevin Kennedy of KKOS Lawyers to give an overview and answer the most frequently asked questions on solo(k)s and how they can be used by self-employer persons. To search for prior episodes, or sign up for Mat's Weekly Free Newsletter, visit www.mainstreetbusiness.com

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Join Mark and Mat as they break down the difference between an employee and a subcontractor and everything you will need to know when looking to employ someone in your business. This is very important information to understand, especially if you own a business in California! This is an extremely informative discussion with straight forward answers and some fun dialogue. To Search prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com. 

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Join Mark and Mat as they break down the top 7 reasons why you might need a Limited Liability Company (LLC)...and NOT everyone does! Learn when, where and how to maintain the LLC for your business. This is an extremely informative discussion with straight forward answers and some fun dialogue. To Search prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com. 

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Join Mark and Mar as they answer difficult tax,  legal, and business questions from around the Nation. To Listen or Search for prior episodes, or sign up for their Weekly Free Newsletter, visit www.mainstreetbusiness.com 

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Get Mark & Mat's free newsletter at https://refreshyourwealth.com/

Learn which entity is best for your business! Did you set up the wrong entity? Is an LLC or S-Corporation the right structure for your business or rental property? Join Mark and Mat as they breakdown the issues and show a “Master Diagram” of what successful business owners are doing now to make and build wealth. Learn more at www.refreshyourwealth.com. To self-direct visit https://directedira.com/

Check out our Law Firm KKOS Lawyers at https://kkoslawyers.com/

Visit our Accounting Firm K&E CPAs at https://kohlereyrecpas.com/

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Get Mark & Mat's free newsletter at https://refreshyourwealth.com/

Join Mark and Mat for this powerful podcast on the misunderstood and underutilized Health Savings Account. The HSA has powerful tax and wealth building benefits many are unaware of.

To self direct and invest your HSA visit https://directedira.com/

Check out our Law Firm KKOS Lawyers at https://kkoslawyers.com/

Visit our Accounting Firm K&E CPAs at: https://kohlereyrecpas.com/

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Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in  LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com.  More info at www.refreshyourwealth.com.

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Join Mark and Mat for their regular tax and legal tips to save you thousands, as well as a creative and detailed conversation on what to do if you owe the IRS money and can't pay the bill right now. Explore options from a 120 day request, to an Installment Agreement, to an Offer in Compromise. Learn more at www.refreshyourwealth.com. ALSO, here is the link to the article we mentioned on the show regarding interest, penalties and how much to send the IRS: https://markjkohler.com/how-much-should-i-send-in-with-my-personal-extension/

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Join Mark and Mat for the regular tax and legal tips along with a robust discussion of all the changes to expect with retirement plan contributions and strategies in 2020. Many don’t know the significant and historic changes to retirement plans due to the pandemic. Understand what opportunities you may have as a taxpayer to access your plans OR save more in taxes. Learn more at refreshyourwealth.com.  To sign up for Mark and Mat's FREE E-Book go here.

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Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in  LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com.  More info at www.refreshyourwealth.com.

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Join Mark and Mat as they share 15+ tax strategies you can use before the deadline and what extension opportunities are still available. Learn more at www.refreshyourwealth.com. 

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Join Mark and Mat share their Weekly Tax and Legal tips and invite Special Guests, Hailee Smith and Preslee Dayton, of www.lemonandloom.com to discuss how they turned their side-hustle into their main-hustle! They will share 10 Tips to take your side-hustle to the level of a legitimate and respectable business making significant profit. Learn more at www.refreshyourwealth.com. 

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Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in  LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com.  More info at www.refreshyourwealth.com.

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Join Mark and Mat with their regular weekly tax and legal tips, including a conversation about using a Will or a Trust during the pandemic. There has been a dramatic increase in Estate Planning with the onslaught of COVID 19 and many don't know what route to take. Go to www.refreshyourwealth.com to learn more about Mark and Mat's weekly free e-newsletter!

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Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in  LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com.  More info at www.refreshyourwealth.com.

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Join Mark and Mat on their weekly podcast as they break down the current developments and strategies on receiving the SBA PPP Loan forgiveness. It is an ever changing landscape and every business owner needs to know the rules and procedures to better interact with their professionals and bankers to ultimately receive as much forgiveness as possible. Go to www.refreshyourwealth.com to learn more.

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Join Mark and Mat as they discuss options on how to keep your business from failing during the Pandemic. In fact, no matter what crisis you may be facing, learn about ways to create revenue, cut costs, manage difficult situations and stay in business. More information at refreshyourwealth.com

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ALERT- READ FIRST! Update to Video content from New Bill: The (ERTC) Employee Retention Tax Credit now does not apply to the business owner and family members. This is terrible! So please note in the video that Mat and I discuss the option for business owners to use the ERTC and avoid the PPP if the PPP isn't big enough. Consider this more carefully if you were counting family members in the equation. However, you can still use the ERTC for 3rd party employees (not family), but this is a major bummer in the detail of the CARES Act. Hang in there and we'll keep you posted on further developments.Mark and Mat break down the new $484 billion Stimulus Package: Round 2 is here. What are you options? It's not all about the PPP or a Stimulus check. Answering LIVE questions and helping business owners all over America. Learn more and sign up for weekly Free updates at www.refreshyourwealth.com. 

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If you get a 1099, or consider yourself an independent contractor or part of the gig economy, you are a sole-proprietor! Mark and Mat break down the rules and timing of how to get the most money from the stimulus package under the PPP. Learn more about Mark and Mat at Refreshyourwealth.com and sign up for their free newsletter.

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Join Mark and Mat as they discuss the Stimulus package and all the options available to business owners that can help them survive this terrible pandamic financially. Send in your questions or call in  LIVE at 646-668-8326 or email your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com.  More info at www.refreshyourwealth.com.

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Join Mark and Mat as they break down the new rules and opportunities under the CARES Act. These strategies open a wide array of options that can be used for taking fully advantage of the Stimulus package and a coordinated attack to save AND build your business.  More information at www.refreshyourwealth.com.

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Hey everyone! welcome to another week of Refresh Your Wealth with Mark Kohler and Mat Sorensen. This week we are diving into the SBA Loans under the new Stimulus package and CARES Act. Learn which loan or loans are best for you, how to apply and most importantly how to potentially obtain loan forgiveness. Hopefully, we can give you good information that just might save your business during these trying times. For more info and sign up for our free E-Newsletter visit www.refreshyourwealth.com. 

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Surviving the Coronavirus Financially as a Business or Investor. On this special episode of Refresh Your Wealth, Mark and Mat answer the questions that thousands of business owners are having dealing with these devastating times. Streaming on FB live Mat and Mark walk you through some specific strategies that could help your business stay afloat during the nationwide shut down due to COVID-19. Learn more at www.refreshyourwealth.com. 

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Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

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Micro farms are becoming more and more popular. How do you treat it as a business? Join Mark Kohler with special guest, LaDell Eyre, CPA, Partner K&E CPAs, Board Member of Western Ag, as they discuss farming as a small business, what the benefits of a small farming operation are, and more.  More info at www.refreshyourwealth.com. 

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Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

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Mat and Mark explain what to do after you create your DIY entity online. Learn the dos and don't to get the tax savings and asset protection you planned on. Go to their law firm for support at www.kkoslawyers.com.  More info on the show at www.refreshyourwealth.com.

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Join Mat Sorensen and guest host Jarom Bergeson as they analyze self-directed accounts and break down who should use a solo(k) versus a self-directed IRA. Understand qualification rules, contributions differences, traditional/roth option, cost and set-up, custodian/trustee requirement, and investment differences. As a provider of both types of accounts Directed IRA can help you with either account option and KKOS Lawyers (www.kkoslawyers.com) can advise along the way, and set-up the Solo 401k if necessary.

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Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat for their weekly tax and legal tips, and a straight forward discussion on asset protection strategies that are effective AND affordable. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat for their weekly tax and legal tips, and a conversation about asset protection trusts. There is a lot of misinformation and scams out there regarding complex trust planning for asset protection.  Mark and Mat break it down with the truth. For more information visit www.refreshyourwealth.com.

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Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat for the weekly tips, and how to build your 2020 Business Strategic Plan. How do you build a Strat plan? Why? What are the things that should or shouldn't be included? This is a discussion you want to listen to and implement. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat for their regular tax and legal updates, and also their Annual year-end show on charitable giving options and strategies for tax write-offs and personal benefits. Also, important insights on when and how to give properly for charitable reasons.  Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss their hottest year-end tax strategies in a fun and interesting format. Learn AND save money. More info at www.refreshyourwealth.com. 

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Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat, with Special Guest Kristie Parker, for Part II about investing in property outside of the U.S. How to analyze the property, and most importantly the tax and legal practicalities and what to be aware of. For more information and to sign up for our newsletters visit: www.refreshyourwealth.com.

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Join Mark and Mat as they answer difficult tax and legal questions from around the country!   Learn more at www.refreshyourwealth.com.

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Join Mark with special guest and international tax attorney Kristie Parker as they discuss travel and property abroad. Including a weekly tax and legal tip, and how to respond to a potential mugging, carjacking or kidnapping abroad. This is a fantastic show to share with others!  More info at www.refreshyourwealth.com

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Join Mark and Mat as they share their weekly tax and legal tips, as well as important methods and strategies to better succeed with a written 10-year plan. Consider the ideal scene you want for your financial future, and work backwards with a specific strategic plan. Sign up for their free e-newsletter and learn more at www.refreshyourwealth.com. 

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Learn how to protect your company name, product, service names, or slogans with a federal trademark from the USPTO. Jarom Bergeson, an attorney at KKOS Lawyers, has filed over 100 trademarks for clients and explains the process, timeline, fees, and qualifications for obtaining a trademark. For more information visit: www.refreshyourwealth.com.

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Is all debt bad? Mark and Mat don't think so. Some debt is good and very important to building wealth. At the same time, any version of debt if it isn't handled with self-control and in a wise way. Mark and Mat break down 4 categories of debt, and positive smart ways to approach debt and your credit score.  More information at www.refreshyourwealth.com.

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat with their regular weekly tax and legal tips, and an amazing conversation about how to build a ROTH IRA to over $1 million! They will discuss the difference between saving and investing and give over 10 ideas of ways to invest your IRA to get double-digit returns every year. For more information visit www.refreshyourwealth.com

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Join Mark and Mat as they talk about ways to pay for college including yourself, younger and older children, and tax incentives to pay for this enormous cost in your life. In this episode (part 2), they will be covering financial aid, scholarships, grants, and small businesses!!Check out Kalman Chany's website: http://www.campusconsultants.com/ For more information visit www.refreshyourwealth.com

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat as they talk about ways to pay for college including yourself, younger and older children, and tax incentives to pay for this enormous cost in your life. Later they will be covering financial aid, scholarships, and grants in part 2 of the radio show! For more information visit www.refreshyourwealth.com

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Your company secrets and client lists are sacred and critical to protect. Join Mark and Mat as they go through 5 threats that could ruin your business or your wealth. Plus, weekly tax and legal tips with a fun conversation. For more information visit www.refreshyourwealth.com

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Don't think that you can avoid this conversation. The death tax and income in respect of a decedent is alive and well!! Join Mark and Mat as they discuss the state estate tax, and inherited retirement account income, as well as their weekly tax and legal tips. More info at www.refreshyourwealth.com.

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We are now seeing the actual impact of the TCJA (Tax Cuts and Jobs Act) on thousands of tax returns! Join Mark and Mat as they discuss the practical tax planning strategies that are evolving in 2019. They will also go over Mark's new book "The Tax and Legal Playbook - The Game Has Changed 2nd Edition". Learn more at www.refreshyourwealth.com

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Private lending with your personal money or retirement account can be extremely profitable, but also comes with risks simply in procedures and checklists.  Mark and Mat talk about how to borrow and how to lend wisely and carefully from a legal point of view. For more information and episodes visit: https://refreshyourwealth.com/

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Understand when a Joint Venture Agreement is the best strategy compared to a Limited Liability Company. They are completely different and have pros and cons.  Also, Mark and Mat lay out their weekly tax and legal tips in a fun interesting format. For more information and episodes visit: https://refreshyourwealth.com/

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Over 50 Million Americans now have a 'Side Gig' or 'Side Hustle'.  Mark and Mat give important tax and legal tips for those with a side business and how to approach it with your boss, your legal structure and your tax planning. More information visit www.refreshyourwealth.com.

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Join Mark and Mat for their weekly legal and tax tips, and also an interview with Spencer Taylor, Director of Operations at Millcreek Commercial Properties. Learn important insights and differences between residential and commercial real estate, how to analyze a commercial property, what commercial property types exist, and the types of commercial tenants to seek out. Millcreek buys and owns single-tenant commercial properties across the U.S. visit www.millcreekcommercial.com for more information. For more episodes and information about the podcast visit www.refreshyourwealth.com 

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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat for their regular tax and legal tips and an indepth discussion about 'Business Continuation Plans'.  Why you need one and How to implement them. When are they binding and how do you plan for the succession of your business when you sell or pass away. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the SBA loan strategy with their special guest, Jonathan Morris. Jonathan goes into great detail about what SBA loans you should use and what to expect. Learn more about Jonathan and his business at www.titanbank.com/ Mark and Mat also share their weekly tax and legal tips to help you succeed in your American dream. Learn more at www.refreshyourwealth.com 

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Join Mark and Mat as they welcome special guest, Attorney Deven Munns, specializing in the Opportunity Zone tax strategy. If you have capital gains from stock, real estate or even a business sale, the Opportunity Zone may be the answer. Mark and Mat will also cover their regular weekly tax and legal tips: something for everyone! More information at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat as they discuss the techniques and best practices to manage and train employees. They will be joined by Rene Boer, author of the book “How to Be A Great Boss”.  Rene is a ‘Implementer’ at www.eosworldwide.com (Entrepreneur Operating Systems).  Mark and Mat will also share their weekly tax and legal tips to save you thousands of dollars. Learn more at www.refreshyourwealth.com. 

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Mark and Mat discuss the tax and legal issues and options of when and how you should put your spouse on the payroll in your business. Watch the YouTube Video on this very topic here: https://www.youtube.com/watch?v=T7oVjgQZewk.They tackle the tough topics of social security, 401k planning, healthcare and how they affect this important decision.  Combined with their weekly tax and legal tips, you don't want to miss this show.  For more information visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat as they dive deep into the topic of Roth Iras.  This is not a 'superficial' look or review.  If you don't know what a Roth is OR THINK you know...this Podcast will blow your mind!  A ton of detailed, hard-hitting technical data with a basic intro to boot.  Regular tax tips are also here with two important tips BEFORE you file your taxes. For more information visit refreshyourwealth.com

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Mark and Mat share their regular weekly tax and legal tips and discuss the difficult and scary situation of owing the IRS money. The first and most importantly thing to know is that you have options! Listen to this podcast to understand all the ideas and strategies you could implement when you owe the IRS money. For more information visit refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Mark and Mat hit their regular tax and legal tips in an interesting and fun format. They are also joined by Kathy Fetke as they discuss how to deal with and invest when the real estate market is at an all-time high. Kathy is the author of the book "Retire Rich with Rentals: How to enjoy ongoing Cash Flow from Real Estate...so You Don't Have to Work Forever".  Learn more at www.refreshyourwealth.com.

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Mark and Mat cover their regular weekly tax and legal tips with important deadlines upon us. They also welcome special guest Chief Information Officer, Maria Roat, to discuss Cyber Security for your business. Learn more at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at https://refreshyourwealth.com/

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Join Mark and Mat with regular tax and legal tips and discussion on raising capital for real estate and business deals. They will be joined by Jamison is the co-founder of Neighborhood Ventures neighborhood.ventures and has used crowdfunding rules in Arizona to fund two multi-family real estate deals with over 100 investors in each. He is a former analyst at Goldman Sachs and a VP of Investor Relations at Lifelock. Jamison explains the practical sides of raising money and how to market and then communicate to investors. For more information visit www.refreshyourwealth.com

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Want to invest your IRA in Real Estate? Mark and Mat break down the basic steps and strategies to self-direct and invest in rental property or raw land. Open up a self-directed IRA account at www.directedira.com. This also includes your 401k, SEP, Roth or HSA. Learn more and sign up for their E-Newsletter at www.refreshyourwealth.com.

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Join Mark and Mat and special guest JJ Luna, a privacy expert and author of the book “How to be Invisible”, 3rd Edition. This is a fascinating and extremely helpful topic to understand. JJ, an international privacy expert will tell stories and explain practical privacy strategies every American should know. For more information visit www.jjluna.com and www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance  to Mark@kkoslawyers.com and  Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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As part of our Entrepreneur in the Trenches series Mat interviews Sonny Goodman who is a partner in Transform with celebrity trainers Chris and Heidi Powell. Chris and Heidi had a hit show on ABC called Extreme Weight Loss which ran for 5 seasons. The app is their effort to reach more people who want to transform their bodies and life. Find Transform at www.transformhq.com. Listen to what Sonny learned during the process in creating an app, how it works with Apple and Google (and what they charge), what it takes to get something up, and who you need to hire and engage in the process. Learn more at www.refreshyourwealth.com. 

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Join Mark and Mat as they discuss the benefits of the S Corp, when to use it and how to maintain it. If you own an operational business or flip properties, this entity could save you thousands and give you the protection you need. Learn more at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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This could be the most important Podcast you listen to in January. Join Mark and Mat as they break down how to build a Strategic Plan and give you sound advice and caution on how to properly set goals for your business this year. Learn more at www.refreshyourwealth.com

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Join Mark and Mat as they discuss the benefits and drawbacks of the franchise model of doing business. They welcome special guest Rick Grossman, author of the book "The Franchise Bible". If you are thinking of franchising, this show will certainly help you in your decision making. If you are interested in learning more, visit our page at www.refreshyourwealth.com

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Join Mark and Mat as they discuss important tax and legal strategies related to your auto, SUV or truck. They will also be joined with special guest Paul Maloney of www.carleasingconcierge.com. Paul is an expert on whether or not to purchase or lease a vehicle. He will also give tips on how to negotiate with the dealer. These are not only tax strategies, but financial considerations that could save you thousands. Learn more at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they highlight 15 of their best year-end tax tips and strategies. It’s fun, interesting and a great list of items to cover with your tax advisor before the end of the year.  Don’t miss this and have a pen and paper handy.  More info at www.refreshyourwealth.com

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Many are predicting a Recession or Downturn in the next 18 months. What can you do to prepare now? Join Mark and Mat as they share their weekly tax and legal tip, as well as 5 critical strategies to prepare for a major recession. This could save your financial life. Learn more at www.refreshyourwealth.com

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Healthcare is becoming one of the biggest expenses for business owners and it has to be discussed. Join Mark and Mat as they discuss strategies to save on premiums, and tax strategies to enhance your health care needs. Deadlines are coming up! This is a critical show, please listen carefully and take notes! For more information visit www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they take on the Solo 401k and cover their most frequently asked questions by their clients regarding the 401k.  You'll be surprised as to what you can accomplish with a fully self-directable, solo 401k, where you serve as your own trustee. Amazing!!  For more information visit www.refreshyourwealth.com

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Join Mark Kohler and Mat Sorensen as they discuss the strategies and opportunities with the future of cryptocurrencies. What does this mean for us as business owners? How does this affect investment options? What is the future of cryptocurrency? Then in the latter half of the show, Mark and Mat bring on the special guest Scott Carter (Coming back for the second time) and discuss the importance of understanding the crypto market! This is a critical discussion and even though its complex it is important for everyone to understand. Please take this episode seriously, take notes, and try to implement some of our fantastic strategies mentioned throughout the show! More info at www.refreshyourwealth.com.

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Join Mat Sorenson and Jarom Bergeson as they discuss how to raise money LEGALLY from family and friends. This topic can be very complicated and risky, so we go over the do's and don'ts and what to consider when trying to run a business or real estate deal with family and friends. For more information visit www.refreshyourwealh.com

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the home office tax deduction and using a virtual office address for your business. Privacy and tax deductions can actually be coordinated. Learn the tricks and strategies with this and also the registered agent address on the show. For more information visit www.refreshyourwealh.com

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Join Mark and Mat as they break down the incredible new tax strategies for entrepreneurs writing off their car, truck or SUV.  They are calling it the “Year of the Auto”.  They haven’t been this good in 25 years.  EVERY small business owner needs to be aware of the auto deduction strategies under the new TCJA.  For more information visit www.refreshyourwealth.com.

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Join Mark and Mat as they welcome Trademark Attorney, Jarom Bergeson, to discuss the options of using a Trademark in a business. Why use a Trademark? How much does it cost? How do I name my business and use the trademark at the same time? For more information see www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Mark and Mat cover questions from America regarding tax and legal strategies for Real Estate Professionals. From Realtors and Brokers to Flippers and Developers, even long-term rental and VRBO AirBnb property owners, Mark and Mat break it down into REAL strategies that save money and better protect your assets, More info at www.refreshyourwealth.com 

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Have you ever dreamed of starting your own non-profit? Is it one of your life long goals to set up your own charity to give back and hopefully make the world a better place? Join Mark and Mat as they discusses the issues, strategies, steps and costs to form your own non-profit. This show will give you the road map to get started and make it ultimately happen. More info at www.refreshyourwealth.com.

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Join Mark and Mat as they break down all of the steps of maintaining your LLC or S-Corporation. Whether its a brand new entity or you've been operating for years, there are basic procedures you should be following to get maximum asset protection and tax savings. More info at www.refreshyourwealth.com .

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This is a show for anyone that is doing freelance, a 'side gig' or driving for Uber or Lyft.  Mark and Mat discuss all the important tax strategies that work for the new business owner and specifically to that of a driver for hire.  For more information check out www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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When's the right or wrong time to sell a rental property? Mark and Mat welcome special returning guest Steve Olson, National Real Estate Broker for Investors, and President of Fourplex Investment Group www.fig.us. In this fun, interesting and insightful conversation learn about the options and strategies when choosing to sell a rental property. If you own rentals you don’t want to miss this show. More information at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the fascinating issues regarding drone laws. How do you operate a drone and not get into trouble? Can you make money when using a drone and could it help your business? Mark and Mat will be joined with national drone law expert Jonathan Rupprecht, author of multiple books on drone laws and legal issues. You won't want to miss this one!! 

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Mark & Mat break down the unique area of investing in precious metals with special guest, Scott Carter.  Get your regular tax and legal tips and a fun and unique discussion regarding gold & silver and when it may be a good investment for you. Scott Carter is a national expert on the topic and CEO of www.pmcapital.com.  You can also get more information about precious metal investing at www.scottcarter.com. Listen in for insightful comments to help you build wealth with privacy and protection against the dollar, real estate and standard stock market products. More info about the show and Mark and Mat at https://mainstreetbusiness.com/

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Get Mark & Mat's regular tax and legal tips, and learn about social security strategies. Will Social Security be there for you? How much would you get now? When should you start claiming Social Security and how much should you pay in now?!! Believe it or not, there is a method to maximizing your social security benefit. Joining them for insightful and powerful ideas, will be Social Security planning expert, Randy Luebke, of Lifetime Paradigm. More info at www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they welcome special guest Bruce Norris of www.thenorrisgroup.com. Bruce is a hard money expert, national educator on lending, and real estate analyst. Take notes as they discuss the risks and rewards of hard money lending and the so-called real estate bubble in America today. Learn more at www.refreshyourwealth.com.

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Real Estate investors are still using the 1031 exchange strategy and more than ever. With real estate values in most markets at a 10 year high, it's critical to understand the strategies and options of a 1031. Join Mark and Mat as they welcome Scott Saunders of Asset Preservation, Inc. to break down the basics and a few cutting edge strategies. Learn more at www.refreshyourwealth.com.

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The student loan debt in America is escalating to epidemic proportions.  It truly is a crisis affecting millions with not many foreseeable options for the individual in this personal catastrophic situation.  Join Mark and Mat as they break down options to stay out of this terrible debt situation, and then to get at out of it with any possible tax or realistic economic solution.  Here the article we discussed in the show on education tax strategies: https://bit.ly/2kFzRXW. Learn more about the show and sign up for Mark and Mat’s Free E-Newsletter at www.refreshyourwealth.com.

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Join Mark and Mat as they share their regular weekly tax and legal tips, and also talk about the making of their new YouTube Video on Estate Planning titled: Your View from Heaven Could be Hell.  Many people don’t realize how ugly it could be without a Will or Trust.  Surprising to say the least.  Learn more at www.refreshyourwealth.com. Link to the Estate Planning Video discussed in the show: https://www.youtube.com/watch?v=HA4BEyLdZSk.

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Listen in for your regular weekly tax and legal tips and a surprising conversation about the opportunities of investing in raw land. Mark and Mat are joined with a special guest, Mark Podolsky,"The Land Geek", with 15 years experience buying and selling raw land. Mark will be explaining his incredible system for making passive profits from investing in non-rental property. You wont want to miss this. For more information visit www.refreshyourwealth.com.

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Join Mark and Mat for their weekly tax and legal tips and a strategic conversation about moving to a new state to save on federal and state taxes. Learn which states may help you with a strategic advantage and possibly improve your lifestyle to boot. State tax rates are climbing and they aren't deductible like they used to be on your Federal return. Buckle up. Learn more at www.refreshyourwealth.com

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Join Mark and Mat for their weekly Tax and Legal Tips and a discussion about business partnerships. They will share their Top 10 considerations to make sure your business partnership is a success. Being in a partnership can help you succeed, or if documented improperly, it can cause your failure. Tune in for the dos and don'ts you need to play it safe and win! For more information and sign up for their week free E-Newsletter visit www.refreshyourwealth.com. 

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The Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning and Business Planning. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they fire off the hottest tax filing strategies before you hit send. If you're still waiting to file your 2017 taxes it's guaranteed you'll find something in this podcast that will save you some extra taxes, stress, or money. More information at www.refreshyourwealth.com 

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Join Mark and Mat as they discuss strategies for getting your business up and going as soon as possible and making a profit.  Joining them is special guest David Pike, author of the book “The New Startup: A Modern Guide to Launching a Business Quickly and with Minimal Cost”.  Also catch their regular tax and legal tips to help you build your wealth!  More information at www.refreshyourwealth.com.

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Join Mark and Mat for the regular tax and legal tips, and special guest John Dumas - Entrepreneur on fire and Author of the "Mastery Journal", enjoy a lively conversation about taking action and avoiding procrastination. More information at www.refreshyourwealth.com

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This weeks Refresh Your Wealth is something special. Do you love your weekly tax and legal tips? Well how about an entire show dedicated to giving you awesome tips and stratagies on your tax and legal concerns. No special guest just pure unfiltered questions and answers on tax and legal strategies. Learn more at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com.  Please listen in as Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning.  Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they talk about the power of your website and maximizing its searchability on the web. They will be joined by Phil Singleton, author of the book SEO for Growth: The Ultimate Guide for Marketers, Web Designers & Entrepreneurs. Phil has also been featured on MSNBC, Entrepreneur and Search Engine Journal, and was named by Forbes as the #1 SEO book on its list of "Essential SEO Books for Every Startup to Read". Learn more about Phil at www.kcwebdesign.com. We promise you will love this show with regular tax and legal tips from Mark & Mat. Learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they talk about the private investigators and security for your business. They welcome special guest Jeff Zisner from www.aegis.com. Enjoy an interesting discussion about work private investigators do and how they may help your business or divorce. More information can be attained at www.refreshyourwealth.com. 

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The Open Forum Show is always a favorite of our listeners!! Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com.  Please listen in as Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning.  Learn more at www.refreshyourwealth.com.

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Join Mark as he hosts the show with a special guest and important topic:  How to raise money for your amazing idea!!  There are numerous options on how to raise money for your business idea.  Do it right and increase your chances for success...Do it wrong and increase your chances of going to Jail.  Mark will be joined with special guest Jarom Bergeson, a securities and tax attorney at kkoslawyers. Learn the basics and where to go next. Also don't forget to sign up for Mark and Mat's FREE E-Books and weekly E-newsletter at www.refreshyourwealth.com.

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Join Mat and Mark and learn from two experts on internet businesses. First is guest Scott Fox, author of Click Millionaires: Work Less, Live more with an Internet Lifestyles Business You Love and founder of the community clickmillionaires.com. And closing out the show is guest Keala Kanae, who started his first business at just 18 years old and endured countless failures and defeats for a decade until he found success online and had over $20M in revenue on-line in just two years’ time. Kaela's business AWOL Academy focuses on internet marketing and boosting online revenue. If you're are interested in learning more visit awolacademy.com. Also don't forget to sign up for Mark and Mat's newsletter at www.refreshyourwealth.com.

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Mark and Mat break it down once again with some valuable tax and legal tips, plus an exclusive look at the best new mobile applications for business owners. Mat and Mark bring in two amazing guests Pablo Fuentes host of the Small Business War Stories podcast and CEO and founder of Proven.com. Also, they will be having special guest, Tyler Thompson from Deductr to talk about the Mark Kohler App for small business owners.  Both will share their game-changing small business apps for 2018. But don't worry this isn't just limited to small business owners! The show hyper-focuses on the content within these apps and how they can help each business owner in their own particular way. So pull out your notepad, pen, and a big bowl of popcorn and take notes on these amazing tips so you can achieve the American dream.

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Join Mark and Mat for some amazing tax and legal tips and 5 Ways to Grow Your Business with Clay Clark. Sign up for the E-Newsletter or schedule an appointment at www.refreshyourwealth.com.

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Mark and Mat cover your tax and legal questions LIVE.  Sign up for the E-Newsletter or schedule an appointment at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the power of the LLC and how to get the maximum protection from the LLC structure. Setting it up properly and maintaining it is critical or it isn't worth anything!!

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Join Mark and Mat with special guest Don Kiolbassa, author of "Discover Your Dragon, 5 Steps to The Victorious Life.", as they discuss ways to better implement and execute your 2018 New Years resolutions. Having a 2018 Strategic Plan for your business and finances is critical for success on the quest for your American Dream. Learn more about their law firm and show at www.refreshyourwealth.com. 

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Join Mark and Mat as they go through the GOP Tax Bill and make sense of it in layman's terms. Will you Save?  How much?  What are the top tax tips for individuals and small business? Yes, it's a complex piece of legislation, but Mark and Mat make it easy to understand and 'some what' fun to learn about.  Learn more about the show at www.refreshyourwealth.com.Log in

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The Open Forum Show is always a favorite of our listeners!! Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com.  Please listen in as Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning.  Learn more at www.refreshyourwealth.com.

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Join Mark Kohler and Mat Sorensen as they break down the unforeseen issues of bitcoin and cryptocurrency when it comes to tax planning, self-directing, and legal issues. They are joined by special guest Amy Wan, attorney, founder, and CEO of Bootstraplegal.com. For more information on the show and to sign up for Mark and Mats newsletter go to RefreshYourWealth.com

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Join Mark and Mat as they share their top year-end tax strategies for individuals and small business owners. If you want to save big time on taxes and prepare for the new GOP tax bill, you have to listen to this podcast!! Have your pencil and pad ready. For more information visit www.refreshyourwealth.com 

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Join Mark and Mat as they discuss so many of the current issues with employees including sexual harassment and employment policies.  They will be joined by Entrepreneur Magazine Columnist, and NY Times Best Selling Author of “Brand Builder”, Adam Bornstein. If you have employees OR want to hire employees you need to listen to this show. For more information about Adam and Pen, Name Consulting visit www.penname.co or his annual entrepreneur event at www.two12.io.  Learn more about this powerful tax and legal podcast at www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, November 22nd at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or email your questions to mark@kkoslawyers.com or mat@kkoslawyers.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mark and Mat as they break down the GOP House and Senate Bills and how they will impact your small business. They have read both Bills and understand what provisions can help or hurt your small business. For more information visit www.refreshyourwealth.com.

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Join Mark and Mat as they discuss Mark's new book "The Business owners guide to financial freedom". Mat plays host and interviews Mark with his co-author Randy Luebke about important tips and strategies for business owners as they approach their financial plan. Learn more at www.refreshyourwealth.com

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Join Mark and Mat as they discuss the 401(k) and year-end tax planning. Make sure to take notes because the power of the 401(k) for a small business owner is something to take seriously. We desperately want our clients to have a well-balanced approach to wealth building and the 401(k) is a part of it. Learn more at RefreshYourWealth.com

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Join Mark and Mat as they discuss tips and strategies on finding the right tenant for your rental properties and also drafting the most effective lease agreement. The will also be joined with special guests Steve White and Eric Worral from www.RentPrep.com.  Steve and Eric have screened thousands of tenants for property owners over the past 10+ years.  You will be amazed at the insightful tips that will help you maximize your profits with your rentals.  For more information and to sign up for Mark and Mat's weekly E-Newsletter visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, October 18th, at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mark and Mat as they discuss the growing strategy of DST or Deferred Asset Trusts. It's an advanced tax strategy used for selling property or businesses and growing in popularity. They are joined with licensed financial advisor Randy Luebke who has worked on a number of these complex plans and shares his insights on the pros and cons of the DSTs.  If you are selling a highly appreciated asset, this show is a must!!  For more information about the show visit www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the current state of real estate education in America and the good, the bad, and the ugly. Learn how to get educated in real estate, while avoiding the scams and getting the right info. They will be joined by special guest Bob Snyder from Renatus to talk about online education and sales strategies to avoid. If you're learning about real estate you will not want to miss the show!

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Join Mark and Mat as they discuss the most cutting edge and productive strategies to save on healthcare costs and save taxes. This is actually a very fun and informative conversation about health care that will catch you off-guard! We promise you will enjoy it! Sit back, relax, grab a drink and takes notes through this awesome Refresh Your Wealth Radio Show. Don't forget you can get access to old shows and learn more at www.refreshyourwealth.com so make sure to take advantage of all the awesome topics we have discussed in the past.

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, September 20th, at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mark and Mat as they discuss how to protect your intellectual property and specifically the use of trademarks. As business owners we spend so much time and money branding our company names, logos and images, it's important to understand how to protect them from other businesses capitalizing on our property, our image, our likeness: Our Intellectual Property. They will be joined with attorney Jarom Bergeson, licensed to filed trademarks with the U.S. Patents and Trademark Office. The advice in this podcast and show could save you thousands of dollars and hours upon hours of wasted time and heartache. Get access to old shows and learn more at www.refreshyourwealth.com.

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Join Mark and Mat with Johnny Dessauer, author, real estate investor and expert living in Key West, Florida. Johnny facing a potential disaster himself gives 4-5 tips on how to prepare your rentals in the event of damage from a natural disaster. Johnny is the author of Real Estate H20 and several other books, and CEO of The Dessauer Group. Learn more about Johnny at www.johndessauer.com. Sign up for the weekly Newsletter, get access to old shows and learn more at www.refreshyourwealth.com.

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Join Mark and Mat with Stacy Springer, CEO and Founder of Einstein's Kitchen. Stacy is a Chef and T.V. personality in the Salt Lake and Park City, Utah teaching cooking classes while running her own catering business and other food related ventures. Learn how she is branding herself in order to differentiate herself from others in the industry and finding the motivation to succeed. No matter what business you are in you will learn something to help you in your own venture. Catch Mark and Mat's weekly tax and legal tips as well as learn about Stacey and www.ekbites.com. Get access to old shows and learn more at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, August 23rd, at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mark and Mat with Jennifer Killian, owner of "And Shes Dope Too", a business centered on outdoor events for women seeking community, friendship, adventure, and acceptance: www.andshesdopetoo.com.  If you want to hold events or training in your business as another revenue stream, you'll certainly LEARN something NEW during this interview. You never know what direction your business could do in.  Get access to old shows and learn more at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the cutting edge strategy of self directing a retirement account. They will start with the basic steps and then blow your mind with some advance strategies and options, including your 401k, IRA, and even Health Savings Account. Invest is what you know best!! Help your IRA or retirement account make the investment returns you deserve!!  More info at www.refreshyourwealth.com.

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Join Mark and Mat with leadership expert MIchael Rogers, author of "You Are The Team: 6 Simple Ways Teammates Can Go From Good To Great".  Building and increasing your teams performance is critical for your success.  Learn several key strategies that will help you with a leader in your business today.  Why settle for a "good" company when you can be a "great" company!  Mark and Mat are leading experts in building a business and making it successful.   More info at www.refreshyourwealth.com.  

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, July 19th, at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mark and Mat as they hit their weekly tax and legal tips and the jump into the important topic of how to value and price your business for sale. Business owners tend to think their business is worth more than it really is and don't know how to practically increase it's value for a business appraiser and ultimately a 3rd party purchase.  Mat and Mark bring this topic alive with important tips, banter and jokes that make's it interesting to listen and understand.  Stay in touch as Mark also discusses this important topic in an entire chapter in his new book coming out this Fall..."The Business Owners Guide to Financial Freedom" (release date Nov 1, 2017). More info at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss Marketing Strategy with expert Spencer Taggart. Spencer has helped start-ups and Fortune 500 companies with Marketing Strategy and explains that there are three key questions any company must answer before they market their product or services. Why does our company exist? Who do we serve? What is our message? Once you can answer these three questions, all of your marketing questions, tactics, and strategies become much more clear and you’ll see a significant improvement in results. Spencer works for www.boncom.com and has been involved with many successful company marketing programs. More info at www.refreshyourwealth.com.

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Join Mark and special guests, Cassidy Carter, CPA and Buddy Rushing, Active Duty (USMC), as they discuss wealth building and entrepreneur strategies when preparing to transition from military to civilian life. Also, they will be sharing multiple tax strategies for veterans AND active duty military personnel that could save you thousands.  If you or a family member are directly associated with military service you will love this show!! More info at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. BROADCASTING LIVE on Wednesday, June 21st, at 12noon MTN.  We NEED and WANT your INPUT and QUESTIONS!! PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mat and Mark as they discuss the exciting topic of Raising Money Online for your Real Estate Deals, with Special Guest Adam Hooper, CEO of Real Crowd.  Whether you are just entering the field of real estate investing or are a seasoned veteran, this is a show you won't want to miss!  Guest, Adam Hoooper has worked on over $3 billion of real estate transactions, with a wide spectrum of real estate professionals, sponsors, lenders, investors, developers and institutional clients.  To learn more about Adam and his team, visit www.realcrowd.com .  To work with Mat and Mark and their team, learn more at www.refreshyourwealth.com

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Join Mat and Mark, with Special Guest Jason Andrus, as they discuss everything you need to know before purchasing a property.  As an inspector, Jason has become an expert in this field over the length of his career.  Learn, as he shares his wealth of Information regarding this important topic.  To work with Jason, contact him at 208-520-3907.  He can also be found on FaceBook at Andrus Home Inspections.  To learn more about Mat and Mark and their team, visit Refreshyourwealth.com today!

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Join Mark and Mat, with special guest Lee Chen, negotiator with the IRS, as they discuss ways to avoid an audit and how to deal with the IRS if you owe them money.  There are unique and important strategies that every tax payer needs to know to avoid a terrible audit situation or if you are having problems.  Whether you are dealing with the IRS currently, or may deal with them in the future, this is a show you won't want to miss!  To learn more about Mat and Mark and their firm, visit the Refresh Your Wealth Podcast Website at http://refreshyourwealth.com/  

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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One of Mark and Mat’s best shows this year!!  A fun and information packed show on creative estate planning, with fun examples and complex tips on Charitable Remainder Trusts, Dynasty Trusts, and basic Revocable Living Trusts and Estate Plans. For more information and to receive their free weekly E-Newsletter visit www.refreshyourwealth.com. 

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It's almost Mother's Day Weekend!  Join Mat and Mark in this special tribute to mothers and the role they have played in inspiring business owners around the world.  Along with the regularly scheduled tax and legal tips, we brougth on two special guests for this week's podcast.  This is an episode you are sure to remember, as Mat and Mark recount many of the things their mothers taught them about being succesful in business and in life.  For more information on the Refresh Your Weatlh Show, visit http://refreshyourwealth.com/

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Join Mark and Mat as they discuss the underground world of Note Investing.  Learn the tricks and strategies with special guest Aaron Halderman and this fascinating type of investing.  This is a show you won't want to miss!  You never know when this knowledge might come in handy.  To learn more about Aaron and his company, visit his webiste http://www.notetools.com/.  Aaron also hosts an annual Note Investor Summit, which can be found at http://www.noteinvestorsummit.com/ To learn more about the show or to contact Mark and Mat, visit http://refreshyourwealth.com/ today!

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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If you’re self-employed in a marketing or sales business, you have special legal considerations, tax benefits, and planning you need to undertake. Make sure you know the right entity to use, the tax strategies available, and the common financial and legal issues that marketing and sales professionals face. Learn the proper structure and guidelines to keep your business simple and tax efficient.http://www.refreshyourwealth.com

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Be careful to click with a mouse and think you have the right entity, an S-Corporation could be the perfect choice and you might not even know it. In this show, Mark and Mat break down all of the pros and cons of how, when and why to use an S-Corporation. There are so many options when structuring your business and understanding the benefits of an S-Corporation - which could save you thousands in the short AND long-run. This is a show you won't want to miss!http://www.refreshyourwealth.com

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One of the best ways to learn about business is listen other blazing the trail.  Join Mark and Mat as they talk with Mat Parker from Album Surf.  Mr. Parker shares incredible insights and tips for entrepreneurs trying to build and brand their own business. You can learn more about Album Surf at www.albumsurf.com.  Don’t miss the show and learn strategies you can employ in your business immediately.http://www.refreshyourwealth.com

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Show will Broadcast LIVE March 29th at 12noon (MTN).  Call in at 646-668-8326 or listen at this link. The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards.  For more info visit www.refreshyourwealth.com.  We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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There are more RVs being sold this year in American any year in recorded history. What’s the catch? Are there related business and tax strategies?  Surprisingly, your RV could be used for much more than recreation and actually make you money!  Join Mark and Mat as they speak with Steve Anderson, President of Workamper News, an organization helping RV owners travel and make money around America.  If you own an RV, rent an RV or ever think you may own an RV, this is a show you won’t want to miss. http://www.refreshyourwealth.com

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There are a lot of factors to consider when choosing the correct entity for your business.  Taxes, asset protection, ease of operation, where and when to set up, raising capital, how many partners to bring on, etc.. Join Mark and Mat as they break down 12 different types of entities and help cut through the confusion in the marketplace. This is a show you won't want to miss! http://www.refreshyourwealth.com

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Having employees for your business can be a winning combination or a curse.  There are tax and legal issues every direction you look.  If you have employees, this is a must listen radio show!  Join Mark and Mat as they go through multiple considerations for your business, as an employer. http://www.refreshyourwealth.com

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Family businesses have created many dynasties but have also torn some families apart. Join Mat and Mark with their special guest Mark Morris. Mark is an entrepreneur himself, but has also been a successful consultant to hundreds of family owned businesses. Mark has an MBA from Harvard Business School and was a consultant with Deloitte Consulting and Bain & Company. Mark shares his experience and tips to succeed in a family business learned from solving issues for many successful family businesses. If you’re in need of Mark Morris’ expertise, he can be reached at mark.morris@morelta.com.http://www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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The Corporate Credit Industry has historically been one of fraud and scams.  However, Corporate Credit does work and can be a useful tool for the small business owner.  Join Mark, with special guest Eric Counts of Creditnerds.com, as they talk about cutting edge strategies for corporate and personal credit.  If you have started a new business or need capital for you ongoing business operations, this is an important show you will not want to miss. http://www.refreshyourwealth.com

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There is a lot of misinformation in the market place on how to fund an operational business with your IRA or 401k.  Join Mark and Mat as they talk about how you can hire yourself or access money within your retirement account to create a business, other than real estate.  Cutting edge information on retirement planning you don’t want to miss!

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Many people think that setting up a company is one sheet of paper and you're good to go.  That's far from the truth!  Join Mark and Mat as they discuss ways to maintain your company to win in court, or in an audit with the IRS.  There are specific things you need to do to maintain your corporation or LLC.  Yes, an LLC needs to do maintenance too.  Don't miss this show! http://www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Are you a small business owner?  Do you have an Internet Marketing Plan?  Join Mat and Mark as they discuss everything from Social Media to Customer Resource Management and why you need it!  Having an Internet presences is an important part of the equation that will bring you success as a business owner, no matter what industry you are in!  Guests Mike Catalano and Aaron Halderman break down some of their favorite resources to help you up your Internet Marketing game!http://www.refreshyourwealth.com

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Too many people and especially business owners think the only tax deadline to worry about is April 15th and they are sorely mistaken. Tax reporting begins immediately in January with 1099s, W-2s, Tax Deposits, and even unique IRA deadlines. Join Mark and Mat as they help walk you through the process and you'll have one by the end of the day.Join Mark and Mat as they discuss the important tax deadlines you need to know about for January 2017.  To sign up for their weekly Newsletter with tips and deadlines visit www.refreshyourwealth.com.

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Having a dynamic and evolving Strategic Plan for your business is critical for your success. However, many of us don't take the time to build and maintain such a Plan. Take this opportunity!! Join Mark and Mat as they help walk you through the process and you'll have one by the end of the day.  http://www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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It's now the Open Enrollment period for Health Insurance and there are a host of health care tax strategies to be aware of for 2017. Do you have questions about which health care plan is best for you? Are you considering a Health Savings Account (HSA) or Health Reimbursement Arrangment (HRA)? What is Donald Trump and the new Congress going to do about Obamacare? Join Mat and Mark as they break down the different options available to you. This is a show you won't want to miss! http://www.refreshyourwealth.com

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Join Mark and Mat with their weekly tax and legal tips, as well as and interview with Mat and special guest Kevin Harrington. Kevin is well known as the inventor of the infomercial and an original "shark" on the hit show Shark Tank! Listen as Kevin shares several stories about how he followed to entrepreneur's dream and got to where he is today. Kevin also breaks down his top ten list of ways to make a great pitch. This is a show that you won't want to miss! http://www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

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Join Mat, Mark, and special guest John Sloway as they discuss the importance of insurance for your real estate investments. What type of insurance do you get for your rental properties versus your business? Does umbrella insurance really work and cover you in every instance? How do you insure rental properties in multiple states? How to save money on insurance premiums. Mark and Mat interview John Sloway, President of AmZec Insurance Services, Inc. who offers a wealth of information you won't want to miss! http://www.refreshyourwealth.com

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On Tuesday November 8th the people of The United States of America elected Donald Trump to be their next president. Join Mat and Mark as they break down Trumps Tax Plan and all that it entails. From the Estate Tax to Health Care, this is a show you won't want to miss! http://www.refreshyourwealth.com

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Ten critical legal tips to protect your hard-earned money when you’re investing in businesses or real estate deals with others. Join us as hosts Mat Sorenson and Mark Kohler discuss their top ten tips when making an investment decision! For more information visit www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. The Show will Broadcast LIVE this Wednesday, October 26th at 12:00 pm MST/ 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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The Series LLC is getting more and more popular and valid now in over 15 states. The question is whether this is a good strategy for You! Join Mark and Mat as they break down the pros and cons of the Series LLC and how you may be able to put one to use in your asset protection plan.http://www.refreshyourwealth.com

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Your reputation is one of your most valuable assets and regrettably it can get destroyed online in a matter of minutes.  Many of us innocent of wrong doing, or at least wanting to share our side of the story, often throw up our arms and don't know what to do.  Join Mark and Mat with Colleen Devanney, an attorney who has worked on hundreds of internet related cases from across the country and develops unique solutions for companies and professionals that are being damaged or attacked online. http://www.refreshyourwealth.com

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This radio show will help you decide what retirement plan is best for you! There are so many options out there, it can be overwhelming. Mat and Mark are here to help you with that! http://www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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Join Mark and Mat as guest J. Massey breaks down his top 5 considerations when analyzing a rental property! 

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Every week, every DAY, we consult with clients on the proper entity selection for their business. We consider tax issues, partnership issues, asset protection, administrative costs, family issues, state issues, the list goes on and on. This is a SHOW you DO NOT WANT TO MISS. Mark and Mat will discuss the tricks and tips their legal team uses every consultation to help clients to stay out of hot water and find success in their business structuring. CALL IN LIVE for the show at (646) 668-8326 or listen in from your computer on Blog Talk Radio LIVE HERE. The Show will Broadcast LIVE this Wednesday, September 14th, at 12noon MTN / 2:00 EST. The Show will re-broadcast on iTunes here. http://www.refreshyourwealth.com

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75% of all households will incur long term care expenses during their lifetime. These expenses can be for health care issues related to you, your spouse, your parents or even your grandparents. Regardless of who these health issues affect, the costs of care can range from minimal to substantial. Join Mark and Mat as they discuss long term care insurance and provide you with a number of solutions to help you decide which choices may be best for you and your family with expert Randy Luebke. He is a Registered Financial Consultant, a Registered Mortgage Advisor, a life insurance agent, a real estate Broker, a mortgage broker, a stock broker and an educator in the financial services industry for more than 25 years.The Show will Broadcast LIVE this Wednesday, September 7th at 12:00 pm MST/ 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. The Show will Broadcast LIVE this Wednesday, August 31st at 12:00 pm MST/ 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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Join Mat and Mark as they discuss several options to raise money and do it legally without going to jail. They have consulted thousands of clients over the past 15 years helping them bring on partners, lenders and investors into their businesses and projects. It's critical to be careful in the methods you use to inject capital in your real estate projects or business. In this show, you will not only learn numerous options for raising money, but also some of the biggest pitfalls that could land you in hot water.http://www.refreshyourwealth.com

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Many young people don’t even have an idea of what it means to be financially responsible. They often lack the basic financial skills and struggle with their spending, use of credit cards, and making monthly payments like rent. Join Mat and Mark with special guest Andrew Lambert, President of Lambert Consulting, and a four-time award winning faculty member working for institutions including Penn State, Indiana University, and Hawaii Pacific University. They will discuss the lack of financial literacy, and provide strategies to be more financially responsible. The Show will broadcast LIVE this Wednesday, August 17th, 12:00 pm MST/ 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com  

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Do you work a 9 to 5 job? Good Pay, and Amazing Benefits. But there is one thing that is far more rewarding and meaningful is the idea of being your own boss. Now more than ever a growing number of professionals are starting businesses at home, once they finish their regular 9 to 5 job. Join Mark and Mat as they discuss the 10 types of businesses that you can build after 5:00 pm with their guest Sujan Patel, marketer, entrepreneur, and author of the book “100 Days of Growth”. Sujan is the co-founder of Narrow.io & ContentMarketer.io, tools to help marketers build their Twitter following and scale content marketing efforts. Sujan is an avid writer and has written for publications such as Forbes, WSJ, Inc and Entrepreneur Magazine. The Show will Broadcast LIVE this Wednesday, August 10th at 12:00 pm MST / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. The Show will Broadcast LIVE this Wednesday, August 3rd at 12:00 pm MST / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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One of the most common questions, we get from clients every day who are setting up their businesses: What’s the difference between business entity names, versus domain names, versus trademarks? On the surface, the differences might not seem like a big deal, but in fact each legal entity is unique. Join Mark and Mat as they discuss and breakdown the differences between entity names, domain names, and trademarks. If you’re going to spend a lot of time and money developing your business and brand, then, you can’t miss this show. The Show will broadcast LIVE this Wednesday, July 27th, at 12:00 pm MST / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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When your circumstances change, such as a loss of a job, or having a family; your current home may no longer fit your needs. If you are looking to convert your current home into a rental property, and place it onto the rental market, there are serious financial and tax considerations that you need to take into account. Join Mark and Mat as they breakdown the process of converting your home into a rental property with their guest Steve Olson,broker and private lender and expert in national real estate for the past 14 years. The show will broadcast LIVE this Wednesday, July 20th at 12:00 pm MST / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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Building a business on what you know is a key factor for success. The more you know about your industry, the greater your outlook for success. The less you know, the greater your chance for failure. Whether you’re already in business, or looking to start a business, it pays to heed the advice of others who have walked in your shoes. Join Mark and Mat as they discuss the importance on building a business on what you know with their guest Mike Glauser. Mike has extensive experience as an entrepreneur, business consultant and university professor. He is the cofounder and chairman of My New Enterprise, an online training and development company for aspiring entrepreneurs. Mike is currently the Executive Director of the Clark Center for Entrepreneurship in the Jon M. Huntsman School of Business at Utah State University. He has published three books on entrepreneurship: Glorious Accidents, The Business of Heart and Main Street Entrepreneur, which chronicles his 4,000 mile bicycle ride across America to interview 100 remarkable entrepreneurs. Mike has appeared on Great Day America, First Business from Washington, Voice of America, Good Morning Chicago and Associated Press Radio. The Show will broadcast LIVE this Wednesday, July 13th, at 12 noon MTN / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. The Show will Broadcast LIVE this Wednesday, July 6th, at 12 noon MTN / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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Parents listen up! Your kids want more money... and they are willing to work for it! Kids are always looking for ways to make extra money. So, why not empower your children to create wealth by launching their own business? Join Mark and Mat as they discuss the ways to help your children start a business, and instill a profitable moneymaking mentality that they will use for the rest of their lives.The Show will Broadcast LIVE this Wednesday, June 29th, at 12 noon MTN / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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Social networking is the top online activity for the average American, with U.S. users spending an average of 37 minutes a day engaging with others online. In the last year alone, the number of social media users has increased by 176 million accounts. Across all networks, people are listening. Is your business or brand taking advantage of all of those open ears? Join Mark and Mat as they discuss ways that small businesses can become more social media savvy with their guest Deidre Breakenridge, CE0 of Pure Performance Communications. A veteran in PR and marketing, she has counseled senior level executives at organizations including the Academy of Nutrition and Dietetics, and Blue Star Veteran. She is the author of five Financial Times books. Her most recent book, “Social Media and Public Relations: Eight New Practices for the PR Professional,” was published in May 2012. She is an adjunct professor at New York University (NYU), an online instructor for UMASS at Amherst Journalism Department, and she speaks nationally and internationally on the topics of public relations, marketing, and social media communications. She is a Lynda.com author with a 30-video course on the Fundamentals of Public Relations. Top Rank named her among the 25 Women that Rock Social Media. The Show will broadcast LIVE this Wednesday, June 22nd, at 12 noon MTN / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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Small businesses and entrepreneurs often neglect cybersecurity, because they assume it’s someone else’s problem, or their data is not worth stealing. But there are lots of reasons why cybersecurity should be priority number one for entrepreneurs and small business owners. Join Mark and Mat as they discuss the seven layers of cybersecurity with their special guest Scott Schober, Cyber Security Expert and President / CEO of Berkeley Varitronics Systems (BVS), a 44 year old New Jersey-based, family-owned company and leading provider of advanced wireless solutions and products for multi-national telecommunications and security markets around the world. Scott is also the author of "Hacked Again" which details his own experience being hacked and includes cybersecurity tips to help others not to fall victim to the same hacks. Recent media appearances include Good Morning America, Fox News, and Bloomberg TV. The Show will Broadcast LIVE this Wednesday, June 15th, at 12 noon MTN / 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. More info at www.refreshyourwealth.com.

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Having a successful business comes down to one thing: Knowing how to make sales. After all, what’s a business without knowing how to make money?Today’s guest is not only good at making sales, he has a heck of time in the process.Wes Schaeffer is the ruthlessly pragmatic entrepreneur, creator and owner of The Sales Whisperer®, an inbound marketing, sales training and consulting firm, who believes that marketing is just selling in print. Wes combines Southern common sense with military academy precision to help salespeople, sales managers, business owners and entrepreneurs achieve nearly miraculous growth. Since 2013 he has deftly hosted The Sales Podcast and is the the author of two books, "The Definitive Guide To Infusionsoft" and "It Takes More Than a Big Smile, a Good Idea & a Twitter Account To Build a Business That Lasts.” If you are wanting to become a sales machine and maximize your sales, you don't want to miss this show. More info at www.refreshyourwealth.com. 

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Fans of Bernie Sanders and #NeverTrumpers might not be ready to discuss a Hillary Clinton versus Donald Trump general election matchup, but the rest of the political world is—and the picture right now looks pretty grim for the taxpayers. Join Mark and Mat as they discuss the potential matchup of Hilary Clinton and Donald Trump, and the impact it will have on taxpayers if either win the presidency.The Show will Broadcast LIVE this Wednesday, May 25th, at 12noon MTN / 2 EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the crazy and often misunderstood topic of Estate Planning, Wills and Trusts. They will also give an update on the singer Prince's estate and what looks to be an ongoing saga and difficult situation for the family. Learn what YOU can DO to avoid leaving your family an estate planning mess, as well as learn about some creative options. The Show will Broadcast LIVE this Wednesday, May 18th, at 12noon MTN / 2 EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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Starting an online business isn’t easy; sustaining one is even harder. When every dollar spent comes out of your pocket, it is imperative to realize the maximum return on your investment while avoiding unnecessary mistakes which cost you time, energy, and valuable resources. Join Mat and Mark, and their special guest Steve Olsher as they talk about growing an online business and discuss proven strategies that will cultivate leads, dramatically increase conversion rates, and generate immediate and long-term cash flow. Steve Olsher is the Chairman & Co-Founder of Liquor.com, online pioneer who launched on CompuServe’s Electronic Mall in 1993, New York Times bestselling author of What Is Your WHAT? Discover The ONE Amazing Thing You Were Born To Do, author of the Business Technology Book of the Year, Internet Prophets: The World’s Leading Experts Reveal How to Profit Online, host of the #1 rated radio show/podcast Reinvention Radio, creator/host of Internet Prophets LIVE!, international keynote speaker, and in-demand media guest who has appeared on CNN, Fox Business and other national outlets. If you are wanting to start a business online, and maximize your profit, you don't want to miss this show.The Show will Broadcast LIVE this Wednesday, May 11th, at 12noon MTN / 2 EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. More info at www.refreshyourwealth.com.

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Can off-shore planning really work? Is it worth the risk? What are my options and strategies? Join Mark Kohler and Mat Sorensen as they discuss the Panama Papers and the flurry of press and exposure on current off shore planning strategies. They will also discuss Puerto Rico and the wave of U.S. Citizens moving to PR for tax planning reasons. Not only will this show be interesting, it may give you the initial ideas in strategies to save you some taxes or provide some asset protection with off-shore planning.http://www.refreshyourwealth.com

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Our clients are consistently asking for special tips and strategies to fit their unique situation when trying to find a rental property.  What area, what price point, when to purchase, how to fund the deal.  All of these can be challenging questions for even the experienced real estate investor.  Join Mark Kohler and Mat Sorensen with expert Jason Hartman for tips on your rental property hunting this year. Jason Hartman, is a national real estate broker, educator, author and expert helping thousands of clients around the country find the right rental property. You can learn more about Jason at www.jasonhartman.com.  Jason will share his insights, strategies and checklists on how to choose the best rental property for your situation. If you're going to buy a rental this year, you don't want to miss this show. More info at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. More info at www.refreshyourwealth.com.

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College has gotten insanely expensive. Many families worry how they are going to afford their kids education. Join Mark and Mat, and their special guest Bob Patterson discuss the ways to make a college education affordable. Bob has spent his 18 years in education immersed in the college application process. He has served as the Chair of Highly selective Admission Committees and has read and made decisions on over 100,000 applications at a variety of different types of institutions, including the University of Pittsburgh, UNC Chapel Hill, UC Berkley, and Stanford where he served as Director of Admissions. Bob has served as an elected delegate on the National Association of College Admission Counseling, has helped thousands of students throughout his career find and select best fit institutions and has been interviewed, featured and quoted in the popular media including but limited to the Wall Street Journal, the Chronicle of Higher Education, Bloomberg Radio, USA Today, San Francisco Chronicle and Family Circle Magazine. More info at www.refreshyourwealth.com. 

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Women and Men are different. Yes, you heard it first here! Well believe it or not, they are different in the way they also approach business. So even if you aren't a woman, you might do business with a woman and it wouldn't hurt to learn how they approach business. Mark and Mat welcome Meagan Hooper to discuss the challenges women face in business and how they consistently succeed. After working in finance for 10 years running the operations of a hedge fund and wealth management firm, she launched the online community bSmartGuide.com and empowers thousands of women business owners around the country with her speaking and articles.More info at www.refreshyourwealth.com.

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Finding the right area for a rental property and choosing the best deal can be a challenge to say the least.  Join Mark as he breaks down his 6 point method to insure finding a better rental property this year! "I have met with thousands of real estate investors over the years and seen what works and doesn't work- I want to share those strategies. Now of course, there is never a perfect situation for a rental purchase, to always be a success, but there are certainly general rules to follow."  Check out his Blog article on this topic as well here. If you're going to buy a rental this year, you don't want to miss this show. You won't want to miss this show!!http://www.refreshyourwealth.com 

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Corporate Credit is for real, but it can be a mystery as to how to implement it and avoid the scams in the process. Join Mark and Mat with expert Eric Counts from Credit Nerds to discuss cutting edge issues in building corporate credit. Eric is a national speaker and President of Credit Nerds helping hundreds of business owners around the country build their business credit with honesty and integrity. You won't want to miss this show!! More info at www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. More info at www.refreshyourwealth.com.

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It's been our mantra for years that all of our clients should consider buying one rental property a year... to build wealth, save taxes, and create cash flow. However, where we buy that property can sometimes be a guessing game. Join Mark and Mat with two national experts on where they feel the hot spots for rentals are in 2016. They will be joined by Johnny Dessauer, author, speaker, broker and nation leader in multi-family investing, as well as Steve Olsen, broker and private lender and expert in national real estate for the past 14 years. If you're considering buying a rental this year...this show is for you!! More info at www.refreshyourwealth.com.

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Doing repairs and improvements to your own property, let alone a rental property, can be tricky and expensive if you don't make the right decisions. How to get the best tax write-off? Should the people you hire be licensed? Who do you 1099? What is the difference between an Employee and Contractor? What happens if they get hurt on the job? The issues are many and full of opportunities to save money or make mistakes. Join me with a panel of experts to cover this topic and more! If you own a home or rental property, you won't want to miss this show!! More info at www.refreshyourwealth.com.

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Massive security breaches continue each month and almost week at some of the nation’s largest retailers, financial institutions, employers and even the Government. Knowing this, the obvious question is what can we do about it? What can you do practically today and tomorrow to protect your security. Join Mark and Mat with Financial Advice expert Randy Luebke to discuss 9 steps you can take immediately to protect your assets and information. More info at www.refreshyourwealth.com.

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The right to bear arms is a sacred right to many, but also, too many gun owners don't consider the fate of their guns when they pass away. Gun trusts are a powerful tool to protect valuable firearms with financial and sentimental value. Mark and Mat will be joined by National Gun Trust Expert David M. Goldman who will break down the Why, When and How when it comes to gun trusts. If you own a gun, you can't afford to miss this show. More info at www.refreshyourwealth.com.

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One of the most obvious and common threats to your assets can be a car accident. What you do BEFORE and AFTER a car accident can be critical in protecting your assets. Whether it is a mistake of yours or someone else, texting or driving, or something worse, talking about the steps to take NOW is so much more important than later when the battle begins. Join and Mark and Mat for some important and powerful insights on this topic. More info at www.refreshyourwealth.com.

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You may think Social Security is some sort of fixed payment at a certain age, OR that you are too young to make plans for this benefit...if so you would be terribly wrong. It is shocking how many social security strategies exist that can actually make you thousands and thousands of dollars during retirement. Join Mark and Mat with Social Security expert and Financial Advisor, Randy Luebke, to discuss strategies that will blow your mind and enrich your retirement. More info at www.refreshyourwealth.com.

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As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at us fast and it’s truly difficult to step back and look at the trees and focus on the areas of our business that need some legal attention. Mark and Mat discuss 5 legal tips to help make sure 2016 is a Happy New Year for you, your family and your business. More info at www.refreshyourwealth.com.

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It can sometimes seem like a mystery as to which entity to use when investing in Real Estate. There is A LOT of mis-information out their and scam artists. Join Mark and Mat as they break down the best entities for asset protection, privacy, partnerships, raising capital and saving taxes when it comes to real estate investments. IF YOU OWN REAL ESTATE you don't want to miss this show!! More info at www.refreshyourwealth.com.

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Do you have an exit strategy for selling your business? How much is it worth? How would you find a buyer and what is the best way to structure the deal? Join Mark and Mat as they break down the basics and give you some guidance on these questions and more when it comes to selling you business. Don't leave money on the table!! Be here for this important Show. More info at www.refreshyourwealth.com.

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Last week we discussed the "Strategic Plan" and this week we will be discussing it's sister the "Marketing Plan". Both of these important documents and road maps work hand in hand to help you succeed in your business. Mark and Mat meet with hundreds of small business owners a year and see what plans work and which ones don't. They will be sharing their insight on the important aspects of building, maintaining and reviewing a marketing plan to take your business to new heights in 2016. Don't miss this planning opportunity. More info at www.refreshyourwealth.com.  

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Building and maintaining a Strategic Plan is critical for business and investment success. Moreover, this is the perfect time of year to give your Plan a refreshing new look and spruce it up for the New Year. Join Mark and Mat as they discuss how to build a Strategic Plan and get a jump on 2016. Don't miss this planning opportunity. More info at www.refreshyourwealth.com.

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Many don't realize that there are more options at year-end for saving taxes than selling stock or contributing to your 401k. Small business owners have the most opportunity to save on taxes than any other segment in our economy. Listen in as Mark and Mat rattle off every strategy they can think of during the show to help you save taxes before December 31st and ultimately build wealth. More info at www.refreshyourwealth.com. 

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Building a strong rental property portfolio is the goal of almost every good investor. We want cash flow, equity growth and leverage...but should multi-unit property be a part of our portfolio? How do we find the right property? Where should we buy? Join Mark and Mat with multi-unit investment expert, Johnny Dessauer as he breaks down his years of experience with basic tips and strategies we can all use to make these important decisions. More info at www.refreshyourwealth.com. 

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Collecting accounts receivable, bad debts, judgements and contracts is just a part of doing business. The goal is to make sure you have procedures and protections in place to save time and losses when you "can't" collect. Join Mark and Mat as they discuss important strategies to collect more of the money that is owed to you and avoid lawsuits in the process if possible. More info at www.refreshyourwealth.com. 

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Business owners consistently look over one of the most valuable resources and parts of a properly structured business entity: The Board of Directors. Now in an LLC we will often call this a Board of Advisors, but whatever term you use having a team or 'brain trust' to help you success in your business can make the difference between success or failure. Join Mark and Mat as they give you the practical tools and technical procedures to set up your 'Board'. More info at www.refreshyourwealth.com.

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The ROTH IRA (or ROTH 401k) is by far the most powerful wealth building and retirement planning vehicle ever provided in the history of the United States. However, millions of Americans have never heard about the unique strategies to help you build your ROTH and/or contribute to it faster than you ever imagined. Join Mark and Mat as they EXPOSE the options you have for your ROTH and the potential for your retirement account you could be missing. If you want to have Social Security as your primary retirement account DON'T LISTEN TO THIS SHOW. More info at http://www.refreshyourwealth.com.

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We've been waiting over two years if not more, for some 'final' and 'clear' guidance on the rules for Crowd Funding. Last month the SEC gave us what we have been waiting for. Ways to raise money in your business that doesn't take a huge legal budget. Join Mark and Mat as you learn your options in this exciting area of the law. If you want to raise money for a project, this show is for you!! More info at www.refreshyourwealth.com. Catch the related show on partnership in iTunes Episodes 151 and 157. 

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Open Enrollment for ObamaCare or "The Affordable Health Care Act" started this week November 1st and continues until January 31st. During this show, Mark and Mat will scratch the surface on incredible strategies you can implement this next 3 months to save on Health Care and believe it or not- Build Wealth at the same time!! Don't stick your head in the sand and avoid a seemingly boring or complex topic. Join Mark and Mat as they make it fun, entertaining and informative!! Learn more at www.refreshyourwealth.com

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Believe us when we say we have seen everything!! Whether it's a deal on a napkin at Dennys or a deal sealed in an barrage of emails. Don't do your deals on a handshake and cut corners to step over a dollar to pick up a nickle. This means DO IT RIGHT!! Join us for a discussion on ways to joint venture in a real estate deal and turn a good deal into a great deal because it is documented properly. A good deal can quickly go bad without the proper legal agreement. If you do real estate deals, you have to catch this show!! Learn more at www.refreshyourwealth.com

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We meet with many clients that are much more fearful for their retirement, than battling it out in a Zombie apocalypse. Sadly this may be our feeling as well. Not having a well thought out plan for retirement can truly be scary. But there is hope! Keep in mind that a retirement plan isn't a 401k, IRA or Social Security...it's much more than that. Join Mark and Mat as they share strategies to get started TODAY on a credible and realistic retirement plan structure! Learn more at www.refreshyourwealth.com

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Join Mark and Mat as they discuss real stories from the Court Room and practical tips to keep you out of harms way with litigation. They will also be welcoming Lee Chen, litigation attorney at KKOS lawyers with examples he sees everyday that can help you avoid the costly mistake of ending up in Court. It's never too late to implement good business practices and strategies to help you avoid an expensive lawsuit!! Learn more at www.refreshyourwealth.com

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Real estate investing can be an extremely rewarding venture... If you take the right steps!! Mark and Mat will share their tips and strategies on choosing the right tenant and getting rid of them if necessary. They will also welcome special guest Chris Wilson, a real estate professional with over 30 years of experience in managing rental property. He is both a real estate investor and a licensed real estate agent in the state of Arizona. Making sure you're educated and informed about real estate investment strategies is key to making the whole thing work. This is especially true when choosing the right tenant. Learn more at www.refreshyourwealth.com

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Kick off October with Mat and Mark as they share what they believe to be the "Scariest" Scams in America today. White collar crime, internet fraud, and identity theft are at an all time high. Tune in to learn the tips and signs of a possible scam that could affect you, your business or your family. This show will most certainly save you or your loved ones some of their hard earned wealth from being taken from them. Learn more at www.refreshyourwealth.com

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If you set up an LLC or a Corporation it's critical to make sure it provides the protection you planned for. However, it doesn't happen automatically. Mark and Mat will cover the steps, procedures and tips to properly form and maintain your entity. If you don't follow the law on how to operate your entity, you can't use the law to protect you if something goes wrong. Don't miss this show if you own an LLC or Corporation. Learn more at www.refreshyourwealth.com

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Yes...You need to coordinate the two plans, but how difficult is it to get your financial planner and CPA on the "same page"? Sometimes it's very difficult. Join Mark and Mat with their favorite financial advisor Randy Luebke as they discuss options and strategies to build wealth, diversify your portfolio and save taxes at the same time. Randy Luebke js the president of Lifetime Paradigm, Licensed Mortgage Broker, Registered Investment Advisor, and Real Estate Broker. This will be a power packed panel giving you numerous options and strategies to consider. Don't miss this show if you are serious about real estate investing. Learn more at www.refreshyourwealth.com

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If you are in the Real Estate Business or even building your wealth in non-traditional ways (not on Wall Street)...then a Rehab may cross your path. Join us with Special Guest, Kendall Stock, who will share the most common pitfalls when investing in short-term real estate deals. Kendall is the Co-founder of Sage Investing and an investor you has successfully "Fix and Flipped" over 100 properties!! Mark and Mat will also share the pitfalls they run into on a regular basis when consulting clients around the country. Don't miss this show if you are serious about real estate investing. Learn more at www.refreshyourwealth.com.

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Partners can be the best thing that ever happened to your business, or the worst if entered into improperly. Thus, don’t be afraid of a ‘partnership’, but just be committed to documenting it properly and considering all of the issues. The Partnership Agreement and setting up the proper entity/structure for the partnership is the single most important step in the partnership process, maybe even more important than analyzing the merits of the project within the partnership itself. You could have the most potentially successful money-making idea in the world, but if the foundation for the partnership is faulty, the business will ultimately fail. Learn more at www.refreshyourwealth.com.

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Starting a small business is a very different proposition than "buying" a small business. Yes, once the doors are open, there shouldn't be a difference in the strategic plan and operations, HOWEVER, in the start-up and acquisition phase, the steps are unique to 'shopping' for a business and avoiding the pitfalls. Join Mark and Mat as they give you important considerations and strategies that will help tremendously if you are considering buying a business. Listen in and learn how to blow up your IRA investments. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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IRA strategies and self-directing your investments within your tax deferred vehicles are AMAZING!! During the show we will share some unique investments and strategies you may have never heard of. Don't think you know it all in this area of the law, EVERY WEEK we hear of interesting projects our clients are investing in. Listen in and learn how to blow up your IRA investments. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Asset Protection truly works when implemented properly and carefully. However, there are many many scams out there in the legal and asset protection industry. Sometimes knowing what 'doesn't' work can be just as important as understanding what REALLY WORKS, and can save you thousands of dollars in wasted time and money. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Be careful to click with a mouse and think you have the right entity, an S-Corporation could be the perfect choice and you not even know it. In this show Mark and Mat break down all of the pros and cons of how, when and why to use an S-Corporation. There are so many options when structuring your business and understanding the benefits of an S-Corporation which could save you thousands in the short AND long-run. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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We meet with hundreds of clients each year and see some businesses immediately FAIL while others shock us and SUCCEED consistently year after year!! As Lawyers and CPAs we have the unique opportunity to see the inner workings of many successful business owners and have formed a profound perspective on what we see as the ingredients to succeed in business. Join Mark and Mat as they address what they believe the 4 significant hurdles are to Ultimately Succeed in YOUR business and will make a difference IMMEDIATELY!! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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There are 3 main ways to raise money: Borrow, Partner or have an Investor. Join Mark and Mat as they address the numerous options and concerns in raising money and go through the strategies, success stories and pitfalls. Remember, it's also not just how to raise money, but where to raise money and how to avoid a lawsuit in the process. In fact, many don't know how to make a positive impression on their contacts with money and miss out on untapped capital. We'll be talking about these issues and more as we help you raise more $$$ in 2015!! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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For most of us, our most valuable asset is our primary residence and we need to take it's asset protection seriously. Regrettably however, there isn't simple OR uniform strategy from state to state and there can be a lot of variables to consider when trying to protect your home. Mark and Mat will break down every option the law provides and then some with practical tips on how avoid a lawsuit in the first place that could place your home in jeopardy. Bottom line, if you own a home and have ANY equity at all, you need to listen to this choice and learn what your options are! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Limited Liability Companies (LLCs) can be pretty amazing, but they aren't the cure for every business owner's structure. In this show, Mark and Mat break down the best places to use an LLC, how to maintain them, what state to register them within, how to design them with a partner and even have an IRA as an owner, including much, much more. They will also discuss the potential problems with LLCs and where NOT to use them protecting yourself from some costly mistakes clicking a button 'online' and thinking you just saved taxes or got your best asset protection. Don't miss this powerful discussion and even if you think you know it all about LLCs. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com. 

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Mark and Mat discuss one of the beautiful aspects of the American Dream: How you can create a business around and make money at what you LOVE doing!! Believe it or not, millions of Americans actually wake up in the morning making a living at a job they love. HOWEVER, there are important tax and legal considerations. Join us for another amazing show with weekly tax and legal tips helping you succeed in YOUR American Dream HOW to turn YOUR Hobby into a profitable business.For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Please join Mat Sorensen and Mark Kohler for another amazing show with weekly tax and legal tips helping you succeed in YOUR American Dream. We are also excited to welcome Chris Bennett the CEO and Founder of 97th Floor (www.97thfloor.com/company) a digital marketing agency headquartered in Lehi, UT. 97th Floor works with clients like, Adobe, SalesForce, Discover, Time Warner Cable, Dell, ESPN and X-Games. Chris is passionate about all things digital marketing and has been involved in the industry for over 10 years. Chris speaks all over the world both at conferences and Universities including SMX, SearchLove, Adobe Summit and DreamForce. In 2013 Chris was named one of the 10 Coolest Entrepreneurs in Utah by BusinessQ magazine. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Please join Mat Sorensen and Mark Kohler for another amazing show with weekly tax and legal tips helping you succeed in YOUR American Dream. We are also excited to welcome Business Growth Coach, Kelly Roach to the program! Kelly began her career as a Sales Professional for a Global Fortune 500 firm where she personally produced more than $30 million in sales in record time, catapulting her career and setting her up to achieve 7 promotions in 8 years. Kelly’s passion is in teaching others the strategies and systems she used so that they can succeed, profit and grow their businesses at a record rate.For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. I NEED and WANT your INPUT and Feedback. I'll do my best to answer your questions, and if I don't have the answer for you, I will find it. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Join Mark and Mat as they discuss the exciting and misunderstood topic of Wills and Trusts. What CAN you really do to plan your estate and get creative? Listen to Mark and Mat as they share stories and examples of some of their most creative plans they have ever created. ALSO, they will be hosting regular Open Forum Questions!! A Show that is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. I NEED and WANT your INPUT and Feedback. I'll do my best to answer your questions, and if I don't have the answer for you, I will find it. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Starting a new business can be nerve racking and full of pitfalls. Even if you own a current business, how to open up another line of business or stream of income can be a tricky process. Join Mark and Mat as they break down the steps to open a business without making common mistakes. Together, they have personally consulted with over a 1,000 small business owners and have seen what does and doesn't work in small business. Tap into their wealth of knowledge on this important show. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Writing a quality contract and not getting taken advantage of is only 1/2 the battle. The Contract should also create a framework for a successful project and relationships between all of the parties. Not including specific provisions or short cutting the process and cost you big time. Listen in for strategies to help you succeed in your contracts. We will also be taking open forum questions as part of our new show format. First, will also be covering our weekly tax and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Please join Mat Sorensen and Mark Kohler for another amazing show with weekly tax and legal tips helping you succeed in YOUR American Dream. We are also excited to welcome author of the book Propel: Five Ways to Amp Up Your Marketing and Accelerate Business, Whitney Keyes! Over the past 20 years, Whitney has worked as a senior Microsoft manager, strategic adviser for American Express and a marketing consultant to thousands of individuals and organizations around the world. She is the winner of the Small Business Administration's 2013 Women in Business Champion of the Year Award for Washington State and has been helping business owners around the company increase sales with proven techniques. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Being more creative in your business can be the difference between success and failure. How are you differentiating yourself? What is your niche? Are you regularly coming up with new products or at least marketing ideas? Learn how to release your creative juices. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Hiring a Sub-Contractor properly can be filled with missteps and end up being a disaster - or it can be the difference in making an overall project successful. Join me with Attorney Lee Chen as we discuss the proper steps when hiring a sub-contractor that can save you time, money and heartache. We will also have Michelle Prince joining us to talk about overcoming stress in your small business and investment projects. Michelle is the author of "Winning in Life Now", wife of 15 years and mother of two young boys. Michelle has learned the secret to living a happier, more abundant life and she's on a mission to show you and your organization how to stop juggling, overcome procrastination and get more done in your business, leadership and life! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Join me for an amazing hour with Michael Neill, an internationally renowned transformative coach and the best-selling author of several books and audio programs. He has spent the past 25 years as a coach, advisor, friend, mentor, and creative spark plug to celebrities, CEOs, royalty, and people who want to get more out of themselves and their lives. He is the also the founder of Supercoach Academy, an international school that teaches people how to coach from the inside out. Michael's books have been translated into 15 languages, and his public talks, retreats, and seminars have touched and transformed lives at the United Nations and on five continents around the world. Michael hosts a weekly show on Hayhouse Radio, and you can follow him on Twitter and Facebook. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Take a unique look at your financial planning as an entrepreneur and join me with Todd Tresidder the founder of FinancialMentor.com, and author of the Financial Mentor series including titles such as "How much money do I need to Retire" and "The 4% rule". Todd is the Financially independent from age 35 through investing – not marketing – unlike many other financial gurus who made their money through marketing courses and books. Join Mat Sorensen and Mark Kohler for an amazing interview that could help you better live your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Branding your business is critical for success!! However, we don't always know the tricks and strategies to accomplish a winning Branding Plan. Join me with expert, Denise Lee Yohn, author of the book "What Great Brands Do- The 7 Brand Building Principles". An influential writer and brand expert, Denise enjoys challenging readers to think differently about brand-building. She is a regular contributor to the Harvard Business Review blog, Forbes, and Seeking Alpha, she writes the monthly column Brand New Perspectives to QSR Magazine, and she regularly appears on Fox Business TV as a commentator on breaking business news. With her expertise and personal approach, Denise delivers an array of inspirational workshops, presentations, and keynote addresses to business leaders in all industries. When she's not writing or speaking, she serves as the brand director for TEDx San Diego, co-chairs the San Diego Sports Innovators Springboard committee, and sits on the board of directors for a branch of the YMCA. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Join Mat Sorensen as he hosts the show today and talks about Raising Capital for your Business Now and Not Waiting for Crowd Funding with Jarom Bergesen. Jarom is an attorney at KKOS Lawyers helping clients around the country with SEC regulatory funding, partnerships, loans and other options to raise capital for your business. There are lots of options when funding your business and you don't need to wait for approval of Federal Crowdfunding which has been stalled by the SEC. Catch the weekly tax and legal tip as well as this important discussion to help you finance your business. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Join me for an amazing hour with Bruce Norris, an active investor, hard money lender, and real estate educator with over 30 years of experience. Bruce has been involved in over 2,000 real estate transactions as a buyer, seller, builder, and money partner. Bruce is best known for his long-term market timing trends including his "California Comeback" report in 1997 predicting California's real estate boom and his January 2006 release, "The California Crash," predicting the foreclosure meltdown. His reports have made and saved California investors millions over the past decade. Bruce speaks and debates nationally as well as hosts an award-winning real estate radio show where he interviews world-renowned economists, government leaders, association presidents, and local experts. Bruce also hosts the series, I Survived Real Estate, which has raised over $520,000 for charity since the event launched in 2008. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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I have returning guest to my show, Chris Albin, who while a high school teacher, built up over 300 rental properties. UNBELIEVABLE!! He will be coming on the show to share creative strategies on how to purchase property with No Money Down and No Credit. He is Amazing!! What I love about Chris is that he DID IT and LIVED IT. He is the Owner/Broker of the Danville, IL area's only Flat-Fee Exclusive Buyer's Brokerage, where he's worked with area investors analyzing and purchasing real estate investments and area buyers in purchasing a home (usually first-time home buyers). For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The new mileage rates are out, the 179 deduction is slashed again, electric vehicles abound - What are is the best tax strategy for your transportation. Also, have you ever thought of hitting the open road and turning your RV into a business and discovering America's National Parks?!! Well, my special guest Steve Anderson from Workamper.com has been helping campers and business owners do just that for years! Workcamper helps investors at any age turn their RV experience into a money maker - while I try to turn it into a tax write-off. He has also co-founded Recreational Vehicle Inspection Connection (RVIC). A company supporting one of the newest services businesses in the RV industries. Even if you aren't ready to retire, but want to get out of town and live out of an RV for a few years, this show is for you!! Please join me with special guest Steve Anderson as we break down the myths and the actual steps you take to make this dream a reality. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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What are the strategies this year that will help our business grow to the next level? How do we implement these strategies and stick to them? Why is it so difficult to make changes in our personal or business life- or is one more easier than the other? Join me with an expert panel beginning with Randy Luebke a Registered Financial Consultant, and educator in the financial services industry for more than 25 years - as well as Rulon Olsen, a Certified Professional Consultant and President of a privately held public relations firm that focuses on creating positive corporate identities. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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I meet so many people every year with great ideas for small businesses, but not enough capital to get them started. Financing your small business doesn't have to be a scary process anymore. I am SO excited to welcome today's guest, Co-Founder and President of Guidant Financial, Jeremy Ames. Jeremy's entrepreneurial endeavors have given him diversebusiness experience launching and growing a number of companies in the realestate, online media, financing and personal service sectors.Jeremy understands the unique challenges of Guidant'score small business customers well. Along with his start-up experience, he is athree-time franchisee. Jeremy's been honored as one of the Puget Sound Business Journal's 40under 40 and as the national winner of the Young Entrepreneur of the Year awardgiven by the Small Business Administration (SBA). He's also a former boardmember of the Seattle Chapter of The Entrepreneurs' Organization and Togetherfor Tranfsormation. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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As the year comes to a close, it's important for entrepreneurs to look ahead to the new year to implement new and exciting strategies for growing their businesses. Please join me as I welcome author Jim Palmer on today's show to talk about the best strategies for building your profit. Jim is a marketing and business building expert and in demand coach. He is the founder of the Dream Biz Academy and Dream Business Coaching and Mastermind Program. Jim is the host of Newsletter Guru TV, the hit weekly Web TV show watched by thousands of entrepreneurs and small business owners and he is also the host Stick Like Glue Radio, a weekly podcast based on Jim's unique brand of smart marketing and business building strategies. Jim is best known internationally as 'The Newsletter Guru' and creator of No Hassle Newsletters, the ultimate 'done-for-you' newsletter marketing program used by hundreds of clients in nine countries. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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There are a lot, and I mean a lot of perspectives and strategies regarding acelerated mortgage systems. Many don't work and there are a host of scams in the industry. However, there ARE strategies that work and can build wealth in your real estate faster than you ever imagined. One of the biggest costs in your real estate investing is mortgage interest and the cost of debt. Please join me with expert Santos Kidd, President of Sweep Strategies out of Honolulu, Hawaii, with over 10 years of experience teaching and helping thousands on mortgage paydown strategies. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Can we really disappear? Is it possible in today's day and age to be 'invisible' for better asset protection and privacy? We suffer from rampant identity theft, government spying and the risk of frivolous lawsuits. Together JJ Luna and John Clark have spent years investigating practical methods protecting the privacy of one's identity and assets. John Clark will be joining us for an in-depth discussion of this issue. For more than 25 years he has been consulting attorney to JJ Luna, author of "How to be Invisible".  John Clark is a Californialicensed attorney specializing in practical methods for protecting personal and asset privacy. Following the recent release of the third edition of "How to be Invisible;", Mr. Clark began offering his legal and consulting services to JJ Luna's followers seeking guidance on implementing the book'snovel privacy methods. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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As small business owners and entrepreneurs, we are constantly looking for new and creative ways to build our wealth and positively affect our communities, and as the Baby Boom generation ages, entrepreneurs are seeing increasing opportunities for success in the senior care industry. I am so excited to announce this week's special guest Daniel Stringer. Daniel is a successful serial entrepreneur and musician and has traveled all over the world. He founded Launch Homecare out of his passion to help entrepreneurs find success in the senior care industry while also making a difference in the lives of their communities. He is also the CEO of Total Care Connections, one of the most successful home care and assisted living placement companies in Southern Arizona. After starting the company in 2009, he has led the organization to win multiple awards, serve thousands of people in the community, and created hundreds of jobs. In 2013, he was honored as one of Tucson's top “40 under 40? business leaders by Inside Tucson.Business. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Building a Business Plan is CRITICAL in determining if a business concept is viable, raising capital and/or succeeding in its implementation. However, knowing how to build an effective Business Plan can seem overwhelming. During this show we will break down the basics and answer questions about building YOUR BUSINESS PLAN and reaching your American Dream!! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Building your business and growing your wealth starts with improving your mindset. Cappi Pidwell, today's special guest, is a leading expert in human behavior as a Master of NLP (Nero Linguistic Programming) and Advanced Hypnotherapy; she has been studying human behavior for 19 years. As a business owner, speaker and "inner" success Master, Cappi has worked with thousands of individuals and corporations, educating all levels of executive management and professionals, on how to increase their abilities and mindset, personally and professionally. Such companies as: Re-Max Real Estate, First American Title, Keller Williams, Coldwell Banker, Century 21, Prudential, Hoag Hospital and Fidelity Title have all benefited from her keen success building methods and powerful subconscious mindset formulas. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Attorney Jarom Bergeson will host this episode of the Mark J. Kohler Show - and it's all about Estate Planning. Jarom will focus on what happens if you don't do any estate planning (hint: the government WILL get involved), what is necessary in a good estate plan, the difference between a will and a trust, estate taxes, and can be critical to your estate plan. There are options for the right plan that fits your needs. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Real estate investing can be an extremely rewarding venture - If you take the right steps!! Making sure you're educated and informed about real estate investment strategies is key to making the whole thing work. This is especially true when it comes to managing your properties.Today's special guest is Chris Wilson, a real estate professional with over 30 years of experience. He is both a real estate investor and a licensed real estate agent in the state of Arizona. As a real estate professional, his businesses specialize in fix and flip, property management, wholesaling, land lording and traditional real estate services targeting buyer's and seller's needs in residential, land and light commercial real estate transactions. His expertise lies in building real estate networks, acquiring properties and pursuing real estate strategies. Chris developed a wholesaling strategy and methodology which, although often imitated, very few have mastered at his level. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Crowdfunding is an amazing way for business owners and entrepreneurs to raise the capital they need to fund their projects. Please join me as I welcome crowdfunding expert Andrew Rachmell to today's show!! Andrew is co-founder and Head of Business Development for peerbackers, a service provider to accredited investors, entrepreneurs and emerging companies seeking capital through crowdfunding and other crowdfinance vehicles. Andrew is also Executive Producer of Crowdcast Network - a media initiative of peerbackers - which includes original programming for RegDTV, a web series profiling the most current private company stock offers available to accredited investors and Crowdfund Update, a source for understanding and staying current on the new laws affecting crowdfinance and for those who want to get the inside view from those shaping the industry. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Mat Sorensen will be hosting a discussion on the proper ways to purchase property with your IRA and borrow money at the same time. Join him with Mat Allen, author of "IRA Lending" and senior loan officer at North American Savings Bank (www.nasb.com). YES - you can leverage your IRA, 401k, SEP, SIMPLE, ROTH, and HSA using non-recourse loans. Learn how to do it and not commit a Prohibited Transaction. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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No matter where you are on your career trajectory, networking is essential to your success. David Bradford, the ""BottleCap Kid,"" rose from humble beginnings to become CEO of two of the hottest tech companies in the world and is arguably the most connected human on planet Earth. He is also author of ""Up Your Game: 6 Timeless Principles for Networking Your Way to the Top"", in which he shares with us his six ""UP Principles"" - the very same strategies he attributes to his tremendous success. Learn how to accelerate your move to the top professionally and build more, and deeper personal relationships. Don't miss this amazing show!! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Please join me with special guest J. Massey, landlord, lender, consultant, investment manager, speaker, mentor and Author of "Cash Flow Diary" and "Investing Made Easier- Wholesaling". I promise that you will be inspired by his amazing Rags to Riches story - AND you will learn you can do it too!! My special guest and client started with nothing just over 4 years ago,and has built a real estate portfolio of hundreds of units. He currently serves as President and owner of West Egg Enterprises and teaches students around the country tips and strategies on how to Wholesale real estate. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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This will be a fantastic show with a different guest, a new take, and more to talk about in helping you are listeners learn the tricks and tips on how to rehab a property. Please join me as I welcome Ryan Burk, National Speaker on How To Rehab with the education group Fortune Builders, and a successful 'flipper' himself on over 400 properties. Ryan has been in the business of flipping properties for 8 years around the country and helped thousands catch the vision of their potential and the possibilities. Learn to make BIG MONEY on Rehabs and NOT LOSE!! Ryan will share his most helpful insights and favorite stories on how to succeed as a real estate investor. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Today's show is dedicated to helping you learn how to rehab a property and NOT lose money in the process. Please join me as I welcome Kendall Stock and Darren Davis, founders of Sage Investing, LLC, national speakers with Renatus education group. They have Re-habbed close to 50 properties with significant bottom line profit. Many real estate investors are now where near their level of expertise then it comes to Re-habbing. Their specialty is partnering with self-directed retirement plans to produce stellar, tax-free or tax-deferred returns for their clients using the tangible, insurable, medium of real estate. The mission of Sage Investing is simply taking the lemons life hands people and making lemonade through creative solutions in the investing and real estate arenas. No matter where you are in the process, we'll walk you through it and help you learn how to make it BIG without taking a loss in your bank account. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Mark J. Kohler App powered by Deductr is FINALLY ready!! This App is designed for the small and independent business owner by offering a simple solution for tracking, monitoring, and receiving the tax deductions YOU deserve. Please join me as I welcome Deductr's VP of Business Development Tyler Thompson to today's show. He'll explain the ins and outs of this amazing App and how it will make your life as a small business owner so much easier. Tyler has helped thousands of business owners harness the power of their smart phones to save AND make thousands!! For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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I realize this isn't a fun topic: Death. But you know what they say - 'we can't avoid it' - so we might as well plan for it. Today will be an interesting show. I want to talk about the opportunities you may have in real estate when families DON'T plan properly and you can actually be the winner with amazing opportunities. On the other hand, I also want to talk about Estate Closings and how you can save your family thousands of dollars and hundreds of wasted hours by planning properly for your estate. Moreover, I want to explain the role of an 'Estate Closer' even when your plan comes together and you need help with the loose ends. Please join me as I welcome two guests with very different perspectives on the same issue to the show today. Real Estate Investor, Probate Strategist, and President of Home Buyer's Perspective Realty Inc., Chris Albin will join me to discuss this issue from the Buyers' perspective, while CPA and partner at Kolsin and Creal and Estate Closer Ray Creal will give us some knowledge and insight on the importance of Estate Closers and how they can play such a crucial role in the lives of the trustees, executors, and beneficiaries during this difficult time. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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This Episode is dedicated to the strategies of protecting our Company's name, likeness, image, logo and the intellectual property you create!! Sometimes our most valuable asset in our business is the goodwill associated with our name. We need to better protect all of the marketing efforts and money spent to create awareness for our product, service or even our website. KKOS Attorney, Jarom Bergeson will host this show with special guests and experts to explain the tactics and procedures to protect these valuable assets. We will answer questions about DBAs, trademarks, patents, copyrights, and all of your intangible assets - breaking down the basics so you know how to better protect these valuable assets. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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Today's guest believes that ""Wealth is made one sale at a time."" On this episode, International Influence/Sales Guru and author of Unlimited Influence Jonathan DeCollibus will join KKOS Partner Mat Sorensen, regular legal tipster and today's guest host, to talk about maximizing sales in order to grow any small business. Jonathan has built and sold companies in industries ranging from Residential Construction, International Marketing Consulting, Wealth and Investment Management, Web Design and Commercial Real Estate. He has also delivered business growth seminars to public companies such as Century 21 and AT&T and has appeared on television networks such as CNN, MSNBC, and FOX over the past 7 years. Currently, he consults business leaders in Hong Kong, Sydney,London, Los Angeles, New York and Dubai to maximize sales and strengthen strategic performance. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.

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The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then we will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We'll do our best to answer your questions, and if we don't have the answers for you, we'll find it. Listen in for the variety and answers to questions that may help you in your American Dream. For more information about the Show and Mat and Mark, visit www.refreshyourwealth.com.