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Send us a textIn this special episode of Gale Force Wins, guest host Spencer Carew sits down in Kassel, Germany with his host Mark Kohler—an architect and entrepreneur—to explore life, business, and culture through an international lens. Mark shares his journey from freelancing to leading a firm of 25 employees, designing schools and public buildings, and even transforming a historic swimming pool into a vibrant office and event space. The conversation dives into architecture as a tool for community building, the value of hosting international students, the challenges of Germany's labour market, and the importance of work-life balance. With reflections on creativity, burnout, and what makes Germany's quality of life so unique, this cross-cultural exchange is both thoughtful and inspiring.Timestamps:0:00 – Welcome to Gale Force Wins Season 50:15 – Introduction to the episode: Spencer in Kassel, Germany0:52 – What excites Mark about the future of Kassel1:27 – Why Mark became an architect2:31 – The value of hosting international students3:30 – First impressions of Germany and opportunity for youth3:56 – The biggest challenge of running a business in Germany4:44 – Where Mark sees himself in 5–10 years5:28 – How Mark built his architecture career6:38 – Transforming an old swimming pool into an office and event space7:39 – Breathing new life into heritage buildings8:48 – Current sustainable projects: all-wood school gymnasium9:54 – Favourite spaces to design10:42 – Discipline, deadlines, and burnout in architecture12:14 – The importance of self-awareness and stamina13:19 – Canada vs. Europe: work-life balance and creativity14:30 – Creating beauty where there's scarcity15:31 – Germany's quality of life and its impact on business16:14 – Wrapping up the interview17:10 – Thank you for watching Gale Force WinsGale Force Wins started out simply as an inspirational podcast releasing episodes wherever you get your podcasts every Tuesday evening. We continue to do that every Tuesday but have expanded into custom content for clients. We also have perfected a conference and trade show offering where you can receive over 20 videos edited and posted to social media at the same time the event is unfolding.For businesses and organizations we also create digital content quickly and efficiently.Visit our services page here:https://galeforcewins.com/servicesTo message Gerry visit: https://www.linkedin.com/in/gerrycarew/To message Allan visit: https://www.linkedin.com/in/allanadale/
If you can transform your passion into a lucrative business, what's stopping you? Certified public accountant and attorney Mark Kohler joins Liz to discuss why turning that side hustle idea that's been brewing in the back of your mind into a reality is always worth it, even if it feels incredibly daunting. Kohler walks through how to realistically start up a small business, what risks to consider, and how it can be a real financial game changer. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get ready to fast-track your financial freedom. In this power-packed solo episode, Tait Duryea and Ryan Gibson share the top strategies from over 110 episodes of Passive Income Pilots. From unlocking hidden cash in your 401(k) and home equity to leveraging life insurance and short-term rentals for major tax breaks, they distill years of pilot-specific investing wisdom into five key pillars. You'll learn about real estate professional status, cost segregation, bonus depreciation, syndications, and which CPA you need. Whether you're just starting or optimizing your path to passive income, this episode is your blueprint.Show notes:(0:00) Intro(1:59) Five investing categories for pilots(3:38) Finding cash to invest smartly(4:59) Whole life insurance and infinite banking(10:17) 401(k) loans and strategic borrowing(19:31) The short-term rental loophole explained(24:53) Real estate professional (REP) status breakdown(31:03) Cost segregation and bonus depreciation(40:20) OutroConnect with Hall CPA: https://bit.ly/HallCPA Hall CPA - Passive Income Pilots 1-1 Tax Strategy Call: https://calendly.com/tax-smart-rei-plus/pipEpisodes mentioned:#11 - How To Succeed In This High Interest Environment#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby Mathis#23 - Counting the Cost: The Risks and Rewards of 401(k) Loans for Pilots#36 - Decoding the Untapped Potential and Complex World of Self-Directed IRAs with Derreck Long#44 - Mastering Year-End Tax Strategies: From IRA Conversions to Short-Term Rental Loopholes#47 - Innovative Wealth Strategies: From Life Insurance to Alternative Investing with Christian Allen and Rod Zabriskie#70 - Leveraging Life Insurance for Passive Income with Rod Zabriskie and Blake Brogan#71 - 5 Creative Ways To Find Investment Cash#74 - The Inside Track: Mastering Real Estate Syndications for Long-Term Success#75 - Unlocking Real Estate Professional Status (REPS) with Brandon Hall#82 - From LLCs and HSAs to Roth IRAs: Mastering Wealth Protection with Mark Kohler#84 - Tax-Free Growth & Infinite Loans: Whole Life Insurance Strategies for High-Earners#85 - Cost Segregation: The Tax Strategy You Can't Afford to Ignore with Erik Oliver#108 - Case Study: Real Estate Professional Status That Held Up in Court with Brandon Hall#110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury— You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.
Mark J. Kohler, a CPA and attorney for small business owners, is a nationally recognized tax and legal expert, best-selling author, and Senior Partner at KKOS Lawyers, where he has spent over 30 years helping small business owners with tax strategy, asset protection, and estate planning. He also serves as CFO and Board Member of Directed IRA Trust Company, ranked #391 on the Inc. 5000, and recently launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents in his proven strategies—impacting the lives of entrepreneurs nationwide. A five-time best-selling author, Mark is best known for The Tax and Legal Playbook and co-hosts two top podcasts, The Main Street Business Podcast and The Directed IRA Podcast, with longtime partner Mat Sorensen. Their engaging, easy-to-follow content helps business owners simplify complex financial and legal topics to reduce taxes and build lasting wealth. Through his Tax & Legal 360 events, YouTube channel, and social platforms, Mark has educated and empowered thousands of Main Street entrepreneurs. Mark has been featured on Fox News, Bloomberg, The Wall Street Journal, NBC, and Wharton Business Radio, and has taken the global stage at the World Economic Forum in Davos. Named Tax Advisor of the Year, he's a passionate advocate for small businesses and remains committed to helping Americans thrive through smarter tax and financial strategies. During the show we discussed: Changes and implications associated with the new administration. Major depreciation changes that affect business owners. The importance of understanding the 199A deduction IRS changes taking place as a result of recent developments. Discussions surrounding the potential removal of Federal income taxes. Notable tax reductions for businesses that should be acknowledged. Resources: https://markjkohler.com/
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 demo to 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 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!
Join hosts Cameron and Anthony for a riveting conversation with Mark J. Kohler, a renowned tax attorney and CPA. This episode unpacks the intricacies of the tax code, offers practical strategies for both new and experienced real estate investors, and discusses the potential direction of tax policies under anticipated legislative changes. Mark Kohler provides a refreshing perspective on how understanding and utilizing tax laws can significantly enhance your wealth-building journey. Resources: Connect with Mark here Tax & Legal Advice for Small Business Owners | Mark J. Kohler Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC
Mark Kohler gives tax advice two weeks ahead of the deadline. “Pay what you think you owe” and then file for an extension, he says, which “reduces your chances of an audit.” He gives tips for writeoffs on side hustles, including home offices. He also looks at taxes around crypto, emphasizing that “any transaction” has to be reported.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it's pooling funds from multiple IRAs, combining accounts within a family, or structuring investments to comply with IRS rules, they cover the do's and don'ts of co-investing. Tune in to learn how to structure partnerships, avoid prohibited transactions, and maximize your self-directed retirement investing strategy.Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you.Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling over or transferring assets. They also highlight common mistakes people make when assuming what kind of account they hold—and how to avoid them.Whether you're an investor looking to move into alternative assets like real estate, crypto, or private deals, or just want more control over your retirement funds, this episode lays out the mechanics you need to know.Tune in to get expert insights and actionable steps for taking charge of your financial future with a self-directed IRA.Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com Being a Tax Advisor is a lucrative opportunity...Learn more about Mark's Main Street Tax Pros ...
The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
Meet Joe Sanok Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners who are growing their income, influence, and impact on the world. Click here to explore consulting with Joe. […] The post Even Better Year Series: How to Optimise Your Taxes and Pay Less with Mark Kohler, CPA | POP 1161 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.
What's the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board meetings, and Roth IRAs for kids, while sharing his expertise on year-end tax moves and financial planning essentials. Together, Josh and Mark dig into why S Corporations can be a game-changer for cutting self-employment taxes, how to turn family board meetings into tax deductions, and ways to use Roth IRAs for your kids to save now and build their financial future. The two also cover year-end moves like buying vehicles or equipment for bonus depreciation, leveraging HSAs for tax benefits, and making sense of crypto taxation as it continues to evolve. Check out more from Mark Kohler on his website and his educational platform for small business owners. Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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/ 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 demo to 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 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!
Highlights:* Year-End Tax Deadline: December 31st marks the cutoff for essential financial moves.* Payroll Allocations: Save on self-employment taxes by restructuring income via S-corporations.* Family Employment Benefits: Employ children under 18 for tax-free earnings up to $14,600.* Retirement Planning: Solo 401ks allow contributions 5–6x higher than IRAs.* HSAs and FSAs: Maximize contributions and utilize funds to avoid forfeiture.* Compliance Reminder: File BOI reports to avoid $500/day penalties.
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. 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 demo to 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 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who's on a mission to help entrepreneurs and small business owners thrive. Mark shares why most CPAs aren't giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone. Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future. Tune in to learn: ✅ What a good accountant really does for their clients. ✅ How to develop the entrepreneurial spirit in yourself and your family. ✅ Mark's perspective on managing your own economy and building wealth. Don't miss this episode if you're looking to level up your financial game! Check Out More of Mark's Content Here
In this episode of the RUN GPG Podcast, we bring you a special recording from our live Greater Property Group Mastermind session with the legendary Mark J. Kohler. Mark is a CPA and Attorney who has profoundly impacted millions of small business owners with his expert tax and legal advice. As a senior partner at Kyler, Kohler, Ostermiller & Sorensen, and co-founder of the Directed Trust Company, Mark brings practical, credentialed insights to his nearly half a million YouTube subscribers and 2 million podcast listeners. A real estate investor and author of four best-selling books, Mark teaches life-changing financial strategies through engaging content and hands-on workshops. His innovative approach includes pioneering tax planning in the Metaverse using NFT technology. Mark's mission is to provide accessible, reliable advice for building real wealth and financial freedom. In this episode, Mark dives into the biggest tax mistakes investors make, top wealth-building techniques, and innovative ways real estate professionals and entrepreneurs can leverage cryptocurrency and NFTs for tax planning. Mark's high-energy session offers a roadmap to financial freedom, tackling everything from asset protection to tax-saving moves you can start today. We also discussed the following: How real estate professionals can maximize their tax advantages and build wealth Common tax pitfalls for investors and how to avoid them The future of tax planning with NFTs and Metaverse technology Practical advice on integrating cryptocurrency into your financial strategy Mark's perspective on why financial literacy is essential for achieving lasting success The best wealth building advice he ever received Every week, the RUN GPG Podcast aims to provide inspirational stories from people who made a mark in entrepreneurship, entertainment, personal development, and the real estate industry. It is produced by the GREATER PROPERTY GROUP to help the audience grow and scale their business and their life. Know more about GREATER PROPERTY GROUP and the RUN GPG Podcast by going to www.rungpg.com or by getting in touch with us here: info@greaterpropertygroup.com. Contact Mark Kohler: Instagram: instagram.com/markjkohler Website: markjkohler.com Youtube: youtube.com/@MarkJKohler Contact David Morrell: TikTok: tiktok.com/@morrellionaire Instagram: instagram.com/thegreaterdavid/ Twitter: twitter.com/fearofdavid Subscribe & Review The RUN GPG Podcast Thanks for tuning in to this week's episode of the RUN GPG Podcast! Please leave us a review on iTunes. This will help us continue delivering beneficial content for you and our listeners each week!
KKOS Lawyers Founder Mark Kohler shares powerful, actionable strategies to secure your finances and build lasting wealth. From tax-free investments and smart debt management to maximizing the benefits of side hustles, Kohler covers the essentials of financial freedom to help you achieve the American dream. Don't miss his insights on personal finance and how focusing on your own economy can pave the way to a secure future! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/48vTadp Chapters: 0:20 - Mark's Background 1:32 - Starting Financial Conversations with Family 4:06 - Defining Financial Goals and Managing Debt 5:56 - The Economy's Role in Personal Finance 7:06 - Side Hustles: Turning Passions into Profit 11:12 - Maximizing Roth IRAs and Investment Growth 13:25 - Building Wealth Through Tax-Free Income 18:38 - Setting Up an LLC for Tax Benefits 22:44 - Tax Planning 24:25 - Roth Conversion Advantages 27:56 - Paying for Your Children's College Wisely 32:56 - Integrating Estate Planning Early 32:39 - Estate Planning: Everyone Must Do This No Matter Your Age 35:31 - Good Debt vs. Bad Debt 41:10 - Embracing Side Hustles for Financial Freedom 43:26 - Final Thoughts on Taking Action Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #FinancialPlanning #TaxStrategies #WealthBuilding #SideHustle #RetirementPlanning #SmartInvesting #FinancialFreedom #PersonalFinance #MoneyManagement #TaxSavings #MarkKohler #RothIRA #FinancialEducation Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Passive Income Pilots, hosts Tait Duryea and Ryan Gibson welcome tax attorney Mark Kohler to answer popular questions on tax strategies for high-income professionals. With two decades of experience, Mark breaks down essentials from self-directed IRAs to maximizing HSAs, Roth IRAs, and other tax-advantaged accounts, plus strategies for lowering tax liability through real estate and business. With actionable insights on 1031 exchanges, Roth chunking, and creating a “family board,” listeners will learn how to structure finances for long-term growth and protection. Mark Kohler is a seasoned tax attorney, CPA, and author of four bestsellers with over 20 years of experience in legal and tax strategies for small business owners, entrepreneurs, and real estate investors. As the founder of a tax law firm and a self-directed IRA company, he brings expertise in tax structuring, asset protection, and strategic investments. Mark shares invaluable insights on maximizing tax savings for high-income professionals, helping listeners navigate complex legal frameworks to protect and grow their wealth.
Most people see the tax code as a maze of restrictions, but what if it's actually a roadmap to wealth? Today's guest, Mark Kohler, known as “America's #1 Small Business Tax Lawyer” reveals how the tax code is packed with hidden opportunities, waiting to be uncovered—if you know where to dig. While most CPAs are simply filing forms, Mark shows you how proactive tax strategy can turn the government into your wealth-building partner. If you're tired of missing out on hidden tax opportunities, this conversation will give you a whole new perspective on how to maximize your wealth.In this episode, you'll learn:✅ The overlooked tax-saving strategies that can free up thousands to reinvest—and why the IRS isn't out to get you. In fact, they can actually be your ally in building wealth.✅ Why most CPAs aren't strategizing for you — and how to find one who will. ✅ Why Mark loves to invest in short-term rentals and industrial properties as his go-tos for cash flow and tax benefits – and how he's using real estate profits to diversify into alt assets like crypto.Free GiftGet Justin's special report, 24 Questions to Ask When Vetting a CPA. Visit LifestyleInvestor.com/209Show Notes: LifestyleInvestor.com/209Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Raz Report, Jason Raznick sits down with tax expert Mark Kohler to explore the essential strategies for saving on taxes and building wealth through entrepreneurship. Kohler shares his insights on how small business owners can take control of their finances, maximize tax benefits, and effectively plan for their family's future. From the power of having a side hustle to practical tax strategies like paying your kids through payroll, this conversation is packed with actionable tips to help you captain your financial ship. Whether you're a solopreneur or running a full-fledged business, this episode will equip you with the tools to save money and optimize your tax planning.Host: Jason Raznick Special Guest: Mark J. Kohler, CPA, Attorney, Business Adviser, National Speaker, and Best Selling AuthorFor More Information Check Out His Site: https://markjkohler.com/Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Support this podcast at — https://redcircle.com/the-raz-report/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Host: Matty A Guest: Mark J. Kohler, CPA, Attorney, and Financial Expert Episode Summary: In this episode, Matty A welcomes tax expert Mark J. Kohler to share powerful tax-saving strategies for entrepreneurs, business owners, and investors. They dive deep into real-world tactics for maximizing tax savings, the fastest ways to accumulate tax-free wealth, and how to play the long-term wealth-building game. Mark simplifies complex tax strategies and explains how small businesses can keep more money in their pockets while growing their wealth. Whether you're a seasoned entrepreneur or just starting out, this episode will provide actionable insights to help you optimize your tax strategies, protect your wealth, and create a plan that aligns with your financial goals. Key Topics Covered: The Power of Tax Strategy: Understanding why taxes are the number one cost for small business owners and how focusing on tax savings can be as important as making more money. Fastest Way to a Million Dollars, Tax-Free: Mark shares the importance of Roth IRAs, self-directed IRAs, and the strategy to maximize tax-free growth. Real Estate Tax Strategies: From real estate professional status to short-term rental loopholes, Mark outlines the best tax strategies for real estate investors. Business Tax Hacks: Mark highlights key strategies for business owners, including S Corps, home office deductions, auto write-offs, and family payroll tactics. Backdoor Roth Strategies: Explaining how high-income earners can still maximize Roth IRA contributions using the backdoor method and how to turbocharge savings with mega backdoor Roths. Maximizing Compliance and Documentation: How to ensure you are audit-proof while leveraging aggressive but legal tax-saving strategies. Time-Stamped Sections: [00:00:00] – The Biggest Expense: Taxes: Matty and Mark start the conversation on why taxes are the biggest lifetime cost and how small business owners can make strategic decisions to lower this burden. [00:03:00] – Critical Questions to Ask Your CPA: Mark rattles off key questions business owners should be asking their tax advisors, from S Corp elections to maximizing payroll and family deductions. [00:08:00] – The Fastest Path to $1 Million Tax-Free: How to use Roth IRAs and self-directed IRAs to create tax-free income streams over time. [00:16:00] – Real Estate Professional Status: Breaking down how to qualify for real estate professional status and use rental property depreciation to offset high incomes. [00:21:00] – Maximizing Small Business Deductions: Mark shares top tax tactics, from auto deductions and home office write-offs to medical strategies for small business owners. [00:29:00] – Roth and Backdoor Roth Strategies: Understanding the mega backdoor Roth strategy and how to contribute up to $76,000 tax-free in retirement accounts. [00:33:00] – Playing the Tax Game: Mark's philosophy on pushing the envelope, staying compliant, and how to audit-proof your business while using advanced tax-saving tactics. Notable Quotes: Mark J. Kohler: "It's easier to save money than to make money. If you're not focusing on taxes, you're leaving thousands of dollars on the table every year." Matty A: "This game of money has levels, and understanding the tax game is a critical part of playing it right." Links & Resources: Mark J. Kohler's Website: MarkJKohler.com Financial X-Ray with Ryan's Team: Text 'Xray' to 844-447-1555 Directed IRA: Learn more about self-directed retirement accounts at DirectedIRA.com Free Business & Tax Content: Subscribe to Mark J. Kohler's YouTube Channel for tax strategies, updates, and live Q&A sessions. Calls-to-Action: Get Your Tax Strategy Right: Check out Mark's certified tax advisors and build a tax plan that keeps more money in your pocket. Maximize Tax-Free Growth: Open a self-directed Roth IRA and start building your tax-free wealth. Listen to More Tax-Saving Tips: Tune in to Mark's Main Street Business Podcast for the latest in tax and financial planning strategies. Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://wiseinvestorcollective.com/ and submit your application to join!
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. 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 my Instagram!
In this raucous, no-bs conversation, Jim and Mark Kohler get into taxes - strategies, planning and the role of CPAs. Sound boring? This is anything but. Mark shakes up the status quo and talks about how business owners should navigate tax laws effectively, avoid common pitfalls, and use real estate for tax benefits. Mark hones in on personal responsibility with taxes, and the value of comprehensive consultations with tax professionals. 3 Key Takeaways: Importance of active involvement in tax planning: Don't rely solely on your accountant—understand the strategies yourself. This ensures you can make informed decisions and effectively manage your tax obligations. The "trifecta" approach: Organize your operations, holdings, and legacy planning to optimize tax savings and wealth creation. This comprehensive strategy helps streamline your financial management and enhance your tax benefits. Avoiding common tax traps: Recognize ineffective strategies that may not work for your situation. Seek tailored, legal solutions from knowledgeable advisors to address your specific financial needs. By staying actively involved and adopting personalized strategies, you can navigate common tax mistakes and secure a stronger financial future. Remember, taking control of your tax strategies is essential to long-term success. Connect with Mark Kohler: YouTube: www.youtube.com/@MarkJKohler Linked In: www.linkedin.com/in/markjkohler Facebook: www.facebook.com/markkohler X: www.twitter.com/markkohler Instagram: www.instagram.com/markjkohler TikTok: www.tiktok.com/@markjkohler
Mark Kohler drops bombs on how to make money and save money on taxes In this incredible interview, tax attorney and CPA, Mark Kohler, shares why investing in crypto, specifically Bitcoin, can be a powerful path to financial growth. He also breaks down the critical tax implications of crypto trading and investing so you can keep more of what you earn! Mark doesn't stop there, he also shares amazing tax strategies for entrepreneurs. Discover how family businesses can create significant tax deductions and pass on a legacy of financial literacy. Learn how to structure your business to protect your assets and avoid common pitfalls. Powerful takeaways for entrepreneurs: - Cryptocurrency for Financial Growth: Learn why crypto is a smart investment and the different opportunities it presents. - Tax Implications of Crypto: Understand the three instances where crypto gains are taxed and how to stay compliant. - Family Business Tax Strategies: Discover how to leverage your family and create significant tax write-offs. - Asset Protection: Protect your wealth with effective asset protection strategies (and avoid scams!) - Business Structure: Understand the benefits of S-corps and LLCs and how to choose the right structure for your business. Don't miss out on this invaluable advice! Listen now and start building your unstoppable empire today! Learn more about Mark - https://markjkohler.com/
Ever have a conversation with somebody and leave feeling like you just drank a cup of coffee because their high energy is just so contagious?That recently happened to us during a conversation covering legal and tax pointers for solopreneurs. We know, not always the most upbeat topic, but let us tell you, this chat was so energizing and so informative!We invited Mark Kohler on the show and if you aren't familiar with Mark, it's time to get familiar. To say he has a wealth of expertise in tax, legal, wealth management, estate planning, and asset protection, is an understatement.He has literally impacted millions of Americans and is the professional small business owners and solopreneurs are starving for.After speaking with him, it is no surprise that he has over 470,000 YouTube subscribers and 16 million downloads, 2 successful podcasts with 2 million downloads to date, and is a bestselling author.We talked about a variety of things including:Common tax mistakes solopreneurs and small business owners make, and how they can be avoidedEssential tax tactics for solopreneursHow to stay up-to-date on tax laws and regulations, and how to stay compliant while optimizing your tax situationTax and legal hacks for side hustle successThe top 3 legal must-knows for solopreneursRecommendations for making more money when you start as a solopreneurPlus so much more, so be sure to tune in!Being a solopreneur is awesome but it's not easy. It's hard to get noticed. Most business advice is for bigger companies, and you're all alone...until now. LifeStarr's SoloSuite Intro gives you free education, community, and tools to build a thriving one-person business. So, if you are lacking direction, having a hard time generating leads, or are having trouble keeping up with everything you have to do, or even just lonely running a company of one, be sure to check out SoloSuite Intro!Access SoloSuite Intro
In this episode of "Success Leaves Clues," hosted by Dustin Plantholt, listeners can expect an enthralling conversation with Mark Kohler, an accomplished entrepreneur and author. The episode kicks off with a light-hearted exchange, where Dustin warmly welcomes Mark, teasing him about finally being on the other side of the interview table. Mark shares his unique daily routine, humorously admitting his unwavering dedication to starting each day with a pre-workout drink and a banana, even when traveling. This quirky habit leads to a playful banter about the famous Elvis Presley and his love for banana and peanut butter sandwiches. Dustin dives deeper, asking Mark to describe what a typical day looks like for him. Mark explains his early rising at 6 a.m., regardless of how late he goes to bed, and his need for a slow, grounded start to the day, which includes meditation and prayer. He emphasizes the importance of this morning ritual in setting the tone for a productive and focused day. The conversation takes a more serious turn as Dustin asks Mark how he defines success at this stage in his life. Mark passionately shares that true success is not about the money in the bank but about finding and living one's mission and calling. He illustrates this with examples from his own life and those of people he knows who earn modest incomes yet live fulfilling, purpose-driven lives. Listeners will gain insights into the challenges and sacrifices that come with pursuing success. Mark recounts his own experiences, including a period when he had three children under three while attending law school and studying for the CPA exam. He speaks candidly about the missed family events and the immense pressure of balancing work and personal life, highlighting that these sacrifices are often necessary for long-term success. The discussion shifts to financial freedom, where Mark shares a pivotal lesson he learned during the 2008 real estate crash. He explains that true financial freedom is not about accumulating wealth but about managing resources wisely and living within one's means. This realization, he says, was a turning point for him both personally and professionally. Mark's vision for the future of the accounting and legal industries is another highlight of the episode. He expresses his commitment to bridging the gap between business owners and knowledgeable advisors, aiming to restore the American dream by ensuring people receive sound financial and legal advice. He confidently addresses concerns about AI's impact on these professions, asserting that the human touch and personalized advice are irreplaceable. Throughout the episode, Mark emphasizes the importance of investing in oneself. He shares his philosophy of working on the business, not just in it, and the significance of continuous learning and self-improvement. He encourages listeners to set big, audacious goals, or "moon shots," to drive their personal and professional growth. As the conversation draws to a close, Dustin asks Mark about the greatest influence in his life. Mark becomes emotional as he recounts the profound impact of his father, an entrepreneur who taught him valuable life lessons through example rather than lectures. This heartfelt moment underscores the importance of mentorship and family in Mark's journey. The episode concludes with Mark discussing his focus for the year—being intentional. He shares his practice of choosing a word for the year to guide his actions and decisions, a tradition he encourages his family to adopt. Mark's commitment to intentional living is a powerful takeaway for listeners, emphasizing the need to prioritize and focus on what truly matters. This insightful and engaging conversation offers valuable lessons on defining and achieving success, balancing personal and professional lives, and the ongoing journey of personal growth and fulfillment. Listeners will be inspired by Mark's stories, wisdom, and humor, making this episode of "Success Leaves Clues" a must-listen.
Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today's economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the importance of proactive tax planning, with Mark emphasizing how small business owners can maximize their financial stability by staying ahead of tax and legal pitfalls. The discussion then shifts to side hustles, with Mark outlining low-cost business ideas that can boost income without requiring huge upfront investments. They also tackle the benefits and potential risks of short-term real estate investments, offering advice on how to navigate regulations and maximize tax benefits. The two wrap up with a deep dive into asset protection, where Mark highlights the value of affordable, tailored legal advice to help business owners avoid unnecessary financial stress. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
In episode of Wealthion, Andrew Brill speaks with renowned CPA and lawyer Mark Kohler. As the founder and senior partner at KKOS Lawyers, Mark is dedicated to helping people financially achieve their American dream. Kohler shares his expert strategies on how to build and protect wealth through smart tax and legal planning. Some of the key strategies they discuss include: How to utilize Roth IRAs from an early age The benefits of side hustles and rental properties Advanced tax strategies to minimize liabilities Did you like this video? Hit the like button and let us know in the comments! Timestamps:0:00 - Introduction 0:27 - Does the American Dream Still Exist? 2:24 - Teaching Financial Responsibility to Kids 5:04 - Benefits of Early Roth IRA Contributions 8:27 - The Rise of Side Hustles and Wealth Building 10:06 - Real Estate Investment Strategies 12:48 - Choosing the Right Type of Real Estate 15:41 - Partnering for Real Estate Investments 17:57 - Self-Directed IRA for Real Estate 20:44 - Setting Up LLCs for Self-Directed IRAs 22:04 - The Importance of Revocable Living Trusts 24:17 - Advantages of S Corporations for Subcontractors 26:48 - Converting 401k to Roth IRA 30:44 - Tax-Free Wealth with Roth IRA 33:17 - Alternative Investment Strategies: Hard Money Lending 35:31 - Investing in Cryptocurrency with Self-Directed IRA 38:10 - Upcoming Crypto Tax Summit Details 40:04 - Political Impacts on Tax Legislation 41:48 - Closing
Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. With a reputation as a YouTube personality, best-selling author, and national speaker, Kohler is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream. He also serves as the co-founder and Board Member of the Directed IRA Trust Company and has launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents nationwide. As the co-host of The Main Street Business Podcast and The Directed IRA Podcast, he simplifies intricate topics like legal and tax strategy, asset protection, retirement, investing, and wealth growth. Mark Kohler's commitment to helping entrepreneurs and small business owners attain success and financial security has made him a trusted expert in the field, benefiting countless individuals and businesses in navigating the financial and business world with confidence. Listen to this insightful RIA episode with Mark Kohler about revolutionizing tax and legal advice. Here is what to expect on this week's show: - How small business owners need to take an active role in their financial and legal planning. - Why business owners shouldn't overly rely on passive advice from accountants and lawyers. - How regular, proactive engagement between clients and their financial advisors optimizes business planning. - How there is a lack of proactive strategic advice from traditional financial advisors. - Why financial literacy and proactive management among small business owners is vital. Connect with Mark: Links Mentioned: markjkohler.com X @markkohler Instagram @markjkohler Facebook facebook.com/markkohler LinkedIn linkedin.com/in/markjkohler Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. With a reputation as a YouTube personality, best-selling author, and national speaker, Kohler is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream. He also serves as the co-founder and Board Member of the Directed IRA Trust Company and has launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents nationwide. As the co-host of The Main Street Business Podcast and The Directed IRA Podcast, he simplifies intricate topics like legal and tax strategy, asset protection, retirement, investing, and wealth growth. Mark Kohler's commitment to helping entrepreneurs and small business owners attain success and financial security has made him a trusted expert in the field, benefiting countless individuals and businesses in navigating the financial and business world with confidence. Listen to this informative Sharkpreneur episode with Mark Kohler about revolutionizing tax and legal advice. Here are some of the beneficial topics covered on this week's show: - How small business owners need to take an active role in their financial and legal planning. - Why business owners shouldn't overly rely on passive advice from accountants and lawyers. - How regular, proactive engagement between clients and their financial advisors optimizes business planning. - How there is a lack of proactive strategic advice from traditional financial advisors. - Why financial literacy and proactive management among small business owners is vital. Connect with Mark: Guest Contact Info X @markkohler Instagram @markjkohler Facebook facebook.com/markkohler LinkedIn linkedin.com/in/markjkohler Links Mentioned: markjkohler.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Kohler is an acclaimed tax and legal expert who is dedicated to helping entrepreneurs and small business owners achieve financial success. As the Founding and Senior Partner at KKOS Lawyers, Kohler specializes in tax, legal, wealth, estate planning, and asset protection services. He is celebrated for his commitment to nurturing the American Dream of his clients by expertly guiding them through complex legal, regulatory, and financial laws. In addition to his law firm, Kohler serves as the Chief Financial Officer and sits on the Board of Directors for the Directed IRA Trust Company. He co-hosts two popular podcasts, "The Main Street Business Podcast" and "The Directed IRA Podcast," where he discusses legal and tax strategies, asset protection, retirement, investing, and wealth building in an engaging way. Kohler is also the author of multiple books aimed at empowering business owners. Through his work, speaking engagements, training programs and online presence, Mark Kohler has become a renowned influencer in the finance and business world. His mission is to provide comprehensive knowledge and practical guidance to small business owners on structuring their businesses, assets, investments, and estates to maximize growth and legally build wealth. Kohler is truly dedicated to empowering the main street business owner to achieve their American Dream. During the show we discuss: How Understanding Tax Laws Can Benefit a Business Owner The 5 Best Tax Tips You've Never Heard Of The Common Misconceptions Business Owners Have About Taxes The Role Tax Planning Plays in a Business' Overall Financial Strategy Key Tax Planning Strategies Business Owners Should Implement at the Start of the Year How Business Owners Can Optimize Their Expenses to Maximize Tax Benefits The Most Overlooked Tax Deductions for Business Owners How the Choice of Business Structure Affects Tax Planning The Tax Planning Considerations for a Business That is Thinking About Structure Change The Recent Tax Law Changes that Business Owners Should be Aware of How Changes in Tax Laws Affect Small Business Owners, and What They Should Do to Stay Compliant When Should Business Owners Consider Hiring a Tax Professional Mark's Recommended Resources for Business Owners to Stay Informed About Tax Strategies and Changes in Tax Law Show resource/s: https://www.linkedin.com/in/markjkohler https://markjkohler.com/
In Episode 214 of The Weekly Juice, we sit down with Mark Kolar, a dynamic CPA and attorney who brings a fresh perspective to the often dry topics of business structures and tax planning. Known for his popular YouTube channel with over 430,000 subscribers, Mark has a talent for breaking down complex concepts into easy-to-understand, engaging content. This episode dives into the "trifecta" approach, a strategic framework that combines operations, assets, and wealth building into one seamless plan. Mark's insights cover everything from setting up LLCs and S Corps to effective tax planning and asset protection. Whether you're a seasoned entrepreneur or just starting, Mark's advice is invaluable. Tune in to learn how to optimize your business setup, save on taxes, and prepare for long-term financial success. Don't miss this chance to make the boring exciting and the complex simple! Do you need financing for your next home or investment property purchase? Visit our website at www.juice-enterprises.com/need-funding and schedule a pressure free consultation call with our personal mortgage lender Travis David of CMG Home Loans. He will help assess your current situation and will work with you to map out a plan for the future!
BIO: Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning.STORY: Mark and his partner bought two properties to put up on Airbnb. The first property needed just a bit of modification, but the second one required far more. It took them more time and money than expected to get it ready for renting.LEARNING: Take ownership of your mistakes. If a problem occurs, admit it, step up, and try to solve it—don't run away or stick your head in the sand. The majority of trouble we face in our lives will be caused by ourselves. “When you're pivoting in the face of a disaster or a bad investment, the first thing to do is give yourself some grace.”Mark Kohler Guest profileMark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning.With a reputation as a YouTube personality, best-selling author, and national speaker, Mark is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream.He also serves as the co-founder and Board Member of the Directed IRA Trust Company and has launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents nationwide.As the co-host of The Main Street Business Podcast and The Directed IRA Podcast, he simplifies intricate topics like legal and tax strategy, asset protection, retirement, investing, and wealth growth.Mark Kohler's commitment to helping entrepreneurs and small business owners attain success and financial security has made him a trusted expert in the field. He has helped countless individuals and businesses navigate the financial and business world with confidence.Worst investment everMark and his partner bought two properties in Arizona to turn into Airbnbs. They aimed to modify them over two to three months and set them up on the Airbnb platform. They hoped to start renting them out during the winter, which is a great Airbnb season. The first property was beautiful and simply needed yard furnishings.At the same time, 10 blocks away was the other property, which they thought would need some minor work, just like the first property. A few weeks later, they realized the property would take a ton of work, but the train had left the station, and there was no turning back. And so the damage began. The two partners added a lot of value to this property, but it was far more than they wanted to bite off and chew. Modifying the property took more time and money than expected.Lessons learnedYou can make a good investment, and something outside your control happens.Take ownership of what you're doing wrong.If a problem occurs, admit it, step up, and try to solve it—don't run away or stick your head in the sand.Andrew's takeawaysThe majority of trouble we face in our lives will be caused by ourselves.When you do something wrong, admit it to yourself as a first step.If you cause damage to another person, you must amend and resolve it.You can't get help on...
Do you want to know how to make your next vacation tax deductible? Have you thought about including your kids or other family members in your real estate investing business but don't know where to start? Would you like to know about a few tax loopholes that could cut your taxes in half? If you answered ‘yes” to any of those questions, you are in for a treat with this interview. In this episode I'm joined by my husband Rich as a co-host and special guests Mark Kohler and Patti Campbell who will share their love story along with many tips about investing together and organizing your financial lives. Mark is a tax attorney, real estate investor, and a founding and senior partner at KKOS. He helps clients protect their assets by coordinating their tax, legal, wealth, estate, and asset protection planning. Patti is a real estate investor and certified coach. She helps highly successful men improve their personal and business relationships in her private coaching practice. Together, they have created a wealth building team with their seven children. You can find out more about our guests at their websites: Mark's website: https://kkoslawyers.com/ Patti's website: https://pattibrittcampbell.com/ To find out more about investing in rental properties to build your own income-generating business, sign up for a free RealWealth membership at realwealthshow.com. As a member, you'll have access to our membership portal where you'll find contact information for property teams, and people like Mark who can help you with your wealth-building plan. And please remember to subscribe to this podcast on your favorite platform, and leave us a review to tell us what you love about the show!
Today I'm joined by Mark Kohler to discuss Real Estate Taxes? But why should your care? Well Mark is an expert that can tell you how to maximize all of your deductions of properties so that you can have more money to invest.
Join us in this insightful episode as Jacqueline delves into the world of self-directed IRAs with Lindsay Mersino from Directed IRA. Discover the key factors that set Directed IRA apart from other companies in the industry.In this conversation, Lindsay highlights three crucial components that make Directed IRA unique. First and foremost is their unparalleled commitment to service, as evidenced by their hardworking team and a remarkable track record of over 500 five-star Google reviews. Efficiency is the second pillar, with a focus on swift and effective custodial services, ensuring your investment moves seamlessly. Lindsay emphasizes the importance of their investment processing team, ensuring timely responses and resolutions.The third distinctive element lies in Directed IRA's co-founders, Matt Sorensen, a tax attorney, and Mark Kohler, a CPA. With over a decade of experience in the self-directed IRA space, they co-authored the acclaimed "Self-Directed IRA Handbook." Lindsay emphasizes the accessibility of these industry leaders, a unique advantage that sets Directed IRA apart from the competition.Jacqueline and Lindsay also touch on the 401k to IRA movement, exploring the options for individuals with retirement plans from previous employers. They discuss in-service rollover clauses and age limits, shedding light on potential opportunities for those still employed.Don't miss the chance to optimize your financial future! Tune in, gain valuable insights, and explore the possibilities of self-directed investing with a Directed IRA.Contact your hosts:Website: www.morelandequity.comFollow on social media @morelandequityListen on Apple Podcasts & Spotify @getdiversified
In this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm. Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment. Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche. Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle. A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively. Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important. Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability. Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired. Sponsors: Mark's tax advisory training Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: I don't have anything to sell other accountants. I would love folks to subscribe to my newsletter on Substack. This is a great resource for bookkeeping professionals that you want to subscribe to today. You also need to get the Turnkey Business Plan for accounting professionals. From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area. Get it for FREE Now! And don't forget to receive your FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Join us this Wednesday for a new episode where Roger discusses strategies for transforming your practice with Mark Kohler.
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
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/
What's your strat plan for long term financial freedom? More importantly, how do you plan to protect it?Links + Resources:Connect with Mark on Instagram | @markjkohlerLearn more at https://markjkohler.com/DM Cayla on Instagram “Mark” for a chance to win a free copy of Mark Kohler's Guide to Financial FreedomUse Code CRAFTED at checkout for $50 OFF Mark's Real Estate Tax Summit (Virtual!)Submit Your Crafted Deals Application!Increase your INCOME, PORTFOLIO, and IMPACT!https://caylacraft.com/Check out the program to Rewire YOU for Business & take your business to the next level!Caylacraftpodcast.comCONNECT WITH CAYLA!Follow Cayla on Instagram @cayla.craftWebsite https://caylacraft.com/Watch + Subscribe on YouTube - Cayla CraftShow Notes:Taxes, write offs, and investments, oh my! Today, we're discussing all the important things you'll need to become a successful entrepreneur with Mark J. Kohler, an investor, YouTuber, tax attorney, and author! As we pick his brain, we'll learn the best strategies to build up personal wealth and protect it. Mark shares his expert advice and strat plans for long term financial freedom for you and your family. No matter if you're a business beginner or a veteran investor, you'll find out how to reach the next milestone of success. Tune into today's educational episode and keep leveling up!00:20 Meet your guide to financial freedom, Mark J. Kohler, entrepreneur, investor, tax attorney, and YouTuber!01:15 What do you do for fun?02:25 What did you learn from your biggest failure?04:00 When did you know to walk away?05:15 What has been your biggest accomplishment so far?07:20 The trifecta for business beginners & high networth investors.13:35 What is the biggest mindset shift for successful entrepreneurs?16:45 The personal economic model.18:50 What is your percentage rule?21:35 What is your strat plan?22:50 How do you do your due diligence?26:50 Where are your next write offs coming from?30:00 What are the three major benefits of real estate investing?33:10 What are the tax benefits?38:45 How do you choose what's best to invest in?42:25 Why is it important to surround yourself with the right people?47:00 Who will level you up?48:35 Where do you see yourself in 5 years?51:30 What is your challenge for the audience?
Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/
Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!
Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth. Chelsea Myers, host, is the founder and CEO of Dental Life Coach (www.DentalLife.Coach). Dental Life Coach works with C-Suite, doctors, and teams to create scalable culture and increased profitability in some of the most successful dental support organizations. Dental Life Coach tools and resources are making a marked improvement in the way that goals are achieved and leaders are developed. To learn more about Dental Life Coach, executive coaching for dentists, increasing case acceptance rates, talent retention, and creating scalable culture visit www.DentalLife.Coach Dental Life Coach tools and resources are making a marked improvement in the way that goals are achieved and leaders are developed. To learn more about Dental Life Coach, executive coaching for dentists, increasing case acceptance rates, talent retention, and creating scalable culture visit www.DentalLife.Coach. //WATCH NEXT: ⏭️ //COME SAY HI!
In this episode the Huddle Guys discuss the Real Estate 2022 Summit that they recently attended hosted by Mat Sorensen and Mark Kohler. (Both Mat and Mark were previous guests on this podcast.) At this Summit, Huddle Guy Ignatius Jackson spoke on a panel on the topic of tax savings related to real estate. Go Ignatius! To learn more about the summit, visit Realestatetaxsummit.com. The Huddle Guys remind us that real estate investments can be coupled with tax strategies that help us save money and build wealth for us and our families. The tax advantages can couple real time cash flow and high rate of returns. That is a win-win! For many, investing in real estate is an alternative to the stock market, but some may be reluctant because of the amount of money involved. If this is the case for you, consider partnering with someone (or a group) that you trust. Also, the use of qualified accounts to invest in real estate is still highly underutilized. The Huddle Guys also respond to voice mails from a listener. And no Huddle is complete without sports talk. The Guys talk NBA and MLB, with Eric even giving his pick to win the world series. The Huddle Guys want to hear from you. Connect with them via social media or drop them a line on the show's website contact page: Contact Us | CPA Huddle. They may address your voice mail on an upcoming episode. It's time to Huddle Up!
In this episode, the Huddle Guys talk with Mark J. Kohler , a CPA, attorney, author, and podcast host. Mark is a Senior Partner at Kyler, Kohler, Ostermiller & Sorenson, LLP. He is also Fonder & CFO of Directed IRA, and a Senior Partner for Kohler & Eyre CPAs, LLP. Whew…when does Mark sleep?!? Listen as the Huddle Guys and Mark discuss ways to save on healthcare costs via Health Savings Accounts (HSAs) and Health Reimbursement Accounts (HRAs). In many regards, these are resources are underutilized tools; opportunities to save money are missed. They share information that is helpful to both tax preparer and tax payers. They also revisit topics related to the Inflation Reduction Act (IRA) which they believe will not save the average tax payer any money, especially if you are deemed to make too much money. (Checkout Episode 55 for more information about the IRA.) As usual, the Huddle Guys also have lots of fun with their guest, who also believes in the ‘mythical' Big Foot. Another first for this podcast! It's time to Huddle Up!
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!
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/
Mark Kohler is a best-selling author, speaker, attorney, and CPA. He works with clients across America to use strategic wealth management and tax strategies to build their wealth and KEEP their wealth. Mark explains the crypto tax strategies he employs, such as Revocable Living Trusts, Charitable Remainder Trust, tax free crypto gains with a Roth IRA, and more! Mark is a partner at KKOS Lawyers, you can find them here: https://kkoslawyers.com/ You can find the Crypto Legal Summit recordings here: https://cryptolegalsummit.com/ And get tickets to the Crypto Tax Summit here: https://cryptotaxsummit.com/ ***Connect across your favorite social platform: https://linktr.ee/Joerobert ***Subscribe to the podcast: http://bit.ly/JRPodcasts
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