Mark’s Latest Blog Posts
Should I file an Extension for my Personal Taxes?
Should you file an extension for your personal taxes? Contrary to popular opinion, it is not the end of the world if you don’t file your personal 1040 tax return by April 15th. In fact, there are several great reasons NOT to file on April 15th and file an Extension...
How Much Should I Send in with My Extension?
As a taxpayer filing an Extension before April 18th, you may be asking, how much should I send in with my Form 4868? Remember, taxpayers are only given an Extension to ‘file’ and are still required to pay what they owe by April 18th or incur penalties. Now if you’re...
10 Ways to Write-Off Your Pet on Your Taxes
In this article, I will break down 10 ways to write-off your pet on your taxes. If you’re a pet owner, you know the joy and companionship a pet can bring to your life. But did you know that you may be able to write-off some of the expenses associated with owning a pet...
Mat’s Latest Blog Posts
Top 3 Mistakes In Do-It-Yourself Estate Plans
The Internet has allowed families to prepare basic estate planning documents from documents online and at affordable prices. However, the increase in affordability and convenience found on the web has created a false sense of security and inadequate planning that has...
IRA/LLCs – IRA Ownership of LLCs
My article on IRA/LLCs for self-directed IRA investors was published by the California Lawyers Association, Section on Business Law, eBulletin. In the article I outline the benefits of an IRA/LLC, how to properly set-up an IRA/LLC, how the documents need to be...
Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
The Omnibus budget bill signed into law today, December 27, 2022, has significant changes that will affect everyone saving for retirement. From more Roth options, improvements on required minimum distributions, and increases to contribution amounts, IRA and 401(k)s...
Co-hosts Mark J. Kohler and Mat Sorensen discuss complex subjects about legal and tax strategy, asset protection, retirement, investing, and growing wealth in an engaging and charismatic way that is easy for everyone to understand.
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