Blog | Mark J Kohler |

Maintaining Your S-Corporation

Jul 9, 2019

I wish that it was as easy as just filing a form with the State and you have magical tax savings and bullet-proof asset protection, but that’s simply not the case. Here are 7 must do steps to protect your S-Corp.

How to Find the Best Rental Property this Year!

Jul 2, 2019

I meet one on one with at least 1,000 clients a year to discuss their business

The Perils of Investing with Friends, Family and Church Members

Jun 18, 2019

Every week our firm gets call from clients around the country who have lost money by investing with friends, family or neighbors they trusted—but who were not licensed to sell securities or did not properly document the relationship as a partnership.

Why Buy Your Parent’s Home and Rent it Back to Them

Jun 18, 2019

There are several ways to handle a parent’s home depending on their particular health or financial situation. At a bare minimum, your parents should have a Revocable Living Trust to ensure the orderly and effectively transfer of the home to the family and avoid probate in states where the expense is significant.

Ways to Succeed at Tackling Student Debt

Jun 11, 2019

Student loans cause a great deal of stress in the lives of many Americans. From keeping track of payment deadlines or living in constant fear of not being able to make their next payment, the whole process can be overwhelming. The bottom line is even if you are making...

Practical Checkbook Procedures for your Business to Succeed

Jun 4, 2019

As we have been working through tax returns for clients this tax season, it’s alarming to see how many clients aren’t maintaining their checkbook properly, or not even having a separate checkbook at all for each of the companies they own and operate.

Your Business is Never Too Small to Consider an Employee Handbook

Jun 4, 2019

Having an Employee Handbook can make a huge difference in deterring a future lawsuit with employees. It can also help you tremendously in creating a more positive work atmosphere and increasing efficiencies. A properly drafted Handbook sets forth the guidelines, expectations and most importantly the policies of your business.

Do I Need a Living Trust?- What You Need to Know

May 20, 2019

Millions of Americans die each year without any type of estate plan in place, and this forces their families into the court system, where they experience huge expenses with probate and significant time delays when they would rather be mourning.