by Mark J. Kohler | Jun 4, 2018 | Blog, Business, Business Tips, Financial Advice, mjk
Natural disasters are all around us. It is absolutely astonishing how the weather patterns are changing and the impact they are having with unexpected impact all around us. Every day we turn on the news its earthquakes, fires, floods, tornadoes, and now even a...
by Mark J. Kohler | May 30, 2018 | Legal Tips, Uncategorized
A self-directed IRA (traditional or Roth), is a retirement account YOU control. That’s right, you get to decide what you invest in…NOT just stocks, bonds, mutual funds, annuities, or whatever your brokerage account is selling that month. Now your broker may tell you...
by Mark J. Kohler | May 15, 2018 | Business, Business Tips, taxes
Let’s get real, we don’t buy an RV for a tax write-off. They are a utility vehicle in some rare circumstances, but they are certainly by far a lifestyle choice and just what they are called: a “recreational” vehicle. But that doesn’t...
by Mark J. Kohler | May 9, 2018 | Blog, Legal Tips, mjk, Tax planning, taxes
Being audited is one of the most stressful and dreaded experiences a taxpayer can go through. It’s a wonderful blessing to live in America, and paying taxes comes with that privilege, but enforcement is a reality. Sometimes our actions will increase our chances...
by Mark J. Kohler | May 8, 2018 | asset protection, Business, Business Entities, Business Tips, Legal Tips, taxes
We all hope that having employees will help us better succeed in our business. Whether it’s in production, sales or admin, if done right, the proper team of employees can make all the difference in the world. However, many small business owners are often wary of the...
by Mark J. Kohler | May 2, 2018 | asset protection, Business, Business Entities, Legal Tips, Tax planning
If you are considering entering into a partnership, or are already in one, there are critical issues to address if you want to succeed. Recently on an episode of our “Refresh Your Wealth” Radio Show and Podcast, we compiled our Top 10 Dos and Don’ts to ensure success...
by Mark J. Kohler | Apr 25, 2018 | Estate Planning, Financial Advice, Legal Tips, Uncategorized
Nobody wants to think about dying, but being prepared for a disaster is important in every instance, and dying with your assets disorganized could be just that: a disaster. Millions of Americans die each year without any type of estate plan in place, and this forces...
by Mark J. Kohler | Apr 24, 2018 | Blog, Financial Advice, Tax planning, taxes, Uncategorized
It’s estimated that there are over 78 million dog owners in the U.S. and over 85 million people that think they own a cat. That’s A LOT of pets and they aren’t cheap either. The pet industry spends now over $67 billion in the U.S. (Source American Pet...
by Mark J. Kohler | Apr 18, 2018 | Business, Business Tips, taxes
As I am now a parent with three kids in college, this topic has never become more important to me than it is now. Yes!! I have written on this topic for many years, but I certainly want to take it to a whole new level. Let’s break this down into three distinct...
by Mark J. Kohler | Apr 16, 2018 | Blog, Business, Health Care, Tax planning, taxes
The Health Savings Account is one of the most powerful pieces of a well-designed health care strategy. It includes saving money, saving taxes, building a tax-free ‘bucket’ for health care and most importantly taking control of your own health care...
