Books

The Tax & Legal Playbook

The Tax Rules Have Changed. Your Business Should, Too.

The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code are complex (especially for the small-business owner), but you don’t have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you.

In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets. Using real-world case studies, tax-savvy tips, game plans, and discussion points, Kohler coaches you through the complexities of the tax game of the small-business owner.

You’ll also learn how to:

• Examine your business needs and pick the right business entity for you
• Build your personal and corporate credit in eight steps
• Implement affordable asset protection strategies
• Take advantage of underutilized business tax deductions
• Pick the right health-care, retirement, and estate plans
• Bring on partners and investors the right way Plan for your future with self-directed retirement funds

Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.

Business Owner's Guide to Financial Freedom

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Tailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner’s Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners.

Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.

Learn how to:

• Pinpoint the dollar value of your business with a step-by-step formula
• Eliminate and avoid bad debt while leveraging your good debt
• Uncover investment strategies Wall Street won’t tell you
• Achieve long-term goals with the 4×4 Financial Independence Plan
• Find an advisor willing to look out for your best interests
• Super-charge your 401(k) and leverage your insurance to get rich
• Create the best exit strategy for you, your business, and your family
• Avoid the most common mistakes in real estate investment
• Protect your hard-earned assets from security threats ready to strike

You can’t predict the future, but you can plan for it. So if you’re ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!

What Your CPA Isn't Telling You

Tackling the fundamental question asked by all taxpayers — “How can I save on my taxes?,” attorney and CPA Mark Kohler empowers frustrated taxpayers to dismiss the common CPA jargon that their tax payment “is what it is” and ignore widely used tax talk like “you just make too much money.” Kohler reveals 8 life-changing tax principles, and teaches both wage earners and business owners how to apply fundamental, but underutilized tax strategies to achieve huge tax savings, greater wealth, and ultimately, a winning pursuit of the American Dream.

Kohler presents wage earners with applicable strategies beyond writing off mortgage interest and contributing more to their IRA. Following the story of a typical family, tax payers discover the undeniable benefit of owning a side/or small business, how hiring their spouse and children can help their bottom line, the financial windfall that comes with owning rental real estate, and the secret success behind self directing their retirement plan, which is something 9 out of 10 CPAs don’t know or don’t talk about!

Small business owners uncover new avenues for adding to their bottom line including how to save on health care and legitimate bookkeeping techniques that can put thousands back in their pocket — all illustrated through checklists, charts and templates available in the additional resources toolkit provided by Kohler.

8 Steps to Start & Grow Your Business

This is not just a workbook! Here is what is also included when you purchase 8 Steps:

• 49+ Videos
• 12+ Webinars/Podcasts
• PDF Version also available
• Downloadable Business Plan, Marketing Plan, and Strategic Plan
• 8 Live Training Sessions (live & recorded).

Learn from one of the Nation’s Best Selling Authors and an actual Attorney and CPA on How to Start Your Business Today!

Ever thought of starting your own small business- but thought it was too hard or had no idea where to start? Then this is the workbook for you! Listen to invaluable legal and tax advice given by Best Selling author and CPA/Attorney Mark Kohler, all which are geared toward helping you succeed in your dreams of being your own boss- and live well while doing so! No matter what your age, income, or current status in small business ‘start-up’ mode you will find material here to be truly invaluable and guaranteed to save you thousands in lawsuits, issues with the government or IRS and general heartache.

Buy with confidence knowing we offer a 100% 30-day money back guarantee!

The Self Directed IRA Handbook

The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations.

The Handbook, now in its Second Edition, clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, crytpocurrency, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 150 citations to cases, statutes, rulings, and opinions from the IRS and DOL.