by Mark J. Kohler | Jun 13, 2022 | Estate Planning, Financial Advice, Legal Tips, mjk
A Gun Trust is a trust specifically created to hold firearms and work in unison with your Will or Revocable Living Trust. It’s not made to replace your Estate Plan, but enhance it and also hold Title II NFA guns and protect you from violating federal law. These...
by Mark J. Kohler | Mar 13, 2022 | Blog, Financial Advice, mjk, taxes
If you had a side hustle, or any size of small business in 2021, the last thing you want to do is leave any possible tax deductions on the table. It’s never to late to comb through your credit card statements, bank statements, even Venmo or Paypal to look for...
by Mark J. Kohler | Apr 29, 2021 | Education Savings, Financial Advice, mjk, Retirement planning, taxes, Uncategorized
The Coverdell ESA vs the 529 Plan, which is better? First, what I’m about to say may fly in the face of what you’ve heard from your tax professional or financial advisor: The Coverdell ESA is by far the best tool to save and build wealth for college...
by Mark J. Kohler | Apr 24, 2019 | Blog, Business Tips, Financial Advice, mjk, Real Estate, taxes
As many of you know, our law AND accounting firm recommend to ALL of our clients to purchase at least one rental property a year for tax planning and wealth building benefits. It doesn’t have to be big, but at least something. Thus, I have created these “10 Steps to...
by Mark J. Kohler | Jan 21, 2019 | Blog, Business, Business Tips, Financial Advice, mjk, Newsletters, taxes, Uncategorized
I realize this may sound cliché or even crazy, but the FIRST Step I have learned over my 18 years as an Attorney and CPA, is that if someone REALLY wants to build wealth and save taxes, they need to Start a Small Home Based Business. Please hear me out for those of...
by Mark J. Kohler | Nov 6, 2018 | Business, Financial Advice, Legal Tips, mjk
The older I get the more I realize the sun doesn’t always shine and everyone, I mean everyone, at one point is going to face financial problems. It’s not if they are going to come, it’s when. Now, one of the best ways we can prepare for these...
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