by Mark J. Kohler | Feb 13, 2019 | asset protection, Business, Legal Tips, Uncategorized
For most of us, our home is one of our most valuable assets. It truly is our “castle,” but can also be one of our most vulnerable assets. Although we need to protect it at all costs, we face several dilemmas that create significant hurdles to protecting...
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 | Jan 8, 2019 | Blog, Business, Financial Advice, Legal Tips, Newsletters, taxes, Uncategorized
Even experienced business owners can benefit from using a Strategic Plan as an integral part of their business. It is so difficult to manage all of the loose ends and chaos that can occur when running a small business. A “Plan” of any sort can help...
by Mark J. Kohler | Sep 4, 2018 | Business, Business Entities, Business Tips, Financial Advice, Legal Tips, taxes, Uncategorized
The Executive Summary is the most important section of your Business Plan. It provides a concise overview of the entire plan along with a history of your company. This section tells the reader where your company is and where you want to take it. It’s also the first...
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 | 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...
