Tax & Legal 360: The In-Person Experience You Can’t Miss

Tax & Legal 360 Orange County Live

Everything changes when you’re in the room.

One hallway conversation can lead to a six-figure referral partnership. One live session can unlock a tax strategy that saves your client thousands. One dinner with growth-minded professionals can recharge your confidence and reshape your future.

This kind of experience doesn’t happen on Zoom.

It happens in person, at Tax & Legal 360, June 4–7 in Anaheim, California…

And we want you there with us!

Why In-Person Beats Virtual—Every Time

1. Networking That Can’t Happen on Zoom

The real magic? It’s in the lobbies, the happy hours, the speaker meetups. You’ll meet collaborators, partners, and mentors who challenge your thinking and expand your future.

Forget forced breakouts and awkward virtual chats—in Anaheim, you’ll build real relationships with tax pros, attorneys, and entrepreneurs who actually “get it.” That’s worth the price of the ticket alone.

Are you a business owner fed up with your CPA? Come meet the best tax minds in the country—face to face.

2. The Energy Is Different When You’re in the Room

Virtual events can’t match the feeling of being part of a movement. When Mark J. Kohler breaks down a million-dollar strategy live—or interviews an A-list entrepreneur on the main stage—the crowd isn’t just watching. They’re locked in. Fully engaged. Ready to level up.

Use this event to reset your momentum. Fuel your confidence. This is where the next chapter of your growth begins.

3. Unexpected Conversations. Unmatched Value.

The most valuable moments are the ones that are NOT planned or scheduled. We’ve seen game-changing connections, long-term friendships and partnerships form in hallways, elevators, at coffee tables, and in just random passing interactions. 

You can’t plan for these encounters. But they can only happen when you’re here…in person.

4. Learn Without Distractions

We get it—tax and legal pros are busy. But being “available” from your desk means you’re constantly pulled into client calls, email alerts, and day-to-day distractions.

Anaheim is your reset button. Step away from the noise and immerse yourself in 24 hours of game-changing CE and strategic learning. Zero distractions. Real focus. Massive results.

5. Exclusive Perks for In-Person Attendees

Let’s be honest: You get more when you show up.

  • ✔️Special swag bags
  • ✔️VIP speaker Q&As
  • ✔️Private networking dinners
  • ✔️Hands-on workshops
  • ✔️Access to content that isn’t available virtually

And no—this isn’t a trade show. This is high-level, high-impact content in a real learning environment. No fluff. No hard-sell. Just serious growth.

BONUS: 

Since we’re going to be just up the street from the Magic Kingdom…why not use this as an opportunity to write off your Disney adventure while you’re at it? 

Just sayin’…you wouldn’t be the first. 

Tax & Legal 360 sign group photo

For the Introverts in the Room…

We see you. A lot of us are introverted accountants and solo business owners. We work alone. We like quiet. But here’s the thing…

When you book an in-person ticket, you’re placed in smaller, high-touch groups. You’re encouraged—and empowered—to make the kind of connections that normally take years to build.

We’re not just putting you in a ballroom and hoping for the best. We’re curating an experience that helps you grow—on your terms.

A Word to CPAs & EAs Who Think They’ve Seen It All

We know you’re smart. We know you’re credentialed. But if you’ve dismissed the Augusta Rule, the Trifecta structure, or asset protection strategies because you “don’t use them in your practice”… it might be time to ask:

Are you helping your clients save money—or holding them back because you don’t want to be wrong?

At Tax & Legal 360, we challenge you to learn something new. For your clients, you practice, and your future.

Did Someone Say Surprise Guest?

Yep…the rumors are true!

Mark J. Kohler will be interviewing a major player in marketing and business live on stage. This guest has built brands you know, led companies you admire, and inspired millions.

We’re keeping the name under wraps for now…but trust us, when they take the stage, the room will erupt.

The Smartest Investment You’ll Make All Year

This is more than a conference. It’s your annual CE update, your business bootcamp, and your networking all rolled into one.

  • ✔️24 CE Credits
  •  ✔️Speaker Meetups & VIP Events
  •  ✔️In-Person Only Perks
  •  ✔️Breakthrough Strategies You Won’t Hear Anywhere Else

Money-Back Guarantee (Yes, Really)

Because Mark J. Kohler, and the rest of the Main Street community, believes so strongly in the impact of this event, we’re offering a unique guarantee…

If you don’t learn how to save at least $1,000 in taxes during this event, we’ll refund your ticket!

*Refunds must be requested within 3 days of the event and are not available if CE credit is claimed. Fair is fair.

FAQ

Can’t I just watch the replays or attend virtually?

You can—but it’s not the same. The energy, connection, and deep learning that happen in the room can’t be replicated online. The real breakthroughs, partnerships, and lightbulb moments? Those happen face-to-face.

What if I don’t know anyone?


Perfect. You’ll leave knowing dozens. We design the event to encourage authentic connections—especially with our upgraded Premium ticket, which places you in smaller groups for higher-level workshops and networking.

Is this really worth the cost and travel?

Absolutely. Between the 24 CE credits, strategic insights that could save you (or your clients) thousands, and the network you’ll build—you’ll get 10X the value. Plus, tickets are 50% off with code 50flash this weekend only.

What makes this different from other tax or legal conferences?


It’s built for real people with real businesses—not ivory tower theory. No stuffy lectures, no hard-sell tradeshow vibe. Just clear strategies, honest conversations, and hands-on workshops that move the needle.

What’s included with a Premium ticket?


Premium tickets get you into exclusive sessions, small-group workshops, speaker Q&As, and private networking experiences—plus extra swag and early access to key sessions and 6-month access to recordings from all sessions

Bottom Line: This Event Hits Different In Person

You don’t need another Zoom replay.

You need the breakthrough that only happens when you’re face-to-face with people who are playing at your level—or higher.

If you’ve been waiting for a sign, this is it.


Get out of your routine. Ditch the screen. Join your tribe in Anaheim, CA for Tax & Legal 360!

You can purchase your tickets HERE.

How Can I Learn More and Stay Connected?

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Mark Kohler

Mark J. Kohler, senior partner at KKOS Lawyers and co-founder of Directed IRA, has over 25 years of experience helping entrepreneurs achieve financial freedom. Through YouTube, books, and live trainings, he breaks down complex strategies into simple, actionable steps. His Main Street Certified Tax Advisor Program now equips CPAs and agents to share these insights with clients.

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Will we get an email to log in virtually? Thanks

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