Tax Pro Talks: CE Trainings
WITH MARK J KOHLER
Beyond basics: Continuing education for CPAs, tax professionals, & enrolled agents.
Earn valuable CE credits while learning cutting-edge strategies to enhance your practice and help clients achieve financial freedom from the best in the business… anytime you want.
We’ve all been there: clicking through mind-numbing IRS courses online, or having to travel to corporate tax forums and events, just to keep up with CE requirements.
It’s exhausting. So we’re offering something different.
Experience 5 online sessions like no other, with one of the tax and legal industry’s most influential and impactful leaders. This is CE that will actually make you money… and your clients as well.
Classes
THEY DON’T TEACH THIS IN SCHOOL...
This program offers 5 classes, all of which are designed to help you level up your tax knowledge, practice, and client services.
Advanced Self-Directing Strategies & the IRA/LLC
In this course, you'll discover how to self-direct your IRAs, 401ks, and even HSAs into a variety of investments, including real estate. Learn the secrets of structuring multi-member LLCs, using the powerful Mega Back Door Roth strategy, and navigate the tricky rules around UBIT and UDFI. Master these advanced tactics and take control of your financial future.
RECORDED SELF-STUDY ON DEMAND
S-Corporations: Cutting Edge Strategies
Unlock the power of the S-Corp! This course dives into how you can minimize FICA on your Ordinary Income, establish audit-proof Reasonable Compensation, and determine when it’s best to put your spouse or children on payroll. We'll also explore the TRIFECTA strategy and how it can transform your business.
RECORDED SELF-STUDY ON DEMAND
Short-Term vs. Long-Term Rentals
In this course, we’ll break down the key differences between long-term rentals, short-term rentals, self-rentals, and syndications. You’ll uncover the rules for real estate professional status, learn how to qualify for material participation with short-term rentals, and explore how the grouping election can supercharge your tax savings. Get ahead of the game with insights that maximize your returns.
RECORDED SELF-STUDY ON DEMAND
Advanced LLC Strategies: COPES, Series LLCs
Take control of business structure and asset protection! This course covers how to utilize LLCs with partners and S-Corporations, implement holding companies for long-term assets, and secure your investments using Charging Order Protection Entities. You’ll also learn the key factors for successfully using Series LLCs in the right situations.
RECORDED SELF-STUDY ON DEMAND
401k Options for Small Business Owners
Learn why 401(k)s are a small business owner’s best friend. From selecting the ideal plan to contribution strategies and optimizing salary in your S-Corp. Discover the steps to self-directing your 401(k) and the advantages of converting to a safe-harbor plan.
RECORDED SELF-STUDY ON DEMAND
Attend all 5 classes for
$495
$399
What tax profesionals are saying:
What I found most interesting is how these four aspects—personal, business, tax, and legal—are inextricably linked. Understanding this interconnectedness has empowered me to work with a more well-rounded and holistic perspective.
PUT ALL THESE CLASSES TOGETHER, AND YOU GET
Unique Tax Insights
Boosted Earnings
Enhanced Client Relationships
More Resources
Less Stress
Year-Round Success
We’re talking about logical and legal tax tactics that the uber-wealthy are using every year to earn more, save big, and build bigger. If the rich are taking advantage of these winning strategies, you and your clients should be too.
Meet your instructor.
After 25 years and over 10,000 consultations, Mark J. Kohler has made his mark as an influential leader in the financial world, and is considered the nation’s foremost Tax & Legal authority. Today, his mission is to educate, inspire, and empower those seeking financial freedom and generational wealth. Mark has shared his knowledge with millions of tax professionals and clients who are all looking to achieve the same goal, and during these LIMITED LIVE TRAININGS…he is your personal instructor. If you’re a tax professional interested in learning and working with Mark, and becoming a Tax Advisor, this is one course you shouldn’t skip.
Earn while you learn.
With up to 5 CE Credits available for this year, and a trove of valuable info/strategies that will last a lifetime, this program truly pays for itself… no matter which option you choose.
CORE:
Pay Per Class
$99
Invest just $99 per class and gain 1 CE credit with each session.
COMPLETE:
Bundle & Save
$495
$399
Opt for the full package at $399 and secure all 5 CE credits across 5 classes.
Become a better YOU.
Leveling up your tax game isn’t just a career move.
Everyone in the tax industry knows: the way you work impacts the way you live. By investing in your professional growth, and learning to work more strategically and efficiently, you’re building a better version of yourself that’s capable of accomplishing more not just professionally, but personally.
The skills you acquire from Tax Pro Talks will set you on a path to start living a life rich with...
Time for friends & family
Clients that love you
Consistent income
Better sleep
Bucket list vacations
Your favorite hobbies
FAQ
Yes. This program meets the requirements for Continuing Professional Education (CPE) credits under AICPA, American Bar Association standards, and is recognized as covering a Principal Knowledge Topic by the CFP Board.
These requirements vary by several determinants. For a quick reference, [IRS Pub 5186] offers a one-page summary helping new EAs understand their renewal timelines.
After attending the course, if you are an Enrolled Agent, we will report your attendance directly to the IRS. As a CPA, attorney, or certified financial planner, you will receive a certificate of attendance, along with a PowerPoint presentation and an event outline, following your participation.
Yes. All courses outlined in this program are 100% virtual/online.
Tuesday Tax Talks will be available from October 22nd – November 19th.
Every class in this program is 1-hour long.
