Year-End Tax Strategy Workshop
Virtual & In-Person
December 2nd & 3rd
Friday & Saturday, 9am – 5pm
Phoenix, Arizona
Tax Professionals LOVE this Workshop:
BECOME an Exceptional Tax Advisor! Learn strategies to make YOUR practice more profitable and focused on consultations that set you apart as a Professional.
Business Owners LOVE this Workshop:
BE the Captain of Your Ship!! Learn strategies to better structure YOUR business, save taxes, build wealth, and better lead Your tax and legal professionals.
Topics that will MAKE & SAVE you Thousands!!!
- 2023 update on Mark's hottest tax strategies!
- 15 Year-End Strategies with an in-depth discussion and Workbook
- How the Tri-fecta is used to organize and structure Tax strategies WITH Legal Strategies
- How to properly use the S-Corporation, paying yourself AND family members
- The game-changing strategy of self-directing retirement accounts
- Cutting Edge Real Estate Tax Strategies
- Crypto, Web3, and Metaventure tax and legal rules!
Workshop Information
Year-End Tax & Legal Strategy Workshop is the core of all Mark teaches, creating the foundation for asset protection, saving taxes, and preparing for retirement.
- Friday and Saturday, 9am – 5pm
- 3003 N. Central Ave, Corporate Training Auditorium
Hotel at the site:
- Embassy Suites by Hilton Phoenix Downtown North (still has availability)
Hotels nearby:
- Hampton Inn Phoenix-Midtown Downtown Area (within 3 blocks)
- Extended Stay America Suites Phoenix Midtown (within 4 blocks)
- Hyatt Regency Phoenix (4 Star) (within 1 mile)
Day 1
8:30 Registration 9:00 WelcomeSections:
- Why Small Business
- Unleashing the “Trifecta”
- Capturing Start-up Costs
- The Power of Board Meetings
- Entities & the S-Corporation
- Rental Properties and LLCs
12:00 LUNCH BREAK
- Estate Planning Basics
- Dining and Food Expenses for 2023
- Auto Deduction Strategies
- Changing State Domicile
- Maximizing Travel Write-Offs
- Paying Family Members
DAY 2
9:00 WelcomeSections:
- Saving Strategies
- Choosing the Best Retirement Plan
- Everything Roth IRAs
- Why Rental Real Estate
- Passive, Active & Real Estate Professional Status
- Short-Term Rentals
12:00 LUNCH BREAK
- Active Trader Status
- Charitable Remainder Trusts
- Deducting Medical Expenses
- Health Savings Accounts (HSAs)
- Health Reimbursement Arrangements (HRAs)
- Self-Directing Basics
Business Owners
This workshop will teach you:
- Every Critical tax strategy your professional should be considering
- Way to better protect your wealth with your legal structure
- How to build wealth coordinated with your reirement accounts
- Where and how real estate fits into your structure for tax savings and wealth
- and ACTION items right now before year-end to save thousands!!
Business Owners
This workshop will teach you:
- Every Critical tax strategy your professional should be considering
- Way to better protect your wealth with your legal structure
- How to build wealth coordinated with your reirement accounts
- Where and how real estate fits into your structure for tax savings and wealth
- and ACTION items right now before year-end to save thousands!!
Tickets No Longer Available
We appreciate your interest in this workshop. The workshop has ended, however, so we are no longer offering tickets to this event.
If you have questions, you can contact us at (888) 801-0010. Again thank you for your interest!
In Person All Access
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In-person access to all speaking segments
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Interactive Workbook with all content and additional material
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Physical copies of the Tax & Legal Playbook and Business Owner's Guide to Financial Freedom
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Access to the recording for 1-month following the Workshop
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Lunch both days
VIP
Most Popular-
In-person access to all speaking segments
-
Interactive Workbook with all content and additional material
-
Physical copies of the Tax & Legal Playbook and Business Owner's Guide to Financial Freedom
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Access to the recordings for 1-month following the Workshop
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Reserved Front-Row Seating to all speaking segments
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Round table dinner and networking with Mark Friday Evening, the 2nd
Virtual
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Virtual access to all speaking segments
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Interactive Workbook with all content and additional material
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Physical copies of the Tax & Legal Playbook and Business Owner's Guide to Financial Freedom
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Access to the recording for 1-month following the Workshop
* For those that attend all the Sessions, we will issue a signed Continuing Education Certificate for tax, legal, and general business education. We cannot guarantee that your professional regulatory body will accept said certificate as qualifying CE, but many had received approval for these classes in the past upon submission of the outline, session slides, and bios of the speakers. It is up to the attendees to pursue and obtain approval of the Continuing Education Credits. Partial credit and Certificates will be issued to attendees that don’t attend all the sessions. Attendees must make note upon registration on the day of the event that they are seeking a Continuing Education Certificate.
Speakers
Mark J Kohler
CPA, TAX ATTORNEY
Mark is a best-selling author; national speaker; radio show host; writer and video personality; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies.
Mat Sorenson
TAX ATTORNEY
Mat has been at the forefront of the Self-Directed IRA industry since 2006. He’s CEO of Directed IRA, a partner at KKOS Lawyers, national speaker, top ranked podcast host, best-selling author, and a self-directed retirement investor. Mat is also a contributor at Cryptopedia, writing on crypto IRA tax and legal topics.
Kristan Kelch
TAX ATTORNEY
Drawing from her former position as General Corporate Counsel for a multi-million dollar corporation, She is also an experienced asset protection attorney with over 15 years of experience drafting estate planning documents designed to protect clients and their assets.
Darren Cherrington
TAX ATTORNEY
Cryptocurrency taxation and asset protection strategies for cryptocurrency is Darren’s main area of focus at KKOS. His work with cryptocurrency often includes the implementation of various capital gains strategies and the creation of necessary business entities to save on taxes and provide asset protection.
Katie Knetwick
TAX ATTORNEY
Katie’s focus at KKOS is on helping entrepreneurs structure their businesses, save taxes, and protect their assets. With over a decade of experience in financial planning, her unique background in law and finance is particularly helpful to clients looking to translate their life’s work into a comfortable retirement and lasting legacy.
Kevin Kennedy
TAX ATTORNEY
Kevin is a tax lawyer that helps small business owners and real estate and crypto investors with tax, business, and estate planning. His ‘bread and butter’ work consists of helping clients establish their ‘trifecta’. He also have a niche in the area of self-directed IRA/401k law.
Sponsers
