Explore every episode of the podcast Main Street Business
Dive into the complete episode list for Main Street Business. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Title
Pub. Date
Duration
#643 The Problem Property Matrix Part 2; The Analytics
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#641 You Can Save Up To 72,000 In 2026 Using A Solo 401k
17 oct. 2026
00:13:45
Until October 26th you can book with an attorney at my law firm KKOS Lawyers and get your Solo 401(k) done at our lowest price ever (Up to $200 Off).. Book A Call Here!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#640 7-Legal Documents You Need Before You Die
04 oct. 2026
00:22:55
Dont die without a trust.. Book a call with our Law Firm KKOS Lawyers and get your Estate Plan squared away before it's your kids problem. Book a Call Here!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#639 Should You Put Your Spouse On Payroll
28 sept. 2026
00:24:34
Set up a Free 15-Minute Client Advisor Call and get booked at my law firm KKOS Lawyers. With a Comprehensive Tax and Business Consult my attorneys can help you have a tactical plan to put your spouse on payroll when the time is right and get your business, assets and trust in order.
Mark breaks down when paying your spouse from the business creates real tax savings and when it just adds payroll taxes and paperwork. We walk through the classification rules, the S corporation math, and the two scenarios where spousal pay can unlock powerful benefits for your family.
• deciding whether a spouse is a co-owner, employee, board member, or subcontractor • understanding material participation and when wages are required • avoiding payroll done only to “manufacture” a deduction • why paying for Social Security credits is usually a bad move • using S corp W-2 wages to manage FICA and keep compensation reasonable • adding a spouse to payroll to increase 401k and Roth 401k contributions • using a spouse support-company setup and an HRA to deduct family medical expenses • doing the math before adding complexity, filings, and payroll cost
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#638 What is a Backdoor Roth and How do you fund it
24 sept. 2026
00:13:25
Does your situation require a backdoor roth? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#637 Roth Conversions: How much to convert
18 sept. 2026
00:15:45
Ready to put your Roth conversion strategy into action? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#636 Building Wealth Through Alternative Assets with Yvette Spillman
14 sept. 2026
00:18:39
Ready to make sure your tax, business, and wealth-building strategies are actually working together? Schedule a Comprehensive Tax and Business Consult with a KKOS attorney to review your current structure - Book a Call Here..
On this special episode of the Main Street Business Podcast, host Mat Sorensen sits down with Yvette Spillman, advisor, entrepreneur, and Founder & CEO of National Retirement Institute (NRI), to discuss how business owners and investors can think beyond traditional stock market investing when building and protecting wealth.
Yvette shares her approach to working with clients who are heavily concentrated in traditional investments and want to explore alternative assets, tax strategies, and self-directed retirement accounts. The conversation covers how to evaluate different assets based on your personal goals, whether you're focused on growth, income, retirement, or a combination of all three.
They also discuss:
Why many investors may be less diversified than they think
How self-directed IRAs can provide access to alternative investments
Using real estate, oil and gas, and other tangible assets as part of a broader wealth strategy
The difference between investing for growth versus creating an income stream
How business owners and entrepreneurs can be particularly well suited for self-directed investing
Tax planning strategies involving real estate, oil and gas, Solo 401(k)s, and proper entity structuring
A real-world case study of a business owner who was paying significant taxes and restructured his investments and retirement strategy
The importance of understanding a client's goals before recommending investments
This episode is a practical conversation about looking beyond the traditional investment playbook and building a wealth strategy around your individual goals, risk, income needs, and tax situation.
Yvette invites listeners to attend the Sonic Boom Summit in Temecula, California, taking place September 28–30. The three-day event features education for business owners and investors, with Mat Sorensen and Mark J. Koehler among the featured educators, along with other experts in the tax, business, and wealth-building space.
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#635 Top 10 Crypto Tax-Strategies for 2026
07 sept. 2026
00:29:45
Need to make sure your strategies are working? Book a Comprehensive Tax and Business Consult with Mat and Marks Law firm KKOS Lawyers - Book a Call Here..
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#634 Revocable Vs Irrevocable Trusts - What You Need to Know
31 août 2026
00:28:17
Estate planning isn’t just about what happens when you die, it’s about protecting your family, assets, and wishes along the way. Book a call with Mark and Mat’s law firm, KKOS Lawyers, to start your estate plan.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#633 Backdoor Roth IRA Explained: Get Around the Income Limit
21 août 2026
00:18:13
Need help executing a Backdoor Roth IRA? Book a FREE call with my team at Directed IRA where they walk you through every step of the way!: Book a Call Here
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#632 Fear in the Housing Market Almost Always Signals Opportunity
14 août 2026
00:32:14
Before your next real estate investment, start with my law firm, KKOS Lawyers.
Our Comprehensive Tax & Business Consult helps you make sure the deal fits into the right tax, entity, and asset protection strategy before you buy. - https://hubs.ly/Q04t0Vn00
In this episode, Mark J. Kohler sits down with Kathy Fettke, co-founder of RealWealth and host of The Real Wealth Show, to talk about what smart investors should actually be watching in today’s market.
They break down the proposed restrictions on institutional homebuyers, why reacting to headlines can leave investors behind, and the key indicator RealWealth looks for before entering a market: job growth.
Kathy also shares how her team identified opportunity in Sherman, Texas, why the housing challenge is increasingly about renters, and how investors should think differently about active versus passive real estate.
Key takeaways from this episode: Why fear in the market almost always means better deals are available - The truth behind the new bill capping institutional home purchases and why it's more political than practical - Why relying on headlines (or AI summaries) means you're investing on old, already-priced-in data - RealWealth's #1 rule for picking a market: follow the jobs - How Kathy's team spotted the CHIPS Act opportunity in Sherman, TX before anyone else moved - Why the real housing shortage today is a renter problem, not a buyer problem - The difference between active real estate (flipping) and passive real estate (buy-and-hold) — and why confusing the two costs people money - Why managing your property manager beats trying to manage the property yourself
Kathy also shares how to get started with RealWealth's free resources, including property tours, weekly market webinars, and her book Retire Rich with Rentals. This episode is a must-watch for anyone who's been sitting on the sidelines waiting for the "right time" to invest or who's been burned trying to time the market off the news cycle.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#631 Is Buying a Franchise Right For You? HomeVestors VP Mike Oberholtzer Explains
07 août 2026
00:50:50
If you're considering buying or selling a franchise and want experienced legal guidance throughout the process, book a consult with Mat and Marks law firm KKOS Lawyers to get started: https://kkoslawyers.com/
Buying a franchise can be a great path to business ownership—but it's important to know exactly what you're getting into before signing on the dotted line.
In this special episode of the Main Street Business Podcast, Mat Sorensen sits down with Mike Oberholtzer, VP of Franchise Development at HomeVestors, to break down the entire franchise buying process. Together, they discuss how to evaluate franchise opportunities, what to look for in the Franchise Disclosure Document (FDD), the real costs of franchise ownership, and how to determine whether buying a franchise is the right fit. Whether you're looking to transition out of a W-2 career, diversify your investments, or become a business owner, this episode provides practical insights to help you make a more informed decision.
In this episode, you'll learn:
How to determine if franchising is the right path for your goals
The pros and cons of buying a franchise versus starting a business from scratch
How to properly evaluate franchise opportunities
What to review in the Franchise Disclosure Document (FDD)
Why speaking with existing franchise owners is a critical step in your due diligence
The franchise fees, royalties, and ongoing costs to expect
What quality training, onboarding, and operational support should look like
Common mistakes prospective franchise owners make—and how to avoid them
Strategies for growing, scaling, and eventually selling a franchise business
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#630 Think Your LLC Protects You? Think Again
04 août 2026
00:18:30
Is your entity structure up to date? Business owners can get themselves in sticky situations without maintaining their entities. Thats why our most popular service at our law firm KKOS Lawyers is our Entity Clean-UP Service. Book a Consultation Today!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
In this episode Mat and Mark conquer a huge topic in 10 minutes. LLC Vs S-Corp, when to elect and how to maximize your entity structure for your specific situation.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#628 How we Stopped the Bank from Taking our Clients Assets
24 juil. 2026
00:22:57
Proper asset protection planning can make all the difference when a creditor, bank, or judgment puts your assets at risk.
In this episode, Mat Sorensen and Mark J. Kohler share the full story of how planning completed in advance helped protect a KKOS Lawyers client from losing valuable assets. They also explain why asset protection works best before a legal or financial problem arises.
Listen to the full episode to learn how the right tax, business, and legal strategies can work together to protect what you have built.
Limited-Time Offer: New clients can save $200 on a Comprehensive Tax & Business Consultation with KKOS Lawyers.
Book a call with our Client Advisor Team to get started: Book a Call Here
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#627 Setting Up a Partnership LLC
17 juil. 2026
00:31:49
Operating a partnership LLC? Don’t wait for problems to arise. We discuss how to structure your LLC for tax optimization, asset protection, and partner alignment—helping prevent common pitfalls and keep operations running smoothly.
For a limited time, save $200 on our Comprehensive Tax and Business Consult. Book a call with our Law Firm KKOS Lawyers Client Advisor Team... Click Here to get started.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#626 You Do Not Scale A Business You Scale People
11 juil. 2026
00:25:03
Building a good team has been an invaluable asset for Mat and Mark over the years.
Think you have a good team but need better structure? Let our law firm help you get your business cleaned up with our Entity Clean-up consultation. Learn More Here.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#625 Open Forum: My Accountant Says an S-Corp Won’t Save Me Money… Is He Wrong?
06 juil. 2026
00:40:46
Ready for an S-Corp? Or have questions on how our team of attorneys can help your business save money? Book a call with our team HERE..
Mark and Mat answer your questions on this week's episode of the Main Street Business Podcast. Submit your questions to be answered live at https://www.mainstreetbusinesspodcast.com/
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#624 Your Trust Should Own Everything [Lawyers Explain]
19 juin 2026
00:28:39
Our Law Firm KKOS Lawyers is currently running an Estate Plan Special, Get your trust/Trifecta set up today - https://kkoslawyers.com/estate-planning-special-2026/
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#623 The 10 Mistakes That Made Us
12 juin 2026
00:50:17
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#622 How to Keep Death From Creating a Tax Mess
05 juin 2026
00:34:06
Don't let Estate Planning define your passing.. Book an Estate Planning call with our law firm KKOS Lawyers and take advantage of our Estate Planning Special.. Active till 6/21/26.. Book a Call Here!
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
# 621 Auto Mileage V. Actual Expense: Who wins?
13 mai 2026
00:29:38
Did you deduct actual expenses or use the standard mileage rate for your vehicle? More importantly, was that the best choice for your situation? Book a comprehensive tax and business consultation with Mark and Mats firm KKOS Lawyers to ensure your strategy works for you.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
# 620 5 LLC Mistakes
06 mai 2026
00:26:04
Want to make sure your LLC is in order? Book a Call with Mat and Marks Law firm KKOS Lawyers and Get your Entity Cleaned Up https://kkoslawyers.com/entity-clean-up/
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#619 The Difference Between LLCs and S-Corps for Real Estate Investors
28 avr. 2026
00:30:42
Get your entity structured the right way. Schedule a review to maximize your tax benefits and strengthen your asset protection. Book an Entity Structure consultation with Mark and Mats Attorneys at KKOS Lawyers. Book a Call Here.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#618 What to do if you can’t pay your taxes
21 avr. 2026
00:34:22
Can't pay your taxes? Get a Comprehensive Tax and Business Consultation so this never happens again.
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#617 The Trust is the Missing Link to your Trifecta
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#616 The Big Short & Rod Khleif's Story: How to Rebound
07 avr. 2026
00:36:01
What would you do if you lost $50 million and thousands of properties overnight? In this powerful episode of the Main Street Business Podcast, real estate investor Rod Khleif shares his raw story of the 2008 crash, how he lost over 2,000 properties, and the mindset that helped him rebuild an even bigger portfolio through multifamily investing. This conversation breaks down hard-earned lessons from failure, the truth about single-family vs. multifamily investing, and why mindset is the real key to long-term success.
We also dive into today’s real estate market — rising interest rates, distressed multifamily deals, and why massive opportunity is emerging right now. If you’re an investor, entrepreneur, or just someone trying to bounce back from setbacks, this episode will challenge how you think about risk, failure, and growth.
Be sure to like, subscribe, and drop a comment with your biggest takeaway — and check out our other episodes on real estate, wealth building, and financial strategy!
CHAPTERS:
0:00 Teaser
0:35 Rod’s Real Estate Journey and the 2008 Crash
5:11 Losing Everything and Mindset Shift
8:11 How to Rebuild After Failure
14:23 Focus, Fear, and Taking Action
17:35 Why Single-Family Houses Failed vs Multifamily
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#615 Why One LLC Isn’t Enough for Most Entrepreneurs
27 mars 2026
00:21:41
How many business entities do you actually need as an entrepreneur? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real strategy behind structuring multiple businesses, protecting assets, and scaling the right way.
They walk through the key reasons you may need separate entities, including liability protection, partnerships, exit strategies, regulatory requirements, and branding. Through real-world examples — including costly mistakes entrepreneurs make when entities aren’t properly separated — you’ll learn how to avoid exposure, structure subsidiaries correctly, and build a business framework that supports growth and long-term success.
If you're running multiple income streams or planning to expand, this episode will help you think like a seasoned business owner. Be sure to like, subscribe, and share, and check out more content to keep building your business smarter and safer!
You’ll learn:
How to determine if you need multiple business entities or just one
The biggest liability mistakes entrepreneurs make when combining businesses
Why an S Corp foundation is critical for tax savings and structure
When to create a separate LLC for partnerships and joint ventures
How to properly structure subsidiaries to actually protect your assets
Real-world examples of entity setup failures—and how to avoid them
When and why to separate a business for future sale or exit
How branding and regulatory requirements impact your entity strategy
The correct way to manage finances, payroll, and operations across entities
A practical framework for scaling multiple income streams safely and efficiently
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#614 How Lawsuits Can Take Away Your Home (And How to Stop It!)
20 mars 2026
00:38:31
If you got sued tomorrow, could you lose your home? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real risks to your home equity — and the smart strategies you can use right now to protect it before it’s too late. From homestead exemptions to equity stripping, this is essential knowledge every homeowner and investor needs to understand.
We dive into how different states protect your home, when creditors can (and can’t) touch your equity, and how tools like HELOCs, retirement accounts, and domestic asset protection trusts can create powerful layers of defense. You’ll also learn the common mistakes people make — like relying too heavily on umbrella insurance or transferring assets incorrectly — and how to avoid them.
If you're serious about protecting your wealth, minimizing risk, and building a solid financial foundation, this episode gives you a practical roadmap to do it right. Make sure to subscribe, like, and share this with someone who needs to safeguard their assets!
You'll learn:
How lawsuits can impact your home equity — and when your house is actually at risk
What the homestead exemption is and how it protects you (state-by-state differences)
When and how creditors can force the sale of your home
The strategy behind “equity stripping” and how it can reduce your exposure
How HELOCs and liens can be used as a defensive asset protection tool
Where to safely move equity so it’s harder for creditors to reach
The pros and cons of domestic asset protection trusts vs. offshore trusts
Why umbrella insurance may not protect you the way you think
How to structure LLCs and entities to contain liability and protect personal assets
Common asset protection mistakes that could cost you everything
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#613 Open Forum — Kids’ Trump Accounts, Real Estate Taxes, and Growing Your Business
13 mars 2026
00:46:27
In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer real questions from business owners about taxes, investing, and scaling a successful company. From the brand-new “Trump accounts” for kids to real estate tax strategies and smart ways to grow your business, this episode breaks down complex financial topics into practical advice you can actually use.
They explain how parents might use Trump accounts to create long-term wealth for their kids, including a powerful strategy to convert those accounts into Roth IRAs later in life. You’ll also learn key tax strategies for high-profit business owners, including retirement plans, paying your kids through the business, real estate deductions, and how to balance tax savings with long-term wealth building.
Plus, the discussion dives into real-world business growth strategies — like when to expand physical locations versus going virtual, how to attract better talent, and how to structure your business as it scales. If you’re a small business owner looking for smarter tax strategies and better ways to grow your wealth, this episode is packed with insights.
You’ll learn:
How the new “Trump accounts” for kids work and when they might still make sense even without the government contribution
A strategy to convert a child’s Trump account into a Roth IRA to potentially create decades of tax-free growth
When paying your kids through your business can unlock powerful retirement strategies like a kid’s Roth IRA
Key tax strategies business owners with $500K+ in profit should consider to reduce taxes and build wealth
How retirement plans like a Solo 401(k) can help you shelter more income as your business grows
Why successful entrepreneurs balance tax savings with wealth-building investments
The difference between focusing on tax write-offs and focusing on long-term wealth creation
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#612 Bonus Depreciation Explained: The Tax Strategy Everyone Gets Wrong
06 mars 2026
00:44:11
Are the tax benefits of bonus depreciation and real estate investing really as powerful as they’re advertised? In this episode, Mark J. Kohler and Mat Sorensen break down the truth behind the popular tax strategy that many investors believe will dramatically reduce their taxes. The reality may surprise you.
Using real examples, they explain how depreciation, cost segregation, and passive losses actually work — and why many investors misunderstand how those losses can (or cannot) offset income from a business or W-2 job. You’ll learn the difference between passive and active losses, why many tax pitches exaggerate the benefits, and how strategies like the self-rental rule, material participation tests, and the short-term rental loophole can legitimately change the outcome.
If you’re considering a real estate investment mainly for the tax benefits, this discussion will help you evaluate the opportunity the right way. Taxes can enhance a good investment — but they should never be the only reason to make one. Don’t forget to like, subscribe, and share this with other entrepreneurs and investors who want smarter tax strategies!
You’ll learn:
The truth about bonus depreciation and why many investors misunderstand how it actually saves taxes
How real estate depreciation works and why it doesn’t always offset your W-2 or business income
The difference between passive losses and active income (and why it matters)
Why investing purely for tax write-offs can actually cost you money
How cost segregation accelerates depreciation in real estate deals
The self-rental rule and how it can legally offset business income
When short-term rentals can unlock tax benefits that long-term rentals cannot
The material participation tests and why they determine whether losses count
Why some investment pitches exaggerate tax benefits to attract investors
How to evaluate whether a “tax-saving investment” actually makes financial sense
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#611 Real Estate Privacy Under Fire: FinCEN’s New Reporting Rule Explained
27 févr. 2026
00:20:36
Privacy is under attack again — and real estate investors need to pay attention. A new federal rule tied to FinCEN and the Corporate Transparency Act now requires certain residential real estate transfers to file a Real Estate Report disclosing personal information of LLC owners. If you’re transferring property to an LLC, buying with cash, or using creative financing without a bank involved, this could apply to you starting March 1st.
In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly when this new reporting requirement is triggered, what information must be disclosed, and the penalties for non-compliance. They also explain key exemptions — including the trust exception — and walk through potential privacy strategies using land trusts, Wyoming LLCs, and layered entity structures to help protect your name while staying compliant. If you own rental property or are actively investing in real estate, this is critical information.
Make sure you understand the rules before your next transfer. Subscribe for weekly tax and legal strategies, leave a comment with your questions, and share this episode with other real estate investors who need to know about this change!
You’ll Learn:
What the new FinCEN Real Estate Report is and why it’s being enforced
The three specific scenarios that trigger this new federal reporting requirement
What personal information must be disclosed (and who has to report it)
How this rule connects to the Corporate Transparency Act and beneficial ownership reporting
Which real estate transactions are exempt — including the trust exception
The risks and penalties for failing to comply
How transferring property to an LLC is still critical for asset protection
Practical privacy strategies using trusts and Wyoming LLCs
How to balance state-level privacy with federal reporting requirements
Smart next steps to stay compliant without sacrificing asset protection or overpaying for entity setups
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#610 Earn Passive Income Through Rental Real Estate Investing (feat. Dustin Heiner)
25 févr. 2026
00:35:18
What if you could build real passive income from rental properties without becoming a landlord glued to your phone? In this episode, Mark J. Kohler interviews real estate investor and educator Dustin Heiner to break down how beginner investors can build a rental real estate business that generates consistent cash flow — without doing all the work themselves.
Dustin shares how getting laid off pushed him to rethink everything, how he scaled to 30+ single-family homes and nearly 1,000 apartment units, and why most new investors make a critical mistake by buying property first instead of building the business first. You’ll learn why cash flow beats appreciation, how to find and properly vet property managers, how to invest out of state, and how to structure your real estate investing so you work less — not more — as you grow.
If you’re a beginner real estate investor looking to escape the 9–5, build passive income, and create long-term financial freedom through rental properties, this episode will give you a practical roadmap to get started the right way!
You’ll learn:
Why building the business before buying the property is the key to true passive income
The biggest mistake beginner investors make when starting in rental real estate
How to create consistent monthly cash flow instead of gambling on appreciation
Why your property manager is the “quarterback” of your investing business
How to properly interview and vet property managers before you buy
The difference between owning rentals and owning a rental business
How to structure partnerships the right way (and when to avoid them)
Why cash flow investing helped Dustin thrive during the 2008 crash
A practical roadmap beginners can follow to build long-term financial freedom through rental properties
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp610-dustin-heiner-passive-income-with-rental-real-estate
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#609 Should You Contribute to Your Traditional IRA, or Go Roth Instead?
20 févr. 2026
00:30:23
Should you take the tax deduction today… or build tax-free wealth for tomorrow? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the Roth vs. Traditional IRA debate and explain why the “lower tax bracket in retirement” argument doesn’t always hold up in the real world.
They walk through the math, the mindset, and the long-term strategy behind both options — including inheritance planning, self-directing for higher returns, tax rate uncertainty, flexibility in retirement, and why most entrepreneurs don’t actually earn less in retirement. You’ll also learn how the backdoor Roth IRA works for high-income earners and how to use creative tax strategies to offset Roth conversions.
If you’re rushing to make a last-minute IRA contribution before the tax deadline, this episode could change your decision. Make sure you understand the long-term consequences before chasing a short-term deduction!
You’ll learn:
The real difference between a Roth IRA and a Traditional IRA — and why the math isn’t the whole story
Why the “you’ll be in a lower tax bracket in retirement” argument often fails for entrepreneurs and investors
How paying taxes on the seed vs. the harvest dramatically impacts long-term wealth
Why a Roth IRA can be the most powerful asset to leave to your kids
How high-income earners can legally use the backdoor Roth IRA strategy
When a Traditional IRA might still make sense — and how to use both strategically
How to create offsetting tax strategies to fund a Roth without increasing your tax burden
Why contributing early (not just before the deadline) can significantly increase long-term returns
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp609-traditional-vs-roth-ira
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#608 Contrarian Real Estate investing in 2026 with Jamison Manwaring
13 févr. 2026
00:32:50
We challenge the fear cycle around real estate and show why disciplined contrarian buying can work in 2026. We walk through real multifamily distress, market absorption, and why basis and debt terms now matter more than flashy rent growth.
• rates rising and bridge debt resets driving distress in capital stacks • absorption trends in Phoenix versus oversupply in Austin and Dallas • why coastal markets improved due to scarce new supply • buying stabilized, well‑located multifamily at 30–40% discounts • fixed agency debt and conservative leverage restoring cash flow • where single‑family rentals struggle against concessions • submarket selection and vintage risk to avoid capex traps • office at deep discounts to replacement and reposition strategies • timing the cycle with data, not emotion • our plan to expand beyond Phoenix while staying selective
Please make sure you are subscribed to the podcast or the YouTube channel where these interviews play as well. Give it thumbs up, five stars, whatever you can do to help spread the good word.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#607 Open Forum — Tax Expert Answers Your Most Difficult Tax & Legal Questions!
30 janv. 2026
00:31:05
Are you making smart tax and legal decisions, or leaving money on the table without realizing it? In this episode of the Main Street Business Podcast, Mark J. Kohler tackles your toughest questions and breaks down real-world tax strategies, asset protection myths, and retirement planning mistakes that business owners and investors face every day.
From selling million-dollar collectibles and avoiding unnecessary taxes, to understanding how S Corporations can impact Social Security benefits later in life, Mark tackles listener questions with practical, no-nonsense advice. You’ll learn why LLCs don’t magically reduce taxes, how charitable remainder trusts really work, and when trusts actually make sense — and when they’re a complete waste of money.
If you’re a small business owner, investor, or high-income professional looking to legally reduce taxes, protect assets, and build long-term wealth, this episode is packed with insights you can use right now!
You’ll learn:
Why setting up an LLC or corporation won’t help you avoid capital gains taxes when selling high-value collectibles
When trusts actually make sense for asset protection—and when they’re an expensive mistake
Why Social Security has diminishing returns for high earners and how S Corporations change the math
The rules around depreciated equipment and why you can’t “reset” depreciation with a new entity
How self-rental real estate strategies can unlock powerful deductions for business owners
What counts as a prohibited transaction inside IRAs and Solo 401(k)s—and what doesn’t
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp607-open-forum-toughest-tax-and-legal-questions
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#606 Open Forum - Tax Strategies for Small Businesses in 2026
16 janv. 2026
00:47:43
In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen tackle real-world tax, legal, and business questions straight from small business owners and investors. From S corporations and QBI deductions to rental real estate, asset protection myths, HSAs, and retirement account strategies, this episode cuts through bad advice and explains what actually works under current IRS rules.
The discussion covers common traps like trying to deduct personal investing as a business, relying on so-called “privacy trusts” for asset protection, and using AI or the IRS hotline for nuanced tax advice. Mark and Mat break down why some strategies are too good to be true, how to properly structure entities across states, and what business owners should focus on in 2026 to build wealth while staying compliant.
If you’re a business owner, investor, or high-income professional looking to understand tax strategies, retirement planning, and asset protection the right way, this episode is packed with practical guidance and hard truths. Subscribe for more expert breakdowns, drop your questions for future open forums, and check out the next episode to keep leveling up your tax and business strategy!
You’ll Learn:
How S corporations and the QBI deduction really work for small business owners in 2026 — and when they don’t save you money.
Why treating personal investing as a business deduction is a tax mistake and what you can deduct legitimately.
The truth about asset protection strategies, “privacy trusts,” and when a holding company structure actually makes sense.
How to legally pay family members (like your children) through your business and what the IRS expects.
What the IRS Hot Topics are right now — from HSAs and retirement plans to rental real estate tax benefits.
How to avoid common pitfalls with solo 401(k)s, HSAs, and mixed-income strategies that cost people real dollars.
Practical, experience-based answers to real listener questions instead of theoretical or generic advice.
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp606-open-forum-small-business-strategies-2026
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#605 The 8-Step Strategic Plan Every Entrepreneur Needs for 2026
09 janv. 2026
00:27:03
Most entrepreneurs set goals every year… and most of them fail to follow through. In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down their proven, real-world process for building a strategic plan that actually works in 2026 and beyond.
You’ll learn how to think long-term without burning out short-term, why writing your plan down is non-negotiable, and how to reverse-engineer a 10-year vision into realistic one-year action steps. Mark and Mat walk through their exact eight-step framework, covering SMART goals, realistic capacity checks, quarterly execution, accountability, and why sharing your plan with your spouse or board can make or break your success.
If you’re a business owner, investor, or entrepreneur who wants clarity, focus, and momentum this year, this episode gives you a practical blueprint you can implement immediately. Subscribe for more Main Street business strategy, leave a comment with your 2026 goal, and check out future episodes for execution and scaling tactics!
You’ll learn:
Why most entrepreneurs overestimate what they can do in one year and underestimate what’s possible in ten
How to create a clear 10-year vision and reverse-engineer it into realistic 5-, 3-, and 1-year goals
The importance of writing your strategic plan down and why pen-to-paper thinking changes execution
How to use SMART goals to avoid vague plans that never get finished
When taking a step back financially is the smartest move for long-term growth
How to break big objectives into bite-sized, actionable steps you can actually complete
Why quarterly planning and realistic scheduling matter more than motivation
How accountability, board meetings, and sharing your plan with your spouse can dramatically improve results
Why your strategic plan should be flexible, reviewed regularly, and adjusted without guilt
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp605-create-your-annual-strategic-plan
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#604 Year-End Equipment Purchases — When They Save Taxes (And When They Don't!)
05 déc. 2025
00:29:36
Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and business-use percentages so you don’t fall into the traps many business owners hit when rushing into a purchase for the write-off. If you’ve ever wondered whether you should buy now, wait, or skip the purchase altogether, this conversation gives you the clarity you need.
You’ll learn how tax brackets, depreciation schedules, and financing choices impact your allowable deduction, why bonus depreciation isn’t always the smartest move, and how S-corp basis affects whether you can deduct anything at all. The guys also explain year-end timing strategies, the time value of money, and how to prioritize deductions that actually move the needle—while avoiding the mindset of treating tax planning like a last-minute school assignment.
If you want to make smart year-end decisions, hit like and subscribe for more practical tax and wealth-building strategies. Have a question about your specific situation? Drop it in the comments! And if you’re considering a major purchase before December 31, watch this episode before heading to the dealership or equipment lot.
You’ll learn:
How to avoid the biggest year-end tax mistakes business owners make when rushing to buy equipment or a new truck
Why “just because you can doesn’t mean you should” is the most important rule in year-end tax planning
The difference between a tax deduction and a tax credit, and why confusing the two leads to expensive decisions
How to calculate whether a year-end equipment purchase actually saves you money after factoring in your tax bracket
Why business-use percentage determines whether your vehicle deduction is $100,000 or $30,000
Why 100% bonus depreciation can become a trap if you finance equipment without having basis in your S corporation
Why contractors, doctors, and other high-income earners should not automatically take bonus depreciation in one year
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp604-year-end-equipment-purchases
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#603 3 Year-End Retirement Account Deadlines You're Not Thinking About
28 nov. 2025
00:25:45
These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strategies that most employees and small business owners are completely missing.
You’ll learn how to “match & out” your workplace 401(k) so you don’t leave free employer money on the table, how the Mega Backdoor Roth works using after-tax contributions inside your 401(k), and why high earners and oil rig workers were among the first to exploit it. The guys also cover critical year-end deadlines for setting up a solo 401(k), how to snag valuable small business tax credits, and smart ways to structure Roth conversions so you don’t accidentally bump yourself into a much higher tax bracket. They even touch on using your kids’ earned income to fund their own Roth IRAs and create generational tax-free wealth.
If you want to keep more of what you make, grow your retirement accounts faster, and stop relying on Wall Street or your employer to “save” you, this episode is your year-end checklist.
Listen to the end, then hit subscribe for more tax and wealth-building strategies, drop your questions in the comments, and share this with a friend or family member who needs to take control of their retirement before the year is over!
You’ll learn:
How to avoid missing the three major retirement account deadlines coming up before December 31, 2025
Why doing a “match & out” on your employer 401(k) can instantly increase your contributions using free employer funds
How the Mega Backdoor Roth works inside a 401(k) and why it allows up to $70,000 in Roth contributions
Why high-income earners, including oil rig workers, were early adopters of after-tax 401(k) strategies
The exact deadlines and setup requirements for opening and funding a Solo 401(k) for small business owners
How to use Roth conversions strategically without accidentally jumping into a higher tax bracket
How to use earned income for your children to fund their own Roth IRAs and create long-term tax-free wealth
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp603-3-year-end-deadlines
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#602 How to Write Off a Holiday Party for Your Business
21 nov. 2025
00:24:27
Are you missing out on one of the easiest 100 percent deductions available to business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly how to structure a holiday party or company event so it becomes a fully deductible business expense. From the IRS rules under Section 274 to real examples of what qualifies, you’ll learn how to turn food, entertainment, awards, and even venue costs into a legitimate write-off.
Unlike generic tax tips online, this discussion dives into real-world application for small business owners — whether you have a growing team, a handful of employees, or a small staff running from your home office. Mark and Mat explain the three requirements every event must meet, the difference between 50 percent and 100 percent deductions, why culture and team-building matter for tax purposes, and the exact documentation you need to protect the deduction. They also walk through case law, common mistakes, and creative strategies like using the Augusta rule when hosting at your home.
Whether you’re planning a Christmas party, a summer barbecue, a team-building event, or an employee appreciation night, this episode will help you use the tax code to your advantage while still creating an event your team will love. By the end, you’ll know how to design an effective, compliant, and fully deductible company party that strengthens your culture and saves you money.
You’ll learn:
How to structure a company holiday party or event so it qualifies for a full 100 percent tax deduction
The three IRS requirements under Section 274 that determine whether meals and entertainment are fully deductible
Real examples of deductible events, including award lunches, themed parties, off-site gatherings, and interactive team activities
How to document business purpose properly and protect your deduction if the IRS ever asks for proof
Creative strategies like using the Augusta rule when hosting at your home to increase deductions legally
Common mistakes business owners make when planning events — and how to avoid losing the write-off
How to maximize tax benefits while still creating a memorable, effective event your team actually enjoys
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp602-write-off-holiday-party
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#601 Top 20 Year-End Tax Strategies Everyone Should Know!
19 nov. 2025
00:30:47
Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financial success. From retroactive S-corp elections to HSAs, Solo 401(k)s, and smart income timing, this episode is your complete year-end playbook.
Unlike generic tax tips you’ll find online, these strategies are tailored for real entrepreneurs — whether you’re running an LLC, managing rentals, or building your side hustle. Mark and Mat explain how to pay your kids the right way, leverage 100% bonus depreciation on vehicles and equipment, and take advantage of HRAs, Roth conversions, self-rental rules, and tax-loss harvesting before the clock runs out. They also share which moves are still possible after year-end and which deadlines you can’t afford to miss.
Whether you’re just getting started or already running a profitable business, this episode will help you keep more of what you earn and make smarter tax decisions for 2025. By the end, you’ll know exactly how to finish the year strong — and start the next one with a strategy that builds wealth, not stress.
If you’re serious about saving money, staying compliant, and maximizing every deduction possible, this is an episode you can’t afford to skip!
How to implement 20 year-end tax strategies that help business owners, investors, and the self-employed keep more of their money
How to use S corporation elections, payroll planning, and paying your children legally to reduce self-employment tax
Why HSAs, HRAs, and Solo 401(k)s are some of the most powerful tools for deductible medical and retirement planning
How to unlock startup deductions with a first sale and maximize write-offs through year-end equipment and vehicle purchases
Smart ways to shift income and expenses between tax years to optimize your tax bracket
How Roth conversions, rental real estate strategies, and the self-rental rule build long-term tax-efficient wealth
Why scheduling a personalized tax review ensures that these strategies are actually implemented before December 31
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp601-20-year-end-tax-strategies
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#600 Protecting Your Business in Divorce - Asset Protection When a Marriage Ends
14 nov. 2025
00:38:36
conversation with bestselling author and negotiation expert Rebecca Zung and attorney Mark J. Kohler. We break down what to do first, what to avoid, and how to protect your future — without playing dirty.
You’ll learn the five main areas courts consider in family law cases—property division, spousal support, custody and parenting decisions, child support, and attorney’s fees—and how each one affects the next. We cover business valuation timing, enterprise vs. personal goodwill, forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome.” Plus, Rebecca explains her SLAY framework (Strategy, Leverage, Anticipate, You) for negotiating with narcissists and staying out of emotional sabotage.
If this helped, subscribe for weekly legal and tax strategy insights, drop your questions in the comments, and share with a friend who needs it.
You’ll learn:
How to prepare financially before filing for divorce — and the first critical steps to protect your assets and credibility
The five main areas every family law case covers: property division, spousal support, custody and parenting decisions, child support, and attorney’s fees
How and when to value a business during divorce, including the difference between enterprise and personal goodwill
Why forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome” can make or break your case
Smart strategies for both the moneyed and non-moneyed spouse to stay financially stable during proceedings
How Rebecca Zung’s SLAY framework (Strategy, Leverage, Anticipate, You) helps you negotiate with a narcissist and avoid emotional traps
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp600-rebecca-zung-interview
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#599 Top 10 Due Diligence List: How Smart Investors Protect Their Money
06 nov. 2025
00:49:43
Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere.
Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you’re investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all.
What You’ll Learn:
The #1 rule Warren Buffett follows—and why you should too
Why “I don’t buy hype, I sell it” could save your portfolio
Legal pitfalls of raising money and kickback commissions
How to use a CRUT (Charitable Remainder Unitrust) for crypto gains
Real client horror stories involving napkin contracts and pressure to invest
Solo 401(k) strategy stacking and the Side Door 401(k)
The difference between building wealth and preserving it
Why saying “No” is a power move for every investor
Plus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios.
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#598 Hold Your Family Board Meeting by Year-End!
24 oct. 2025
00:26:11
In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down why every small business owner should hold their annual Family Board Meeting before the end of the year. This powerful meeting isn’t just a formality — it’s a proven strategy to strengthen your business, protect your assets, and educate your family about wealth and responsibility.
You’ll learn how to make your Family Board Meeting IRS-compliant, maximize write-offs, document your decisions properly, and create a legacy plan that keeps your business and family aligned for years to come. Mark and Mat share real examples, step-by-step guidance, and practical insights to help you get it done right before December 31st.
Don’t wait until tax season to get organized — plan your Family Board Meeting now and take control of your financial future!
You’ll learn:
How to structure and hold your Family Board Meeting before year-end to stay compliant and maximize tax benefits
The 7 key reasons every business owner needs an annual Family Board Meeting — from asset protection to financial education
How to properly document your meeting minutes so your business stays audit-proof with the IRS
Smart ways to include your spouse and kids in your business legally — and teach them real-world wealth principles
What expenses you can write off when holding your Family Board Meeting, including travel and meeting costs
How this meeting supports your business continuity plan and legacy goals for future generations
Simple steps to get your Family Board Meeting done before December 31st — and set your business up for long-term success
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp598-family-board-meeting-by-year-end
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#597 Smart Strategies to Pay Yourself and Save Thousands
17 oct. 2025
00:39:38
Are you structuring your business the right way — or making costly mistakes that could be draining your profits? In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler team up to answer your questions on taxes, legal structures, and real-world strategies for small business success. Together, they uncover the truth about LLCs, S-Corps, and the $50K rule that determines when to make the switch.
From transferring real estate into an LLC safely to understanding what truly qualifies as business income, this discussion covers the practical steps every entrepreneur should take to protect their assets, reduce taxes, and stay compliant. You’ll also learn how to pay yourself properly, avoid due-on-sale issues, and maximize wealth through smart entity planning.
If you’re serious about building your business the right way and keeping more of what you earn, this is an episode you can’t afford to miss!
You’ll learn:
How to decide when it’s time to convert your LLC to an S-Corp — and how the $50K rule really works
How to transfer real estate into an LLC without triggering the due-on-sale clause or losing financing options
The difference between true business income and passive income (like royalties, rentals, and trading profits)
How to pay yourself correctly as a business owner — and avoid IRS red flags with payroll, draws, and distributions
Simple bookkeeping and payroll strategies to stay compliant and ready for tax season
How to use smart entity structuring to protect your assets and save thousands in self-employment taxes
Practical tips for maximizing retirement contributions through Solo 401(k)s and Mega Backdoor Roth strategies
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_content=msbp597-smart-strategies-to-pay-yourself&utm_campaign=main-street-business-podcast
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#596 How to Set Up, Maintain, and Maximize Your Solo 401(k)
10 oct. 2025
00:30:25
Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain&utm_campaign=main-street-business-podcast
Are you taking full advantage of one of the best retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen dive deep into how to set up, maintain, and maximize your Solo 401(k) — giving you the tools to make the most of this powerful retirement plan.
The Solo 401(k) offers higher contribution limits, flexible investment options, and unique tax advantages that make it one of the most attractive plans for the self-employed. Mark and Mat break down everything you need to know about eligibility, plan setup, ongoing compliance, and strategies to ensure your plan is working for you. They’ll also cover common mistakes, key rules to remember, and proven ways to grow your wealth through real estate, small business investments, and alternative assets inside your Solo 401(k).
Whether you’re new to retirement planning or already have a Solo 401(k) in place, this episode provides practical steps to help you stay compliant, maximize contributions, and take full advantage of the tax-saving opportunities available. By the end, you’ll understand why the Solo 401(k) is often a smarter choice than a SEP IRA or other retirement plans — and how to ensure yours is structured correctly.
If you’re serious about saving taxes, building wealth, and taking control of your financial future, this is an episode you don’t want to miss!
You’ll learn:
How to determine if you qualify for a Solo 401(k) — even if you have part-time employees or a small side business
The key rules for full-time and part-time employees, and how to stay compliant as your business grows
Smart strategies for setting optimal salary levels for yourself and your spouse to maximize contributions and minimize taxes
The different contribution options (traditional, Roth, and employer match) and how to combine them for greater flexibility
How to roll over or restate an existing 401(k) into a self-directed plan that lets you invest in what you know best
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain&utm_campaign=main-street-business-podcast
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#595 Benefits of a Solo 401(k) and How to Qualify
06 oct. 2025
00:23:25
Take control of your retirement with a Solo 401(k): https://kkoslawyers.com/services/solo-401k-set-up/?utm_source=buzzsprout&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Are you overlooking one of the most powerful retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the Solo 401(k) — explaining exactly what it is, who qualifies, and how it can dramatically improve your retirement savings and tax strategy. If you’re self-employed, a freelancer, or running a small business, this plan could be a game-changer for your financial future.
Unlike traditional retirement accounts, the Solo 401(k) comes with higher contribution limits, flexible investment options, and unique tax advantages that put you in control. Mark and Mat walk you through how the plan works, the rules you need to know, and why so many entrepreneurs are using it to invest not only in the stock market, but also in real estate, private companies, and alternative assets. They’ll also cover common misconceptions, key mistakes to avoid, and practical strategies to maximize the benefits of this plan.
Whether you’re just getting started with retirement planning or looking for ways to reduce your tax burden while growing wealth, this episode breaks it all down in plain, actionable steps. By the end, you’ll understand why the Solo 401(k) stands out compared to SEP IRAs and other options — and how to know if you qualify.
If you’re serious about building wealth, saving taxes, and gaining more control over your financial future, this is an episode you can’t afford to miss!
You’ll learn:
How a Solo 401(k) lets you save for retirement using any small business or side hustle income — even alongside a day job 401(k) or IRA
The major tax and contribution advantages that make Solo 401(k)s one of the most flexible retirement plans for entrepreneurs
How to borrow from your Solo 401(k) and pay yourself back with tax-free interest
Why Solo 401(k)s offer strong asset protection and rollover options from old retirement accounts
The power of self-directing your Solo 401(k) into real estate, small businesses, and other alternative investments
Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!
Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description&utm_content=595-solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Ready to Take the Next Step?
Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers]
Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA]
Free Resources
Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide]
Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide]
Get More From Mat & Mark
Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...
#594 Donald Miller on Why Your Brand Message Is Costing You Sales
01 oct. 2025
00:40:54
Mat sat down with Donald Miller to break down how the StoryBrand framework and airplane model can transform small business growth. In this episode of the Main Street Business Podcast, we dive into marketing, sales, and clarity in messaging so entrepreneurs can scale with confidence.
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