Tax & Legal Day 2

Knowledge is the key to keeping what you make, and these tips will guide you to the best tax & legal decisions for your business.


Mark Kohler

Mark is an Attorney, CPA, National speaker, Radio Show host, and Best Selling Author. His newest book is titled: The Business Owner’s Guide to Financial Freedom – What Wall Street Isn’t Telling You. Mark also publishes an E-newsletter, is a contributor and Blogger for Mark practices as a senior partner at the law firm Kyler Kohler Ostermiller & Sorenson, LLP¸ and is  a senior and founding partner in the accounting firm Kohler & Eyre, CPAs, LLC. 


One of our most popular courses by far, CPA/Attorney Mark Kohler will blow your mind with new strategies for maximizing your cashflow by minimizing what you pay in taxes. Be prepared and protected! This course covers planning, protection, deductions, entities and assets. Learn everything from the foundational tax and legal strategies, to determining how and when you should form a business, and how to turn that business into a cornerstone of your wealth management program. Learn how to legally move from taking 5-15 typical deductions to taking advantage of over 450 expenses and deductions as a business owner. Small business drives more than 70% of the US economy, as a small business owner you are entitled to take advantage of many of the same (and often more) tax strategies than Big Business. Isn’t it your turn to pay less and spend more? Over two days you will explore how to legally pay your children, how to maximize contributions to retirement accounts, how to protect your assets for the long term, and learn why everyone needs to buy at least one investment property per year. High energy and high impact, Mark will show you how he manages his cashflow to pay the US government as little as possible and how you can too. Discussions will include small business basics, choice of entity and options, rental real estate and advance sale of property tax strategies, and asset protection.  Sit back, hold on and take notes, as Mark shares over 100 individual strategies for wealth accumulation and investing success.

  • 1


    This Pre-Assessment is to raise awareness of your current knowledge level and give you a glimpse of the information covered in this course.

  • 2

    Day Two Warm-up

    Mark Kohler is ready and energized to teach day two of the Tax and Legal course. He starts with a personal story about how he went to court for a client’s divorce and successfully defended them.

  • 3

    Health Care Tax Planning

    Mark introduces “Kohler Care” a healthcare plan that he designed for his family based off of their needs and how you design a similar plan for your own family.

  • Show all 30 segments

    • 4

      Health Care Tax Planning II

      Mark answers an audience question about having an older child on your insurance and how you can negotiate a lower rate with your insurance agent.

    • 5

      Healthcare Tax Planning III

      The instructor examines having a high deductible plan for your child and how owning an LLC can help can help you secure a better insurance plan.

    • 6

      Healthcare Deductions

      Mark lists some of the healthcare deductions you may be eligible to receive. He also compares the differences between an HSA and an HRA.

    • 7

      Health Savings Account

      Mark takes a deep dive into the health savings account and some of the key benefits, the debit card required to use with your HSA, as well as the enrollment period.

    • 8

      HRA Married and Single

      Mark explains how an HRA is essentially a way for you to hire your spouse and shares a personal story about how he was able help clients with a disabled child save money through an HRA.

    • 9

      Real Estate Retirement Planning

      Mark shares with the audience about how a financial/tax plan is not a “one-size-fits-all” plan and how important it is for you to get a personalized plan for your family’s needs.

    • 10

      Four Benefits of Rental Property

      How does owning rental property fit into the mix of financial planning? Mark creates a four quadrant analysis that highlights why owing real estate can help you create more cash flow for you and your family.

    • 11

      Four Benefits of Rental Property II

      Mark continues explaining the four quadrants of real estate benefits, including depreciation and mortgage deduction.

    • 12

      Question and Answer

      Mark answers and audience question about interest and Mark shares a humorous story about how his daughter became interested in owning rental property.

    • 13

      The Good, The Bad, and The Ugly

      The instructor introduces each facet about what it is like to own rental property, including the good, the bad and the ugly side of rentals and how this impacts your financial planning.

    • 14

      The Real Estate Professional

      Mark outlines the characteristics of what a “real estate professional” is defined as in the eyes of the IRS. Not everyone needs to become a real estate professional for your tax planning to work.

    • 15

      Sale of Property Strategies

      Mark shares some property selling strategies as well examining the various taxes and fees involved. Also, Mark explains what a 1031 exchange is and how you can use it to acquire property similar to your own.

    • 16

      Retirement Accounts

      The instructor compares the differences between a Roth IRA and a 401(k) and the funding limits and technical intricacies of each strategy.

    • 17

      Start Saving Now

      It is never too early to start saving and planning for the future. Mark introduces Acorns, a mobile app that makes it easy to save and watch your money grow.

    • 18

      Question and Answer

      Mark answers an audience question about IRAs and tells a personal story about how he used an IRA to flip cars, not houses.

    • 19

      Contribution Sweet Spot

      Mark shows the audience what the contribution sweet spot is for a 401(k). Also, he shares a client story where a client’s real estate purchases helped protect her assets in the midst of a lawsuit.

    • 20

      Asset Protection

      Many people have asset protection that they will never need or use. Mark helps the class determine how much protection they need and why it is so crucial to have protection, especially when doing deals with friends or other people that appear trustworthy.

    • 21

      Investors, Partners, and Lenders

      Mark breaks down what it means to be an investor, partner or lender and how they differ from one another, especially in a lawsuit.

    • 22

      Question and Answer

      Mark answers an audience question about signs that say things like “Real estate investor seek apprentice” and why those signs are typically misleading.

    • 23

      Battlefield Strategies

      The instructor discusses “battlefield strategies” that will help protect your assets in the event of a lawsuit. Also, Mark explains why umbrella policies rarely pay out.

    • 24


      Mark shares some tips from privacy expert JJ Luna. This segment highlights some actions you can take today to better protect your identity and financial information.

    • 25

      Privacy II

      In this segment, Mark provides some advanced privacy strategies you may wish to incorporate for yourself and your business, including some important guidelines to follow when you are travelling.

    • 26

      Estate Planning

      Mark explains the process of estate planning and defines the roles of an executor, trustee and a guardian and how they work together in the event of someone’s passing.

    • 27

      Estate Planning II

      Mark wraps up the course with some final thoughts on estate planning and a humorous client story that illustrates why it is important to regularly update your will or trust.

    • 28

      Unconventional Estate Planning

      There are some unusual things should be considered in estate planning, like guns, pets, subscriptions and DAPTs.

    • 29

      2023 Update on Short Term Rentals

      Do you know what tax benefits there are to owning a short term rental business? Mark covers the tax planning details you need to know if you’re using the STR strategy.

    • 30


      This Post-Assessment is to measure your increased knowledge and see how much information you have retained from the course.

  • 30


    This Post-Assessment is to measure your increased knowledge and see how much information you have retained from the course.