Mark Kohler

Roger Knecht

Join Roger Knecht and expert tax strategist Mark Kohler as they discuss tax advisory services.  This is a must-attend event whether you are new to tax services or eager to dive into the tax planning services. 

5 Year-End Tax Strategies Every Accountant Should Know.

•  S Corp options and action items
•  Board of Advisors meets with Dining & Travel
• Paying kids or spouse: when and how
• Solo 401k and Roth Conversions
• Health Savings Accounts- the best kept secret!

WHO IS MARK KOHLER AND WHY SHOULD YOU BE THERE? 

Mark J. Kohler, CPA
Certified Tax Advisor

Helping the tax professionals service the Main Street Business Owner to achieve their personal American Dream! Mark Kohler is a highly respected Founding and Senior Partner at KKOS Lawyers, a law firm that specializes in tax, legal, wealth, estate, and asset protection planning for clients. He is known for his unwavering commitment to helping clients build and protect their American Dream through expert guidance on navigating the complex maze of legal, regulatory, and financial laws.

In addition to his work at KKOS, Mark is the Chief Financial Officer and on the Board of Directors for the Directed IRA Trust Company. Most recently, he transitioned away from the accounting firm he founded to launch a Certified Tax Advisor Program. He aims to train thousands of CPAs and Enrolled Agents around the country.

As a best-selling author of four books, including “The Tax and Legal Playbook,” Mark loves to share his work and knowledge through his YouTube channel, which pushes out new educational content weekly. He is also a co-host of two popular podcasts with his partner Mat Sorensen, The Main Street Business Podcast and The Directed IRA Podcast.

Through his work at KKOS and beyond, Mark is dedicated to helping entrepreneurs and small business owners achieve greater success and financial security. His expertise and guidance have helped countless individuals and businesses navigate the complex world of finance and business with confidence and ease.

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