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The Refresh Your Wealth Show

Refresh Your Wealth Show

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Mark J. Kohler, CPA and attorney, and Mat Sorensen, attorney and SDIRA expert, cover the tax, legal, business and investing topics that are essential for the business owner, investor and entrepreneur. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help their listeners save on taxes, protect their assets and better live the AMERICAN DREAM! Send your questions to jack@markjkohler.com and it might get answered on our next Podcast show! Visit our websites at https://kkoslawyers.com/ https://directedira.com/ https://kohlereyrecpas.com/

On-Demand Episodes

Join Mark and Mat as they talk about ways to pay for college including yourself, younger and older children, and tax incentives to pay for this enormous cost in your life. In this episode (part 2), they will be covering financial... more
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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more
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Join Mark and Mat as they talk about ways to pay for college including yourself, younger and older children, and tax incentives to pay for this enormous cost in your life. Later they will be covering financial aid, scholarships, and grants... more
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Your company secrets and client lists are sacred and critical to protect. Join Mark and Mat as they go through 5 threats that could ruin your business or your wealth. Plus, weekly tax and legal tips with a fun conversation. For more... more
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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more
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Don't think that you can avoid this conversation. The death tax and income in respect of a decedent is alive and well!! Join Mark and Mat as they discuss the state estate tax, and inherited retirement account income, as well as their... more
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We are now seeing the actual impact of the TCJA (Tax Cuts and Jobs Act) on thousands of tax returns! Join Mark and Mat as they discuss the practical tax planning strategies that are evolving in 2019. They will also go over Mark's new... more
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Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog... more
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Private lending with your personal money or retirement account can be extremely profitable, but also comes with risks simply in procedures and checklists. Mark and Mat talk about how to borrow and how to lend wisely and carefully from a... more
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Understand when a Joint Venture Agreement is the best strategy compared to a Limited Liability Company. They are completely different and have pros and cons. Also, Mark and Mat lay out their weekly tax and legal tips in a fun interesting... more
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