In this episode of the Beyond Seven Figures podcast, we're diving deep into one of the most crucial yet often overlooked aspects of scaling your business: tax planning and wealth preservation. If you think saving on taxes is just about finding the right deductions, you're missing out on strategies that can transform your bottom line and elevate your business beyond seven figures. In this episode, we're going to break down actionable tactics that not only keep more money in your pocket but also position your business for sustainable, long-term success.

Our guest, Mark J. Kohler is a powerhouse in the world of tax, legal, and wealth strategy. As the Founding and Senior Partner at KKOS Lawyers, Mark has dedicated his career to helping entrepreneurs and small business owners protect and grow their wealth. He's not just a lawyer and CPA, but also a YouTube personality, best-selling author, and national speaker. Mark’s work goes beyond just saving his clients’ money—he’s on a mission to revolutionize the way business owners think about tax and legal strategies. With his innovative Main Street Certified Tax Advisor Program, he’s training a new generation of CPAs and enrolled agents to deliver proactive, life-changing financial advice.

In this episode you will:

• The importance of consistency in content creation for building a loyal audience and establishing credibility.
• How proactive tax planning can significantly reduce your tax burden and improve your business’s profitability.
• The necessity of diversifying investments outside of your business for long-term financial security.
• Strategies like the S corporation election that can save thousands in payroll taxes.
• The benefits of involving your family in your business through board meetings and compensation for tax advantages and financial literacy.
• The power of investing in Roth IRAs and other tax-advantaged accounts to build substantial, tax-free wealth.
• The value of hiring a proactive tax advisor who offers creative, strategic solutions to maximize your business’s financial potential.

All this and more, on this week’s episode of Beyond 7 Figures.

Stay tuned next week. So, don’t forget to subscribe to the show to get that episode as soon it gets released. Until then, be profitable.

• markjkohler.com