Mark J. Kohler

Mark J. Kohler, an attorney and tax strategy expert, dives into crucial tax planning insights for business owners. He highlights a common mistake: the gap between knowing tax strategies and actually applying them. Mark explains true self-direction in retirement accounts and the range of investments allowed, from real estate to crypto. He discusses the importance of quarterly planning sessions and warns about the risks of prohibited transactions. Listeners will gain valuable tips to enhance their tax savings before 2026.

David Woo, a geopolitical expert, dives into the implications of the Israel-Iran conflict on oil prices, suggesting a bearish outlook. Michael Binger, president of Gradient Investments, analyzes how presidential candidates' economic plans might pose risks for investors. Meanwhile, tax strategist Mark J. Kohler shares top strategies for wealth preservation and financial freedom. They discuss hyperinflation warnings and the surging interest in gold stocks as a hedge, making this conversation essential for anyone looking to navigate today's volatile market.

Mark J. Kohler, a seasoned tax attorney and CPA, shares invaluable insights into tax efficiency strategies for entrepreneurs. He discusses how real estate investors can navigate the tax code to maximize wealth through self-renting and cost segregation. Mark emphasizes the importance of understanding tax laws to reduce liabilities and improve cash flow, especially for rental property owners. He also touches on the potential impact of upcoming legislative changes and the benefits of networking at the Tax and Legal 360 event for better financial decision-making.