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Episode 163: Revolutionizing Tax and Legal Advice for Main Street America
- 2024/07/17
- 再生時間: 19 分
- ポッドキャスト
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サマリー
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あらすじ・解説
Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. With a reputation as a YouTube personality, best-selling author, and national speaker, Kohler is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream. He also serves as the co-founder and Board Member of the Directed IRA Trust Company and has launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents nationwide. As the co-host of The Main Street Business Podcast and The Directed IRA Podcast, he simplifies intricate topics like legal and tax strategy, asset protection, retirement, investing, and wealth growth. Mark Kohler's commitment to helping entrepreneurs and small business owners attain success and financial security has made him a trusted expert in the field, benefiting countless individuals and businesses in navigating the financial and business world with confidence. Listen to this insightful RIA episode with Mark Kohler about revolutionizing tax and legal advice. Here is what to expect on this week’s show: - How small business owners need to take an active role in their financial and legal planning. - Why business owners shouldn’t overly rely on passive advice from accountants and lawyers. - How regular, proactive engagement between clients and their financial advisors optimizes business planning. - How there is a lack of proactive strategic advice from traditional financial advisors. - Why financial literacy and proactive management among small business owners is vital. Connect with Mark: Links Mentioned: markjkohler.com X @markkohler Instagram @markjkohler Facebook facebook.com/markkohler LinkedIn linkedin.com/in/markjkohler Learn more about your ad choices. Visit megaphone.fm/adchoices