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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world...

Location:

United States

Description:

The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.

Twitter:

@markkohler

Language:

English

Contact:

(888) 801-0010


Episodes
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#616 The Trust is the Missing Link to your Trifecta

4/15/2026
Don't delay get your plan in place - https://kkoslawyers.com/services/comprehensive-estate-plan/ 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:30:27

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#616 The Big Short & Rod Khleif's Story: How to Rebound

4/7/2026
What would you do if you lost $50 million and thousands of properties overnight? In this powerful episode of the Main Street Business Podcast, real estate investor Rod Khleif shares his raw story of the 2008 crash, how he lost over 2,000 properties, and the mindset that helped him rebuild an even bigger portfolio through multifamily investing. This conversation breaks down hard-earned lessons from failure, the truth about single-family vs. multifamily investing, and why mindset is the real key to long-term success. We also dive into today’s real estate market — rising interest rates, distressed multifamily deals, and why massive opportunity is emerging right now. If you’re an investor, entrepreneur, or just someone trying to bounce back from setbacks, this episode will challenge how you think about risk, failure, and growth. Be sure to like, subscribe, and drop a comment with your biggest takeaway — and check out our other episodes on real estate, wealth building, and financial strategy! CHAPTERS: 0:00 Teaser 0:35 Rod’s Real Estate Journey and the 2008 Crash 5:11 Losing Everything and Mindset Shift 8:11 How to Rebuild After Failure 14:23 Focus, Fear, and Taking Action 17:35 Why Single-Family Houses Failed vs Multifamily 20:28 Scaling Bigger Deals Faster 22:01 Playing to Strengths in Business 24:32 Today’s Multifamily Market Crisis 25:18 Opportunity in Distressed Assets 30:54 “Renter Nation” and Housing Trends 32:08 New Opportunities Like Senior Housing 33:28 How Value Creation Drives Wealth 34:45 Power of Environment and Network Resources: Interview a Main Street Tax Pro that Speaks like Mark Meet with a Real Lawyer on Zoom Self-Direct Your IRA or 401k - Buy a Business or Real Estate with Your Retirement Account (Directed IRA) Keep Your 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:36:01

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#615 Why One LLC Isn’t Enough for Most Entrepreneurs

3/27/2026
How many business entities do you actually need as an entrepreneur? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real strategy behind structuring multiple businesses, protecting assets, and scaling the right way. They walk through the key reasons you may need separate entities, including liability protection, partnerships, exit strategies, regulatory requirements, and branding. Through real-world examples — including costly mistakes entrepreneurs make when entities aren’t properly separated — you’ll learn how to avoid exposure, structure subsidiaries correctly, and build a business framework that supports growth and long-term success. If you're running multiple income streams or planning to expand, this episode will help you think like a seasoned business owner. Be sure to like, subscribe, and share, and check out more content to keep building your business smarter and safer! You’ll learn: The biggest liability mistakes entrepreneurs makea separate LLC for partnerships and joint ventures Real-world examples of entity setup failuresscaling multiple income streams safely Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp615-why-one-llc-isnt-enough 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:21:41

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#614 How Lawsuits Can Take Away Your Home (And How to Stop It!)

3/20/2026
If you got sued tomorrow, could you lose your home? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the real risks to your home equity — and the smart strategies you can use right now to protect it before it’s too late. From homestead exemptions to equity stripping, this is essential knowledge every homeowner and investor needs to understand. We dive into how different states protect your home, when creditors can (and can’t) touch your equity, and how tools like HELOCs, retirement accounts, and domestic asset protection trusts can create powerful layers of defense. You’ll also learn the common mistakes people make — like relying too heavily on umbrella insurance or transferring assets incorrectly — and how to avoid them. If you're serious about protecting your wealth, minimizing risk, and building a solid financial foundation, this episode gives you a practical roadmap to do it right. Make sure to subscribe, like, and share this with someone who needs to safeguard their assets! You'll learn: when your house is actually at riskWhen and how creditors can force the sale of your homeThe strategy behind “equity stripping” safely move equity Why umbrella insurance may not protect you the way you thinkCommon asset protection mistakesGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp614-can-you-lose-your-house-in-a-lawsuit 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:38:31

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#613 Open Forum — Kids’ Trump Accounts, Real Estate Taxes, and Growing Your Business

3/13/2026
In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer real questions from business owners about taxes, investing, and scaling a successful company. From the brand-new “Trump accounts” for kids to real estate tax strategies and smart ways to grow your business, this episode breaks down complex financial topics into practical advice you can actually use. They explain how parents might use Trump accounts to create long-term wealth for their kids, including a powerful strategy to convert those accounts into Roth IRAs later in life. You’ll also learn key tax strategies for high-profit business owners, including retirement plans, paying your kids through the business, real estate deductions, and how to balance tax savings with long-term wealth building. Plus, the discussion dives into real-world business growth strategies — like when to expand physical locations versus going virtual, how to attract better talent, and how to structure your business as it scales. If you’re a small business owner looking for smarter tax strategies and better ways to grow your wealth, this episode is packed with insights. You’ll learn: How the new “Trump accounts” for kids work convert a child’s Trump account into a Roth IRAKey tax strategies business owners with $500K+ in profit Why successful entrepreneurs balance tax savings with wealth-building investmentsThe difference between focusing on tax write-offs and focusing on long-term wealth creationGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp613-open-forum-trump-accounts-real-estate-and-growing-your-business 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:46:27

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#612 Bonus Depreciation Explained: The Tax Strategy Everyone Gets Wrong

3/6/2026
Are the tax benefits of bonus depreciation and real estate investing really as powerful as they’re advertised? In this episode, Mark J. Kohler and Mat Sorensen break down the truth behind the popular tax strategy that many investors believe will dramatically reduce their taxes. The reality may surprise you. Using real examples, they explain how depreciation, cost segregation, and passive losses actually work — and why many investors misunderstand how those losses can (or cannot) offset income from a business or W-2 job. You’ll learn the difference between passive and active losses, why many tax pitches exaggerate the benefits, and how strategies like the self-rental rule, material participation tests, and the short-term rental loophole can legitimately change the outcome. If you’re considering a real estate investment mainly for the tax benefits, this discussion will help you evaluate the opportunity the right way. Taxes can enhance a good investment — but they should never be the only reason to make one. Don’t forget to like, subscribe, and share this with other entrepreneurs and investors who want smarter tax strategies! You’ll learn: The truth about bonus depreciationThe difference between passive losses and active incomeWhy investing purely for tax write-offs can actually cost you moneyThe self-rental rule The material participation testssome investment pitches exaggerate tax benefitsGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp612-the-truth-about-bonus-depreciation 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:44:11

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#611 Real Estate Privacy Under Fire: FinCEN’s New Reporting Rule Explained

2/27/2026
Privacy is under attack again — and real estate investors need to pay attention. A new federal rule tied to FinCEN and the Corporate Transparency Act now requires certain residential real estate transfers to file a Real Estate Report disclosing personal information of LLC owners. If you’re transferring property to an LLC, buying with cash, or using creative financing without a bank involved, this could apply to you starting March 1st. In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly when this new reporting requirement is triggered, what information must be disclosed, and the penalties for non-compliance. They also explain key exemptions — including the trust exception — and walk through potential privacy strategies using land trusts, Wyoming LLCs, and layered entity structures to help protect your name while staying compliant. If you own rental property or are actively investing in real estate, this is critical information. Make sure you understand the rules before your next transfer. Subscribe for weekly tax and legal strategies, leave a comment with your questions, and share this episode with other real estate investors who need to know about this change! You’ll Learn: What the new FinCEN Real Estate Report is and why it’s being enforcedthree specific scenariosWhat personal information must be disclosedWhich real estate transactions are exemptHow transferring property to an LLC is still critical for asset protectionGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp611-fincen-real-estate-report 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:20:36

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#610 Earn Passive Income Through Rental Real Estate Investing (feat. Dustin Heiner)

2/25/2026
What if you could build real passive income from rental properties without becoming a landlord glued to your phone? In this episode, Mark J. Kohler interviews real estate investor and educator Dustin Heiner to break down how beginner investors can build a rental real estate business that generates consistent cash flow — without doing all the work themselves. Dustin shares how getting laid off pushed him to rethink everything, how he scaled to 30+ single-family homes and nearly 1,000 apartment units, and why most new investors make a critical mistake by buying property first instead of building the business first. You’ll learn why cash flow beats appreciation, how to find and properly vet property managers, how to invest out of state, and how to structure your real estate investing so you work less — not more — as you grow. If you’re a beginner real estate investor looking to escape the 9–5, build passive income, and create long-term financial freedom through rental properties, this episode will give you a practical roadmap to get started the right way! You’ll learn: building the business before buying the propertThe biggest mistake beginner investors make consistent monthly cash flowWhy your property manager is the “quarterback”Why cash flow investing helped Dustin thrive during the 2008 crashA practical roadmap beginners can followGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp610-dustin-heiner-passive-income-with-rental-real-estate 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:35:18

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#609 Should You Contribute to Your Traditional IRA, or Go Roth Instead?

2/20/2026
Should you take the tax deduction today… or build tax-free wealth for tomorrow? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the Roth vs. Traditional IRA debate and explain why the “lower tax bracket in retirement” argument doesn’t always hold up in the real world. They walk through the math, the mindset, and the long-term strategy behind both options — including inheritance planning, self-directing for higher returns, tax rate uncertainty, flexibility in retirement, and why most entrepreneurs don’t actually earn less in retirement. You’ll also learn how the backdoor Roth IRA works for high-income earners and how to use creative tax strategies to offset Roth conversions. If you’re rushing to make a last-minute IRA contribution before the tax deadline, this episode could change your decision. Make sure you understand the long-term consequences before chasing a short-term deduction! You’ll learn: The real difference between a Roth IRA and a Traditional IRAHow high-income earners can legally use the backdoor Roth IRA strategy can significantly increase long-term returnsGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp609-traditional-vs-roth-ira 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:30:23

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#608 Contrarian Real Estate investing in 2026 with Jamison Manwaring

2/13/2026
We challenge the fear cycle around real estate and show why disciplined contrarian buying can work in 2026. We walk through real multifamily distress, market absorption, and why basis and debt terms now matter more than flashy rent growth. • rates rising and bridge debt resets driving distress in capital stacks • absorption trends in Phoenix versus oversupply in Austin and Dallas • why coastal markets improved due to scarce new supply • buying stabilized, well‑located multifamily at 30–40% discounts • fixed agency debt and conservative leverage restoring cash flow • where single‑family rentals struggle against concessions • submarket selection and vintage risk to avoid capex traps • office at deep discounts to replacement and reposition strategies • timing the cycle with data, not emotion • our plan to expand beyond Phoenix while staying selective You can learn more about Jamison and Neighborhood Ventures Here - https://neighborhood.ventures/ Please make sure you are subscribed to the podcast or the YouTube channel where these interviews play as well. Give it thumbs up, five stars, whatever you can do to help spread the good word. 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:32:50

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#607 Open Forum — Tax Expert Answers Your Most Difficult Tax & Legal Questions!

1/30/2026
Are you making smart tax and legal decisions, or leaving money on the table without realizing it? In this episode of the Main Street Business Podcast, Mark J. Kohler tackles your toughest questions and breaks down real-world tax strategies, asset protection myths, and retirement planning mistakes that business owners and investors face every day. From selling million-dollar collectibles and avoiding unnecessary taxes, to understanding how S Corporations can impact Social Security benefits later in life, Mark tackles listener questions with practical, no-nonsense advice. You’ll learn why LLCs don’t magically reduce taxes, how charitable remainder trusts really work, and when trusts actually make sense — and when they’re a complete waste of money. If you’re a small business owner, investor, or high-income professional looking to legally reduce taxes, protect assets, and build long-term wealth, this episode is packed with insights you can use right now! You’ll learn: Why setting up an LLC or corporation won’t help you avoid capital gainsWhy Social Security has diminishing returns self-rental real estate strategies Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp607-open-forum-toughest-tax-and-legal-questions 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:31:05

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#606 Open Forum - Tax Strategies for Small Businesses in 2026

1/16/2026
In this Open Forum episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen tackle real-world tax, legal, and business questions straight from small business owners and investors. From S corporations and QBI deductions to rental real estate, asset protection myths, HSAs, and retirement account strategies, this episode cuts through bad advice and explains what actually works under current IRS rules. The discussion covers common traps like trying to deduct personal investing as a business, relying on so-called “privacy trusts” for asset protection, and using AI or the IRS hotline for nuanced tax advice. Mark and Mat break down why some strategies are too good to be true, how to properly structure entities across states, and what business owners should focus on in 2026 to build wealth while staying compliant. If you’re a business owner, investor, or high-income professional looking to understand tax strategies, retirement planning, and asset protection the right way, this episode is packed with practical guidance and hard truths. Subscribe for more expert breakdowns, drop your questions for future open forums, and check out the next episode to keep leveling up your tax and business strategy! You’ll Learn: don’tWhy treating personal investing as a business deduction is a tax mistakecanHow to legally pay family members (like your children) What the IRS Hot Topics are right now Practical, experience-based answersGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp606-open-forum-small-business-strategies-2026 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:47:43

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#605 The 8-Step Strategic Plan Every Entrepreneur Needs for 2026

1/9/2026
Most entrepreneurs set goals every year… and most of them fail to follow through. In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down their proven, real-world process for building a strategic plan that actually works in 2026 and beyond. You’ll learn how to think long-term without burning out short-term, why writing your plan down is non-negotiable, and how to reverse-engineer a 10-year vision into realistic one-year action steps. Mark and Mat walk through their exact eight-step framework, covering SMART goals, realistic capacity checks, quarterly execution, accountability, and why sharing your plan with your spouse or board can make or break your success. If you’re a business owner, investor, or entrepreneur who wants clarity, focus, and momentum this year, this episode gives you a practical blueprint you can implement immediately. Subscribe for more Main Street business strategy, leave a comment with your 2026 goal, and check out future episodes for execution and scaling tactics! You’ll learn: Why most entrepreneurs overestimate what they can do in one year and underestimate what’s possible in tenwhy pen-to-paper thinking changes executionHow to break big objectives into bite-sized, actionable stepsWhy your strategic plan should be flexible,Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp605-create-your-annual-strategic-plan 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:27:03

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#604 Year-End Equipment Purchases — When They Save Taxes (And When They Don't!)

12/5/2025
Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and business-use percentages so you don’t fall into the traps many business owners hit when rushing into a purchase for the write-off. If you’ve ever wondered whether you should buy now, wait, or skip the purchase altogether, this conversation gives you the clarity you need. You’ll learn how tax brackets, depreciation schedules, and financing choices impact your allowable deduction, why bonus depreciation isn’t always the smartest move, and how S-corp basis affects whether you can deduct anything at all. The guys also explain year-end timing strategies, the time value of money, and how to prioritize deductions that actually move the needle—while avoiding the mindset of treating tax planning like a last-minute school assignment. If you want to make smart year-end decisions, hit like and subscribe for more practical tax and wealth-building strategies. Have a question about your specific situation? Drop it in the comments! And if you’re considering a major purchase before December 31, watch this episode before heading to the dealership or equipment lot. You’ll learn: avoid the biggest year-end tax mistakes“just because you can doesn’t mean you should”The difference between a tax deduction and a tax credit,whether your vehicle deduction is $100,000 or $30,000Why 100% bonus depreciation can become a trapGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp604-year-end-equipment-purchases 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:29:36

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#603 3 Year-End Retirement Account Deadlines You're Not Thinking About

11/28/2025
These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strategies that most employees and small business owners are completely missing. You’ll learn how to “match & out” your workplace 401(k) so you don’t leave free employer money on the table, how the Mega Backdoor Roth works using after-tax contributions inside your 401(k), and why high earners and oil rig workers were among the first to exploit it. The guys also cover critical year-end deadlines for setting up a solo 401(k), how to snag valuable small business tax credits, and smart ways to structure Roth conversions so you don’t accidentally bump yourself into a much higher tax bracket. They even touch on using your kids’ earned income to fund their own Roth IRAs and create generational tax-free wealth. If you want to keep more of what you make, grow your retirement accounts faster, and stop relying on Wall Street or your employer to “save” you, this episode is your year-end checklist. Listen to the end, then hit subscribe for more tax and wealth-building strategies, drop your questions in the comments, and share this with a friend or family member who needs to take control of their retirement before the year is over! You’ll learn: three major retirement account deadlines coming up before December 31, 2025doing a “match & out” on your employer 401(k)Mega Backdoor RothHow to use Roth conversions strategicallyGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp603-3-year-end-deadlines 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:25:45

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#602 How to Write Off a Holiday Party for Your Business

11/21/2025
Are you missing out on one of the easiest 100 percent deductions available to business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly how to structure a holiday party or company event so it becomes a fully deductible business expense. From the IRS rules under Section 274 to real examples of what qualifies, you’ll learn how to turn food, entertainment, awards, and even venue costs into a legitimate write-off. Unlike generic tax tips online, this discussion dives into real-world application for small business owners — whether you have a growing team, a handful of employees, or a small staff running from your home office. Mark and Mat explain the three requirements every event must meet, the difference between 50 percent and 100 percent deductions, why culture and team-building matter for tax purposes, and the exact documentation you need to protect the deduction. They also walk through case law, common mistakes, and creative strategies like using the Augusta rule when hosting at your home. Whether you’re planning a Christmas party, a summer barbecue, a team-building event, or an employee appreciation night, this episode will help you use the tax code to your advantage while still creating an event your team will love. By the end, you’ll know how to design an effective, compliant, and fully deductible company party that strengthens your culture and saves you money. If you’re serious about maximizing deductions, staying compliant, and building a stronger business, this is an episode you can’t afford to skip. You’ll learn: a full 100 percent tax deductionthree IRS requirements under Section 274team-building, culture, and employee moraleReal examples of deductible eventsCreative strategies like using the Augusta rule when hosting at your homeCommon mistakes business owners make when planning eventsreating a memorable, effective event your tea30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:24:27

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#601 Top 20 Year-End Tax Strategies Everyone Should Know!

11/19/2025
Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financial success. From retroactive S-corp elections to HSAs, Solo 401(k)s, and smart income timing, this episode is your complete year-end playbook. Unlike generic tax tips you’ll find online, these strategies are tailored for real entrepreneurs — whether you’re running an LLC, managing rentals, or building your side hustle. Mark and Mat explain how to pay your kids the right way, leverage 100% bonus depreciation on vehicles and equipment, and take advantage of HRAs, Roth conversions, self-rental rules, and tax-loss harvesting before the clock runs out. They also share which moves are still possible after year-end and which deadlines you can’t afford to miss. Whether you’re just getting started or already running a profitable business, this episode will help you keep more of what you earn and make smarter tax decisions for 2025. By the end, you’ll know exactly how to finish the year strong — and start the next one with a strategy that builds wealth, not stress. If you’re serious about saving money, staying compliant, and maximizing every deduction possible, this is an episode you can’t afford to skip! 20 year-end tax strategies that help business owners, investors, and the self-employedWhy HSAs, HRAs, and Solo 401(k)s are some of the most powerful toolsunlock startup deductionsSmart ways to shift incomeRoth conversions, rental real estate strategies, and the self-rental rulescheduling a personalized tax reviewGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp601-20-year-end-tax-strategies 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:30:47

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#600 Protecting Your Business in Divorce - Asset Protection When a Marriage Ends

11/14/2025
conversation with bestselling author and negotiation expert Rebecca Zung and attorney Mark J. Kohler. We break down what to do first, what to avoid, and how to protect your future — without playing dirty. You’ll learn the five main areas courts consider in family law cases—property division, spousal support, custody and parenting decisions, child support, and attorney’s fees—and how each one affects the next. We cover business valuation timing, enterprise vs. personal goodwill, forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome.” Plus, Rebecca explains her SLAY framework (Strategy, Leverage, Anticipate, You) for negotiating with narcissists and staying out of emotional sabotage. If this helped, subscribe for weekly legal and tax strategy insights, drop your questions in the comments, and share with a friend who needs it. You’ll learn: How to prepare financially before filing for divorceThe five main areas every family law case covers:forensic accounting, lifestyle analysis, and “sudden income deficiency syndrome”SLAY framework (Strategy, Leverage, Anticipate, You) Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp600-rebecca-zung-interview 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:38:36

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#599 Top 10 Due Diligence List: How Smart Investors Protect Their Money

11/6/2025
Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere. Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you’re investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all. What You’ll Learn: “I don’t buy hype, I sell it”CRUT (Charitable Remainder Unitrust)Side Door 401(k)Plus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios. 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:49:43

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#598 Hold Your Family Board Meeting by Year-End!

10/24/2025
In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down why every small business owner should hold their annual Family Board Meeting before the end of the year. This powerful meeting isn’t just a formality — it’s a proven strategy to strengthen your business, protect your assets, and educate your family about wealth and responsibility. You’ll learn how to make your Family Board Meeting IRS-compliant, maximize write-offs, document your decisions properly, and create a legacy plan that keeps your business and family aligned for years to come. Mark and Mat share real examples, step-by-step guidance, and practical insights to help you get it done right before December 31st. Don’t wait until tax season to get organized — plan your Family Board Meeting now and take control of your financial future! You’ll learn: How to structure and hold your Family Board Meeting before year-end7 key reasonsproperly document your meeting minutesWhat expenses you can write offget your Family Board Meeting done before December 31stGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp598-family-board-meeting-by-year-end 30 Unique Strategies Every Business Owner Should Know! Main Street 360KKOSclick away!FREE 15-minute discovery call Main Street Tax Pro Certification. https://www.youtube.com/markjkohler Instagram!

Duration:00:26:11