Categories
Retirement Planning

Afraid of President Biden’s Tax Plan? New Strategic Advice from Two Lawyers and a CPA [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Mark and Mat cover the ins and outs of President Biden’s tax plan proposals. They break down some strategies to prepare for potential upcoming changes. Whether you are a high or low-income earner, be sure to catch this episode and begin preparing strategies that will work best for you and your financial goals. I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

Borrowing Against Your Bitcoin? How do I Maximize? [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Should I borrow against my bitcoin? Or just keep it in my ROTH IRA and sell it tax-free? Why not both! This is a brand new strategy that Mark Kohler came up with to maximize your gains and spend your money now! Check it out for yourself.#Crypto #Cryptocurrency #Bitcoin #taxes #Markjkohler #KKOSLawyers #CRT #BorrowingagainstOpen Forum Show – Answering Difficult Tax and Legal Questions for Business Owners. The MOST ‘Liked’ podcast on Tax and Legal questions!! Mark and Mat answer tax and legal questions with business owners and investors from around the Country. Submit your questions for the next Open Forum Show at: https://www.mainstreetbusiness.comI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

The MEGA ROTH – Put $50k+ In Roth Accounts EVERY YEAR [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/We have been getting question after question on this amazing strategy of the MEGA ROTH IRA. Here you all go. One of the best strategies out there. We want you to build wealth but more importantly, we want you to have a retirement account that will help you later on in life. Open Forum Show – Answering Difficult Tax and Legal Questions for Business Owners. Most liked podcast on Tax and Legal questions!! Mark and Mat answer tax and legal questions with business owners and investors from around the Country. Submit your questions for the next Open Forum Show at: https://www.mainstreetbusiness.comI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

ROTH IRA 2021: TAX FREE MILLIONAIRE BY RETIREMENT! [Video]

Learn about a Roth IRA for 2021 and the advantages of investing inside a Roth IRA. Become a tax free millionaire by retirement! Learn what a Roth IRA is, why you should open one up and how to open one up. I will teach you where you can open one up and about specific limits and special rules dealing with the Roth IRA. Please watch, like and subscribe!Stash – https://get.stash.com/ryanyu5suRobinhood – https://join.robinhood.com/ryant1485M1 – https://m1.finance/3gLBHSnInKTvReferences for video:1) https://www.schwab.com/ira/roth-ira/withdrawal-rules2) https://www.investopedia.com/articles/personal-finance/081615/basics-roth-ira-contribution-rules.asp3) https://www.schwab.com/pricing4) https://investor.vanguard.com/investing/account-fees5) https://investor.vanguard.com/investing/transaction-fees-commissions/stocks6) https://www.calculatorsoup.com/calculators/financial/future-value-investment-account-calculator.php

Categories
Retirement Planning

1031 Exchange – Tips and Strategies to Save You Thousands [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/In this episode of Main Street Business, Mat and Mark Cover some powerful strategies to help anyone who owns real estate. They cover the pros and cons of the 1031 exchange, a tax code that allows real estate investors to defer their taxes from the sale of the property to reinvest into a new property. they even cover strategies for those wanting to take advantage of this with their personal residence.Open Forum Show – Answering Difficult Tax and Legal Questions for Business Owners. The most-liked podcast on Tax and Legal topics! Mark and Mat answer tax and legal questions from business owners and investors from around the Country. Submit your questions for the next Open Forum Show at: https://www.mainstreetbusiness.comI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

Pay ZERO Taxes on Your Crypto Gains with The Charitable Remainder Trust | Mark J Kohler [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Did you win the Jackpot with Crypto? Even make a good chunk of money on Crypto? Then you absolutely need to watch this tip. We are using the Charitable Remainder Trust to pay no taxes or even control the tax damage that you might have to take with your insane returns. We want you to pay the least amount of taxes possible when you are building your wealth!#Crypto #Cryptocurrency #taxes #Markjkohler #KKOSLawyersOpen Forum Show – Answering Difficult Tax and Legal Questions for Business Owners. Most liked podcast on Tax and Legal questions!! Mark and Mat answer tax and legal questions with business owners and investors from around the Country. Submit your questions for the next Open Forum Show at: https://www.mainstreetbusiness.comI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Long-Term Care Planning

Advanced Estate Planning made EASY – Seriously [Video]

#EstatePlanning #WealthManagement #LegacyA well-structured estate plan is invaluable. Through it you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents. While the estate planning process can raise some difficult emotional and personal issues, your heirs will be glad you did it, and you will know that your wishes are assured.How to Begin?Your first step should be to assemble a competent, professional estate planning team. Your attorney, financial service professional, insurance agent, bank trust officer, and/or accountant are all possible members of your team, depending on the size and complexity of your estate.They can help complete a thorough analysis of your estate and help you analyze your family’s needs for the future. Does a family member have special needs or require medical attention? How much will an education cost when your children reach college age? How will your family’s overall cost-of-living requirements change? How will estate taxes affect your assets as they are currently held? The answers to these questions can help you develop an estate plan that will adequately provide for your family’s needs.What Information Should Be Gathered?A thorough estate analysis requires gathering any and all materials involving current or future income, property ownership, insurance, and legal arrangements already in place. This includes records of the following:Current income from employment and all investmentsAny expected deferred compensationAll retirement benefits, from Social Security (including survivors’ benefits), IRAs, pensions, and profit-sharing plansInvestment documents, certificates, passbooks, etc.Deeds to primary and vacation residencesPersonal propertyLife insurance policies of which you are the owner, the insured, or the beneficiaryTrust agreements, if anyYour will, if you have oneCurrent and expected debts and obligations, including mortgage and loan balances, real estate liens, taxes payable, consumer debts, and estimates of funeral costs and estate settlement expensesOnce assembled, a complete analysis can begin, giving you the basis for a solid estate plan.Steps to Estate PreservationIf you begin planning in a timely fashion, there are clear, legitimate methods that allow you to take steps to preserve your estate and minimize estate taxation while satisfying both the Internal Revenue Service (IRS) and the courts. You will also save your heirs needless effort and expense. Consider the following steps:Plan a Gifting ProgramFurther tax shielding is gained through use of the annual gift exclusion, which is indexed annually for inflation and announced by the IRS annually. This allows gifting to any number of donees annually without payment of gift tax. (When a spouse is involved in the gifting program, the annual exclusion doubles). Provision must be made for the immediate use of the gift by the donee; gifts of future interest will not qualify. Professional assistance and careful structuring of your gifting program are, therefore, essential.Draft a WillA will is a formal, legal document instructing your survivors in the settlement of your estate. It is crucial to the success of an estate plan that your will be properly written by a qualified, experienced legal professional and witnessed simultaneously by two parties.Establish TrustsUtilizing trusts can be an excellent method of accomplishing long-term estate planning goals. Trusts, while seemingly complex, are simply very powerful tools designed to help individuals handle a variety of family and tax-related problems.This video is just a start but should put you on a path to success…IMPORTANT: Updated information with more details about this video and other essential topics: www.VastSolutionsGroup.comDon’t forget to subscribe to the www.VastSolutionsGroup.com channel and give this video a thumbs up! Hit that bell icon so you get a notification every time we upload a new video – you won’t want to miss out on our awesome strategies!Please share this video on Facebook, Twitter, LinkedIn, WebTalk, via Google G-mail or other social media platforms so you can show that love for your friends and family!!Check out our parent company site at www.VastHoldingsGroup.com.New videos are released every Tuesday at 9am (pacific).Thank you for tuning into the Vast Voice, the media arm of www.VastSolutionsGroup.com.Call 888-808-8278 for disclosures, research citations, and other caveats.All rights reserved.

Categories
Retirement Planning

Social Security is NOT Going Broke (Sorry Doomsdayers) [Video]

https://finance.yahoo.com/news/social-security-is-not-going-bankrupt-retirement-experts-105652082.htmlhttps://www.taxpolicycenter.org/sites/default/files/legacy/taxfacts/content/pdf/ssrate_historical.pdf================================Sign up for email list here. https://mailchi.mp/0a0c258dd676/sign-up-pageLET’S SOCIALIZE!Linkedin: https://www.linkedin.com/in/joshscandlen/https://parler.com/profile/Scandlen/postshttps://rumble.com/c/JoshScandlenhttps://www.bitchute.com/channel/cdoxRC74aEjb/https://mewe.com/i/joshscandlenhttps://mewe.com/p/heritagewealthplanning2My course “Can I Retire” will help reduce your stress when it comes to retirement planning. Get it here:https://retirementplanningschool.teachable.com/p/homeand don’t forget there IS a 30 day money back guarantee if you’re not satisfied!Get my books on Audible here:https://adbl.co/35lVotFWant to support what I’m doing for $10 a month? Join my SubscribeStar page!https://www.subscribestar.com/joshscandlenMy Amazon Product page: https://www.amazon.com/shop/heritagewealthplanningAnything you buy there Amazon pays me a commission. Much appreciated!GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers!You Can RETIRE on SOCIAL SECURITY:https://amzn.to/31xKFuNThe Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:https://amzn.to/2LHwQptStrategic Money Planning: 8 Easy Ways To Put Your House In Orderhttps://amzn.to/2wKGi50GET ALL MY LATEST BLOGPOSTS:https://heritagewealthplanning.com/blog/

Categories
Retirement Planning

Open Forum – Capital Gains, Retirement , Trusts and so much more! Mark J Kohler & Mat Sorensen [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Open Forum Show – Answering Difficult Tax and Legal Questions for Business Owners. Most liked podcast on Tax and Legal questions!! Mark and Mat answer tax and legal questions with business owners and investors from around the Country. Submit your questions for the next Open Forum Show at: https://www.mainstreetbusiness.comChapters00:00 Intro01:32 – Livestock in my retirement08:06 – Asset Protection when you have an LLC Taxed as an S-Corp13:51 – Personal vs Business Bank Account17:25 – Off-Shore Trust Owning a Wyoming LLC22:30 – What is CAP rate?29:08 – PLLC or LLC?33:25 – Entity Selection for your Rental Properties36:20 – Transitioning to KKOS Lawyers41:00 – Which entity needs to pay?47:00 – Crypto in Whole Life Policies49:40 – Franchise Deductions vs. Start-Up Costs53:04 – How to Elect for S-Corp Status55:00 – Board of Advisors59:30 – Short Term Capital Gain on Tax ReturnI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Long-Term Care Planning

BBK 9: Estate planning includes mindfulness of taxes [Video]

There are many types of taxes: federal and state income taxes, federal estate and gift taxes, and federal generation-skipping transfer taxes. Thoughtful estate planning mindfully and legally maximizes the amount of money and assets your family inherits and reduces the amount of money that the government inherits upon your death. Without careful planning, you could be leaving your family a hefty tax bill surprise. Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, chaos, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.Offices in Plantation, Florida and Sound Beach, New York (Long Island).Advanced Care Directives http://bit.ly/2zbZaLdAsset Protection http://bit.ly/2Gh6TduBusiness Planning http://bit.ly/2zcC1IvBusiness Succession Planning https://bit.ly/3dA5GOAEstate Planning https://bit.ly/3sgCTTiProbate administration http://bit.ly/2zdYOUoTrusts http://bit.ly/2zbXhOvTrust Administration https://bit.ly/3fvdiD5Wills http://bit.ly/2zcJJm1Additional resources: http://bit.ly/HL-LINKS