Embracing The Opportunity Shift with Mark Kohler, CFO & Founder of Directed IRA

CEO SECRETS

English - April 01, 2020 19:47 - 58 minutes - 54.3 MB - ★★★★★ - 16 ratings
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Hi everyone and welcome back to another episode of CEO Secrets. I am honored and ecstatic to have our guest today. Let's welcome, CFO & Founder of Directed IRA, Mark J. Kohler

Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs.

Let us hear today from Mark about legal tax strategies and asset management for business owners especially in today's Coronavirus crisis.

Top Takeaways:

1. What is Real Estate Pro Trifecta (3:48)

2. The difference between Lam Trust and Revocable Trust (6:04)

3. Why Mark is not a fan of Plan 529 (16:04)

4. What Roth IRA can do for you (22:18)

5. Mark's tips to real estate professionals (30:49)

Episode Transcript:

https://docs.google.com/document/d/1a0ukrnTaJHVDDa1SMybavSxUVCqMhjy2I0BCOkWhLH0/edit?usp=sharing