“Mark Kohler is AMAZING! He makes the boring business of taxes and legal strategies fun to learn. I always learn so many great tips from his podcasts, classes, and books. I am very grateful to have someone with such vast knowledge to help lead me through the complicated world of contracts and law and government forms. He is the most important person to have on my team for [achieving] financial freedom.” – Shelley Sims, Thrive, Inc

I highly recommend The Self Directed IRA Handbook to anyone seeking to enhance his or her knowledge of how best to invest retirement funds in alternative assets through a self-directed retirement plan.” – Mary Mohr – MBA, JD, Executive Director, Retirement Industry Trust Association

“Mark’s legal and tax expertise gave me the knowledge to help me launch my real estate business with confidence! This book is for entrepreneurs who want to be successful.” – Farah Pierre, DevelopSelf

“Mat’s books are a great reference guide for self-directed IRA investing – The best I’ve seen in 30 years of being in the business.” – Harry Veldkamp – CEO, Polycomp Trust Company

“My life and business will forever be changed for the better because of Mark Kohler. I have read all of his books and they contain pure gold when it comes to understanding the way business, taxes, and asset protection work.” – Kyle Parks, Owner, Sound Harbor Enterprises, LLC

“Mat’s book is the most practical and comprehensive self-directed IRA guide in our industry. Reading this handbook should be the first step for any alternative asset investor, investment sponsor, or trusted advisor that seeks to become informed about how to maximize the value of IRAs.” – J.P. Dahdah – CEO, Vantage Self-Directed Retirement Plans

“Mark is providing what people are craving, money saving strategies, and concepts in an easy to read format.” – Tim Higgins, Author, Paying For College Without Sacrificing Your Retirement

“Mat’s book is an excellent resource for self-directed IRA owners and their advisors. It is the first of its kind in our industry. Mat has truly written an authoritative guide for self-directed IRAs.” – Pamela Constantino

“Mark’s books offer outstanding tax strategies that will help you bring your American Dream to life! I love it!” – Krista Bloom, Ph.D. Author of the Ultimate Compatibility Quiz

Life-Changing Tax Strategies

Simplified through the mastery of storytelling, Mark J. Kohler reveals powerful tax strategies and teaches taxpayers how to turn life’s biggest expense into a financial haven.

Throughout the story, a typical family discovers the undeniable tax benefits of owning a small business, hiring their spouse and children and, the financial windfall that comes with owning rental real estate. Along the way, they also discover the secret success behind self-directing their retirement plan!

While reading this book, small business owners will uncover new avenues for adding to their bottom line, including saving on health care and legitimate bookkeeping techniques that can put thousands back in their pockets. All of the strategies and techniques are illustrated through checklists, charts, and templates available in the additional resources toolkit provided by Mark.

Through this enlightening tale, wage earners and small business owners learn how to integrate Mark’s powerful tax principles into their everyday life, ridding themselves of the tax burden, and opening themselves up to achieving the American Dream and Financial Security.

The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations.

The Handbook, now in its Second Edition, clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, a private company, IRA/LLCs, private equity, hedge funds, crowdfunding, cryptocurrency, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 150 citations to cases, statutes, rulings, and opinions from the IRS and DOL.

Tailored for small business owners and entrepreneurs like yourself who are looking for long-term financial planning and wealth management, The Business Owners Guide to Financial Freedom reveals the secrets behind successfully investing in our business while bypassing Wall Street influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.

The Difference Between Wall Street and Main Street
An entrepreneur wants to know HOW to USE their business to create financial freedom, or what I often practically refer to as “flexibility”. This is a unique discussion approached from a different perspective, with a different set of tools that a Wall Street brokerage “tow the line advisor” isn’t even allowed to discuss. If you own or run a small to mid-sized business or if you are a one-man startup, then this book is for you. There is a better, smarter, safer way to plan for your retirement and I’m going to show you how.


Ever thought of starting your own small business- but thought it was too hard or had no idea where to start?

Then this is the workbook for you! Listen to invaluable legal and tax advice given by Best Selling author and CPA/Attorney Mark Kohler, all of which gears toward helping you succeed in your dreams of being your own boss- and live well while doing so! No matter your age, income, or current status in small business ‘start-up’ mode, you will find the material here to be genuinely invaluable and guaranteed to save you thousands in lawsuits, issues with the government or IRS, and general heartache.

This is not just a book! This is a workbook! Here is what is also included when you purchase 8 Steps:

• 49+ Videos
• 12+ Webinars/Podcasts
• PDF Version also available
• Downloadable Business Plan, Marketing Plan, and Strategic Plan
• 8 Live Training Sessions (live & recorded)Learn from one of the Nation’s Best Selling Authors and an actual Attorney and CPA on How to Start Your Business Today!

The Tax Rules Have Changed. Your Business Should, Too. The Tax Cut and Jobs Act of 2017 marks the most significant tax reform in more than 30 years. The tax code changes are complex (especially for the small-business owner), but you don’t have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you.

In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets.

Using real-world case studies, tax-savvy tips, game plans, and discussion points, Mark Kohler coaches you through the complexities of the small business owner’s tax game. After reading this book you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.