How an S Corp Can Save You $9,000 in Taxes
If you’re making over $50,000 a year, it’s time to consider an S corporation. Instead of paying self-employment tax on every dollar, an S corp lets you split income between payroll and dividends—cutting thousands off your tax bill. This is one of the most powerful tax strategies every small business owner should know. ✅ Subscribe for weekly tax & wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube source
Estate Planning Mistakes Everyone Makes
Even experienced attorneys don’t draft their own estate plans—because when it’s personal, emotions cloud judgment. If you’re tempted to use a cheap online form or LegalZoom, think twice. Your estate plan is too important to risk mistakes that could cost your family later. Get professional help, get an objective perspective, and protect your legacy the right way. ✅ Subscribe for weekly tax & wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
Benefits of a Solo 401(k) and How to Qualify!
Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Are you overlooking one of the most powerful retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the Solo 401(k) — explaining exactly what it is, who qualifies, and how it can dramatically improve your retirement savings and tax strategy. If you’re self-employed, a freelancer, or running a small business, this plan could be a game-changer for your financial future. Unlike traditional retirement accounts, the Solo 401(k) comes with higher contribution limits, flexible investment options, and unique tax advantages that put you in control. Mark and Mat walk you through how the plan works, the rules you need to know, and why so many entrepreneurs are using it to invest not only in the stock market, but also in real estate, private companies, and alternative assets. They’ll also cover common misconceptions, key mistakes to avoid, and practical strategies to maximize the benefits of this plan. Whether you’re just getting started with retirement planning or looking for ways to reduce your tax burden while growing wealth, this episode breaks it all down in plain, actionable steps. By the end, you’ll understand why the Solo 401(k) stands out compared to SEP IRAs and other options — and how to know if you qualify. If you’re serious about building wealth, saving taxes, and gaining more control over your financial future, this is an episode you can’t afford to miss! CHAPTERS: 0:00 Teaser 2:04 Key Benefits of a Solo 401(k) 5:10 Stack Solo 401(k) Accounts on Benefits from Your Day Job 8:18 Borrow Against Your Solo 401(k) 9:34 Roll Over Old Contributions Into Your Solo 401(k) 10:35 401(k) Asset Protection 12:39 Benefits of Self-Directing Your 401(k) 13:15 Self-Trustee Your Solo 401(k) 15:21 Account Setup Is Tax-Deductible 16:42 Contribution Amounts and Methods Are Flexible 17:22 Using Solo 401(k) as Part of Estate Planning 18:11 Manufacture a Solo 401(k) with Passive Income from Real Estate 20:04 Summary Resources: Interview a Main Street Tax Pro that Speaks like Mark: https://taxadvisornetwork.markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Meet with a Real Lawyer on Zoom: https://kkoslawyers.com/schedule-an-appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Self-Direct Your IRA or 401k- Buy a Business or Real Estate with Your Retirement Account (Directed IRA): https://directedira.com/appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Keep Your LLC or Corp in good standing and Hide Your Address (Main Street Business Services): https://mainstreetbusiness.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Become a Certified Tax Advisor in Mark’s Program – https://mainstreetpros.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Connect: Website: https://markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast LinkedIn: https://www.linkedin.com/in/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Facebook: https://www.facebook.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast Instagram: https://www.instagram.com/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast X: https://x.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast TikTok: https://www.tiktok.com/@markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_term=&utm_content=msbp005-benefits-of-solo-401k&utm_campaign=main-street-business-podcast source
You Won’t Believe This CPA Content
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
How Buying One House a Year Can Change Your Life
One of the most powerful wealth-building habits? Buy at least one piece of real estate every year. It doesn’t need to be expensive—you can partner with family or friends through an LLC and start small. Over time, you’ll build passive income and unlock incredible tax strategies like depreciation, 1031 exchanges, and capital gains advantages. This is how everyday business owners create lasting wealth: grow your operations with an S corp and reinvest profits into real estate that works for you. ✅ Subscribe for weekly tax & wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/?utm_source=mjk-YouTube&utm_medium=description&utm_campaign=shorts source
Real Estate’s Biggest Tax Loophole: Cost Seg + 1245 Exchange Explained
In this episode, Toby Mathis sits down with Chris Streit of CSA Partners to unpack cost segregation, bonus depreciation, and strategies to minimize recapture when you sell. Request a FREE Cost Segregation Benefit Analysis 👉 https://aba.link/0nt Real estate cash flow and appreciation are great—but taxes can make or break your returns. Learn more about CSA Partners https://csap.com/ We walk through the full lifecycle—from acquisition and improvements to disposition—so you can keep more of what you earn. Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/sub You’ll hear real-world examples (including a $200K short-term rental) and why a detailed engineering study often outperforms “rule-of-thumb” software. We also cover 1031s, 1245 exchanges, audit readiness, and common myths about when you can (and should) do a cost seg. 🔔 Don’t forget to subscribe for more insights on real estate investing and business strategies! Show Notes: 0:00 Intro 0:30 Cost segregation basics & avoiding recapture 1:00 Full lifecycle: buy, improve, sell 3:05 Biggest tax mistake investors make 4:38 Who should care about cost seg (+ $200K STR example) 7:03 How a cost seg study actually works (the “Lego” model) 9:23 Real-life results & overlooked assets 13:06 Engineering study vs. software: what you might be leaving on the table 18:28 Audits, defensibility, and IRS expectations 22:11 “One big beautiful bill”: 100% bonus depreciation explained 25:15 Depreciation recapture & 1245 exchanges (permanent savings) 31:03 Cost seg with a 1031 exchange 32:22 Practical advice for a 40-something investor (+ free analysis offer) 34:13 Cost seg in syndications 35:01 Biggest myth: “You can only do it the year you buy” 36:08 Post-sale cost seg and a $70K savings example 37:18 Outro ——————————————————————————————————— SUBSCRIBE https://aba.link/subscribe ~~~~ FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/6c5 OTHER ANDERSON ADVISOR EVENTS Learn a rich selection of subjects like tax and asset protection, business, investing, and more. Our attorneys and other skilled experts will help you learn what you need to know in order to better your chances of success in your professional life. https://aba.link/tobyevents ~~~~ FINANCIAL PLANNING & TAX RESOURCES 📚 Order Your Copy of “Infinity Investing: How The Rich Get Richer And How You Can Do The Same” Here: 👉👉 👉 https://aba.link/IIWbook Order Your Copy of ”Tax-Wise Business Ownership” and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop Visit Anderson Advisor’s website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba ——————————————————————————————————— WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #realestatetips #costsegregation #taxstrategy source
Before You File an Amended Return Watch This
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
What Happens If You Don’t Plan Your Estate?
From pets to pianos, wedding rings to crypto keys—these are the assets that tear families apart if you don’t leave a clear plan. Estate planning isn’t just about money. It’s about protecting relationships and making sure your legacy is handled the right way. Take the time now to organize these items before they cause chaos later. ✅ Subscribe for more tax and estate planning strategies 📩 Join the free newsletter: https://markjkohler.com/youtube/?utm_source=mjk-YouTube&utm_medium=description&utm_campaign=shorts source
Meeting Trader Tax Status to Get Business Deductions
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
When You NEED to Start an S-Corporation
If your operational income is over $50,000, it’s time to add an S Corporation to your trifecta. This powerful structure can save you thousands in taxes, fund your IRA and 401k, and let you invest outside of Wall Street in assets you know best. The wealthy use these strategies every day—now it’s your turn. Don’t wait until year-end to set this up and miss out on savings. ✅ Subscribe for more tax-saving strategies 📩 Join the free newsletter: https://markjkohler.com/youtube/?utm_source=mjk-YouTube&utm_medium=description&utm_campaign=shorts source