Mark J. Kohler

Tailored for small business owners and entrepreneurs looking for long-term financial planning and retirement strategies, attorney and CPA Mark Kohler joined by expert financial planner Randy Luebke show today’s seasoned entrepreneurs (and those planning to own their own businesses for the long term) a new way to address “retirement.”

• Presents a four-step plan focusing on four elements of the entrepreneurial financial journey
• Readers will learn how to achieve financial independence where assets provide income need so work is no longer a requirement
• Identifies exit strategies, business succession plans, asset management and protection, and retirement planning specific to entrepreneurs and small business owners

This is a powerful story woven around one theme--TAX PLANNING CAN CHANGE YOUR LIFE

Tackling the fundamental question asked by all taxpayers -- How can I save on taxes?-- attorney and CPA Mark J. Kohler empowers you to dismiss standard CPA viewpoints like your tax payment is what it is and you just make too much money.

Simplified through the mastery of storytelling, Kohler invites you to immerse yourself in the compelling tale of a typical family's tax awakening. Through their journey, you'll discover critical, but underutilized tax strategies to achieve huge tax savings, greater wealth, and, ultimately, a winning pursuit of the American Dream.

"Mark brought tax planning to life in a story line we can all relate to personally!"
- Lori Mackey, Award Winning author, CEO of Prosperity4Kids, Inc.

"It is about time someone brought the benefits of tax planning to the masses. That is what Mark has achieved in this book."
- Dermot Berkery, Author of Raising Capital for the Serious Entrepreneur

"If you are not happy with your current CPA relationship, and aren't in love with your generic tax planning software, and wonder if there are better options out there. . .you need to read this book!"
- Tim Higgins, Author, Paying For College Without Sacrificing Your Retirement

"FINALLY, a tax book that I can not only understand but relate to and actually learn from. I never thought it was possible, however Mark Kohler did it- he made learning about taxes fun.
- Starr Hall, www.StarrHall.com, International Author, Speaker

"This book changed the way I saw my taxes and my financial future."
- Woody Woodward, Film-maker, Author, Success Strategist

Includes Tax Planning Resource Kit--Access templates, checklists, charts, and videos for additional support

The Tax Rules Have Changed. Your Business Should, Too.

The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code 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, Kohler coaches you through the complexities of the tax game of the small-business owner.

You'll also learn how to:

• Examine your business needs and pick the right business entity for you
• Build your personal and corporate credit in eight steps
• Implement affordable asset protection strategies
• Take advantage of underutilized business tax deductions
• Pick the right health-care, retirement, and estate plans
• Bring on partners and investors the right way
• Plan for your future with self-directed retirement funds

Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.