Main Street Business Podcast Por Mark J Kohler and Mat Sorensen arte de portada

Main Street Business

Main Street Business

De: Mark J Kohler and Mat Sorensen
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more.

With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning.


Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.


Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.

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Episodios
  • #611 Real Estate Privacy Under Fire: FinCEN’s New Reporting Rule Explained
    Feb 27 2026

    Privacy is under attack again — and real estate investors need to pay attention. A new federal rule tied to FinCEN and the Corporate Transparency Act now requires certain residential real estate transfers to file a Real Estate Report disclosing personal information of LLC owners. If you’re transferring property to an LLC, buying with cash, or using creative financing without a bank involved, this could apply to you starting March 1st.

    In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly when this new reporting requirement is triggered, what information must be disclosed, and the penalties for non-compliance. They also explain key exemptions — including the trust exception — and walk through potential privacy strategies using land trusts, Wyoming LLCs, and layered entity structures to help protect your name while staying compliant. If you own rental property or are actively investing in real estate, this is critical information.

    Make sure you understand the rules before your next transfer. Subscribe for weekly tax and legal strategies, leave a comment with your questions, and share this episode with other real estate investors who need to know about this change!

    You’ll Learn:

    • What the new FinCEN Real Estate Report is and why it’s being enforced
    • The three specific scenarios that trigger this new federal reporting requirement
    • What personal information must be disclosed (and who has to report it)
    • How this rule connects to the Corporate Transparency Act and beneficial ownership reporting
    • Which real estate transactions are exempt — including the trust exception
    • The risks and penalties for failing to comply
    • How transferring property to an LLC is still critical for asset protection
    • Practical privacy strategies using trusts and Wyoming LLCs
    • How to balance state-level privacy with federal reporting requirements
    • Smart next steps to stay compliant without sacrificing asset protection or overpaying for entity setups

    Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

    Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp611-fincen-real-estate-report

    • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
    • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
    • Looking to connect with a rock star law firm? KKOS is only a click away!
    • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification.
    • Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
    • Craving more content? Check out my Instagram!
    Más Menos
    21 m
  • #610 Earn Passive Income Through Rental Real Estate Investing (feat. Dustin Heiner)
    Feb 25 2026

    What if you could build real passive income from rental properties without becoming a landlord glued to your phone? In this episode, Mark J. Kohler interviews real estate investor and educator Dustin Heiner to break down how beginner investors can build a rental real estate business that generates consistent cash flow — without doing all the work themselves.

    Dustin shares how getting laid off pushed him to rethink everything, how he scaled to 30+ single-family homes and nearly 1,000 apartment units, and why most new investors make a critical mistake by buying property first instead of building the business first. You’ll learn why cash flow beats appreciation, how to find and properly vet property managers, how to invest out of state, and how to structure your real estate investing so you work less — not more — as you grow.

    If you’re a beginner real estate investor looking to escape the 9–5, build passive income, and create long-term financial freedom through rental properties, this episode will give you a practical roadmap to get started the right way!

    You’ll learn:

    • Why building the business before buying the property is the key to true passive income
    • The biggest mistake beginner investors make when starting in rental real estate
    • How to create consistent monthly cash flow instead of gambling on appreciation
    • Why your property manager is the “quarterback” of your investing business
    • How to properly interview and vet property managers before you buy
    • The difference between owning rentals and owning a rental business
    • How to structure partnerships the right way (and when to avoid them)
    • Why cash flow investing helped Dustin thrive during the 2008 crash
    • A practical roadmap beginners can follow to build long-term financial freedom through rental properties

    Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

    Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp610-dustin-heiner-passive-income-with-rental-real-estate

    • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
    • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
    • Looking to connect with a rock star law firm? KKOS is only a click away!
    • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification.
    • Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
    • Craving more content? Check out my Instagram!
    Más Menos
    35 m
  • #609 Should You Contribute to Your Traditional IRA, or Go Roth Instead?
    Feb 20 2026

    Should you take the tax deduction today… or build tax-free wealth for tomorrow? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the Roth vs. Traditional IRA debate and explain why the “lower tax bracket in retirement” argument doesn’t always hold up in the real world.

    They walk through the math, the mindset, and the long-term strategy behind both options — including inheritance planning, self-directing for higher returns, tax rate uncertainty, flexibility in retirement, and why most entrepreneurs don’t actually earn less in retirement. You’ll also learn how the backdoor Roth IRA works for high-income earners and how to use creative tax strategies to offset Roth conversions.

    If you’re rushing to make a last-minute IRA contribution before the tax deadline, this episode could change your decision. Make sure you understand the long-term consequences before chasing a short-term deduction!

    You’ll learn:

    • The real difference between a Roth IRA and a Traditional IRA — and why the math isn’t the whole story
    • Why the “you’ll be in a lower tax bracket in retirement” argument often fails for entrepreneurs and investors
    • How paying taxes on the seed vs. the harvest dramatically impacts long-term wealth
    • Why a Roth IRA can be the most powerful asset to leave to your kids
    • How high-income earners can legally use the backdoor Roth IRA strategy
    • When a Traditional IRA might still make sense — and how to use both strategically
    • How to create offsetting tax strategies to fund a Roth without increasing your tax burden
    • Why contributing early (not just before the deadline) can significantly increase long-term returns

    Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!!

    Here’s the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp609-traditional-vs-roth-ira

    • Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
    • You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360
    • Looking to connect with a rock star law firm? KKOS is only a click away!
    • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification.
    • Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
    • Craving more content? Check out my Instagram!
    Más Menos
    30 m
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Mark and Mat are fantastic! The information they share is so important and they deliver it perfectly!

Phenomenal podcast

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