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The Ultimate
Tax And Legal
Conference

Salt Lake City, UT  |  June 6 – 8 

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What is the Ultimate
Tax and Legal
Conference?

National leader, speaker, author and influencer, Mark Kohler brings together his most impactful tax and legal topics for an Event like no other! A true conference where business owners and Tax and Legal professionals network all under one roof!
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Speakers

Virtual Broadcasting and
Recording of All Sessions

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DENIM AND DIAMONDS
Friday Night Party

Dinner and Live Line Dancing Experience • Drink tickets for every Western item you wear: Cowboy Hats, Boots, Belt buckles, etc.. (up to 3) • Southwest BBQ Style Dinner • Photo Booth • Premium and VIP included • General Admission Attendees: Purchase Tickets for $40 at Event

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CASINO ROYALE
VIP Experience Party

‘Casino Royale’ experience with dinner and drinks • Cocktail Party Attire • Win Prizes while playing your favorite Casino Table Games • Mingle and get your picture with Mark and other VIPs and Speakers

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Previous Topics

  • The Power of the Health Savings Account
  • 401k Options for Small Business Owners
  • Estate Planning, Unique Assets, and the benefits of a Revocable Living Trust
  • The power of Dining & Travel write-offs, and using the Board of Directors/Advisors
  • Captive Insurance: When to Consider and When to Run
  • Advanced LLC Strategies: Multiple Rentals, COPEs, Series, and More
  • Short Term Rentals: Unique Tax Consequences & Opportunities
  • IDC – Intangible Drilling Cost Tax Deduction Unleashed
  • The Power of the Charitable Remainder Trust
  • 1031 Exchanges: Basics and Current Trends
  • Everything Roth IRAs: The Equation for Tax-Free Wealth
  • Asset Protection for our Personal Residence: TBE, DAPTs, Stripping and more
  • The 105 (HRA) Plan for Small and Medium sized business owners
  • Life Insurance for Wealth Building and Tax Savings
  • Opportunity Zones – Another Option for Saving on Capital Gains
  • Paying Family Members in Your Business
  • Using 501(c)3s and Non-Profits to Leave a Legacy
  • Building Strong Client Relationships in Your Advisory Practice
  • Cost Segregation: Accelerating Depreciation in the right situation
  • Preparing for the Enrolled Agent and CPA Exam: When and why it makes sense for a Tax Advisor
  • Tax and Legal Issues Raising Capital with Partners or Investors
  • The Auto Deduction: Cars, Trucks, RVs, and More
  • Utilizing the RE Professional Strategy: Balancing LT, ST, and Self Rentals
  • Buying or Selling a Business: Tax and Legal Considerations
  • Tax Planning for Undocumented Workers & Resident Aliens
  • Advanced Self-Directing Strategies & the IRA/LLC
  • Capital Gains and Losses: The “Fruit Basket” of netting losses for Maximum Tax benefits
  • State Tax Saving Strategies – Planning Domicile and More
  • Tax Reporting and Legal Planning for Partnerships
  • Trademarks and Intellectual Property – When, Why & How to Write-off

Previous Schedule

6:00 PM

Welcome Reception & Early Check-in. Everyone invited. Live Music. Food and Cocktail Party. Networking and fun!!

7:30 AM

Check-in

MAIN STAGE: Annual Update: Tax and Legal for Small Business Owners in 2024

Break (30 Min)

  • The Power of the Health Savings Account
  • 401k Options for Small Business Owners
  • Estate Planning, Unique Assets, and the benefits of a Revocable Living Trust

Patio Lunch (Premium & VIP) (1.5 hours)

  • The Power of Dining & Travel write-offs, and using the Board of Directors/Advisors
  • Captive Insurance: When to Consider and When to Run
  • Advanced LLC Strategies: Multiple Rental COPEs, Series, and More
  • Short Term Rentals: Unique Tax Consequences & Oppotunities
  • IDC – Intangible Drilling Cost Tax Credit Unleashed
  • The Power of the Charitable Remainder Trust

Main Stage: Panel “My Favorite Tax Strategies” (John Shekarchi, Carter Cofield, Katie Bargetto, and Randy Luebke)

Vendor Area –  Grab and Go Drinks and Music (30 minutes)

Casino Royal VIP Experience (until 9:00 PM)

8:30 AM

MAIN STAGE: The Cutting Edge Strategy for Professional Businesses

  • 1031 Exchanges: Basics and Current Trends
  • Everything Roth IRAs: The Equation for Tax-Free Wealth
  • Asset Protection for our Personal Residence: TBE, DAPTs, Stripping and more

Break (30 minutes)

  • The 105 (HRA) Plan for Small and medium-sized business owners
  • Life Insurance for Wealth Building and Tax Savings
  • Opportunity Zones –  Another Option for Saving on Capital Gains

Patio Lunch (Premium & VIP) (1 hour 15 minutes)

Main Stage: Fireside Chat with Mark J Kohler and Robert Kiyosaki

  • Paying Family Members in Your Business
  • Using 501(c)3s and Non-Profits to Leave a Legacy
  • Building Strong Client Relationships in Your Advisory Practice
  • Cost Segregation: Accelerating Depreciation in the right situation
  • How to Scale Your Accounting Practice and When to Take the EA Exam
  • Tax and Legal Issues Raising Capital with Partners or Investors

Vendor Area – Grab & Go Drinks and Music (30 min)

Denim and Diamonds Party and Line Dancing (until 9:00 PM)

8:00 AM

VIP Breakfast and Q&A Study Panel

Vendor Area Continental Breakfast

Main Stage: Panel –  “Alt Asset Investments with Tax Strategies” (Mat Sorensen, Michael Mauceli, and Izzy Irizarry)

  • The Auto Deduction: Cars, Trucks, RVs, and More
  • Utilizing the RE Professional Strategy: Balancing LT, ST, and Self Rentals
  • Buying or Selling a Business: Tax and Legal Considerations

Patio Lunch (Premium & VIP)

  • Tax Planning for Undocumented Workers & Resident Aliens
  • Advanced Self-Directing Strategies & the IRA/LLC
  • Capital Gains and Losses: The “Fruit Basket” of Netting Losses for Maximum Tax Benefits

Break (30 minutes)

  • State Tax Saving Strategies – Planning Domicile and More
  • Tax Reporting and Legal Planning for Partnerships
  • Trademarks and Intellectual Property – When, Why, & How to Write-off

Main Ballroom Vendor Passport Giveaways

Main Stage: Final Takeways and Succeeding in 2024

Event Ends

Tickets

INCLUDED:

Virtual

General

Premium
POPULAR

VIP

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Access for 3 Months to the Recordings for ALL Sessions

Welcome Reception

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Breakfast Saturday morning with Mark and Special Guest

$399

$399

Add To Cart

$499

$499

265 Left
Add To Cart

$999

$999

94 Left
Add To Cart

$1111

$2,495

20 Left
Add To Cart

Virtual

$399

$399

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Access for 3 Months to the Recordings for ALL Sessions

Add To Cart

General

$499

$499

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Access for 3 Months to the Recordings for ALL Sessions

Welcome Reception

Add To Cart

Premium

Classroom Seating

$999

$999

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Welcome Reception

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Add To Cart

VIP
VIP Seating

$2,495

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Welcome Reception

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Breakfast Saturday morning with Mark and Special Guest

Add To Cart

Can't attend in person?

Attend Virtually!

For Only:$399
Add To Cart
  • Live Chat Q&A hosted by Tax Attorneys
  • 3 Days of Cutting-Edge Tax Strategies
  • Access for 3 Months to the Recordings for ALL Sessions
  • 30+ Topics | 40+ Sessions

Previous Speakers

Mark

Kohler

CPA, Attorney, Author, Senior Partner – KKOS Lawyers

Mat

Sorensen

Attorney, Senior Partner – KKOS Lawyers, CEO- Directed IRA

Kevin

Kennedy

Attorney, Partner – KKOS Lawyers

Robert

Kiyosaki

Author – Entrepreneur – Educator – Investor

Jarom

Bergeson

Attorney – KKOS Lawyers

Deven

Munns

Attorney – KKOS Lawyers

Randy

Luebke

President – Lifetime Paradigm, Inc., RFC, RMA, CWPP, CMP

Mande

Clark

Financial Coach – MSCTA

Max

Merritt

Attorney – KKOS Lawyers

Bobby

Bodner

EA, M.S. Tax, Managing Partner – Breadify Financial

Patti

Campbell

Certified Life and Relationship Coach

Scott

Saunders

Senior Vice President – Asset Preservation, Inc.

Michael

Mauceli

CEO – Reef Oil and Gas Company, LP

Navi

Maraj

CPA, MSCTA – Navi Maraj CPA, PLLC

Diva

Mejias

MBA, MSCTA – Linoma Financial Services, Inc.

Mark

Fetzer

Attorney – KKOS Lawyers

Ashley

Burr

Attorney – KKOS Lawyers

Carter

Cofield

CPA, PFS, MSCTA

Karlton

Dennis

Enrolled Agent, MSCTA

Greg

Talcott

Managing Director at Caliber Companies

Roger

Knecht

President, Universal Accounting Center

John

Shekarchi

Attorney, Real Estate Developer, Private Lender Lawyer

Katie

Bargetto

Real Estate Investor

Izzy

Irizarry

Ambassador of BUZZ at Ignite Funding

The Grand
America Hotel

555 South Main Street , Salt Lake City, UT

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The Little
America Hotel

500 South Main Street , Salt Lake City, UT

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