The tax industry
needs to change.
JUNE 4-7
HYATT REGENCY HOTEL, ORANGE COUNTY, CA
Hurry: 25% off Hotel Discount Disappears May 14th!
You've never been to a
Tax & Legal conference
like this before.
Join us for 3 full days of powerful insights & cutting-edge strategies that will help you scale your practice, and save your clients millions… with the #1 tax & legal expert in the country, Mark J. Kohler!
When you come to Tax & Legal 360 you will experience...
Mark J. Kohler
Led by the renowned leader, speaker and influencer, Mark J. Kohler, Tax & Legal 360 is a powerhouse gathering where professionals converge to get an in-depth, panoramic view of the tax sphere’s most impactful topics… and have a blast doing it! This is where knowledge is gained, relationships are built, and change is possible.
Insights to 3x Your Business
Learn how to scale your practice by implementing powerful tax-saving strategies that clients can’t ignore. You’ll have the confidence to charge higher fees and build lasting relationships. The more you know, the faster you grow…and the more your clients save.
Elite Tax Strategies to Withstand Any Economy
Learn the same powerful tax tactics used by the top 1%. Empower yourself with advanced strategies that can help your clients minimize taxes and maximize wealth, no matter the financial/tax landscape.
A Powerhouse Community of Professionals
This event is a community—a tight-knit group of professionals with expertise in every corner of the tax world. When you don’t know the answer to a tax and legal question, you’ll now have a network of colleagues to turn to, helping you feel supported and empowered. Imagine having a team of experts in the palm of your hand, ready to help you grow and sharpen your skills.
It’s time to bring life
back to taxes.
The tax industry may be broken, but you don’t need to let it break you. There’s a better way to do what you love, and balance your personal and professional life. We’re going to show you how.
CE Credits
Speakers
Sessions
VIP Experience
Topics
Studio 360 Disco Party
Forget what you know about boring conferences and CE.
No more boring Tax conferences! The Tax & Legal 360 event is where Tax professionals, CPAs, Lawyers, Financial Advisors and Enrolled Agents from across the country converge to sharpen their skills, build lasting relationships, and gain actionable CE you can immediately apply to your practice.
Plus, the CE you’ll earn isn’t just theoretical—it’s practical knowledge that helps you grow your practice and strengthen rapport with clients.
And unlike other conferences, Tax & Legal 360 is NOT a trade show packed with hard-sells and pitches. We’re here to learn, earn, and grow together…PERIOD!
You’re in control of your learning experience—explore the sessions and topics that matter most to you, making sure your time here fits your goals and interests perfectly.
Boogie into the best tax Disco Party of the year on Friday night at Tax & Legal 360. Grab your dancin’ shoes and let the good times roll. We’ll meet you on the dance floor!
Taxes don't have to be boring... We have fun too.
Just because we’re tax and legal professionals doesn’t mean we don’t know how to have fun. We work hard… and play harder!
But it’s more than just about having fun—it’s about making lasting connections. This is your opportunity to network with industry leaders. CPAs, Enrolled Agents, Financial Planners and Attorneys will find the valuable connections and friendships they’ve been looking for at Tax & Legal 360.
Exchanging ideas over cocktails, sharing laughs, or busting a move on the dance floor, you’ll be creating relationships that go beyond the classroom.
Choose your path to Tax Mastery.
No matter where you are in your career, Tax & Legal 360 offers a flexible and tailored experience for everyone. Whether you’re a seasoned pro or just getting started, you’ll have the ability to choose the path that’s right for you and your career goals—through three focused tracks:
TRACK 1
Building a Tax Advisory & Consulting Practice
Scale, streamline, and systemize your advisory business.
Turn compliance clients into year-round advisory opportunities while mastering operational efficiencies for sustainable growth. This track covers pricing, hiring, marketing, and client engagement essentials to help you build a practice you love.
WHAT YOU’LL LEARN:
- Crafting solid engagement letters and pricing models.
- Transforming compliance clients into year-round partners.
- Marketing strategies that drive consistent growth.
- Recruiting and training the right team to scale your business.
- Bonus: A Power Checklist for the ultimate year-end tax planning session.
TRACK 2
Tax and Legal Foundations: Core Strategies for All Levels
Master the fundamentals that drive financial success.
Perfect for business owners and advisors, this track delivers essential insights on asset protection, tax planning, estate strategies, and IRS compliance.
WHAT YOU’LL LEARN:
- Unlock estate planning with Revocable Living Trusts.
- Maximize retirement savings through Solo 401(k) plans.
- Real estate strategies: Short-term, long-term, and self-rentals.
- Learn asset protection that actually works.
- Navigate IRS resolution with confidence and ease.
TRACK 3
Advanced Insights: Unlock Complex Tax Strategies
Top-tier strategies for high-value clients.
Designed for experienced professionals, this track offers in-depth guidance on prime tax strategies, entity structuring, and payroll solutions. Gain the insights needed to handle complex business scenarios with confidence.
WHAT YOU’LL LEARN:
- Report multi-entity structures with Forms 1065 & 1120S.
- Maximize tax savings using Bonus Depreciation & Section 179.
- Seamlessly relocate clients to tax-free states.
- Navigate business sales and acquisitions smoothly.
- Use 105 Plans to save clients on healthcare costs.
Hyatt Regency Hotel
Orange County, CA
June 4-7, 2025
Everything kicks off June 4th with a Welcome Reception, followed by food & fun mixed in between sessions for three straight days. Find your seat and come join your tribe!
Hurry: 25% off Hotel Discount Disappears May 14th!
Event Schedule
An event unlike anything you have attended before. 3 tracks in June to ensure there is a perfect class for you every hour of the event.
Track 1
Business Building
- Software options for Tax Advisors: CRMs, Time Tracking, Billing, Compliance, and Marketing.
- The Art of Conversion: How to Create Successful Landing Pages and Sales Videos.
- Sales call & Discovery call difference: How To Extend Engagements, Closing a client on Advisory
- “Teach Once, Train Forever: How Tax Pros Can Use LMS to Improve Client Communication”
- Capturing and Interpreting Marketing Data to make Informed Decisions
- Building a Tax Advisory Practice. Pricing and Engagement Letters
- Client Relationships: Setting Boundaries & Billing more are both possible
- Time management. Handling emails, calls, meeting, projects, training, etc..
Track 2
Basic Tax, Legal & Finance
- Tax Reporting & Strategies for Influencers, Entertainers, & Athletes (NIL).
- Top 10 Tax Strategies for Business Owners and the Advisor Comprehensive Checklist.
- Everything Roth IRA’s: The Equation to Tax Free Wealth.
- Cost Segregation: When to Use it and When it’s a Waste of Money.
- Choosing the right Retirement Plan based on Your Profile of Wealth.
- Understanding Cryptocurrency and Associated Tax and Legal Strategies.
- Managing Medical Expenses for Maximum Tax Benefit: Health Insurance, HSAs, HRAs, and FSAs.
- Top 5 Asset Protection Strategies that actually work.
Track 3
Advanced Tax/Legal & Finance
- Leading Edge Tax Strategies for the Wealthy 1% and Where are they Reported on the Tax Return.
- Advanced S-Corp Planning and Reporting Issues – Draws and comp, equity accounts, Q-Subs, distributions in excess of basis, negative equity, and built-in-gains.
- Classifying Assets, Repairs vs Improvements (BAR Test), Partial Dispositions.
- PART 1- Business Valuation for Small Business: Understanding what drives value and how to maximize it.
- PART 2- Exit Planning & Succession Strategies – Key tax, legal, and financial considerations when preparing to sell or transition to next Gen.
- Legal Planning and SEC Pitfalls when Raising Money and Creating Partnerships.
- Auditor Bias and Negotiating with the IRS.
- Depreciation: Navigating Section 179, Bonus, MACRS, and Recapture.
Event Schedule
5:00pm - 6:00pm
Check-in
1 hour
6:00pm - 8:00pm
Welcome Reception and Early Check-in.
Welcome Reception and Early Check-in.
Premium and VIP only.
Open Bar. Music. Early Registration
2 hours
7:30am - 8:30am
Check-in
1 hour
8:30am - 9:30am
MAIN STAGE
Welcome - State of the Union and the Accounting Industry
with Mark J. Kohler
1 hour
9:30 – 10:30 AM
MAIN STAGE
The Solar Tax Credit: Truth or Trap and the Proper Tax Procedures
with Mark J. Kohler
1 hour
10:30 – 11:00 AM
Break
Coffee & Snacks
30 mins
11:00 – 12:00 PM
Breakout Sessions
1 hour
TRACK 1
Business Building
How to Use AI (Artificial Intelligence) in the Modern Accounting Practice
TRACK 2
BASIC TAX/LEGAL & FINANCE
Everything Roth IRA’s. Back Door, Chunking, and More: The Equation to Tax Free Wealth
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
3 Tax Strategies for the Wealthy 1% and How they Tax Reporting Procedures
12:00pm – 1:00pm
Patio Lunch (Premium & VIP)
1 hour
1:00pm – 1:30pm
Meet & Greet with Mark
30 mins
1:30pm - 2:30pm
Breakout Sessions
1 hour
TRACK 1
Business Building
The Art of Conversion: How to Create Successful Landing Page and Sales Videos
TRACK 2
BASIC TAX/LEGAL & FINANCE
Top 10 Tax Strategies for Business Owners and the Advisor Comprehensive Checklist
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
Advanced S-Corp Planning and Reporting Issues – Draws and Comp, Equity Accounts, Q-Subs, Distributions in Excess of Basis, Negative Equity, and Built-in-Gains
2:30pm - 2:45pm
Break
15 mins
2:45pm - 3:45pm
Breakout Sessions
1 hour
TRACK 1
Business Building
Sales & Discovery Calls: Closing New Advisory Clients and Balancing Multiple Firm Services
TRACK 2
BASIC TAX/LEGAL & FINANCE
Managing Medical Expenses for Maximum Tax Benefit: Health Insurance, HSAs, HRAs, and FSAs
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
Improvements v Repairs, Expensing Safe Harbors, The BAR Test, and Partial Asset Disposition
3:45pm - 4:00pm
Break
15 mins
4:00pm - 5:00pm
MAIN STAGE
The IDC: Intangible Drilling Cost
with Mark J. Kohler & Michael Mauceli
1 hour
5:00pm - 5:15pm
Honor Board Members and Announce Board for 2025
15 mins
6:00pm - 9:00pm
VIP Experience
Cocktails and Dinner
3 hours
8:30am - 9:30am
MAIN STAGE
Everything Family Office: Company Maintenance and a LIVE Board Meeting
with Mark J. Kohler
1 hour
9:30am - 10:30am
MAIN STAGE
Motivational Speaker
To be announced
1 hour
10:30am - 11:00am
Break
Meet & Greet with Mark
30 mins
11:00am - 12:00pm
Breakout Sessions
1 hour
TRACK 1
BUSINESS BUILDING
“Teach Once, Train Forever: How Tax Pros Can Use LMS to Improve Client Communication”
TRACK 2
BASIC TAX/LEGAL & FINANCE
Tax Reporting & Strategies for Influencers, Entertainers, & Athletes (NIL)
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
PART 1- Business Valuation for Small Business: Understanding What Drives Value and How to Maximize It.
12:00pm - 1:30pm
Patio Lunch (Women's Panel)
1 hour 30 mins
1:30pm - 2:30pm
MAIN STAGE
Mindset Panel
with Molly Claire
1 hour
2:30pm - 2:45pm
Break
15 mins
2:45pm - 3:45pm
Breakout Sessions
1 hour
TRACK 1
BUSINESS BUILDING
Capturing and Interpreting Marketing Data to Make Informed Decisions
TRACK 2
BASIC TAX/LEGAL & FINANCE
Cost Segregation:
When to Use it and When it’s a Waste of Money
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
PART 2- Exit Planning & Succession Strategies – Key Tax, Legal, and Financial Considerations when Preparing to Sell or Transition to Next Gen
3:45pm - 4:00pm
Break
15 mins
4:00pm - 5:00pm
Breakout Sessions
1 hour
TRACK 1
BUSINESS BUILDING
Pricing Advisory Services and Converting Compliance Clients & Scaling
TRACK 2
BASIC TAX/LEGAL & FINANCE
Understanding Cryptocurrency and Associated Tax and Legal
Strategies
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
Legal Planning and SEC Pitfalls when Raising Money and Creating Partnerships
5:00pm - 5:30pm
Live
30 mins
6:00pm - 8:00pm
Studio 360 Disco Party
Open to all
3 hours
8:00am - 9:15am
VIP Breakfast
VIP Room
1 hour 15 mins
9:15am - 9:30am
Break
15 mins
9:30am - 10:30am
MAIN STAGE
Creative Self-Directing Strategies and the Steps to the IRA/LLC
with Mat Sorensen
1 hour
10:30am - 11:00am
Break
Coffee & Snacks
30 mins
11:00am - 12:00pm
Breakout Sessions
1 hour
TRACK 1
BUSINESS BUILDING
Advisory Client Relationships: Setting Boundaries and Building Profitable Long-Lasting Relationships
TRACK 2
BASIC TAX/LEGAL & FINANCE
Choosing the Right Retirement Plan Based on the Wealth Profile
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
Auditor Bias and Negotiating with the IRS
12:00pm - 1:30pm
Meet & Greet with Mark
1 hour 30 mins
1:30pm - 2:30pm
Breakout Sessions
1 hour
TRACK 1
BUSINESS BUILDING
Time Management. Handling Emails, Calls, Meetings, and Training Staff.
TRACK 2
BASIC TAX/LEGAL & FINANCE
Top 5 Asset Protection Strategies that Actually Work
TRACK 3
ADVANCED TAX/LEGAL & FINANCE
Depreciation: Navigating Section 179, Bonus, MACRS, and Recapture
2:30pm - 3:00pm
Break
30 mins
3:00pm - 4:00pm
Farewell
Cocktails and Dinner
1 hour
“… understanding tax advisory, it’s been better. It’s much easier. Mind you, I still have tax returns that I have to do, but I’m not stressed like I used to be.”
DIVA MEJIAS
CERTIFIED MAIN STREET TAX PRO
Imagine loving tax season.
By investing in new skills, new connections, and a new outlook, your career can be everything you want it to be. But don’t take our word for it.
Before Tax & Legal 360
We surveyed our members, and they said prior to Tax & Legal 360 they…
- Lacked confidence
- Lacked business structure
- Questioned their credibility with clients
- Were bored with their profession
- Felt alone on an island of uncertainty
After Tax & Legal 360
Those who attend will leave with newfound confidence and support from a community of like-minded professionals who are dedicated to success.
- Gone are the days of feeling uncertain or questioning your expertise.
- You’ll have the tools to implement powerful strategies that set you apart from others in the field.
- Plus, the connections you make will ensure you never feel alone again.
Bottom Line: Tax & Legal 360 refreshes your outlook on the tax industry and provides you with a lasting support system that will help you succeed in 2025… and beyond!
Tickets now available!
What you get:
3 Days of Cutting-Edge
Tax Strategies
30+ Topics & 40+ Sessions
3-Month Access to Recordings of All Sessions
Premium and VIP Welcome Reception
6-month Access to Recordings of All Sessions
VIP Experience
Front Row Priority Seating
Exclusive Breakfast with Speaker Panel
Tax Pro Shop $250 Gift Card
What you get:
3 Days of Cutting-Edge Tax Strategies
30+ Topics & 40+ Sessions
3-Month Access to Recordings of All Sessions
Can't be there in person?
No problem! Purchase your virtual ticket and get a front row seat to all the fun from anywhere in the world.
- Live Chat Q&A hosted by Tax Attorneys
- 3 Days of Cutting-Edge Tax Strategies
- 3-Month Access to Recordings of All Sessions
- 30+ Topics | 40+ Sessions
MAKE 360
UNFORGETTABLE...
AS A VIP
The magic happens when doors open and red carpets unroll… just for you. At Tax & Legal 360, VIP stands for Very Important Perks, as well as people.
MAKE 360 UNFORGETTABLE... AS A VIP
The magic happens when doors open and red carpets unroll… just for you. At Tax & Legal 360, VIP stands for Very Important Perks, as well as people.
VIP Dinner with
Mark Kohler and Speakers
Join Mark Kohler, speakers, and VIP guests for an exclusive dinner event during the VIP experience.
High Stakes, High Access
Go all in with the VIP Experience, then take your time to chat, snap photos, and get those autographs.
VIP Gifts & Swag
Walk away with exclusive merch that will help you relive this event long after the lights go down.
The Best Seat in the House
VIP seating and front-row access to every event.
“I’ve always been a tax professional that’s looking for ways to help my clients… there aren’t very many trainings out there that encourage you to look for these alternative ways to save.”
COLLEEN SAWATZKY
CERTIFIED MAIN STREET TAX PRO
How can we help?
If you have any questions, feel free to reach out.
Sponsors
It’s not easy being a tax professional…
47% of CPAs in small firms have trouble attracting and retaining clients.
50% of tax professionals are working 80+ hour weeks and earning $70k per year.
68% struggle to understand overly complex compliance issues.
78% report burnout due to long hours and overwhelming workload.
Broken. Burned out. Stressed out.
These are the words used to describe the tax industry and those who work in it. As a tax professional, you could be prospering with higher earnings, better clients, and greater work/life balance… and that’s just for starters. Change is possible, and we’re going to teach you how to achieve success beyond tax season! End the burnout.
With 10,000 consultations and 25 years in the industry, here’s what we know…
- Tax professionals are overworked and underpaid.
- Clients are drowning in tax bills.
- Tax Professionals need access to resources that will save clients more money.
- CPAs need a support network for confidence in executing client strategies.
- The world needs more accountants and less IRS agents.
- There’s a BETTER WAY to do what you love.
Certification Courses
Discover Year-Round Success Beyond Tax Season
Elevate your expertise, expand your client base, and unlock your full Tax Pro potential with our Main Street Tax Pro Certification.
