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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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Virtual Broadcasting and
Recording of All Sessions

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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

Topics

  • Paying Family Members in Your Business
  • Everything Roth IRAs: The Equation to Tax-Free Wealth
  • 401k Options for Small Business Owners
  • Estate Planning, Unique Assets, and the Benefits of a Revocable Living Trust
  • Exploiting the RE Professional Strategy: LT and Self Rentals
  • The Auto Deduction: Cars, Trucks, RVs, and More
  • Cost Segregation: Accelerating Depreciation in the right situation
  • Short-Term Rentals: Unique Tax Consequences & Opportunities
  • Advanced LLC Strategies: Multiple Rentals, COPEs, Series, and More
  • Board of Directors, Dining, Travel Deductions, and Electronics for Small Businesses
  • Advanced Self-Directing Strategies & the IRA/LLC
  • Getting out of Debt, Saving, and Building Wealth: You AND Your Clients
  • Writing off Medical Expenses and the Power of the HSA and HRA
  • Strategic Social Security Planning: When to start and how is it taxed
  • Tax and Legal Planning for Partnerships
  • 501(c)3s and Non-Profits to Leave a Legacy
  • The Power of the Charitable Remainder Trust
  • Asset Protection for our Personal Residence: TBE, DAPTs, Stripping, and more
  • Buying or Selling a Business: Tax and Legal Considerations
  • Capital Gains and Losses: The Fruit Basket of Netting Losses for Maximum Tax Benefits
  • 1031 Exchanges: Basics and Current Trends
  • Opportunity Zones – Another Option for Saving on Capital Gains
  • ERC: Employee Retention Tax Credit: What you still need to know
  • Life Insurance for Wealth Building and Tax Savings
  • Building Strong Client Relationships in Your Advisory Practice
  • IDC- Intangible Drilling Cost Tax Deduction Unleashed
  • Building a Tax Advisory Practice: The Transition, Billing, and Services
  • Trademarks and Intellectual Property – When, Why & How to Write-off
  • Captive Insurance: When to Consider and When to Run
  • New Developments in Crypto & NFTs: The SEC & IRS
  • Tax Planning for Undocumented Workers & Resident Aliens
  • Tax and Legal Issues Raising Capital with Partners or Investors
  • State Tax Saving Strategies – Planning Domicile and More

DENIM AND DIAMONDS
Friday Night Party

Dance floor with a live Line Dancing Experience • Cowboy Hats and Western Country Southern attire optional • Southwest BBQ Style Dinner • Photo Booth w/ 360 camera • Premium and VIP included • General: Purchase Additionally for $25

Buy Premium

CASINO ROYAL
VIP Experience Party

Cocktail James Bond Style Attire recommended • Black and White Portrait Booth  •  Mark’s  ‘Casino Royal’  w/ all your favorite Casino Games • Prizes ($10,000 cash value) •  Charity Give Back •  Intimate Experience w/ Mark and speakers 

Buy VIP

Tickets

INCLUDED:

Virtual

General
Theatre
Seating

Premium
Classroom
Seating

VIP
Classroom
Seating

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Access for 3 Months to the Recordings for ALL Sessions

Welcome Reception

YouTube Live Taping Experience

Friday Night Party 'Denim and Diamonds'​

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Intimate "Meet and Greet" with Mark. Film a selfie video, get a book signed.

Raffle for TAX PRO COURSE (1) Winner

Breakfast Saturday morning with Mark and Special Guest

Interactive YouTube Live Taping Experience

Exclusive VIP Experience 'Casino Royal' Thursday Night, including dinner & drinks, with Mark and other VIPs and Speakers

$399

$299

Add to Cart

$499

$499

Add to Cart

$999

$749

Add to Cart

$1111

$2,495

Add to Cart

Virtual

$399

$299

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
Theatre Seating

$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

Friday Night Party 'Denim and Diamonds'​ ($25 a person)

YouTube Live Taping Experience

Add to Cart

Premium

Classroom Seating

$999

$749

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Welcome Reception

Friday Night Party 'Denim and Diamonds'​

YouTube Live Taping Experience

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Intimate "Meet and Greet" with Mark. Film a selfie video, get a book signed.

Raffle for TAX PRO COURSE (1) Winner

Breakfast Saturday morning with Mark and Special Guest

Add to Cart

VIP
Front Row Seating

$2,495

3 Days of Cutting-Edge Tax Strategies

30+ Topics • 40+ Sessions

Welcome Reception

Friday Night Party 'Denim and Diamonds'

YouTube Live Taping Experience

Access for 6 Months to the Recordings for ALL Sessions

Lunch Included Daily in Networking room

Intimate "Meet and Greet" with Mark. Film a selfie video, get a book signed.

Raffle for TAX PRO COURSE (1) Winner

Breakfast Saturday morning with Mark and Special Guest

Interactive YouTube Live Taping Experience

Exclusive VIP Experience 'Casino Royal' Thursday Night, including dinner & drinks, with Mark and other VIPs and Speakers

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

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