Main Street Business

#478 Four Case Studies of Common Main Street Business Owners



In this episode of the Main Street Business Podcast, hosts Mark J Kohler and Mat Sorensen offer their expertise on wealth building strategies, tax planning, and legal perspectives for both budding and seasoned entrepreneurs. They discuss four case studies, each bringing unique circumstances and challenges to the table.

Here's what you can look forward to:

  • An exploration of how to buy real estate with an IRA or 401K, providing an alternative to traditional investment options.
  • An in-depth discussion about the potential of rental properties as a small business, and how to leverage tax write-offs for passive loss carry forward.
  • Advice on the process and considerations of selling a business, from structuring the deal to tax implications.
  • Insights into the potential of using a Charitable Remainder Trust (CRT) as a tax-saving strategy during the sale of business or real estate.
  • They touch on important legal structures, such as S corporations and LLCs, and their role in protecting assets and saving on taxes.
  • Lastly, they explore the concept of the 'long game' in real estate investment and how the benefits compound over time. 

This episode is a must-listen for anyone interested in real estate investment, tax-saving strategies, and those planning to buy or sell a business.

  • Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
  • You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
  • Curious what my new certification is all about? Learn More
  • Looking to connect with a rock star law firm? KKOS is only a click away!
  • Grab my FREE Ultimate Tax Strategy Guide HERE!
  • Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
  • Craving more content? Check out my Instagram!
...more

View all episodesView all episodes
Download on the App Store

Main Street BusinessBy Mark J Kohler and Mat Sorensen

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

545 ratings


More shows like Main Street Business

View all
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

716 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,814 Listeners

Wealth Formula by Buck Joffrey by Buck Joffrey

Wealth Formula by Buck Joffrey

409 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

398 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

609 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

974 Listeners

Real Estate News: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Estate News: Real Estate Investing Podcast

559 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

403 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,012 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

512 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

233 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

706 Listeners

Directed IRA Podcast by Mat Sorensen and Mark Kohler

Directed IRA Podcast

155 Listeners

BiggerPockets Daily by BiggerPockets

BiggerPockets Daily

311 Listeners

On The Market by BiggerPockets

On The Market

880 Listeners