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Mark Kohler
Tax & Legal Strategist · CPA & Attorney · Senior Partner, KKOS Lawyers
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Mark J. Kohler, CPA, is a nationally recognized tax and legal strategist, bestselling author, and Senior Partner at KKOS Lawyers.
Session Details
Monday, April 27 | 11:00 AM – 12:30 PM
The Top 5 Tax and Legal Strategies Every Real Estate Investor Should Know
Most investors don’t lose money on the deal. They lose it in the structure. In this session, Mark J. Kohler (CPA and attorney) breaks down five high-impact tax and legal strategies that real estate investors use to protect assets, reduce tax drag, and build a cleaner, more scalable operating setup.
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Using his “Trifecta” framework (operations, assets/passive income, and estate/legacy), Mark connects entity strategy, rental tax planning, family payroll governance, and self-directed retirement structures into a coordinated plan you can actually implement.
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Attendees will learn:
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How to build a “Trifecta” plan that aligns operations, holdings, and estate planning so your entities and accounts work together
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When an S-corp strategy makes sense for ordinary income and how investors use it to reduce unnecessary self-employment tax exposure
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How to think about rental tax planning across different real estate buckets (long-term, short-term, syndications, self-rentals)
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How investors use family payroll and governance practices to create legitimate structure, organization, and documentation
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How self-directed retirement accounts can be structured for real estate investing, including common guardrails investors need to understand
Mark J. Kohler, CPA, is a Senior Partner at KKOS Lawyers and Co-Founder of Directed IRA, an Inc. 5000-ranked company. For more than 25 years, Mark has advised entrepreneurs and small business owners on tax strategy, asset protection, and business structuring, completing over 10,000 client consultations.
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Mark is a bestselling author and nationally recognized educator whose insights have been featured across major media outlets, including Fox, NBC, Bloomberg, Yahoo! Finance, Entrepreneur, CNBC, and The Wall Street Journal. He reaches a wide audience through his YouTube channels and weekly live trainings, known for breaking down complex tax and legal topics into practical steps investors and business owners can actually implement.
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Through the Main Street Tax Professional Certification, Mark also trains CPAs, financial planners, attorneys, and enrolled agents to apply these strategies with confidence—advancing his mission to equip Main Street business owners with the tools to build wealth and reduce the stress and friction that taxes can create.