Upcoming Live Events
11th Self-Directed IRA Summit (SDIRA)
April 19th & 20th, 2024 – Dallas, TX
Hosted by Mat Sorenson, Directed IRA
An event for self-directed investors, financial professionals, and anyone interested in expanding their knowledge about Self-Directed IRAs.
Use code “LIFETIME50” to receive $50 off your ticket!
Tax & Legal 360 Conference
June 6 – 8, 2024 – Salt Lake City, Utah
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!
Retirement Savings Plans Workshop
Date: TBD
A highly informative lunch & learn workshop, where we will delve into how you can maximize your company’s retirement savings plan. This workshop will provide valuable insights and actionable advice to enhance the effectiveness and performance of your plan.
Past Live Events
Tax and Legal 360 Conference
Hosted by Mark J. Kohler
Nov 30th – Dec 2nd, 2023
Location: Phoenix, AZ
Hosted by national leader, speaker, author and influencer, Mark Kohler. This conference brings together the most impactful tax and legal topics like no other.! A true conference where business owners and Tax and Legal professionals network all under one roof.
Tax and Legal 360 Conference
Hosted by Mark J. Kohler
July 26th – 29th, 2023
Location: Salt Lake City, UT
Hosted by national leader, speaker, author and influencer, Mark Kohler. This conference brings together the most impactful tax and legal topics like no other.! A true conference where business owners and Tax and Legal professionals network all under one roof.
Self-Directed IRA Summit
October 20th & 21st, 2022 – Scottsdale, AZ
Hosted by Mat Sorenson.
- Introduction to SDIRAs and Alternative Assets
- IRA/LLC strategies
- Tax and Legal Strategies
- Advanced Topics include: Real Estate, Cryptocurrency, note investing, private lending, private placements and raising capital, Solo 401(k)s, rental investing, investing in private companies and small business, VC and fund investing.
Real Estate Tax Summit
September 29th & 30th, 2022 – Austin, TX
Hosted by Mat Sorenson and Mark Kohler, the Real Estate Tax Summit is a conference for anyone involved in real estate looking to save more money personally, in their business, or for their clients.
Crypto Tax Summit
May 19 & May 20, 2022
Miami, FL
The Crypto Tax Summit is an event to learn the most cutting-edge strategies for minimizing the tax bill on the money you make from crypto gains. The summit is led by Mark J. Kohler, CPA , JD, and Mat Sorensen, JD, who are leading the industry on both tax & legal strategies surrounding crypto.
Self-Directed IRA Summit
April 21 & 22, 2022
In-Person and Virtual
Hosted by Mat Sorenson and Mark Kohler in Costa Mesa, California. Learn beginner and advanced strategies to super-charge your retirement accounts.
The Business Owners & Investors Workshop
TAXES • LEGAL • OPERATIONS • INVESTING
Starting October 8 – December 4, 2021
5 Weekends, 10 Sessions
