The Tax And Legal Playbook

The Tax Rules Have Changed. Your Business Should, Too. The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code are complex (especially for the small-business owner), but you don't have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you. In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets. Using real-world case studies, tax-savvy tips, game plans, and discussion points, Kohler coaches you through the complexities of the tax game of the small-business owner. You'll also learn how to: Examine your business needs and pick the right business entity for you Build your personal and corporate credit in eight steps Implement affordable asset protection strategies Take advantage of underutilized business tax deductions Pick the right health-care, retirement, and estate plans Bring on partners and investors the right way Plan for your future with self-directed retirement funds Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.

This is a powerful story woven around one theme—TAX PLANNING CAN CHANGE YOUR LIFE Tackling the fundamental question asked by all taxpayers – How can I save on taxes? — attorney and CPA Mark J. Kohler empowers you to dismiss standard CPA viewpoints like your tax payment is what it is and you just make too much money. Simplified through the mastery of storytelling, Kohler invites you to immerse yourself in the compelling tale of a typical family’s tax awakening. Through their journey, you’ll discover critical, but underutilized tax strategies to achieve huge tax savings, greater wealth, and, ultimately, a winning pursuit of the American Dream. “Mark brought tax planning to life in a story line we can all relate to personally!” Lori Mackey, award-winning author, CEO of Prosperity4Kids, Inc. “It is about time someone brought the benefits of tax planning to the masses. That is what Mark has achieved in this book.” Dermot Berkery, author of Raising Capital for the Serious Entrepreneur "If you are not happy with your current CPA relationship, and aren't in love with your generic tax planning software, and wonder if there are better options out there. . .you need to read this book!" Tim Higgins, author of Paying For College Without Sacrificing Your Retirement "FINALLY, a tax book that I can not only understand but relate to and actually learn from. I never thought it was possible, however Mark Kohler did it - he made learning about taxes fun." Starr Hall, www.StarrHall.com, international author, speaker "This book changed the way I saw my taxes and my financial future." Woody Woodward, filmmaker, author, success Strategist Includes Tax Planning Resource Kit—Access templates, checklists, charts, and videos for additional support!

Get the Summary of Mark J. Kohler's The Tax and Legal Playbook in 20 minutes. Please note: This is a summary & not the original book. "The Tax and Legal Playbook" by Mark J. Kohler provides a comprehensive guide for individuals seeking to minimize tax liabilities and enhance wealth through entrepreneurship, real estate investment, and strategic tax planning. Kohler emphasizes the benefits of starting a side business for additional income and tax deductions, including expenses related to travel, home offices, and technology. He advocates for a lifestyle of spending less than one earns, investing in real estate, and generating passive income...

When it comes to taxes, do you know what you don't know? Taxes don't have to be taxing, take control of your finances and learn the secrets of sophisticated tax strategies from professionals! Put money in your pocket with easy to read relatable stories of real people, just like you!* Powerful tax strategies in every story!* Save $$$ this year and every year after that!* Stories conclude with "Questions for your tax professional", so you will always know the right questions to ask.* Each story is easy to read and self-contained, skip straight to the stories that relate to YOU!* Tax Tips for small business owners, read how to save money without spending a dime and so many more, WOW!* Tax Tips for W2 employees, read about RMD tricks, "Bunching", Backdoor Roth's, using college savings accounts to buy a beach house and much MORE!* DON'T GO THERE DOUG! Examples of how to avoid "tax traps" and pitfalls.* Don't miss out on tax saving strategies any longer!Wouldn't it be great if there was a tax book that anyone could read and understand, that wasn't boring, and that actually had great information that you could use today to start saving money? Unlike tax books filed with complicated tax codes, The "Not a Tax Book" Tax Book helps you discover tax reduction strategies through the success stories of real people, just like you.This easy read is packed full of information that will provide you with strategies to save taxes and put your money back where it belongs―in your bank account. If you own a small business and want to maximize your tax benefit, this book is for you! Do you own a rental, contribute to 401K's, IRA's, HSA's, 529's or other accounts with letters and numbers? Then this book is for you! This book gives you the answers you need quickly, with straightforward guidance that will give you a tremendous head start toward keeping more cash in your pocket every month and year after year. About the authors: Michael A. York, EA (Michael A. York & Associates, Salt Lake City, UT) literally grew up in a CPA firm - his dad didn't teach him how to fix anything, he taught Michael how to deduct it, and Michael has spent decades focusing on nothing but taxes. Andrew L. Stevens, EA, MBA (Houston Tax Advisors, Houston, TX) began working in that same tax firm in 1999, and has since gone to business school, worked in management consulting, started a business and sold it, all while remaining grounded to his roots in taxes. When Michael and Andrew sat down to compare notes, they started with the question, "What is the best thing we have found to educate clients about tax strategy?" Their answers were identical: relatable stories! No one likes code sections and very few understand tax language, but everyone can relate to (and remember!) real stories about real people. So they wrote a book full of real stories about how real people save real money on their taxes, and the best part is that you can use these strategies, too! Taxes don't need to tax you anymore!Need a tax professional? Contact The York Tax GroupTel: (801) [email protected]

This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of? High Net-worth such as Business Owners, Doctors,? and Lawyers. The book contains strategies that could help your overall Financial Plan after consulting with a fiduciary professional.

Are all Lawyers Liars? Of course not! But some lawyers are, and others who are not lawyers use that charge to sell the unsuspecting public asset protection structures or strategies that are outright lies. Until now, no other professional has been willing to call out the frauds and cheats in this powerful industry where self-professed experts and do-it-yourself hacks wreak havoc on the innocent just wanting to protect their assets. Mark Kohler exposes the liars and tells us the truth! In Lawyers are Liars, Mark explains the strategies that actually work to protect our assets and uses more than 270 footnotes to do it, quoting and referencing the true experts around the country. Undoubtedly, this book will become a desktop resource for not only the average middle income American wanting to protect his or her assets, but attorneys, estate planners and financial professionals guiding their clients through this complex area of the law.

Strategies from an IRS insider for slashing taxes, maximizing legal deductions, avoiding audits, and more Completely updated for all of the new 2005 and 2006 Tax Laws! Through his years as an IRS tax attorney, Sandy Botkin discovered that most Americans could legally and dramatically cut their tax bills by establishing themselves as independent contractors or businesspersons. In Lower Your Taxes--Big Time!, fully updated for 2005 and 2006, Botkin explains how, outlining a straightforward program for writing off everything from family vacations to movies and plays, and receiving a subsidy of $5,000 or more from the IRS each and every year. From tips for launching a business to strategies for audit-proofing a return, Lower Your Taxes--Big Time! is a gold mine of information for every frustrated taxpayer. Tax-cutting strategies include: How, why, and when to incorporate Fail-safe methods for deducting a home office and family car Simple but essential record-keeping tips Tax advantages of being a consultant,independent contractor, or independent businessperson

Why a practical playbook for partnerships between public health and primary care? / Denise Koo, J. Lloyd Michener, James B. Sprague, Brian C. Castrucci -- The value of public health and primary care partnerships / Brian C. Castrucci, J. Lloyd Michener, Densie Koo, James B. Sprague -- Primary care and public health: partners for population health / Julie K. Wood -- The value of integration : public health, primary care, and beyond / Paul E. Jarris, Katie Sellers -- Principles of partnerships between public health and primary care / J. Lloyd Michener, Brian C. Castrucci, Denise Koo -- Stages of partnerships between public health and primary care / J. Lloyd Michener, Brian C. Castrucci -- How to have difficult conversations / Justine Strand de Oliveira -- Group dynamics / Mina Silberberg, Seamus Bhatt-Mackin -- Pitching your project / Justine Strand de Oliveira -- Positioned for sustainability / Karen J. Minyard, Amanda Phillips Martinez, Tanisa Adimu -- The role of early wins in long-term success / Frederick S. Johnson -- The value of early wins in be well Lake County / Christina Arnold -- Challenges of working together / Lara Snyder -- Starting off on the right foot: a communication strategy is essential / Karen Remley -- Leveraging media / Kate Reuterswärd -- The practice of public health and how it is changing / Brian C. Castrucci, Hugh H. Tilson, Denise Koo, Jonathon P. Leider -- The changing landscape of primary care / Andrew Bazemore, Russell Phillips, Robert L. Phillips, Jr -- Addressing social determinants of health / Mina Silberberg, Brian C. Castrucci -- Creating a culture of health in Cambridge, MA / Claude-Alix Jacob, Susan Feinberg -- Community health assessments : past, present, and future / Kevin Barnett, Sara Rosenbaum -- Community health needs assessments benefit communities and hospitals alike / Philip Alberti, Ivy Baer -- Leveraging the affordable care act for population health / Eduardo Sanchez -- Partnering with Medicaid, Medicare, public health, and primary care to improve health outcomes / Sharon G. Moffatt, Monica Valdes Lupi, Kathleen Nolan -- Working with accountable care organizations / Joanne M. Conroy, Clese Erikson, Coleen Kivlahan -- Local health departments and a primary care safety net / Robert M. Pestronk -- Co-locating primary care and public health services / Michelle J. Lyn -- Return on investment and economic evaluation / Steven M. Teutsch, Denise Koo, Scott D. Grosse -- The promise and power of using data together / Brian C. Castrucci, Hugh H. Tilson, David A. Ross -- Working with data / Mina Silberberg, Denise Koo, Raymond J. King -- Metrics : how to select them, how to use them / Mina Silberberg, Denise Koo -- Use of electronic health records for population health / Denise Koo, Raymond J. King, Seth Foldy -- Electronic health records : forging common ground for primary care and public health / Dave Ross -- Public and population health it in the age of EHRS and the ACA : expert perspectives on current trends / John W. Loonsk -- Using geographic health information systems (GHIS) for population health / Joshua L. Tootoo, Brian C. Castrucci, Pamela Maxson, Michele Casper, Marie Lynn Miranda -- Shared space : using geography to identify relationships and increase understanding in primary care and public health / Robert L. Phillips, Jr, Andrew Bazemore -- Data and the future of public health / Jeffrey Engel -- San Diego, CA, promotes healthy weight to improve community health / Shaila Serpas, Christina Khaokham, Sharon Hillidge, Virginia Watson -- Indiana reduces the burden of asthma / Virginia Watson -- "Top-down" and "bottom-up" initiatives create a comprehensive prescription drug overdose prevention program in North Carolina / Virginia Watson