.png?width=33&height=45&name=Icon%20(5).png){kind=small}
26+
Sessions
.png?width=33&height=43&name=Icon%20(3).png){kind=small}
Featured
Forbes & WSJ
.png?width=33&height=45&name=Icon%20(4).png){kind=small}
14+
Speakers
.png?width=33&height=43&name=Icon%20(1).png){kind=small}
13
CE Hours
4
Social Events
Choose the Sessions That Match What You Want to Build Next
Business Building:
Start-up to Exit
Inside This Track:
- Content Creation 101: "From Idea to Execution"
- The Financial Freedom Roadmap: "Investing the Profits from Your Business- Building Independence avoiding common blunders"
- Follow the Money: "Managing Your Business with KPIs and What Your Financial Reports Are Really Telling You"
- Marketing That Actually Converts: "Proven Strategies to Grow Your Client Base"
- Systemizing & Optimizing Your Business: "The Automation Advantage"
- Developing People: "The Secret to Scaling Your Business"
Street Smart Tax:
Strategy & Planning
Inside This Track:
- Cost Segregation Goldmine: "How to Accelerate Depreciation"
- Business Vehicles, Equipment, and Write-Offs: "That Move the Needle"
- Real Estate Tax Secrets: "Strategies the Wealthy Use"
- All the Options: "to Avoid, Defer, or Offset Capital Gains"
- One of America's Biggest Costs: "and Underutilized Tax Strategies"
- S-Corp 2.0: "Cutting-Edge Planning Strategies for Maximum Tax Savings"
Wealth Building:
& Asset Protection
Inside This Track:
- Black Gold: "A powerful investment & Tax Strategy Both- Tax Benefits: Unlocking Oil & Gas Investment Advantages"
- Exit Strategies for your Most Valuable Asset: "It could be more than Selling Your Business"
- Protecting Your Legacy: "You WILL Die or be in an Alzheimer unit...Let's deal with it"
- Insurance Blind Spots: "The Coverage Gaps That Could Destroy Your Business and Your Life Overnight"
- Buying Your Way to Success: "A Pathway to Acquiring Profitable Businesses"
.png "Branding (11)")
.png "Branding (12)")
Mark J. Kohler
CPA, Attorney, Tax & Legal Strategy Expert
Mark J. Kohler
Mark Kohler is the Nation’s #1 Tax Attorney, leading a new wave of tax strategy education. Mark is a founding partner at KKOS Lawyers and co-founder at Directed IRA. Mark has authored five books, spoken on hundreds of stages to hundreds of thousands of people. Main Street 360 is the largest, most jam-packed event he has ever held.
Mat Sorensen
Self-Directed IRA Attorney & Retirement Strategy Expert
Mat Sorensen
Mat Sorensen, CEO of Directed IRA, is also an attorney and senior partner at KKOS Lawyers. Mat has authored and self-published the Self Directed IRA Handbook, an amazon best seller. He is the #1 educator in the nation on self-directed retirement strategies. Mat is also the co-host of the Directed IRA podcast and the Main Street Business Podcast.
Patti Britt Kohler
Master Certified Life Coach
Patti Britt Kohler
Patti Campbell is an entrepreneur, real estate investor and Certified Life and Relationship Coach. Patti helps highly successful men improve their personal and business relationships in her private coaching practice.
Michael Mauceli
Oil & Gas Investment and Energy Tax Strategy Expert
Michael Mauceli
Michael Mauceli is the founder and Chief Executive Officer of REI Energy. In his 35 years as CEO of REI and its affiliates, Michael has led the growth of the organization from a three full-time employee start-up company in 1987 to the much larger oil and gas drilling, production, and property acquisition company that it is today. His philosophy of creating solid products for investors is the “core” of REI’s business model. Now serving the investment needs of thousands of oil and gas investors across the United States, Michael’s vision and business acumen has made him one of the most influential CEOs in the oil and gas investor community. With his leadership and determination, Michael is also the host of “The Energy Show with REI Energy Podcast,” a successful weekly show that focuses on today’s energy news and teaches how the energy sector offers investors revolutionary ideas to gain wealth.
Bobby Bodner
Tax Strategist for Business Owners, Real Estate Investors & Crypto Investors
Bobby Bodner
Bobby Bodner is co-founder and managing partner at Breadify Financial LLC, a boutique accounting firm that exclusively works with business owners, real estate investors and crypto enthusiasts. Breadify specializes in helping entrepreneurs utilize the Tax Code to minimize their annual tax liability and build wealth for themselves and their loved ones. Alongside running Breadify, Bobby is a tax educator at Bodner & Clark and a tax partner at Central Tax Agency.
Mande Clark
Enrolled Agent, Tax Advisor & Business Consultant
Mande Clark
Mande Clark is an Enrolled Agent, experienced tax advisor, and business consultant with a deep commitment to empowering individuals and small business owners. She brings a wealth of expertise to her clients with a straight-forward approach, challenging her clients to make smart financial decisions to grow their wealth. Alongside running her own firm, Mande is a partner at Bodner & Clark.
Kim Lochridge
Specialty Tax Incentives & Cost Segregation Expert
Kim Lochridge
Farah Saleh
CPA & Certified Tax Resolution Specialist
Farah Saleh
Farah Saleh is a licensed CPA in Florida, Michigan, and Australia, and a Certified Tax Resolution Specialist (CTRS) who has successfully recovered millions of dollars from the IRS on behalf of her clients in complex, high-stakes representation cases.
Aaron Siegel
EA, MBA, AI Systems & Advisory Business Strategist
Aaron Siegel
Aaron Siegel, EA, MBA, is reshaping how advisors and small business owners think about leverage, using AI and systemization to turn chaos into clarity. As founder of Thrive Advisor Collective, he teaches professionals how to work less, earn more, and build businesses that thrive without burnout.
Julie Merrill
CPA, Business Tax Strategist & S-Corp Planning Specialist
Julie Merrill
Julie Merrill is a CPA with over 25 years of experience, specializing in business and tax strategy for individuals and small business owners. She began her career in public audit, but quickly transitioned to scaling VC-backed startup companies, where she played key roles in finance, operations, and securing venture capital. In 2020, following her husband’s retirement from active-duty military service, Julie pivoted to tax full-time and launched her own firm. Her specialties include individual and small business taxes, S-Corporation optimization, stock options, rental real estate, California taxes, and military tax returns. Julie is based in San Diego and is relocating to Tennessee in 2025.
Ashley Burr
Senior Attorney, Entity Planning & Asset Protection Strategist
Ashley Burr
My work at KKOS primarily focuses on educating business owners, real estate investors, and other real estate professionals about the importance of choosing the right entity for their business, succession planning, and the many tax-saving strategies that they can implement. When meeting with clients, I provide a comprehensive breakdown of their financial picture, including their estate plan, earned/operational income, and passive income—the Trifecta.
My work also focuses on setting up self-directed IRA/LLCs and self-directed Solo 401(k)/LLCs, advising on the legal and tax implications of using retirement funds to invest in real estate, crypto, and other non-traditional assets.
Not only have I formed hundreds of business entities, but I have also conducted numerous entity cleanups, ensuring compliance with legal requirements and helping businesses avoid potential legal and tax issues. T
hroughout my time at KKOS, I have been invited to speak at several engagements. I genuinely enjoy teaching others the importance of these topics.
Dillon Kohler
Marketing Strategy, Content Creation & Conversion Systems Expert
Dillon Kohler
As the Founder and CEO of House of Strategies, Dillon Kohler has led hundreds of businesses through transformation and growth. His agency has built more than 150 custom websites, helped clients surpass half a million social media followers, and designed marketing systems that consistently convert. With nearly two decades of experience spanning video production, advertising, and digital strategy, Dillon combines creativity with structure, turning marketing into a measurable science. His mission is simple: help business owners stop guessing, start scaling, and make marketing fun again.
Carmen Payne
Leadership, Team Development & Business Scaling Strategist
Carmen Payne
Carmen has a track record of success in building and unifying teams to deliver exponential results. She brings her ‘can-do’ attitude and genuine passion for helping people and businesses realize their value to every opportunity. An impactful leader and consummate professional, Carmen’s experience ranges from business management and strategic consulting to building teams and accountability coaching. Among her accomplishments, she is especially proud of developing a college-credit-recommended real estate investment education that scaled a business from $1 million to $84 million in five years. When she’s not instilling confidence in others and making their success easier, she can be found on a fishing bank with poles in hand, waiting for a big catfish to make her day!
Rone Davis
Financial Planner & Retirement Plan Strategist
Rone Davis
Rone J. Davis, AIFA®, AEP®, CLU®, ChFC®, CAP®, MSFS, CFP®
Sales and “Retirement Plan Rainman”
For more than 20 years, Rone J. Davis has been helping clients navigate an increasingly complex financial landscape with clarity and confidence. His extensive experience spans advising individuals, businesses, and retirement plans, as well as consulting with companies to build and enhance their retirement plan wealth management practices.
Rone earned his Bachelor's degree in Business Administration and Economics from Manchester College and went on to receive a Master of Science in Financial Services (MSFS) from The American College. Dedicated to continual learning and professional excellence, he has earned multiple industry designations, including AIFA®, AEP®, CLU®, ChFC®, CAP®, and CFP®. Rone remains actively engaged in professional associations and speaking engagements.
Originally from Fort Wayne, Indiana, Rone now resides in the suburbs of Indianapolis with his wife, Cindy, and their two Bernedoodles, Poe and Rey—who are known to make cameo appearances in his meetings. Outside of work, Rone enjoys playing pool and golfing.
Kevin L. Kennedy
Tax Attorney, Entity Planning & Self-Directed IRA/401(k) Law Specialist
Kevin L. Kennedy
Live Stream
Virtual
$495
What's included
- On Demand Live access to Main Stage and Break Out Rooms
- 18 Break-Out Sessions & 8 Main Stage Events
- 3-Month Access to Recordings of All Sessions
Most Popular
In-Person
Premium
$1,495
What's included
- 3 Days of Cutting-Edge Strategies
- 18 Break-Out Sessions & 8 Main Stage Events
- Premium and VIP Networking Buffet Lunch Thursday & Friday
- Welcome Reception and Party on Wednesday Evening
- Thursday Night Dinner and Networking Activity
- 3-Month Access to Recordings of All Sessions
Elite Access
VIP - SOLD OUT
$2,995
What's included
- 3 Days of Cutting-Edge Strategies
- 18 Break-Out Sessions & 8 Main Stage Events
- 3-Month Access to Recordings of All Sessions
- Premium and VIP Networking Buffet Lunch Thursday & Friday
- Welcome Reception on Wednesday Evening
- Thursday Night Dinner and Networking Activity
- Texas Oil Tycoon Casino Night with Mark, Patti, all the Speakers and other VIPs
- VIP Front Row Seating in each Session and Panel
- Saturday morning Breakfast and Open Forum discussion with Mark, Patti, all the Speakers and other VIPs
- VIP Private Lounge During the Entire Event
Registration and Check In
The Founder Bottleneck: Why Your Business Can’t Grow With or Without You
Main Stage
Mark J Kohler
CPA & Attorney
Emotional Intelligence not AI – The Key to Your Success
Main Stage
Patti Britt Kohler
WELCOME RECEPTION WITH LIVE MUSIC
Lobby Level – Amethyst
Check In
The Power of Buying Real Estate in Your IRA
Main Stage
Mat Sorensen
Camouflage Versus the Bulletproof Vest: The Difference Between Privacy and Asset Protection
Main Stage
Mark J Kohler
Break
Content Creation 101: From Idea to Execution
Room 1
Business owners know they need to be creating content but don't know where to start. The overwhelm of platforms, equipment, and strategy keeps them stuck before they ever hit record. This class breaks down everything you need to go from idea to execution, covering how to identify the right platforms for your audience, select the essential equipment, structure and script compelling content, and build a simple, repeatable process that makes showing up consistently achievable for any business owner.
Learning Objectives
- Identify the right platforms to focus on
- Understand the essential equipment needed
- Learn how to structure and script your content
- Build a simple, repeatable content creation process
Dillon Kohler
Owner & CEO, House of Strategies
Cost Segregation Goldmine: How to Accelerate Depreciation
Room 2
Most people have heard of depreciation, but don't understand how powerful it can be when investing in real estate. This class will take a comprehensive look into how a cost segregation can benefit then when used correctly.
Learning Objectives
- Understand the fundamentals of cost segregation
- Identify scenarios when cost segregation studies provide the greatest tax benefits
- Evaluate the financial impact of cost segregation
- Recognize the tax implications upon the sale or disposition of assets
- Assess when cost segregation may not be beneficial
Learning Objectives
- Identify the right platforms to focus on
- Understand the essential equipment needed
- Learn how to structure and script your content
- Build a simple, repeatable content creation process
Kim Lochridge
Black Gold: A Powerful Investment & Tax Strategy Both
Room 3
Learn how investing in oil and gas, along with strategic tax planning, can boost your returns. These opportunities help build enduring wealth, provide reliable long-term income, and diversify your portfolio through intelligent, tax-efficient investments.
Learning Objectives
- Understand the unique tax incentives available through oil and gas
- Identify how intangible drilling costs (IDCs) create immediate first-year deductions
- Explain the 15% depletion allowance
- Evaluate how drilling investments can enhance after-tax returns for high-income investors
- Recognize the cash flow benefits from ongoing production in a tax-advantaged structure
- Assess the role of drilling investments in a diversified, tax-efficient portfolio
Mike Maucelli
Founded REI Energy, LLC
NETWORKING LUNCH - BOARD APPRECIATION
Lobby Level- Amethyst
Break
The Financial Freedom Roadmap: Investing the Profits from Your Business (Building Independence avoiding common blunders)
Room 1
Income Starts It—Systems Build It: Income creates the opportunity, but systems determine the outcome. Skip the steps and you risk both. Focus on avoiding common blunders and building foundational habits—emergency reserves, disciplined cash flow, and tax-efficient investing.
Learning Objectives
- Understand how to separate business from life
- Create a disciplined cash-flow system
- Avoid blunders and common mistakes
- Invest tax-efficiently and intentionally
- Apply a Savings Waterfall Blueprint
Rone Davis
Business Vehicles, Equipment, and Write-Offs That Move the Needle
Room 2
In this class, you’ll learn the different ways to write off your vehicles, the common pitfalls that can cost you, and how to properly document everything to avoid IRS issues. We’ll also walk through real-world scenarios so you leave fully equipped to apply these strategies with confidence.
Learning Objectives
- Differentiate and apply the primary vehicle deduction methods
- Apply depreciation strategies correctly
- Identify and avoid the most common and costly vehicle tax myths
- Substantiate vehicle deductions with audit-ready documentation
- Strategically integrate vehicle deductions into broader tax planning
Farah Saleh
Founder of Lumen Tax Resolution
Exit Strategies for your Most Valuable Asset: It could be more than Selling Your Business
Room 3
You've built something valuable and now it's time to learn how to make the most of it. This class is designed for business owners thinking about their next chapter who want to understand all available options before making one of the most important financial decisions of their lives.
Learning Objectives
- Unlock your exit options available to business owners
- Walk away knowing which paths might be right for your situation
- Discover how to turn equity into wealth
- Learn how savvy business owners structure transactions
- Understand the critical tax and legal differences between an asset sale vs. a stock sale
Mat Sorensen
Break
Follow the Money: Managing Your Business with KPIs and What Your Financial Reports Are Really Telling You
Room 1
Most business owners look at their financial reports and see a blur of numbers they are supposed to understand but nobody ever really explained. This class takes the intimidating out of financial reports and key performance indicators, translating them into plain English and real visuals that actually make sense -- no math degree required. You will learn why the average can lie to you, how the IRS uses the same concepts to decide whose return gets a closer look, and which handful of numbers will tell you more about your business than a hundred-page report ever could. If you have ever felt like financial data was a language everyone else speaks fluently except you, this one is for you.
Learning Objectives
- Explain the difference between averages and medians
- Read a basic profit and loss statement
- Calculate gross profit margin and net profit margin
- Define customer acquisition cost
- Build a simple dashboard that gives a reliable weekly or monthly read on business health
Aaron Siegel
Founder of Thrive Advisor Collective
Real Estate Tax Secrets: Strategies the Wealthy Use
Room 2
One thing we know about a lot of wealthy people, is they own real estate. This class uncovers powerful real estate tax strategies used by high-net-worth investors, from qualifying for Real Estate Professional Status to leveraging short-term rental loopholes, self-rentals, syndications, and self-directed IRAs to dramatically reduce your tax burden.
Learning Objectives
- Evaluate eligibility and implementation of Real Estate Professional Status (REPS)
- Identify and apply the Short-Term Rental Loophole to reduce taxable income
- Structure Self-Rental arrangements for maximum tax efficiency
- Analyze Real Estate Syndication opportunities for passive tax benefits
- Implement Self-Directed Real Estate IRA strategies for long-term tax advantages
Mande Clark
Partner at Bodner & Clark
Bobby Bodner
Partner at Bodner & Clark
Shield Your Wealth: Asset Protection Strategies That Hold Up
Room 3
This class equips you with practical, battle-tested methods to shield real assets- like property and investments- from lawsuits, creditors, and economic threats. This class will provide instruction on how to build an airtight protection plan tailored to your situation.
Learning Objectives
- Understand core threats to real assets and assess your personal or business vulnerability. Discuss legal structures (e.g., LLCs, trusts) to legally separate and protect real property from liabilities.
- Implement titling and ownership strategies that maximize asset shielding without tax complications.
- Learn how to create layered protection plans combining structures and tools for ultimate security.
- Discuss how to audit and maintain your asset protection system to adapt to changing laws and risks.
Ashley Burr
Senior Attorney, KKOS Lawyers
Break
LIVE! Podcast: Ten Mistakes that Made Us Successful
Main Stage
Mark J Kohler
Mat Sorensen
“SPEED NETWORKING” AND DINNER
Main Stage
Wealth is More than Money – The ‘Five’ Forms of Capital
Main Stage
Mark J Kohler
The Top Money Mindsets You Need to Succeed
Main Stage
Patti Kohler
Break
Marketing That Actually Converts: Proven Strategies to Grow Your Client Base
Room 1
Most businesses are investing in content, ads, and websites but still struggling to convert attention into actual clients — the problem isn't effort, it's strategy. This course breaks down five key areas that directly impact client growth, from building powerful calls-to-action and creating content that converts, to testing and scaling ads efficiently, turning existing traffic into real opportunities, and staying top of mind so your business is the first choice when prospects are ready to act.
Learning Objectives
- Build powerful call-to-actions that guide your audience
- Test and scale ads without wasting money
- Capture more leads from your existing traffic
- Implement top of mind awareness strategies
- Create content that connects with your audience
Dillon Kohler
Owner & CEO, House of Strategies
All the Options to Avoid, Defer, or Offest Capital Gains
Room 2
Selling an asset, such as a business, real estate, or investments, can trigger a significant tax bill that catches many people off guard. But with the right planning, you don't have to hand over a large chunk of your hard-earned gains to the IRS. This class breaks down the most powerful and practical strategies available to help you keep more of what you've earned, giving you a clear roadmap to smarter, tax-efficient wealth transitions.
Learning Objectives
- Gain a foundational understanding of short- and long-term capital gains
- Learn how to legally push your tax liability into the future
- Understand how to strategically offset gains
- Learn how to evaluate and make sense out of your situation
Bobby Bodner
Partner at Bodner & Clark
Insurance Blind Spots: The Coverage Gaps That Could Destroy Your Business and Your Life Overnight
Room 3
An Umbrella Won’t Fix a Broken Structure: Develop an action plan for aligning insurance, legal, and financial strategies to protect both personal wealth and business continuity. This session explores the often-overlooked insurance gaps that can quietly undermine even the most well-structured financial and business plans—revealing how a single uncovered risk can cause catastrophic personal and professional loss overnight.
Learning Objectives
- The basics: GL, Commercial, Business income, E&O, BOP, Cyber, Umbrella, Auto, Health, Life, Disability
- Identify the most common and costly insurance blind spots affecting business owners, professionals, and families
- Insurance Evolution: How a business’s insurance needs evolve from startup through growth, maturity and exit/succession identifying the most common blind spots at each stage.
- Connelly v. United States: U.S. Supreme Court case on company-owned life insurance
Rone Davis
AIFA®, AEP®, CLU®, ChFC®, CAP®, MSFS, CFP®
NETWORKING LUNCH
Lobby Level- Amethyst
Break
Systemizing & Optimizing Your Business: The Automation Advantage
Room 1
The modern small business is drowning in manual work… not because the tools don’t exist, but because most owners and operators don’t know how to connect them. In this session, we break down how to build a small-business operating system powered by AI and automation. You’ll get a practical look at how tools like Claude (built by Anthropic), ChatGPT, and Grok can handle research, drafting, and client communication. We’ll explore how Zapier and custom API integrations can stitch your existing tech stack together without writing a single line of code. Whether you run a solo operation or a small team, you’ll leave with a clear framework for eliminating busywork, reducing errors, and getting your time back.
Learning Objectives
- Identify at least three categories of repetitive business tasks suitable for AI-assisted automation
- Evaluate current AI language tools
- Construct basic Zapier workflows
- Apply foundational API integration concepts
- Design a small-business operating system framework
Aaron Siegel
Founder of Thrive Advisor Collective
One of the American's Biggest Costs and Underutilized Tax Strategies
Room 2
Medical expenses costs taxpayers thousands of dollars every year and are the leading cause of bankruptcy. This class explores key medical tax strategies for business owners, including Schedule A deductions, entity-specific insurance premium write-offs, and the benefits of HSAs, FSAs, and HRAs to maximize tax savings on healthcare expenses.
Learning Objectives
- Identify the limitations of Schedule A medical deductions
- Compare and contrast the treatment of insurance premium across entity types
- Distinguish between the Flexible Spending Account (FSA) and Health Savings Account (HSA)
- Explain the triple tax benefit of the Health Savings Account (HSA)
- Apply the framework of the Health Reimbursement Arrangement (HRA)
Mande Clark
Partner at Bodner & Clark
Buying Your Way to Success: A Pathway to Acquiring Profitable Businesses
Room 3
This class guides you through the complete acquisition process from start to finish- from LOI to due diligence to closing and final purchase agreements- showcasing how I draft key documents and provide expert business valuation advice. You'll gain hands-on tools and discover the full end-to-end steps to scale your business through seamless deals.
Learning Objectives:
-
Guide clients step-by-step from initial LOI drafting through due diligence to closing and final purchase agreements.
-
Discuss essential acquisition documents (e.g., LOI, bill of sale, purchase agreements) with real-world examples.
-
Discuss the due diligence checklist used to uncover risks and opportunities at every stage of the process.
-
Provide expert business valuation advice to ensure fair pricing and maximize deal value from LOI to close. How to negotiate and finalize terms that protect your interests through closing and beyond.
Ashley Burr
Senior Attorney, KKOS Lawyers
Break
Developing People: The Secret to Scaling Your Business
Room 1
Most businesses have a process for ordering equipment and office supplies. Few businesses have a process to build the people who build the business. This class will break down three essential elements of an effective people development strategy that moves people from task managers to culture leaders who unlock new levels of team output.
Learning Objectives
- Learn about the leadership superpower you’re probably underusing
- Understand the first and key step that makes onboarding easier
- Discuss how feedback and clear expectations contribute to growth through accountability
Carmen Payne
KKOS Lawyers Director of HR & Leadership Development
S-Corp 2.0: Cutting-Edge Planning Strategies for Maximum Tax Savings
Room 2
Most business owners are overpaying in taxes simply because they don't know the strategies available to them. This course breaks down powerful, actionable techniques for turning everyday expenses into real deductions, building an advisory board, involving family members to shift income strategically, and leveraging business credits — so you can move beyond basic tax preparation and into a proactive planning approach that saves you thousands year after year.
Learning Objectives
- Turn everyday expenses into powerful deductions
- Build the framework to establish a board of advisors
- Learn how to shift income and build wealth faster
- Understand business credits
- Gain expertise on how having a strategic tax advisor instead of just a tax preparer can save you thousands
Julie Merrill
Owner
Protecting Your Legacy: You WILL Die or be in an Alzheimer unit...Let's deal with it
Room 3
Most people know they need an estate plan but put it off because it feels overwhelming or uncomfortable — and that delay can cost their families everything. This course takes an honest, practical look at the critical decisions every business owner and investor must make to protect their legacy, breaking down the key differences between a will and a revocable living trust so you can choose the right structure for your situation and ensure your wealth, your wishes, and your family are fully protected when it matters most.
Learning Objectives
- Distinguish between a will and a revocable living trust
- Identify the key limitations of a will
- Evaluate the benefits of a revocable living trust
- Apply strategies to protect your assets and honor your wishes
- Develop a clear action plan
Kevin Kennedy
Partner, KKOS Lawyers
Wrap up, Giveaways, and More!
Main Stage
Mark J Kohler
VIP EXPERIENCE
Lobby Level- Garnet
VIP BREAKFAST
Garnet
(VIP + New Members)
Join an exclusive breakfast with direct access to speakers, followed by an open forum to get your questions answered and connect with fellow members.
My work at KKOS primarily focuses on educating business owners, real estate investors, and other real estate professionals about the importance of choosing the right entity for their business, succession planning, and the many tax-saving strategies that they can implement. When meeting with clients, I provide a comprehensive breakdown of their financial picture, including their estate plan, earned/operational income, and passive income—the Trifecta.
My work also focuses on setting up self-directed IRA/LLCs and self-directed Solo 401(k)/LLCs, advising on the legal and tax implications of using retirement funds to invest in real estate, crypto, and other non-traditional assets.
Not only have I formed hundreds of business entities, but I have also conducted numerous entity cleanups, ensuring compliance with legal requirements and helping businesses avoid potential legal and tax issues. T
hroughout my time at KKOS, I have been invited to speak at several engagements. I genuinely enjoy teaching others the importance of these topics.
My work at KKOS primarily focuses on educating business owners, real estate investors, and other real estate professionals about the importance of choosing the right entity for their business, succession planning, and the many tax-saving strategies that they can implement. When meeting with clients, I provide a comprehensive breakdown of their financial picture, including their estate plan, earned/operational income, and passive income—the Trifecta.
My work also focuses on setting up self-directed IRA/LLCs and self-directed Solo 401(k)/LLCs, advising on the legal and tax implications of using retirement funds to invest in real estate, crypto, and other non-traditional assets.
Not only have I formed hundreds of business entities, but I have also conducted numerous entity cleanups, ensuring compliance with legal requirements and helping businesses avoid potential legal and tax issues. T
hroughout my time at KKOS, I have been invited to speak at several engagements. I genuinely enjoy teaching others the importance of these topics.
.png "Branding (13)")
Why Attend Main Street 360
Real Strategies That Drive Growth
Practical tax, legal, and business strategies proven to work on Main Street—not theory.
Built for Business Owners & Advisors
From startup to exit, learn how to grow smarter, reduce taxes, and build long-term wealth.
Networking Elevates You
Surround yourself with growth-minded professionals who challenge your thinking and accelerate results.
Earn 13 IRS-Approved CE Credits
Fulfill your CE requirements while gaining strategies you’ll actually use with clients.
In-Person Learning That Moves the Needle
The clarity, energy, and momentum in the room can’t be replicated online.
Connections That Happen Naturally
The best insights often come between sessions—hallway conversations, coffee breaks, and chance meetings.
An Immersive, High-Energy Experience
More than a conference—this is a catalyst for momentum, partnerships, and clarity.
Learn From Proven Experts
Hear directly from leaders applying real-world strategies in AI, tax, legal, real estate, crypto, and retirement planning.
Three High-Impact Tracks
Business Building, Legal & Finance, and Tax Planning—designed to help you make or save serious money at every stage.