Resources

Explore our curated collection of tools, guides, and insights to help you take control of your taxes, build your business, and protect your wealth.

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CE Training

Tax Pro Talks

Earn CE on-demand! Advanced strategies from Mark J. Kohler to grow your practice and sharpen your skills—anytime, anywhere.

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5 Easy Steps to recover from tax season, and convert your practice into something you love

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small business

5 Small Business Tax Deductions You Should Be Using

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small business

5 Tax Benefits of Hiring Family Members in Your Business

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business

Behind the Makeup: Gene Simmons on Building Real Wealth

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Bootcamp: Master The Art of the Consult

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Professional Working Women
Case Study

Case Study: Financial Planner

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Gary Scott
Case Study

Case Study: Tax Advisor

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Diva Mejias
Case Study

Case Study: Tax Professional

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Crypto Tax 101

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Debt Snowball

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Free guide cover titled Family Incorporated: How to Pay Your Kids, Spouse, and Relatives in Business
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Free Guide: Family Incorporated: How to Pay Your Kids, Spouse, and Relatives in Business.

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2024–2025 tax resource sheet with headline: Download your free tax cheatsheet – Stay organized, meet deadlines, and maximize deductions.
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Free Tax Cheatsheet

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business

From Burnout to Breakthrough: How Tax Pros Are Revolutionizing Their Careers

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Free Training

From Preparer to Advisor: Converting Compliance Clients to Advisory Services During Tax Season

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taxes

How Business Owners Can Deduct Meals and Entertainment Expenses

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taxes

How to Pay Sales Tax as a Small Business

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small business

How to Prepare for a Small Business Audit: What to Expect

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Free Tool

IRA Calculator

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Free Training

Life Insurance Agent's Playbook: Master the Advisor Model

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taxes

LLC or C Corp? Tax Implications & Legal Benefits

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taxes

LLC vs. S Corp: Which Structure Saves You More on Taxes?

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Mark J Kohler books
Books

Mark J Kohler's Books

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Masterclass: Path to Tax Advisory

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Free Download

Real Estate Analysis Spreadsheet

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small business

Senate’s New Tax Bill: Potential Savings for Small Business Owners

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small business

Small Business Guide to Quarterly Taxes: Deadlines & Tips

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Mark J. Kohler with text: Switching from an LLC to an S-Corp – When, Why & How.
Free Training

Tax Advisors Playbook: How To Move Your Client From An LLC To An S-Corp

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Tax Pro eBook 30 Unique Tax Strategies Every Business Owner Should Know

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Mark J. Kohler reading a newspaper with overlay text: 5 hours of CE that you'll actually enjoy.
CE Training

Tax Pro Talks

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Free Training

Tax Summer School

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business

The Main Street Business Owner’s “Situation Room”

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Main Street Professionals

The Main Street Enterprise Edition: Scalable Training for Your Team

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The Tax Industry is Broken, Here's The Solution!

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Trifecta Planner

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