How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
…
continue reading
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
…
continue reading
Max Livingston is a student at Western University and the Ivey School of Business. Passionate about literature, history and philosophy, he is the former Editor-in-Chief of the Social Contract, one of Canada's foremost student-run journals, the founder of the Ivey Business Review Podcast, a published author with articles in Liberated Arts and CPA's Thought Leadership think-tank and served as President of the Ivey book club in 2022-2023. During the Covid19 pandemic, he co-founded CourseLnk, a ...
…
continue reading
Pam Monteith is the Owner and CEO of Great Work Online. She has 15 years of experience in the digital marketing landscape and in the last 8 years as a Fractional COO. Through hard work, passion & eagerness to learn the newest trends in the industry, plus the gained credible experiences Pam has helped her better understand the demands & goals of Great Work Online's clients. This expertise allows her to understand their needs and provide them with the high-quality service they expect. More so, ...
…
continue reading
INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
…
continue reading

1
#587 Trump Signs The Big Beautiful Bill: What This Means for Tax Planning
32:08
32:08
Play later
Play later
Lists
Like
Liked
32:08President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big. Here’s what you’ll learn: Ho…
…
continue reading

1
#586 When Should I Register My LLC in a Different State?
29:13
29:13
Play later
Play later
Lists
Like
Liked
29:13Mark J Kohler and Mat Sorensen dive deep into the world of LLC registration, revealing must-know strategies for small business owners and real estate investors. Learn how to: Properly register your business across state lines Protect your assets with the right LLC structure Avoid expensive penalties and legal pitfalls Maximize tax benefits for mult…
…
continue reading

1
#585 New Tax Bill Signed Into Law By President Trump - What’s In and What's Out?
23:15
23:15
Play later
Play later
Lists
Like
Liked
23:15To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com In this special episode, Mat Sorensen breaks down President Trump’s newly signed tax legislation, known as the “Big Beautiful Bill," and what it means for your personal and business taxes. With sweeping changes taking effect in 2025, Mat outlines the …
…
continue reading

1
#584 The Best Real Estate Opportunity in a Decade — Featuring Chris Loeffler from Caliber
56:58
56:58
Play later
Play later
Lists
Like
Liked
56:58In this insightful episode, Mat Sorensen sits down with Chris Loeffler, CEO of Caliber, to dissect the current state of the real estate market and why commercial real estate is presenting one of the best buying opportunities in over a decade. With over $2.9 billion in assets under management and development, Chris breaks down the macroeconomic and …
…
continue reading

1
#583 Strategic Strategies With a Self Directed IRA
26:52
26:52
Play later
Play later
Lists
Like
Liked
26:52Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds. Maximize Tax-Free Wealth: Learn Roth IRA investment strategies tha…
…
continue reading

1
#167: The Evolution & Future of Willow Virtual CFO
27:05
27:05
Play later
Play later
Lists
Like
Liked
27:05In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity a…
…
continue reading

1
#582 How Gene Simmons Started as a Small Business Owner and Became #1
21:37
21:37
Play later
Play later
Lists
Like
Liked
21:37Gene Simmons joins us for an unforgettable masterclass on business, life philosophy, and how KISS built a billion-dollar brand through strategic thinking and trademark protection. • The precious nature of time and why "you will never get this day back" • Why the "get rich slow scheme" is more reliable than get-rich-quick fantasies • How KISS became…
…
continue reading

1
#581 Breaking News - Senate Tax Bill Text Released
32:56
32:56
Play later
Play later
Lists
Like
Liked
32:56Breaking News - Senate Tax Bill Text Released. With both the House and Senate versions now on the table, which proposal offers bigger tax cuts? Which one could save you more money? I’m breaking down the differences between the House and Senate proposals and what’s changing and how it will affect you. Intro & Why This Tax Bill Matters 00:00 - 00:02:…
…
continue reading

1
#580 The 4 Phases of Business - Don’t Make the Same Mistakes We Did
40:38
40:38
Play later
Play later
Lists
Like
Liked
40:38In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen walk you through the full business lifecycle—showing you how to start lean, systemize operations, scale smart, and exit on your terms. Get ready for real-world strategies that actually work. Here are some of the highlights: Mark shares his experience in the startup…
…
continue reading

1
#166: Negotiating with Confidence: Insurance Strategies for Profitable Dental Practices
28:40
28:40
Play later
Play later
Lists
Like
Liked
28:40Dealing with dental insurance can feel like a never-ending maze—especially when you're unsure whether you're getting the reimbursement you deserve. In this episode, we’re joined by Adriana Steinberg of Apex Reimbursement Specialists to talk about how dental practice owners can take control of their insurance strategy and boost profitability through…
…
continue reading

1
#579 Tax Hacks the Wealthy Use (Attorneys Break it Down)
54:05
54:05
Play later
Play later
Lists
Like
Liked
54:05In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take on your toughest tax and business questions in an open forum style. From setting up the right business structure to handling a home office deduction the smart way, they give you the tips you wish your accountant and attorney actually explained. It’s smart, fas…
…
continue reading

1
#165: What to Do When Your Business Hits a Financial Plateau
33:01
33:01
Play later
Play later
Lists
Like
Liked
33:01Hitting a financial plateau can feel like one of the most frustrating points in your business journey—you're working hard, but growth has stalled. In this episode of the Cultivating Business Growth Podcast, we’re diving into why it happens, how to recognize it early, and what you can do to break through. Megan Spicer is joined by Katina Peters, CPA…
…
continue reading

1
#578 The Complete Guide to Estate Planning
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed. Here are some of …
…
continue reading

1
#164: The $1.1 Million Wake-Up Call: Financial Systems Every Dentist Needs
31:29
31:29
Play later
Play later
Lists
Like
Liked
31:29Fraud can happen to any dental practice—and often does. In this episode of Cultivating Business Growth, we’re joined by Susan Gunn, Certified Fraud Examiner, and a nationally recognized expert in financial systems and ethics for healthcare practices. Susan shares jaw-dropping real-world stories—including a $1.1 million embezzlement case—and provide…
…
continue reading

1
#577 Which LLC is Right for Your Business
36:59
36:59
Play later
Play later
Lists
Like
Liked
36:59In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the six LLC structures every entrepreneur, investor, and licensed professional should understand. Whether you're starting a business, protecting rental properties, or building wealth with a high-net-worth strategy, this episode breaks down how…
…
continue reading

1
#576 How to Set Up a Family Office Without Being Ultra-Rich
16:23
16:23
Play later
Play later
Lists
Like
Liked
16:23In this episode of the Main Street Business Podcast, Mark J. Kohler shows how simple board meetings and a strategic plan can supercharge your finances. He explains how to turn ordinary family gatherings into legitimate, tax-deductible business meetings that strengthen your entity structure. Get inspired to organize your goals, sharpen your decision…
…
continue reading

1
#163: Building a Business Budget that Actually Works
37:35
37:35
Play later
Play later
Lists
Like
Liked
37:35Building a Business Budget That Actually Works In Episode 163 of Cultivating Business Growth, we’re diving deep into how to create a business budget that actually works—without making your head spin. Katina Peters, Partner at Willow Virtual CFO, joins us to discuss why budgeting is essential for small businesses and how it can be your most powerful…
…
continue reading

1
#575 How to Turn NIL Deals Into Long-Term Wealth
31:21
31:21
Play later
Play later
Lists
Like
Liked
31:21In this episode of the Main Street Business Podcast, Mark J. Kohler and Max Merritt reveal how NIL athletes can turn short-term earnings into long-term wealth. From forming an LLC to electing S corp status and leveraging mega Roth strategies, they lay out the playbook every young athlete—and their advisors—should follow. Here are some of the highli…
…
continue reading

1
#574 Stock Market Falls - 3 Strategies to Take Advantage and Build Wealth
8:00
8:00
Play later
Play later
Lists
Like
Liked
8:00In this video, I break down 3 strategies to help you navigate a market downturn: 1) The market always comes back – History shows us time and time again that corrections are normal and the market recovers. The key is staying invested. 2) Tax loss harvesting – This is a powerful tool to offset gains and reduce your tax bill. I’ll show you how to do i…
…
continue reading

1
#162: How to Grow a Dental Practice Through Community, Leadership, and Support with Dr. Grace Yum of Mommy Dentists in Business
37:10
37:10
Play later
Play later
Lists
Like
Liked
37:10In this episode, we’re joined by Dr. Grace Yum, founder of Mommy Dentists in Business, to explore how building a strong community and embracing leadership can help you grow a dental practice. We discuss mentorship, burnout, profitability, and how collaboration leads to greater success for women in dentistry.…
…
continue reading

1
#573 How to Exit Your Business The RIGHT Way w/ Chris Van Dusen
30:15
30:15
Play later
Play later
Lists
Like
Liked
30:15In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Chris Van Dusen to unpack the biggest mistakes business owners make when trying to sell—and how to avoid them. From cleaning up your books to understanding your true enterprise value, this is your roadmap to a smarter exit. Here are some of the highlights: Mark and Chris e…
…
continue reading

1
#572 LLC Masterclass: Everything Every Business Owner Should Know!
35:47
35:47
Play later
Play later
Lists
Like
Liked
35:47In this episode of the Mainstreet Business podcast, host Mat Sorensen kicks off the LLC Masterclass series with the questions every entrepreneur, investor, and side hustler needs answered: Do you actually need an LLC? How do you set one up the right way? What about paying yourself? How many LLCs should you have? And which state should you form it i…
…
continue reading

1
#571 How to Raise Money For Your Real Estate Deals w/ Hunter Thompson
43:55
43:55
Play later
Play later
Lists
Like
Liked
43:55In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes real estate investor Hunter Thompson to uncover how to raise capital legally and effectively in today’s skeptical, high-interest market. From 506(c) strategies to scaling with the fund-of-funds model, this is a must-listen for serious investors. Here are some of the highli…
…
continue reading
In this episode of the Cultivating Business Growth Podcast, host Megan Spicer is joined by Jaime Staley, Partner and CFO at Willow Virtual CFO, to break down the often-intimidating process of creating and managing cash flow projections. Whether you’re a seasoned entrepreneur or just trying to get a better handle on your finances, this episode is de…
…
continue reading

1
#570 Should I Be Afraid to File a Tax Extension (Listen before April 15)
1:07:30
1:07:30
Play later
Play later
Lists
Like
Liked
1:07:30In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen show how a tax extension can reduce stress, cut audit risk, and buy you time for smart tax moves. Get the facts on key deadlines, solo 401(k)s, and what to do now if you’re behind. Here are some of the highlights: Mark emphasizes that filing an extension gives time…
…
continue reading

1
#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek
41:51
41:51
Play later
Play later
Lists
Like
Liked
41:51When it comes to accounting for construction businesses, using a generic accounting program can result in more confusion than clarity. In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA, CGMA, and Virtual CFO, sits down with John Meibers, Vice President and General Manager of Deltek ComputerEase, to discuss the real…
…
continue reading

1
#569 Tax Lawyer QnA: Strategies The Rich Use to Avoid Paying Taxes
50:48
50:48
Play later
Play later
Lists
Like
Liked
50:48In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen dive into listener questions about tax and business planning. From maximizing deductions on rental properties to creative financing strategies for commercial real estate and smart ways to restructure an LLC, they address the biggest tax and business concerns entrep…
…
continue reading

1
#568 Asset Protection and Privacy: Reality or Illusion?
41:06
41:06
Play later
Play later
Lists
Like
Liked
41:06In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen give you the blueprint for bulletproof asset protection. From LLCs to trusts to holding companies, find out the smart, cost-effective strategies that work without the extra fluff. Here are some of the highlights: Mark & Mat break down the biggest asset protection s…
…
continue reading

1
#159: What is Cash Flow Management and Why is it Important?
28:55
28:55
Play later
Play later
Lists
Like
Liked
28:55Today, we’re diving into a fundamental topic for every business owner: what is cash flow management and why is it important? To help us unpack this, we’re thrilled to welcome back our resident cash flow expert, Jaime Staley. Known affectionately as the 'Cash Flow Queen,' Jaime brings her wealth of knowledge to help business owners take control of t…
…
continue reading
BOI Reporting Fines Canceled for U.S. Citizens & Businesses! Big news for U.S. business owners! The Treasury Department has announced that U.S. citizens and domestic businesses will not face fines or penalties for failing to file Beneficial Ownership Information (BOI) reports after new deadlines are set. Last week, FinCEN confirmed that updated BOI…
…
continue reading