Stock Market Falling…These 3 Strategies Could SAVE You!
The S&P 500 is down 15%—what should investors do? Don’t panic. Learn how smart investors protect and build wealth during market corrections using strategies like tax loss harvesting, portfolio reallocation, and staying invested through the rebound.
How the “Buy, Borrow, Die” Strategy Builds Wealth and Avoids Taxes
Discover how the wealthy use the Buy, Borrow, Die strategy to build long-term, tax-free wealth. Learn how to grow appreciating assets, borrow against them without triggering taxes, and pass them on to heirs with a step-up in basis—legally and efficiently.
What to Do with a 401(k) When You Leave Your Employer
What should you do with your 401(k) after leaving your job? This guide walks through your options—like rolling it into an IRA, moving it to a new employer, or cashing out—plus the risks, tax traps, and best practices for protecting your retirement savings.
BOI Requirement Does Not Apply to U.S. LLCs and Corporations: Final Interim Rule
New federal ruling confirms it: U.S. LLCs and corporations are officially exempt from BOI reporting under the Corporate Transparency Act. Learn what this legally binding update means for your compliance requirements and why the rule is temporarily—but not permanently—off the table.
BOIs Halted Again – 5th Circuit Reverses Itself on Dec 27, 2024
Learn about the 5th Circuit Court of Appeals' ruling halting the BOI reporting requirement for LLCs and corporations. Find out how this impacts small businesses and what to expect next in the case of Texas Top Cop Shop, Inc. v. Garland.
BOI’s Reinstated by Federal Appeals Court – New Deadline Jan 13, 2025
Learn about the updated BOI filing requirements for LLCs and corporations following a key federal appeals court ruling. The deadline has been extended to January 13, 2025. Understand who must file, what the key exemptions are, and how to stay compliant moving forward.
FinCEN BOI Requirement Ruled Unconstitutional
Learn about the recent federal court ruling that declared the FinCEN BOI filing requirement unconstitutional, impacting LLCs and corporations nationwide. Understand the implications, legal updates, and what it means for existing and future filings.
Dissolution of LLCs to Avoid FinCEN BOI Report and Asset Protection Consideration
Still have an old LLC or corporation? With BOI reporting requirements now in effect, dissolving unused entities can help you avoid costly penalties. Learn why year-end is the best time to clean house—and how to do it right.
IRA/LLCs – IRA Ownership of LLCs
Thinking about using an IRA/LLC for self-directed investing? Mat Sorensen breaks down how to structure it properly, key legal considerations, and common mistakes to avoid. Read his article featured by the California Lawyers Association.
Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
Major updates to retirement planning are here. The new omnibus bill expands Roth options, delays RMDs, and allows unused 529 funds to roll into Roth IRAs. While a fix for IRA prohibited transactions didn’t make it in, self-directed investors still gain from broader Roth access and new catch-up contributions. Here's what you need to know.
Self-Directed IRA Versus Solo 401(k)
Debating between a self-directed IRA and a solo 401(k)? Both accounts allow alternative investments like real estate and private companies—but the right fit depends on your self-employment status, income, and goals. In this article, Mat Sorensen explains the key differences in taxes, contributions, and set-up so you can choose the best structure for your retirement strategy.
Can I Use a SEP IRA If I Have Employees?
Wondering if you can use a SEP IRA if you have employees? The answer depends on their eligibility. In this article, Mat Sorensen breaks down the rules, loopholes, and strategies to maximize SEP IRA contributions while managing employee requirements.
Published Work
VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.
My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US
Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles
My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.