Articles
Sample Podcast
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed IRA. If you have an existing IRA, 401(k), or another retirement account, and you’re wondering how to transition into...
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.
Corporate Transparency Act Ruled Unconstitutional
Breaking News: Federal Judge Strikes Down Corporate Transparency Act! Get the scoop on how this impacts LLCs and corporations. Plus, key compliance deadlines and what it means for you!
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.
Seller Financed Deals and Installment Sales
Seller financed deals can be a win-win strategy for buyers and seller of real estate or businesses. Seller financing means the seller of the asset, whether a business or property, agrees to take payments over time for the purchase price and as a result the seller is...
Top 3 Mistakes In Do-It-Yourself Estate Plans
The Internet has allowed families to prepare basic estate planning documents from documents online and at affordable prices. However, the increase in affordability and convenience found on the web has created a false sense of security and inadequate planning that has...
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.
