What if the difference between paying taxes and building wealth is just a shift in mindset? In this episode, Heidi Henderson sits down with Mark J. Kohler, attorney, CPA, bestselling author, and one of the most trusted voices in tax and legal strategy for small business owners and real estate investors. Mark shares how to move beyond compliance into actual advisory work, revealing the tax strategies and legal tools that help entrepreneurs protect their wealth and maximize value. Whether you're a professional looking to elevate your practice or an investor ready to sharpen your tax game, this conversation delivers the frameworks and insights you need to take control of your financial future.

On today's episode, we'll cover:

• Mark's journey from compliance-focused professional to attorney, CPA, author, and advisor helping thousands build more innovative wealth strategies
• The mindset shift required to move from "filing returns" to delivering transformational tax and legal advisory services
• The most significant tax and legal mistakes small business owners and real estate investors make and how to avoid them
• Balancing aggressive tax strategies with client protection and IRS compliance
• Overlooked tax strategies for real estate investors and business owners, including navigating passive loss limitations and basis calculations
• Near-term tax opportunities with evolving legislation that savvy investors should act on now
• Practical steps for professionals ready to transition into advisory work and create lasting client impact

Mark J. Kohler is an attorney, CPA, author, speaker, and educator who has spent his career empowering small business owners, professionals, and real estate investors to master the intersection of tax, law, and wealth. Through his firm, books, and educational platform, Mark has served thousands of clients, helping them move beyond basic compliance into strategic advisory that protects assets and maximizes financial opportunities. His work focuses on making complex tax and legal concepts accessible while delivering high-impact strategies that drive real results.

Connect with Mark:

• TikTok: https://www.tiktok.com/@markjkohler
• Instagram: https://www.instagram.com/markjkohler
• Facebook: https://www.facebook.com/markkohler/
• LinkedIn: https://www.linkedin.com/company/mark-j-kohler-company/
• YouTube: https://www.youtube.com/c/markjkohler
• X (Twitter): https://x.com/markkohler

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