Tax and Legal 360

Mark Kohler

CPA, Attorney, Author, Senior Partner - KKOS Lawyers

Mark Kohler is the Nation's #1 Tax Attorney, leading a new wave of tax strategy education. Mark is a founding partner at KKOS Lawyers and co-founder at Directed IRA. Mark has authored five books and spoken on hundreds of stages to hundreds of thousands of people. Tax & Legal 360 is the largest, most jam-packed event he has ever held.

Mat Sorensen

Attorney, Senior Partner - KKOS Lawyers, CEO- Directed IRA

Mat Sorensen is a senior partner at KKOS Lawyer. Mat has authored and self published the Self Directed IRA Handbook, an amazon best seller. He is the #1 educator in the nation on Self-Directed retirement stategies. Mat is the co-host of the Directed IRA podcast and the Main Street Business Podcast.

Kevin Kennedy

Attorney, Partner - KKOS Lawyers

Kevin is a tax lawyer that helps small business owners and real estate and crypto investors with tax, business, and estate planning. His ‘bread and butter’ work assists clients in establishing their ‘trifecta.’ He has a niche in the area of self-directed IRA/401k law. In the last ten years, Kevin has formed 1,000+ LLCs, S-corps, self-directed IRA LLCs, self-directed Solo 401ks, and estate plans.

Jarom Bergeson

Attorney - KKOS Lawyers

For over a decade, as an attorney Jarom has focused his practice on helping clients save taxes, protect their assets, raise business capital, navigate self-directing their retirement, and ensure their loved ones are taken care of after they pass away. Helping entrepreneurs, small business owners, and real estate investors from all across the country and all walks of life.

Deven Munns

Attorney - KKOS Lawyers

Deven Munns is a Senior Attorney at KKOS Lawyers. With close to 6 years at KKOS, Deven has consulted with thousands of business owners and investors to save more on taxes and protect their hard-earned wealth.

Alison Nef

Attorney - KKOS Lawyers

As an attorney, Alison's focus at KKOS has been helping clients preserve and pass on their hard-earned wealth through estate planning. Estate planning gives Her entrepreneurial clients peace of mind knowing they have a business succession plan in place, can avoid probate, and that loved ones are provided for if something tragic happens.

Randy Luebke

President - Lifetime Paradigm, Inc., RFC, RMA, CWPP, CMP

Randy is the President of Lifetime Paradigm, a financial advisory and consultant firm. Randy has been helping clients for over 30 years and has amassed powerful wealth-building strategies. Additionally, Randy co-authored Business Owner's Guide to Financial Freedom with Mark J Kohler

Lee Chen

Attorney - KKOS Lawyers

With over ten years of experience at KKOS Lawyers as an Attorney, Lee has established hundreds of business entities, estate plans, and solo 401Ks and has provided advise to clients on coordinating all elements within their overall financial structure. Lee has assisted clients with their transactions including partnership agreements, real estate contracts, and business agreements.

Mande Clark

Financial Coach - Tax Advisor

Mande Clark is a distinguished Business Consultant and Financial Coach operating a flourishing practice out of Waco Texas. She is a Main Street Certified Tax Advisor specializing in helping real estate investors and small business owners save on taxes.

Max Merritt

Attorney - KKOS Lawyers

As an attorney, Max works with clients at KKOS Lawyers in all core services, including The Trifecta, Business Planning and Structuring, Estate Planning, Self-Directing Retirement Accounts, Charitable Remainder Trusts, and Cryptocurrency.

Bobby Bodner

EA, M.S. Tax, Managing Partner - Breadify Financial

Bobby Bodner, an Enrolled Agent, co-founded Breadify, a Tax advising company that helps business owners keep more of their hard-earned 'bread.' Bobby is also a Main Street Certified Tax Advisor.

Patti Campbell

Certified Life and Relationship Coach

Patti is an entrepreneur and real estate investor. Patti helps highly successful men improve their personal and business relationships in her private coaching practice.

Garrick Peterson

Attorney - KKOS Lawyers

Over the course of Garrick's career as an attorney, he has advised hundreds of clients on matters ranging from common misdemeanors to tax strategies. Protecting people’s interests from the government and others has always been his main objective in everything he has done as a lawyer.

Scott Saunders

Senior Vice President - Asset Preservation, Inc.

Scott Saunders is the senior vice president at Asset Preservation Inc., which provides various services for investors, most notably 1031 services. 

Michael Mauceli

CEO - Reef Oil and Gas Company, LP

Michael Mauceli is the principal executive officer of REI Energy LLC and its affiliates, a seasoned oil and gas professional with over 40 years of experience in the energy industry. Mike is also an author and the host of a successful podcast. "The Energy Show with REI Energy" where we Energize your Investments and Maximize your Tax Deductions.

Navi Maraj

CPA, MSCTA - Navi Maraj CPA, PLLC

Navi, a Florida native, obtained a Bachelor’s degree in Business Management and a Master’s in Accounting from Florida Atlantic University. Over the last 15 years, Navi has worked in the banking and accounting industries. During his professional career, he worked with companies such as Wells Fargo, JPMorgan Chase, and Deloitte & Touche. As a business banker, he consulted with businesses with annual sales of $10M. As a public accountant, he audited the financial statements of publicly traded companies. From these experiences, he acquired various skills to provide clients with information and advice to help mitigate their tax obligations.

Diva Mejias

MBA, MSCTA - Linoma Financial Services, Inc.

Diva R. Mejias is a seasoned professional with over three decades in corporate finance, including a notable role as District Controller for United Parcel Service where she managed $350M annually. An entrepreneur with significant tax expertise, she's a Main Street Certified Tax Advisor and ITIN Certified Acceptance Agent, preparing thousands of tax returns under her company, DM Financial Services. Additionally, she is licensed in multiple states as an insurance agent and serves as a Realtor with CENTURY21. Diva has also lent her expertise to numerous non-profits and currently holds several board positions. She's been recognized for her work and community service, receiving awards such as the 2021 Bloc 50 over 50 and the 2023 Annual Tribute to Women.

Mark Fetzer

Attorney - KKOS Lawyers

As an attorney, Mark's passion is helping entrepreneurs structure their operations in an efficient and simple manner to mitigate their tax exposure and protect their assets. Mark strives to provide a comprehensive plan that establishes a structure that works for today, but that is flexible for future growth.

Ashley Burr

Attorney - KKOS Lawyers

As an Attorney at KKOS, Ashley has primarily focused on estate planning and business structuring. Ashley helps entrepreneurs navigate through their needs for entity formation, asset protection, and control over their personal and business assets. Ashley enjoy educating clients about the importance of choosing the right entity for their business and the many tax saving strategies that can be implemented.

Kim Larsen

EA