Advisory: Your Assets, Your Business, and Your Estate Are Running Without a Defense Plan.

PROTECT WHAT'S MINE

Entity Structuring. Tax Strategy. Estate Planning.

One attorney. One plan. Total protection.

Curated by Matt Theriault. Executed by KKOS Lawyers.

I don't recommend an attorney unless I use them myself. Mark Kohler and his team built my entity structure, my tax plan, and my estate plan — all under one roof. This is the only firm I send my people to.
Matt Theriault

Matt Theriault

Host of Epic Real Estate Investing

(1M+ Monthly Views)

Trusted by 10,000+ Clients
Offices in AZ, UT, ID
25+ Years Experience

WHY YOUR ACCOUNTANT NEVER BROUGHT THIS UP

The Entity Gap

You're operating without a structure. Your business income, personal assets, and real estate are all in the same bucket. One creditor, one lawsuit, one tenant — and everything is on the table. We build the walls between them.

The Tax Bleed

You're not cheating on your taxes. You're just overpaying — because nobody built you a plan. The right entity structure doesn't just protect you, it changes what you owe. Legally. We stop the bleed.

The Estate Freeze

If your estate plan is a filing cabinet and a prayer, the state will step in. Probate takes 7% and freezes everything for 18 months. Your family waits. The attorneys eat. We lock it down before any of that happens.

The system profits from your inaction. We're built to shut it down.

YOUR TRIFECTA DEFENSE SYSTEM

A comprehensive tax and legal strategy that brings your business, your assets, and your estate under one coordinated plan. Built by attorneys. Deployed for entrepreneurs.

01

The Fortress

Entity Structuring

The right business entity is your first line of defense. LLC, S-Corp, or a combination — we build the structure that separates personal assets from business liability and puts you in the most favorable tax position.

Business entity formation and setup
Asset separation and liability protection
S-Corp election and tax optimization
Full state filings, EIN, operating docs
02

The War Chest

Tax Strategy

A proper tax plan isn't about filing — it's about structuring. We review your situation, build your Trifecta diagram, and implement strategies that reduce what you owe. Every dollar you keep is a dollar in your War Chest.

Prior-year tax return review
Trifecta business-assets-estate diagram
Custom tax and legal implementation plan
Self-directed IRA and Solo 401(k) setup
03

The Lockdown

Estate Planning

Revocable living trust, powers of attorney, advance directives — this keeps the courts out of your family's business. Assets transfer instantly, privately, exactly how you want.

Revocable living trust and will
Powers of attorney (financial and healthcare)
Advance directives and living wills
Probate avoidance and instant asset transfer

YOUR MOVE.

Leave It Exposed

  • No entity structure in place
  • Overpaying taxes without a plan
  • Estate goes to probate by default
  • Personal assets exposed to business liability
RECOMMENDED

Deploy the Trifecta

  • Entity structure that separates and protects
  • Tax strategy that keeps more in your War Chest
  • Estate plan that bypasses probate entirely
  • One firm, one plan, total coordination

DID YOU MISS THE LATEST TAX DEFENSE Q&A?

Every quarter, Mark Kohler joins Matt Theriault to answer your specific tax and entity questions directly from the YouTube comments. If you have a complex situation that can't wait for the next episode, bypass the line and book a 1-on-1 strategy session with his team below.

SCHEDULE YOUR STRATEGY SESSION

Book a call directly with the KKOS Lawyers team. Complimentary for Epic Real Estate viewers. Tell them Matt sent you.