Tailored for small business owners and entrepreneurs like yourself who are looking for longterm financial planning and wealth management, The Business Owner’s Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. “Mark Kohler’s knowledge and expert opinion can save or make you thousands, if not tens of thousands, of dollars each and every year. This book is a must read for anyone who is serious about achieving or maintaining financial independence.”
“I have known Mark for over 15 years, and his legal and tax wisdom has truly changed not only my life but also the lives of those I coach and speak with at events on-stage. This is a must read!” DAN ZITOFSKY • OWNER, ZITOFSKY CAPITAL MANAGEMENT
BOB SNYDER • CEO, RENATUS
“Ever since What Your CPA Isn’t Telling You, I have been following Mark’s work. I have saved my clients thousands of dollars by implementing his recommended strategies.” ANGIE TONEY, CPA • ANGEL FINANCIAL SERVICES LLC
“Do you have a coordinated tax, legal, and financial plan? If not, you should read The Business Owner’s Guide to Financial Freedom. Your professional and personal life is about to get a whole lot better.” CHRISTIAN HESTER, M.D. • LITTLE ROCK EYE CLINIC
RANDALL A. LUEBKE • RFC, Investment Advisor Representative, RMA, CWPP, CMP, is the founder of Lifetime Paradigm, a firm that specializes in providing real estate integrated and self-directed retirement planning, asset protection, and estate and tax planning to businesses, homeowners, and real estate investors.
KOHLER • LUEBKE
MARK J. KOHLER • CPA and Attorney, is the author of What Your CPA Isn’t Telling You and The Tax and Legal Playbook. As a personal and small business tax and legal expert, he helps clients build and protect wealth with wealth transformation strategies and tax and legal remedies often overlooked in this challenging, ever-changing economic climate.
THE BUSINESS OWNER’S GUIDE TO financial freedom
TAKE CONTROL OF YOUR financial future
THE BUSINESS OWNER’S GUIDE TO
WHAT WALL STREET ISN’T TELLING YOU
ISBN-13: 978-1-59918-616-0 ISBN-10: 1-59918-616-0
$19.95 US Personal Finance / Wealth Management Cover design by Andrew Welyczko
entrepreneurpress.com
CPA, ATTORNEY • WITH RANDALL A. LUEBKE, RFC