Welcome to the Main Street Business Podcast with your distinguished hosts, Mark J. Kohler and Matt Sorensen.

Both are best-selling authors and have over 25 years of industry experience with 10,000 client consultations,

making them the leading tax and legal experts in the nation.

Together, they'll unpack the most complex tax, legal, and financial strategies,

crucial for saving more,

stressing less, and building generational wealth. Today, they're your personal advisors.

Ready to break it down for you and make the tax and legal game easier than ever. Here is Mark and Matt.

This video is for any accountant, enrolled agent, CPA, attorney or financial advisor that

wants to transition their practice to tax advisory or even simply add advisory services to their practice.

And in the off season, typically the fall, is the time to do it. Now, my name is Mark Kohler. I'm a CPA

attorney, bestselling author. I've been in the tax and legal industry for almost 25 years. I've done my 10,000 consultations, and I've cracked

the code on advisory services. I'm going to give you eight steps today on the big picture, the

plan of converting your practice to advisory, creating better job satisfaction,

having a more lucrative practice, and impacting the lives of thousands, thousands of business

owners that have families themselves that need advice, that want tax advisory. You know this. This is

the holy grail of being a tax and legal or financial professional. I can't wait to

share this with you. And I know you're going to have some major takeaways. And before we jump into these eight,

I want to remind you that this is my eight. I think there could be more. I think this makes sense.

And also, we could take eight hours to go through this.

So I'm going to hit the highlights, tell you really what you need to do.

There's no hide the ball.

But I also point out the fact that I've been teaching this for now over two years to a tribe, a community, and my tax advisory network.

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