#617 The Trust is the Missing Link to your Trifecta

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 15 April 2026

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

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Transcript

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0:00.0	Welcome, everyone, to the Main Street Business Podcast.
0:04.3	This is Matt Sorensen joined by the great and powerful Mark J. Kohler, and we're delighted to be with you today because we have a special message, an important message, probably an intervention for you.
0:17.3	Many of you need to hear this.
0:18.9	And great and powerful, what you've been watching wizard of
0:21.0	Oz appreciate that though um the mess you are great thank you powerful okay the topic today
0:27.3	what is that missing link in your business structure legal structure trifecta as we love to call
0:34.9	it and which illustrates so much the coordinated structure all business
0:39.8	owners and frankly investors need to have. What is that missing link, Matt? You can give it away
0:45.2	right now? The missing link is your trust. It's the boring part, but it's the part that
0:51.5	brings it all together. You've already planned a bad mindset right there.
0:55.2	You all think this is more.
0:56.0	I thought this was just going to be fun. I'm trying to be transparent. I'm trying to meet you where you are right now. Okay. And I'm going to get you where you need to be. Okay. I know you haven't done it because you're like, that sounds boring. I'm not going to die today. Yeah. I believe in some of you.
1:09.9	I know that you've been waiting for this podcast.
1:12.1	You know what, damn it.
1:13.2	I've been wanting to do my estate plan.
1:14.8	I'd love to. I'm not going to die today. I believe in some of you. I know that you've been waiting for this podcast.
1:12.1	You know what, damn it, I've been wanting to do my estate plan.
1:14.7	I love this topic.
1:16.2	Pray tell, gentlemen.
1:17.3	Tell me what to do.
1:18.9	However you, whatever person you may be, we're going to get you there because the fact of the matter is, we're going to spend all this time working
1:28.2	hard, building wealth, saving, paying off our debt, building a business, an entire retirement
	...

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