Mat is a Wealth Lawyer and Award-Winning Entrepreneur. He is Founder and CEO of Directed IRA & Directed Trust Company where they have over $3B of assets under administration. Directed IRA is a 3 time INC 5000 winner as one of the fastest growing companies in America. Mat is also a Senior Partner at KKOS Lawyers where he serves in an advisory role and does not practice law. KKOS Lawyers is a business and tax law firm that serves clients nationwide from its offices in CA, AZ, UT, and ID. Mat is also co-founder of Main Street Business Services, a company compliance business handling registered agent services as well as annual renewals, minutes, and filings for over 10,000 LLCs and corporations in all 50 states.
Mat is a VIP Contributor for Entrepreneur and is the author of the #1 book in the self-directed field, The Self-Directed IRA Handbook, which has sold over 50,000 copies.
Mat Sorensen - Wealth Lawyer & Entrepreneur
Join me today at 4 PM PT for another Wealth Office Hours Live.
As part of this ongoing series for business owners and investors, I’ll be covering a topic I’m frequently asked about: how to properly protect your assets from lawsuits and creditors.
We’ll walk through:
- How to structure your LLC correctly
- Proven asset protection strategies used by experienced investors
- Common mistakes that can expose your personal and business assets
As always, we’ll wrap up with a live Q&A.
If this is something you or someone you know could benefit from, especially business owners or S corp owners, feel free to pass it along.
See you at 4 PM PT: https://www.youtube.com/watch?v=soNGk...
1 week ago | [YT] | 2
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Business owners are often overpaying in taxes—and most don’t realize it until it’s too late.
In this episode of Wealth Office Hours Live, we break down practical tax strategies that business owners and investors can use to improve tax efficiency and reduce liability.
Whether you’re an S-corp owner, entrepreneur, real estate investor, or scaling an operating business, we cover core planning strategies that can have a meaningful impact when properly implemented.
We also close with a live Q&A, working through real questions and scenarios from business owners and investors.
If you’re serious about proactive tax planning and long-term wealth building, this is an episode worth watching.
Join me here at 4pm PT: youtube.com/live/tJwFZ95Uo5k
2 weeks ago | [YT] | 10
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Today, at 4pm PT, I’m kicking off an 8-part series on wealth building, starting with LLC and entity structuring for business owners. This is one of the most important (and often misunderstood) areas of building and protecting wealth.
Bring your questions. These sessions are designed to be practical and interactive so you can get clarity on your specific situation.
Looking forward to this series and answering your questions. See you soon!
3 weeks ago (edited) | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going LIVE, Today 4pm PT, on Wealth Office Hours.
If you’re trying to finalize your taxes and haven’t looked at your retirement account strategy yet, you may still have time to make moves that impact your 2025 tax return.
In this week’s live, we’re breaking down the IRA and 401(k) strategies you can still implement before the April 15 deadline, including:
• IRA and Roth IRA contribution strategies
• Backdoor Roth timing
• HSA contributions that still count for 2025
• Solo 401(k) rules for business owners
• How some investors can effectively double up contributions across tax years
Too many people focus on filing their return instead of maximizing the strategies that affect it.
Join me live, bring your questions, and let’s make sure you’re not leaving tax savings or retirement growth on the table.
1 month ago | [YT] | 0
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Today at 8:00 AM PT (9:00 AM MST) I’ll be going live again for Wealth Office Hours — Spring Break Edition.
Get your tax questions answered so you can actually relax during spring break.
Before you file your tax return, make sure you’re not leaving money on the table. We’ll be breaking down key tax strategies to consider before filing, including the standard vs. itemized deduction, bonus depreciation, QBI, and other planning moves that could impact how much you pay.
Join me live, bring your questions, and let’s talk strategy. Let’s make spring break fun and stress-free!!
1 month ago | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
BIG NEWS...
Wealth Office Hours LIVE is officially here!
Join me LIVE every Thursday at 4pm PT / 7pm ET for a weekly breakdown of
✅ Breaking investing and wealth-building news
✅ Issues directly impacting your wallet
✅ Live answers to your most pressing financial questions
This is your exclusive chance to get ahead in the investing world and build real wealth.
👇What's the #1 financial topic on your mind right now?
(Don't forget to hit Subscribe 🔔 and turn on notifications so you never miss out!)
3 months ago | [YT] | 16
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Mat Sorensen - Wealth Lawyer & Entrepreneur
What's going on with Bitcoin and Crypto? I was honored to be on and share my thoughts on the $50 Trillion in retirement accounts that is allocating more to Crypto with Scott Melker, The Wolf of All Streets, Tillman Holloway and Andrew Parish of Arch Public.
5 months ago | [YT] | 0
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Breaking News!! House has officially passed the new tax bill. Going live at 8:30 PT-
10 months ago | [YT] | 20
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going live in a little over an hour with some updates on individual benefits in the One, Big Beautiful Tax Bill.
10 months ago | [YT] | 20
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going live at 4PM PT. Breaking News- New House Tax Bill Released.
11 months ago | [YT] | 21
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