Holding the Annual Board Meeting: Legal Requirements and Tax Strategy
Mark J. Kohler isn’t just another CPA—he’s a wealth-building, tax- lashing, business-scaling expert who’s been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked no. 391 on Inc. 5000), five-time bestselling author, Mark has been a trusted voice for small business owners nationwide.
1 hour CLE
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Program Summary
Mark J. Kohler, CPA, and Attorney will first explain the reasons why a ‘Board Meeting’, and specifically that of a “Family Board Meeting” is critical to the success of a family business. Mark will explain the requirements for a board meeting that creates real asset protection, the tax strategies related to the meeting, and the ability to train family members about the business and better leave a family legacy. Mark will also teach the procedures and best practices to hold the meetings on a regular basis. Bottom line, EVERY small business owner in America should be holding regular family board meetings.
Key topics to be discussed:
- What are the legal requirements for an annual board meeting
- How to hold a family board meeting
- Legitimate tax strategies around the family board meeting
- Enhanced asset protection with a proper annual board meeting
Date / Time: May 22, 2025
- 4:00 pm – 5:00 pm Eastern
- 3:00 pm – 4:00 pm Central
- 2:00 pm – 3:00 pm Mountain
- 1:00 pm – 2:00 pm Pacific
Closed-captioning available
Speakers
Mark J. Kohler | Mark J. Kohler
Mark J. Kohler isn’t just another CPA—he’s a wealth-building, tax- lashing, business-scaling expert who’s been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked no. 391 on Inc. 5000), five-time bestselling author, Mark has been a trusted voice for small business owners nationwide. He’s been named Tax Advisor of the Year and been a guest for Fox, Bloomberg, The Wall Street Journal, Yahoo! Finance, NBC, Wharton School of Business, and the World Economic Forum in Davos. Mark’s Main Street Business podcast, Tax & Legal 360 events, social media platforms, and Main Street Professional Certification Program, help take the complexity out of taxes—enabling thousands to keep more money, grow faster, and build lasting wealth.
Agenda
I. What are the legal requirements for an annual board meeting | 4:00pm – 4:15pm
II. How to hold a family board meeting | 4:15pm – 4:30pm
III. Legitimate tax strategies around the family board meeting | 4:30pm – 4:45pm
IV. Enhanced asset protection with a proper annual board meeting | 4:45pm – 5:00pm
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