BUSINESS & INVESTOR INSIDER REPORT

SPECIAL TAX PLANNING EDITION - 2026

The "360 Blueprint" Used by Savvy US Investors to Legally Shield Assets and Slash Tax Bills in 2026

Why your current CPA might be missing the "Roadmap" that high-net-worth business owners are using to protect their legacy.

The Silent Profit Killer

For most American business owners, the end of the fiscal year is met with a familiar dread: a massive tax bill and the realization that their assets are one “lawsuit” away from disappearing. While most entrepreneurs work 60+ hours a week to build their dream, they often leave the back door wide open for the IRS and legal predators.

The problem isn’t lack of hard work. It’s a lack of a Legal & Tax Roadmap.

Beyond Basic Accounting

Standard accounting focuses on the rearview mirror—telling you what you owed last year. But as the 2026 tax landscape shifts, “reactive” accounting is no longer enough. High-performance investors and entrepreneurs are shifting to a proactive, 360-degree approach.

This isn’t about “loopholes” or “shady schemes.” It’s about professional-grade structuring—the kind that separates the amateur from the elite.

Led by Mark J. Kohler & Mat Sorensen, the Dynamic Duo of the Main Street world.

When it comes to asset protection and tax strategy in the US, two names consistently rise to the top: Mark J. Kohler and Mat Sorensen. Known as the “Dynamic Duo” of the Main Street world, they have spent decades helping business owners and real estate investors navigate the complex intersection of law and taxes.

Their philosophy is simple: You don’t need a miracle; you need a system.

Led by Mark J. Kohler & Mat Sorensen, the Dynamic Duo of the Main Street world.

The Main Street 360 Event

For the first time this season, the Main Street Professionals team is opening the doors to their flagship training:

Main Street 360.

This isn’t a typical “seminar.” It is a deep-dive workshop designed to provide a comprehensive Legal & Tax Roadmap for:

Tax Professionals

Aiming to get certified in the latest high-level strategies.

Real Estate Investors

Looking to shield their portfolio from liability.

Small Business Owners

Seeking to optimize their(LLC vs. S-Corp).

What’s Inside the 360 Roadmap?

The ultimate event for small business owners across America, offering powerful tax, legal, and financial strategies to grow, protect, and scale your business. Join top experts, including Mark J. Kohler, for actionable insights, real-world solutions, and a supportive Main Street community. Enjoy 3 days of cutting-edge strategies, CE credits, and networking to transform your practice.

Ready to build your wealth fortress?

Join the Main Street 360 Event.

Main Street 360

$495

What's included

Business Owner HQ

$1,495

What's included

Complete Your Yearly Requirements in One Weekend: 20+ Hours of Specialized Credits.

1:00 PM - 3:00 PM

Registration and Check In

3:00 PM - 4:00 PM

"Sell Hype...Don't Buy it"

Mark J Kohler

4:00 PM - 5:00 PM

Relationships Will

Determine Your Success

Mark J Kohler

Patti Britt Kohler

5:00 PM - 7:30 PM

Happy Hour Networking Party & Band

7:30 AM – 8:30 AM

Check In

8:30 AM – 9:30 AM

The Power of Buying Real Estate in Your IRA

Mat Sorensen

09:30 AM – 10:30 AM

Camouflage Versus the Bulletproof Vest:

Privacy Strategies that Actually Work

Mark J Kohler

10:30 AM - 11:00 AM

Break

11:00 AM - 12:00 PM

Content Creation 101: From Idea to Execution

Dillon Kohler

11:00 AM - 12:00 PM

Cost Segregation Goldmine:

How to Accelerate Depreciation

Kim Lochridge

11:00 AM - 12:00 PM

Black Gold:

A powerful investment & Tax Strategy Both

(Tax Benefits: Unlocking

Oil & Gas Investment Advantages)

Mike Maucelli

12:00 PM - 1:15 PM

Lunch

1:15 PM - 1:30 PM

Break

1:30 PM - 2:30 PM

The Financial Freedom Roadmap:

Investing the Profits from Your Business

(Building Independence avoiding common blunders)

Rone Davis

1:30 PM - 2:30 PM

Business Vehicles, Equipment,

and Write-Offs That Move the Needle

Farah Saleh

1:30 PM - 2:30 PM

Exit Strategies for your Most Valuable Asset: It

could be more than Selling Your Business

Mat Sorensen

2:30 PM - 3:00 PM

Break

3:00 PM - 4:00 PM

Follow the Money:

Managing Your Business with KPIs and

What Your Financial Reports Are

Really Telling You

Aaron Siegel

3:00 PM - 4:00 PM

Real Estate Tax Secrets:

Strategies the Wealthy Use

Mande Clark

Bobby Bodner

3:00 PM - 4:00 PM

Shield Your Wealth:

Asset Protection Strategies That Hold Up

Ashley Burr

4:00 PM - 4:30 PM

Break

4:30 PM – 5:30 PM

LIVE Podcast: Ten Mistakes that Made Us Successful

Mark J Kohler

Mat Sorensen

6:00 PM – 9:00 PM

Speed Networking Event and Dinner

8:30 AM – 9:30 AM

Check In

09:30 AM – 10:30 AM

Transformation

10:30 AM – 11:00 AM

Break

11:00 AM - 12:00 PM

Marketing That Actually Converts:

Proven Strategies to Grow Your Client Base

Dillon Kohler

11:00 AM - 12:00 PM

All the Options to Avoid, Defer,

or Offest Capital Gains

Bobby Bodner

11:00 AM - 12:00 PM

Insurance Blind Spots: The Coverage Gaps

That Could Destroy Your Business and Your

Life Overnight

Rone Davis

12:00 PM - 1:15 PM

Lunch - Women's Panel

"A Unique Approach to Business"

1:15 PM - 1:30 PM

Break

1:30 PM - 2:30 PM

Systemizing & Optimizing Your Business:

The Automation Advantage

Aaron Siegel

1:30 PM - 2:30 PM

One of the American's Biggest Costs and

Underutilized Tax Strategies

Mande Clark

1:30 PM - 2:30 PM

Buying Your Way to Success: A Pathway to

Acquiring Profitable Businesses

Ashley Burr

2:30 PM - 3:00 PM

Break

3:00 PM - 4:00 PM

Developing People: The Secret to Scaling

Your Business

Carmen Payne

3:00 PM - 4:00 PM

S-Corp 2.0: Cutting-Edge Planning

Strategies for Maximum Tax Savings

Julie Merrill

3:00 PM - 4:00 PM

Protecting Your Legacy: You WILL Die

or be in an Alzheimer unit...Let's deal with it

Kevin Kennedy

4:00 PM - 4:30 PM

Break

4:30 PM – 5:30 PM

Closing Keynote & Drawings Mark J Kohler

6:00 PM – 9:00 PM

VIP Party

09:00 – 10:30

Private Breakfast & Open Forum

The Competitive Edge:

Why This Event is Different

Real Strategies That Drive Growth

Practical tax, legal, and business strategies proven to work on Main Street—not theory.

From startup to exit, learn how to grow smarter, reduce taxes, and build long-term wealth.

Surround yourself with growth-minded professionals who challenge your thinking and accelerate results.

Fulfill your CE requirements while gaining strategies you’ll actually use with clients.

The clarity, energy, and momentum in the room can’t be replicated online.

The best insights often come between sessions—hallway conversations, coffee breaks, and chance meetings.

More than a conference—this is a catalyst for momentum, partnerships, and clarity.

Hear directly from leaders applying real-world strategies in AI, tax, legal, real estate, crypto, and retirement planning.

Business Building, Legal & Finance, and Tax Planning—designed to help you make or save serious money at every stage.

Testimonials

The Main Street Tax Pro Certification completely changed the way I serve clients. It gave me the tools and strategies I wasn’t taught even after 30 years as a Certified Financial Planner. It opened doors I didn’t even know existed—and it’s had a direct, massive impact on our revenue and client success.
Bill Wilkins
President & CEO, Wilkins Wealth Management Group
Surround yourself with people who know more than you—and you’ll grow. That’s what the Main Street Tax Pro community gave me. I’ve gained knowledge, confidence, and the chance to help others grow too. You can’t go wrong.
Diva R. Mejias
Founder, Complete Tax & Business Solutions, Inc.
I thought I had seen it all after decades in the industry. I was wrong. Joining the Main Street Tax Pro network opened my eyes to entirely new possibilities—and it’s pushed me to level up, not just for my benefit, but for every client who trusts me with their future.
Gary C. Scott
Founder, GCS & Associates Financial Services, Main Street Certified Advisor

FINAL CALL: Limited Seats Remaining

Register before doors close.

Secure your 3-day mastery experience now.

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Disclaimer: The information provided on this website is for educational and informational purposes only and should not be construed as professional legal, tax, or financial advice. We recommend consulting with a qualified professional before making any financial or legal decisions. Results may vary based on individual circumstances.