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.
Live Video-Broadcast: May 22, 2025
1 hour CLE
Tuition: $395.00
Co-Sponsored by myLawCLE
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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.
This course is co-sponsored with myLawCLE.
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
Credits
Alaska
Approved for CLE Credits
1 General
Alabama
Approved for CLE Credits
1 General
Arkansas
Approved for CLE Credits
1 General
Arizona
Approved for CLE Credits
1 General
California
Approved for CLE Credits
1 General
Colorado
Pending CLE Approval
1 General
Connecticut
Approved for CLE Credits
1 General
District of Columbia
No MCLE Required
1 CLE Hour(s)
Delaware
Pending CLE Approval
1 General
Florida
Approved via Attorney Submission
1 General Hours
Georgia
Pending CLE Approval
1 General
Hawaii
Approved for CLE Credits
1.2 General
Iowa
Pending CLE Approval
1 General
Idaho
Approved for CLE Credits
1 General
Illinois
Approved for CLE Credits
1 General
Indiana
Approved for CLE Credits
1 General
Kansas
Pending CLE Approval
1 Substantive
Kentucky
Pending CLE Approval
1 General
Louisiana
Pending CLE Approval
1 General
Massachusetts
No MCLE Required
1 CLE Hour(s)
Maryland
No MCLE Required
1 CLE Hour(s)
Maine
Pending CLE Approval
1 General
Michigan
No MCLE Required
1 CLE Hour(s)
Minnesota
Approved for Self-Study Credits
1 General
Missouri
Approved for CLE Credits
1.2 General
Mississippi
Pending CLE Approval
1 General
Montana
Pending CLE Approval
1 General
North Carolina
Pending CLE Approval
1 General
North Dakota
Approved for CLE Credits
1 General
Nebraska
Pending CLE Approval
1 General
New Hampshire
Approved for CLE Credits
60 General minutes
New Jersey
Approved for CLE Credits
1.2 General
New Mexico
Approved for CLE Credits
1 General
Nevada
Approved for CLE Credits
1 General
New York
Approved for CLE Credits
1.2 General
Ohio
Approved for CLE Credits
1 General
Oklahoma
Pending CLE Approval
1 General
Oregon
Pending CLE Approval
1 General
Pennsylvania
Approved for CLE Credits
1 General
Rhode Island
Pending CLE Approval
1 General
South Carolina
Pending CLE Approval
1 General
South Dakota
No MCLE Required
1 CLE Hour(s)
Tennessee
Approved for CLE Credits
1 General
Texas
Approved for CLE Credits
1 General
Utah
Pending CLE Approval
1 General
Virginia
Not Eligible
1 General Hours
Vermont
Approved for CLE Credits
1 General
Washington
Approved via Attorney Submission
1 Law & Legal Hours
Wisconsin
Pending CLE Approval
1 General
West Virginia
Pending CLE Approval
1.2 General
Wyoming
Pending CLE Approval
1 General
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