Holding the Annual Board Meeting: Legal Requirements and Tax Strategy

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.

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