Real Talk # 301 Take Control Of Your Future!

Attorney Mat SorensenJoin us today on Real Talk on Real Estate as Barry and Mat Sorensen, Partner at KKOS Lawyers in Phoenix, Arizona discuss what it takes in this day and age to “Take Control Of Your Future”. Listen live online at from 10am – 11am PT today!


3033 N. Central Avenue, Suite 415 | Phoenix, AZ 85012

Phone 602-761-9798 | | e-mail:

Mat’s Bio:

Mat is a partner at KKOS Lawyers in its Phoenix, AZ office. KKOS Lawyers assists clients nationwide from its offices in Arizona, Utah, and California. Mat’s practice areas include self directed IRA law, business entity formation, tax law, real estate, and securities law.

Mat is the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors. The Self Directed IRA Handbook was released in January 2014 and was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and was ranked as the #3 overall Best Seller in January in the same category.

Mat’s practice has a particular emphasis on self directed retirement plan law. Mat has assisted over 1,000 clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. Most of Mat’s clients are self directed retirement account owners structuring investments in real estate, into IRA/LLCs, or into private companies. Mat’s clients also include trust companies, financial institutions, insurance companies, hedge funds, and third party administrators. In addition to his legal practice, Mat also serves as an instructor for the Retirement Industry Trust Association’s (“RITA”) Self Directed IRA Professional certification program. RITA is the premier national association representing the self directed retirement plan industry.

Mat regularly consults self directed retirement account owners on IRC 4975 and the prohibited transaction rules applicable to self directed retirement account investments, on UBTI and UDFI taxes, and has successfully represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court.

Please visit Mat’s website for testimonials and for more information.

About Barry Mathis

Barry Mathis "Broker Barry" has over a decade of experience in the local Real Estate Market. As an active Broker who is personlly involved in the current market , he brings a unique perspective to his advice and his actions. He has ridden the wave of Real Estate from the lows to the highs and back to the lows and now is perfectly position to guide you in this new rising market. His experience as a senior member of a high volume sales team and later as the Broker/Owner of an Intero Franchise has given him a view into thousands of transactions. Most recently he launched and operated one of the fastest growing Property Management companies in northern California , untll its sell aat the end of 2012 The lessons learned in over 1200 + real estate transactions have provided him with a depth of knowledge that simply cannot be learned any other way.Barry knows what it takes to get it done in Real Estate. He has invested in both commercial and residential Real Estate, sometimes for a quick flip and but more often for longer term buy and hold positions. He is a Certified Distressed Property Expert.
This entry was posted in Blog and tagged , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *