Mat Sorensen

Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. Mat has been quoted or referenced by major publications such as The Wall Street Journal, The Guardian, Forbes, Entrepreneur, Attorney at Law Magazine, and Yahoo Finance. Mat has advised thousands of clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self...See more

Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. Mat has been quoted or referenced by major publications such as The Wall Street Journal, The Guardian, Forbes, Entrepreneur, Attorney at Law Magazine, and Yahoo Finance. Mat has advised thousands of 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. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators. Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court. Mat is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office. Mat Received his B.S. in Economics from the University of Utah in 2001 and his Juris Doctor degree from the University of Maryland School of Law in 2004. Mat's website is ... See less