Kyler Kohler Ostermiller & Sorensen, LLP (“KKOS Lawyers”) was founded by attorneys Chris Kyler and Mark Kohler in 2001. Today, KKOS Lawyers assists clients nationwide from offices in Arizona, California, and Utah. Our firm handles business planning, estate planning, tax planning, self directed retirement planning and ERISA, securities law, litigation, government relations, and real estate. We have achieved numerous victories for our clients in Court, in the Utah Legislature, and in advising thousands of clients in their individual businesses and estates. Our firm strives to provide effective, competent counsel at competitive rates. Our firm has attorneys licensed in Utah, California, Colorado, Arizona and Nevada.
Kohler & Eyre CPAs, LLP (“K&E CPAs”) has a team of 5 CPAs and 18+ staff serving clients nationwide from offices in California and Utah. They complete thousands of tax returns for small business owners and real estate investors saving them thousands. Their Managing Partner, Mark J. Kohler, recently published the critically acclaimed book, written as a ‘story’, “What Your CPA Isn’t Telling You”, published by Entrepreneur ©. They pride themselves in communication, thinking outside the box and a proprietary checklist of tax strategies they implement with all of their clients.
At uDirect IRA Services, the investments in your retirement account can be self-directed by “U”. Most IRAs are typically invested in stocks, bonds and mutual funds. With a self-directed IRA from “uDirect”, as the name implies, you make the investment choices. The types of investments are almost limitless. With the self- directed IRA account, “uDirect” acts simply as an independent administrator handling the investment transactions which you dictate.
Pacific Enterprise Bank started in April 2007 with $31 million in capital and is privately held which affords it the ability to be responsive and open-minded to the various business banking needs of its clients. The Bank is an entrepreneurial bank and is always looking for ways to meet the needs of the underserved business community. With three locations, headquarters in Orange County, the Bank’s geographic footprint services Southern California. Like all businesses, success is heavily determined by the capabilities of its employees. Bank employees have both big bank and community bank experience which lessens the time spent in understand a clients needs and subsequently providing solutions. The Bank has over 45 employees dedicated to provide first class depository services/products with the assistance of the latest technology as well as provide lending solutions using common sense business minded decision making.
Lynn Heubach is the Co-founder of Hazel EyesInvestments LLC and Hazel Eyes Ventures Inc. Her company’s focus is on real estate investing: Acquisitions, JV’s/Equity Partnerships, Notes/Lending, Consulting and Property Management. Lynn has been actively investing since 2001. She has survived the real estate cycle/waves and just keeps getting stronger by implementing new strategies an/or techniques to move her business forward. She has many rental properties (both traditional and creative financing) and prides herself on her ability to be a great connector, mentor and networker in her real estate investment communities. Her and her partner both have Hazel Eyes, as well as their 2 cats. We do business with people of all colors of eyes.