Mat Sorensen
N/A
Licensed for 17 years
Law Degree
Awards
Primary Practice Area
Estate Planning
Language
English
About
Mat routinely advises business owners, real estate investors, and individuals on entity formation, tax planning, raising capital, asset protection and on self directed IRA and retirement plan investments. 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 is an Amazon best-seller and is the most widely used and referenced book in the self-directed IRA industry. Mat’s legal practice has a particular emphasis on self directed retirement plan law. Mat has advised over a thousand 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 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. In addition to Mat’s self directed retirement plan practice, he has litigated in federal and state Courts in Arizona, Utah and California, has assisted dozens of clients in raising capital through private offerings, has advised over a thousand clients in business formations and planning, and has helped clients buy/sell numerous multi-million dollar businesses. Mat has received many awards and recognitions for his work, including recognition by Utah Business Magazine as a "Legal Elite in the area of Corporate Counsel," and by Attorney at Law Magazine as "Attorney of the Month." Professional Associations and Awards Member of Arizona and Utah Bar Outside Activities In addition to practicing law, Mat is a partner in a real estate development company, a commercial real estate holding company, and has owned and managed a title insurance agency. Mat was a guitarist in a classic rock cover band known as Spilbeedog. Mat has an amazing wife and three daughters.
Practices Areas
Estate Planning
Business
Real Estate
Language
English
Contact
Kyler, Kohler, Ostermiller & Sorensen LLP3033 N. Central Ave.Ste. 415Phoenix, AZ, 85012
Office: N/A
Website: N/AReviews
I first heard Mat Sorensen do an IRA LLC web presentation on Youtube for a custodian company. I like what he had to say and how he said it, he was very clear and sounded very well informed on the issue. I don’t know why I didn’t just call him right away to see if he would help me form my IRA LLC, maybe because he was not in my state?..Maybe because I thought he would be too busy? to expensive??? I don’t know what my problem was but I called 5 different lawyers all who didn’t seem like they had the same level of expertise Mat did. As my frustration grew so did my courage. I finally figured... what did I have to lose? Just call the guy I heard on Youtube! So I did. WOW! He knocked my socks off even more on the phone. He answered all my hard questions about forming an IRA LLC while living abroad and didn’t need to go on and on trying to impress me with his knowledge like some of the other lawyers. His friendly, clear, concise answers spoke for themselves. After I decided to go with Mat and KKOS I have been unbelievably happy with their level of service. The entire team is sweet, friendly, educated and helpful. They ALL seem like they know me when I call and always treat me with kindness and respect. Mat will even joke with me, a total stranger! He has a great sense of humor and not to busy for a quick reply to say thanks. He is humble, funny and generous. Not at all what I expected to be honest. :) The clarity of his instructions while setting up the IRA LLC was unparalleled. He would send me emails as to what he and his team would do and what I would need to do. Every time I came to a stumbling block I would call the team and instantly they would help me overcome the hurdle. Even when I reached out to Mat he helped me while not making me feel stupid for asking silly questions. Well, I could go on and on but I will not. Suffice it to say Mat and his team are GREAT and I would highly recommend them to anyone who needs to form an IRA LLC regardless of which state you live in.
Mat, Mark, and their team are our accountants and our lawyers. We like them because they are real estate investors just like us. So we know that they already know the "best thing to do." Four years and counting. Keep it up guys, and congratulations on the syndicated talk radio show!
I've used Matt's firm for years in structuring my entities for my real estate investing business. It's great to work with a firm that understands both tax and legal implications of entity structure and can help me maximize my protection and tax savings at the same time!
I've worked with Mat on numerous projects over the last 4 years with a mutual client. Mat excels in finding solutions for complex real estate related situations and is our go to attorney. He has formed several companies for us as well as assisted us in devising ways to sell shares of our companies so that we could raise capital to purchase assets. He's also taken us through the formation of a private placement offering and registering with the SEC to raise other sources of capital. Many of the investors we work with use funds from their self directed retirement accounts. Mat is our go to attorney for structuring our legal documents to satisfy the complex needs of self directed retirement accounts as well as being a liaison with the custodians to explain the nature of the investments and how they comply with regulations. One of the aspects I respect most about Mat is that despite his high demand and busy schedule, he always responds quickly to questions and he meets the schedules he's committed to. He is a consummate professional and an enjoyable person to work with.
Mat Sorensen is an extremely knowledgeable attorney who has provided valuable service to us for a number of years. He possesses a high level of expertise in law particularly as it pertains to our business and investments, is thorough, very responsive, and explains issues in clear and concise manner. I would highly recommend Mat, his partners, and their staff to anyone seeking legal advice.
Mat Sorensen and the staff at KKOS are among the best legal teams I have worked with. They are knowledgeable, courteous, and the utmost professionals. Mat and his team provide excellent client service in a very timely manner. I highly recommend Mr. Sorensen and the KKOS legal team. 5 stars!
Matt has simply gotten the job done... EVERY TIME. No matter how intricate the deal, he just finds a way to make it happen. That is why Mat Sorensen, and his team, are the best!
Mat is extremely knowledgeable and of incredible value to my business. Mat is very responsive and extremely resourceful. Mat has been my attorney since inception of my business, from my corporate formation, annual requirements and overall business counsel. Mat is very versed in his law practice and I recommend him to all of my clients and colleagues.
I have set up more than 20 LLCs and S-Corps through KKOS. Mat has been the go to guy for IRA LLCs for years. I have never been told that "I don't know, I'll look it up and get back to you". Mat is a very knowledgeable real estate attorney. I have never felt uncomfortable with anything he has told me or my business partners. He is very professional and I highly recommend Mat for setting up your companies and any questions regarding investing with retirement plans like IRAs and 401ks.
Mat Sorensen and the team did wonderful work during every phase of my project with them. Mat is extremely knowledgeable and is so prompt back with his responses. He takes a personal interest in his client as a person and as a business owner so that the providing of his services in every respect meets and exceeds expectations. I tell everyone I meet what a super firm they are and I will continue to do business with them at every opportunity I get. Thanks again.
I first heard Mat Sorensen do an IRA LLC web presentation on Youtube for a custodian company. I like what he had to say and how he said it, he was very clear and sounded very well informed on the issue. I don’t know why I didn’t just call him right away to see if he would help me form my IRA LLC, maybe because he was not in my state?..Maybe because I thought he would be too busy? to expensive??? I don’t know what my problem was but I called 5 different lawyers all who didn’t seem like they had the same level of expertise Mat did. As my frustration grew so did my courage. I finally figured... what did I have to lose? Just call the guy I heard on Youtube! So I did. WOW! He knocked my socks off even more on the phone. He answered all my hard questions about forming an IRA LLC while living abroad and didn’t need to go on and on trying to impress me with his knowledge like some of the other lawyers. His friendly, clear, concise answers spoke for themselves. After I decided to go with Mat and KKOS I have been unbelievably happy with their level of service. The entire team is sweet, friendly, educated and helpful. They ALL seem like they know me when I call and always treat me with kindness and respect. Mat will even joke with me, a total stranger! He has a great sense of humor and not to busy for a quick reply to say thanks. He is humble, funny and generous. Not at all what I expected to be honest. :) The clarity of his instructions while setting up the IRA LLC was unparalleled. He would send me emails as to what he and his team would do and what I would need to do. Every time I came to a stumbling block I would call the team and instantly they would help me overcome the hurdle. Even when I reached out to Mat he helped me while not making me feel stupid for asking silly questions. Well, I could go on and on but I will not. Suffice it to say Mat and his team are GREAT and I would highly recommend them to anyone who needs to form an IRA LLC regardless of which state you live in.
Mat, Mark, and their team are our accountants and our lawyers. We like them because they are real estate investors just like us. So we know that they already know the "best thing to do." Four years and counting. Keep it up guys, and congratulations on the syndicated talk radio show!
I've used Matt's firm for years in structuring my entities for my real estate investing business. It's great to work with a firm that understands both tax and legal implications of entity structure and can help me maximize my protection and tax savings at the same time!
I've worked with Mat on numerous projects over the last 4 years with a mutual client. Mat excels in finding solutions for complex real estate related situations and is our go to attorney. He has formed several companies for us as well as assisted us in devising ways to sell shares of our companies so that we could raise capital to purchase assets. He's also taken us through the formation of a private placement offering and registering with the SEC to raise other sources of capital. Many of the investors we work with use funds from their self directed retirement accounts. Mat is our go to attorney for structuring our legal documents to satisfy the complex needs of self directed retirement accounts as well as being a liaison with the custodians to explain the nature of the investments and how they comply with regulations. One of the aspects I respect most about Mat is that despite his high demand and busy schedule, he always responds quickly to questions and he meets the schedules he's committed to. He is a consummate professional and an enjoyable person to work with.
Mat Sorensen is an extremely knowledgeable attorney who has provided valuable service to us for a number of years. He possesses a high level of expertise in law particularly as it pertains to our business and investments, is thorough, very responsive, and explains issues in clear and concise manner. I would highly recommend Mat, his partners, and their staff to anyone seeking legal advice.
Mat Sorensen and the staff at KKOS are among the best legal teams I have worked with. They are knowledgeable, courteous, and the utmost professionals. Mat and his team provide excellent client service in a very timely manner. I highly recommend Mr. Sorensen and the KKOS legal team. 5 stars!
Matt has simply gotten the job done... EVERY TIME. No matter how intricate the deal, he just finds a way to make it happen. That is why Mat Sorensen, and his team, are the best!
Mat is extremely knowledgeable and of incredible value to my business. Mat is very responsive and extremely resourceful. Mat has been my attorney since inception of my business, from my corporate formation, annual requirements and overall business counsel. Mat is very versed in his law practice and I recommend him to all of my clients and colleagues.
I have set up more than 20 LLCs and S-Corps through KKOS. Mat has been the go to guy for IRA LLCs for years. I have never been told that "I don't know, I'll look it up and get back to you". Mat is a very knowledgeable real estate attorney. I have never felt uncomfortable with anything he has told me or my business partners. He is very professional and I highly recommend Mat for setting up your companies and any questions regarding investing with retirement plans like IRAs and 401ks.
Mat Sorensen and the team did wonderful work during every phase of my project with them. Mat is extremely knowledgeable and is so prompt back with his responses. He takes a personal interest in his client as a person and as a business owner so that the providing of his services in every respect meets and exceeds expectations. I tell everyone I meet what a super firm they are and I will continue to do business with them at every opportunity I get. Thanks again.
I first heard Mat Sorensen do an IRA LLC web presentation on Youtube for a custodian company. I like what he had to say and how he said it, he was very clear and sounded very well informed on the issue. I don’t know why I didn’t just call him right away to see if he would help me form my IRA LLC, maybe because he was not in my state?..Maybe because I thought he would be too busy? to expensive??? I don’t know what my problem was but I called 5 different lawyers all who didn’t seem like they had the same level of expertise Mat did. As my frustration grew so did my courage. I finally figured... what did I have to lose? Just call the guy I heard on Youtube! So I did. WOW! He knocked my socks off even more on the phone. He answered all my hard questions about forming an IRA LLC while living abroad and didn’t need to go on and on trying to impress me with his knowledge like some of the other lawyers. His friendly, clear, concise answers spoke for themselves. After I decided to go with Mat and KKOS I have been unbelievably happy with their level of service. The entire team is sweet, friendly, educated and helpful. They ALL seem like they know me when I call and always treat me with kindness and respect. Mat will even joke with me, a total stranger! He has a great sense of humor and not to busy for a quick reply to say thanks. He is humble, funny and generous. Not at all what I expected to be honest. :) The clarity of his instructions while setting up the IRA LLC was unparalleled. He would send me emails as to what he and his team would do and what I would need to do. Every time I came to a stumbling block I would call the team and instantly they would help me overcome the hurdle. Even when I reached out to Mat he helped me while not making me feel stupid for asking silly questions. Well, I could go on and on but I will not. Suffice it to say Mat and his team are GREAT and I would highly recommend them to anyone who needs to form an IRA LLC regardless of which state you live in.
Mat, Mark, and their team are our accountants and our lawyers. We like them because they are real estate investors just like us. So we know that they already know the "best thing to do." Four years and counting. Keep it up guys, and congratulations on the syndicated talk radio show!
I've used Matt's firm for years in structuring my entities for my real estate investing business. It's great to work with a firm that understands both tax and legal implications of entity structure and can help me maximize my protection and tax savings at the same time!
I've worked with Mat on numerous projects over the last 4 years with a mutual client. Mat excels in finding solutions for complex real estate related situations and is our go to attorney. He has formed several companies for us as well as assisted us in devising ways to sell shares of our companies so that we could raise capital to purchase assets. He's also taken us through the formation of a private placement offering and registering with the SEC to raise other sources of capital. Many of the investors we work with use funds from their self directed retirement accounts. Mat is our go to attorney for structuring our legal documents to satisfy the complex needs of self directed retirement accounts as well as being a liaison with the custodians to explain the nature of the investments and how they comply with regulations. One of the aspects I respect most about Mat is that despite his high demand and busy schedule, he always responds quickly to questions and he meets the schedules he's committed to. He is a consummate professional and an enjoyable person to work with.
Mat Sorensen is an extremely knowledgeable attorney who has provided valuable service to us for a number of years. He possesses a high level of expertise in law particularly as it pertains to our business and investments, is thorough, very responsive, and explains issues in clear and concise manner. I would highly recommend Mat, his partners, and their staff to anyone seeking legal advice.
Mat Sorensen and the staff at KKOS are among the best legal teams I have worked with. They are knowledgeable, courteous, and the utmost professionals. Mat and his team provide excellent client service in a very timely manner. I highly recommend Mr. Sorensen and the KKOS legal team. 5 stars!
Matt has simply gotten the job done... EVERY TIME. No matter how intricate the deal, he just finds a way to make it happen. That is why Mat Sorensen, and his team, are the best!
Mat is extremely knowledgeable and of incredible value to my business. Mat is very responsive and extremely resourceful. Mat has been my attorney since inception of my business, from my corporate formation, annual requirements and overall business counsel. Mat is very versed in his law practice and I recommend him to all of my clients and colleagues.
I have set up more than 20 LLCs and S-Corps through KKOS. Mat has been the go to guy for IRA LLCs for years. I have never been told that "I don't know, I'll look it up and get back to you". Mat is a very knowledgeable real estate attorney. I have never felt uncomfortable with anything he has told me or my business partners. He is very professional and I highly recommend Mat for setting up your companies and any questions regarding investing with retirement plans like IRAs and 401ks.
Mat Sorensen and the team did wonderful work during every phase of my project with them. Mat is extremely knowledgeable and is so prompt back with his responses. He takes a personal interest in his client as a person and as a business owner so that the providing of his services in every respect meets and exceeds expectations. I tell everyone I meet what a super firm they are and I will continue to do business with them at every opportunity I get. Thanks again.
I first heard Mat Sorensen do an IRA LLC web presentation on Youtube for a custodian company. I like what he had to say and how he said it, he was very clear and sounded very well informed on the issue. I don’t know why I didn’t just call him right away to see if he would help me form my IRA LLC, maybe because he was not in my state?..Maybe because I thought he would be too busy? to expensive??? I don’t know what my problem was but I called 5 different lawyers all who didn’t seem like they had the same level of expertise Mat did. As my frustration grew so did my courage. I finally figured... what did I have to lose? Just call the guy I heard on Youtube! So I did. WOW! He knocked my socks off even more on the phone. He answered all my hard questions about forming an IRA LLC while living abroad and didn’t need to go on and on trying to impress me with his knowledge like some of the other lawyers. His friendly, clear, concise answers spoke for themselves. After I decided to go with Mat and KKOS I have been unbelievably happy with their level of service. The entire team is sweet, friendly, educated and helpful. They ALL seem like they know me when I call and always treat me with kindness and respect. Mat will even joke with me, a total stranger! He has a great sense of humor and not to busy for a quick reply to say thanks. He is humble, funny and generous. Not at all what I expected to be honest. :) The clarity of his instructions while setting up the IRA LLC was unparalleled. He would send me emails as to what he and his team would do and what I would need to do. Every time I came to a stumbling block I would call the team and instantly they would help me overcome the hurdle. Even when I reached out to Mat he helped me while not making me feel stupid for asking silly questions. Well, I could go on and on but I will not. Suffice it to say Mat and his team are GREAT and I would highly recommend them to anyone who needs to form an IRA LLC regardless of which state you live in.
Mat, Mark, and their team are our accountants and our lawyers. We like them because they are real estate investors just like us. So we know that they already know the "best thing to do." Four years and counting. Keep it up guys, and congratulations on the syndicated talk radio show!
I've used Matt's firm for years in structuring my entities for my real estate investing business. It's great to work with a firm that understands both tax and legal implications of entity structure and can help me maximize my protection and tax savings at the same time!
I've worked with Mat on numerous projects over the last 4 years with a mutual client. Mat excels in finding solutions for complex real estate related situations and is our go to attorney. He has formed several companies for us as well as assisted us in devising ways to sell shares of our companies so that we could raise capital to purchase assets. He's also taken us through the formation of a private placement offering and registering with the SEC to raise other sources of capital. Many of the investors we work with use funds from their self directed retirement accounts. Mat is our go to attorney for structuring our legal documents to satisfy the complex needs of self directed retirement accounts as well as being a liaison with the custodians to explain the nature of the investments and how they comply with regulations. One of the aspects I respect most about Mat is that despite his high demand and busy schedule, he always responds quickly to questions and he meets the schedules he's committed to. He is a consummate professional and an enjoyable person to work with.
Mat Sorensen is an extremely knowledgeable attorney who has provided valuable service to us for a number of years. He possesses a high level of expertise in law particularly as it pertains to our business and investments, is thorough, very responsive, and explains issues in clear and concise manner. I would highly recommend Mat, his partners, and their staff to anyone seeking legal advice.
Mat Sorensen and the staff at KKOS are among the best legal teams I have worked with. They are knowledgeable, courteous, and the utmost professionals. Mat and his team provide excellent client service in a very timely manner. I highly recommend Mr. Sorensen and the KKOS legal team. 5 stars!
Matt has simply gotten the job done... EVERY TIME. No matter how intricate the deal, he just finds a way to make it happen. That is why Mat Sorensen, and his team, are the best!
Mat is extremely knowledgeable and of incredible value to my business. Mat is very responsive and extremely resourceful. Mat has been my attorney since inception of my business, from my corporate formation, annual requirements and overall business counsel. Mat is very versed in his law practice and I recommend him to all of my clients and colleagues.
I have set up more than 20 LLCs and S-Corps through KKOS. Mat has been the go to guy for IRA LLCs for years. I have never been told that "I don't know, I'll look it up and get back to you". Mat is a very knowledgeable real estate attorney. I have never felt uncomfortable with anything he has told me or my business partners. He is very professional and I highly recommend Mat for setting up your companies and any questions regarding investing with retirement plans like IRAs and 401ks.
Mat Sorensen and the team did wonderful work during every phase of my project with them. Mat is extremely knowledgeable and is so prompt back with his responses. He takes a personal interest in his client as a person and as a business owner so that the providing of his services in every respect meets and exceeds expectations. I tell everyone I meet what a super firm they are and I will continue to do business with them at every opportunity I get. Thanks again.