Instructors Bio

MAT SORENSEN

Mat is a lawyer, best-selling author, real estate investor, and national speaker and expert on self-directed IRAs.  Mat is a partner at KKOS Lawyers in its Phoenix, AZ office. KKOS Lawyers assist client's 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 he ranked as the #3 overall Best Seller in January in the same category. It is the most widely used book in the self-directed IRA industry and has sold over 15,000 copies.

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.

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