Mat Sorensen

Mat Sorensen

5.0
Rating: 8.6

Licensed for 21 years

Tax Lawyer at Phoenix, AZ
Practice Areas: Tax, Business, Securities Offerings ... +3 more

3033 N. Central Ave., Ste. 415, Phoenix, AZ

About Mat

Biography

Practice Areas

6

Practice Areas

Business 20%

Routinely advises clients on business filings, amendments, dissolutions, stock and membership transfers, and on buy-sell and stock option matters. Other advisement areas include; investments, partnerships, 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.

20%
Securities Offerings 20%

Mat has assisted dozens of clients in raising capital through private offerings.

20%
Estate Planning 10%

Mat has advised hundreds of clients on proper asset protection structures and procedures to protect client's assets from the risks and liabilities of their businesses and investments. He does so by implementing an Estate Plan from the smallest of estates to complicated multi-million dollar estates.

10%
Real Estate 10%

Mat's legal practice has a particular emphasis on self directed retirement plan investments and he has established IRA/LLCs for clients to invest in real estate. He has also drafted, negotiated and advised clients on hundreds of real estate transactions from commercial real estate to single family rental properties. Drafted, advised, and recorded CC&R's, Declarations and Plats. Advised clients on HOA issues.

10%

Fees and Rates

Cost

Hourly Rates

$ 500-500 per hour

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

Looking for an attorney? Avvo can help.

search module image

Search our directory

Quickly connect with top attorneys through our legal directory to get help with your legal issue.

chat module image

Avvo's live chat agents can help coordinate a consultation with a local attorney.

Chat with a live agent who can match you with the right attorney for your legal needs.

Chat with

Licenses

Licensed in Arizona for 15 years

State: Arizona

Acquired: 2010

Active

No misconduct found

Licensed in Utah for 21 years

State: Utah

Acquired: 2004

Inactive

No misconduct found

Location

Kyler, Kohler, Ostermiller & Sorensen LLP

3033 N. Central Ave., Ste. 415, Phoenix, AZ, 85012

Ad

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

display-bg

The Avvo Rating explained

Mat Sorensen's Reviews

Avvo Review Score

5.0 /5.0

10 Client Reviews

Filter Avvo Reviews (10) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 10 reviews

Posted by Kirsten | January 12, 2016 | Hired Attorney | Limited Liability Company (LLC)

IRA LLC Guru!

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.

Posted by Garnett Sailor and Beth Sailor | July 31, 2015 | Real Estate

Investors--Not Just Advisors

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!

Posted by Christion | July 26, 2015 | Business

Entity structuring for real estate investing.

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!

Posted by KimBerly | July 21, 2015 | Real Estate

Company formations, Creation of Private Placement Offerings and Self Directed Retirement Pro

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.

Posted by J. | July 20, 2015

Always Gets the Job Done!

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!

See All Client Reviews

Mat Sorensen's Lawyer Endorsements

Endorse Mat
Kevin Lewis Kennedy headshot
Kevin Kennedy

Tax lawyer | Jul 30

Relationship: Co-worker

"Mat is truly an expert on self-directed IRA matters, in addition to proficiently handling business and real estate transactions. It should come as no surprise that his clients love working with him."

Adam A Studnicki headshot
Adam Studnicki

Unknown lawyer | Jul 13

Relationship: Fellow lawyer in community

"Matt is a great lawyer. He is very thorough, experienced, well-versed in the law and cares about helping clients."

View All Endorsements
Kevin Lewis Kennedy headshot
Kevin Kennedy

Business lawyer

Experience

Rating:  8.6 (Excellent)

Honors

2017

Attorney of the Month, Attorney at Law Magazine

2011

Legal Elite in the Area of Corporate Counsel, Utah Business Magazine

2010

Legal Elite in the Area of Corporate Counsel, Utah Business Magazine

Work Experience

2006 - Present

Partner, Kyler Kohler Ostermiller & Sorensen, LP

2005 - 2006

Assistant Attorney General, Utah Attorney General's Office

2004 - 2005

Attorney, CompHealth

Associations

2014 - Present

Retirement Industry Trust Association (RITA)

Instructor

Sample of Legal Cases

Confidential

$2.5 Million

Confidential

$2.7 Million

State v. Motta

See More Legal Cases

Education

2004

University of Maryland, Francis King Carey School of Law

Juris Doctor

2001

University of Utah

Bachelor of Science

Speaking Engagements

2017

The Self-Directed IRA Summit 2017, Irvine, CA Various Topics

2016

The Self-Directed IRA Summit 2016, Scottsdale, AZ Various Topics

Publications

Languages

English

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution