$ 500-500 per hour
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.
$ 500-500 per hour
Sometimes
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Chat withState: Arizona
Acquired: 2010
No misconduct found
State: Utah
Acquired: 2004
No misconduct found
3033 N. Central Ave., Ste. 415, Phoenix, AZ, 85012
10 Client Reviews
Showing 1 - 2 of 2 reviews | Communication Style
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, ...
Posted by Craig | July 18, 2015 | Business
Mat Sorensen - a highly recommended Attorney
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....
"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."
"Matt is a great lawyer. He is very thorough, experienced, well-versed in the law and cares about helping clients."
Business lawyer
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
2006 - Present
Partner, Kyler Kohler Ostermiller & Sorensen, LP
2005 - 2006
Assistant Attorney General, Utah Attorney General's Office
2004 - 2005
Attorney, CompHealth
2014 - Present
Retirement Industry Trust Association (RITA)Instructor
$2.5 Million
$2.7 Million
2004
Juris Doctor
2001
Bachelor of Science
2017
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2013
N/A
English
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