About Mat

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Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts.

AUTHOR

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 has received numerous distinctions.

  • Over 15,000 Copies Sold.
  • The most widely used and referenced book in the self-directed IRA industry.
  • Endorsed or used for training by nearly all major self-directed IRA custodians.
  • Used by the national association for the industry (RITA) as part of industry certification.
  • An Amazon Best-Seller and 5 Star Customer Rating.

LAWYER

Mat has advised thousands of 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 is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office.

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Attorney at Law Magazine profiled Mat’s niche legal practice in self-directed IRAs in an article called, Building a Niche Practice, in 2015. You can read the article here

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NATIONAL SPEAKER AND EXPERT

Mat routinely speaks to investors and professional groups on self-directed IRA topics.

Mat is the host and keynote speaker at the Self-Directed IRA Summit held annually in Scottsdale, AZ.

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Mat serves as a primary instructor for the Self-Directed IRA Professional certification program. The certification program has had hundreds of attendees that has included sales, compliance, CEOs, General Counsel, and regulators from across the self-directed IRA industry. RITA is the premier national association representing the self directed retirement plan industry.

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Outside Activities

In addition to practicing law, Mat is a real estate investor, and has owned and managed a title insurance agency which handled over $100M in real estate transactions.

Mat was a guitarist in a classic rock cover band known as Spilbeedog. Mat is an avid cyclist and races road, cyclocross, and mountain bikes.

Mat has an amazing wife and three daughters.

Education

B.S. University of Utah, Economics, 2001
J.D. University of Maryland School of Law, 2004

Media Kit

To book Mat for speaking events, Podcasts, or Interviews, Please contact Thomas Steinhagen at (435) 586-9366.

Mat Sorensen Media Kit

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Tom W. Anderson

The "Self Directed IRA Handbook" by attorney Mat Sorensen is the most comprehensive book ever written about one of the best investment and retirement savings tools ever created: the Self-Directed IRA. Mat has performed the impossible by effectively delivering complex information in an easily understandable manner for the layperson, while providing the necessary legal basis to suit the professional. Mat's book is a "must read" for investors, attorneys, CPAs, and other professionals and other interested individuals wanting to learn about all there is to know about Self-Directed IRAs.

Tom W. Anderson
President, RITA, and Founder and Vice Chairman / PENSCO Trust Company

Harry Veldkamp

Mat's books is a great reference guide for self-directed IRA investing – Best I’ve seen in 30 years of being in the business.

Harry Veldkamp
CEO, Polycomp Trust Company

Pamela Constantino

Mat's book is an excellent resource for self directed IRA owners and their advisors. It is the first of its kind in our industry. Mat has truly written an “Authoritative Guide” for self directed IRAs.

Pamela Constantino
President, Polycomp Trust Company

Mark J. Kohler

Mat is truly an expert on self directed IRAs, and his book is the one book that every self directed IRA investor should read.

Mark J. Kohler
CPA, Attorney, Author

Richard Davis

I was referred to Matt for help in setting up an IRA owned LLC. Matt and his team did an incredible job completing the work in a few short days. The process was professional, efficient and cost effective. I continue to rely on Matt for guidance running the LLC and related real estate matters. Not only is Matt a good lawyer, he runs a great office. It is easy for me to recommend Matt and his team.

Richard Davis

Christine Farkas

We have used Matt for many legal matters and he always comes through with shining colors. I highly recommend Matt for any legal or tax matter.

Christine Farkas
Real Estate Broker & Investor

Jennifer Cayton

Mathew is the legal partner for the majority of my clients. Matthew provides solid legal advice, precise strategic planning, appropriate corporate structure development, and is readily available to consult with his clients on all legal and business manners. Matthew is well respected and has an extremely large network in the successful real estate investor world. Matthew is reliable, professional and an all around great partner to have on your side

Jennifer Cayton
CFO Consultant / Premier Accounting and Financial, Inc.

Bill Sthay

I have retained Mathew Sorensen several times for multiple real estate deals and have been very pleased with his efforts and work product and will continue to use him in the future.

Bill Sthay
Real Estate Investor

Kade Creamer

My wife and I recently sought Mat's help with estate planning and couldn't have been more satisfied. Mat's professionalism, honesty, creativity and attention to detail is second to none. What impresses me the most about Mat can be summed up as "diverse". Mat's vast knowledge and experience in a plethora of differing areas of the law is astounding. I highly recommend Mat to my clients and friends seeking legal help.

Kade Creamer
Owner / Creamer Insurance Agency, Inc.

Bill Carlson

Mat's advice can be trusted. He is both knowledgeable about the impact of potential litigation and brings creativity to all that he does. It is enjoyable to work with him.

Bill Carlson
CFO / Authentic Property Investors

Valerie Griffin

Mat is a highly qualified...lawyer specializing in real estate. He's personable and professional, knows his stuff and is a nice guy. It doesn't get any better than that. I really liked the way he explained everything to me at my level so I got it. He also advised the best way for me to proceed with my RE investments. He handled my case in a timely manner with high integrity.

Valerie Griffin
Owner / Griffin Investment Properties

Kim Jacobs

I have had the opportunity to engage Mat's services on many occasions and have found him to be diligent and reliable. He has always been committed to delivering high-quality work and is very professional. He is well-liked and respected by his peers. He has my most sincere recommendation.

Kim Jacobs
Treasurer / Jacobs Construction, Inc.

Mathew Owens

Mathew Sorensen is a great resource and I use him consistently for real estate law questions. He is a wealth of information and will always give you a great knowledge base. I have been using KKOS for a while now and am very impressed and happy with their services.

Mathew Owens
CPA, Real Estate Investor

Kenneth P. Child

[Mat] is completely devoted to his clients and continually strives to stay abreast of changes and updates in the law. Mat is an unbelievably hard worker and...I don't hesitate to recommend Mat's services to anyone as I know he will take care of them and give them simple, concise, and straightforward solutions to any legal issue they may be facing.

Kenneth P. Child
Chief Legal Officer / Stake Center Locating

K.M

I am a partner in a law firm in Chicago and I have worked with Mat on my personal real estate and business ventures. Mat has given me practical and wise advice which has helped me make profitable decisions. I highly recommend Mat.

K.M.
Attorney & Real Estate Investor

Gary Shumm

Mathew is an excellent attorney, well versed in the Self-Directed IRA market…His ability to distil the complexities of the Self-Directed IRA so that the average person can understand them, and ensure that they don't get "tripped up" is second to none. Anyone interested in this Self-Directed IRA Market would do well to connect with Mathew and learn from the best.

Gary Shumm
Vice President / IRA Services Trust Company

Mat is truly an expert on self directed IRAs, and his book is the one book that every self directed IRA investor should read.

Mark J. Kohler
CPA, Attorney, Author / MarkJKohler.com

"A must-read for any self-directed IRA investor."

Kaaren Hall
President / uDirect IRA Services

"Mat's book is an excellent resource for self directed IRA owners and their advisors. It is the first of its kind in our industry.
Mat has truly written an“Authoritative Guide” for self directed IRAs."

Pamela Constantino
President / Polycomp Trust Company

"Mat is an excellent attorney, well versed in the Self-Directed IRA market...His ability to distill the complexities of the Self-Directed IRA
so that the average person can understand them, and ensure that they don't get "tripped up" is second to none.

Gary Shumm
Vice President / IRA Services Trust Company

"Mat’s book is the most practical and comprehensive self directed IRA guide in our industry. Reading this handbook should be the first step for any alternative asset investor, investment sponsor, or trusted advisor that seeks to become informed about how to maximize the value of IRAs."

J.P. Dahdah
CEO / Vantage Self Directed Retirement Plans

"Mat's books is a great reference guide for self-directed IRA investing – Best I’ve seen in 30 years of being in the business."

Harry Veldkamp
CEO / Polycomp Trust Company

"The Self Directed IRA Handbook by attorney Mat Sorensen is the most comprehensive book ever written about one of the
best investment and retirement savings tools ever created: the Self-Directed IRA."

Tom Anderson
Founder and Retired CEO, PENSCO Trust Company

J.P. Dahdah

Mat’s book is the most practical and comprehensive self directed IRA guide in our industry. Reading this handbook should be the first step for any alternative asset investor, investment sponsor, or trusted advisor that seeks to become informed about how to maximize the value of IRAs.

J.P. Dahdah
CEO, Vantage Self Directed Retirement Plans

View All Testimonials Here

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