About Mat
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.
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
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.
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.
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.
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