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    tax and legal playbook

    Explore "tax and legal playbook" with insightful episodes like "126: How to Build a Strategic Plan for Your Business in 2017", "125: Open Forum - Taking Your Tax and Legal Questions", "124: Year-end Health Care Enrollment and Tax Strategies", "122: Open Forum Show - Taking Your Tax and Legal Questions" and "118: Open Forum - Taking Your Tax and Legal Questions" from podcasts like ""Main Street Business", "Main Street Business", "Main Street Business", "Main Street Business" and "Main Street Business"" and more!

    Episodes (29)

    126: How to Build a Strategic Plan for Your Business in 2017

    126: How to Build a Strategic Plan for Your Business in 2017

    Having a dynamic and evolving Strategic Plan for your business is critical for your success. However, many of us don't take the time to build and maintain such a Plan. Take this opportunity!! Join Mark and Mat as they help walk you through the process and you'll have one by the end of the day.  http://www.refreshyourwealth.com

    125: Open Forum - Taking Your Tax and Legal Questions

    125: Open Forum - Taking Your Tax and Legal Questions

    The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

    124: Year-end Health Care Enrollment and Tax Strategies

    124: Year-end Health Care Enrollment and Tax Strategies

    It's now the Open Enrollment period for Health Insurance and there are a host of health care tax strategies to be aware of for 2017. Do you have questions about which health care plan is best for you? Are you considering a Health Savings Account (HSA) or Health Reimbursement Arrangment (HRA)? What is Donald Trump and the new Congress going to do about Obamacare? Join Mat and Mark as they break down the different options available to you. This is a show you won't want to miss! http://www.refreshyourwealth.com

    122: Open Forum Show - Taking Your Tax and Legal Questions

    122: Open Forum Show - Taking Your Tax and Legal Questions

    The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

    118: Open Forum - Taking Your Tax and Legal Questions

    118: Open Forum - Taking Your Tax and Legal Questions

    The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it. The Show will Broadcast LIVE this Wednesday, October 26th at 12:00 pm MST/ 2:00 pm EST. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

    114: Open Forum tax and legal show

    114: Open Forum tax and legal show

    The Open Forum Show is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then Mark and Mat will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326, and press # 1. You can listen in on the road at 646-668-8326 or listen in from your computer. More info at www.refreshyourwealth.com

    Top 5 Considerations When Analyzing a Rental Property

    Top 5 Considerations When Analyzing a Rental Property

    Join Mark and Mat as guest J. Massey breaks down his top 5 considerations when analyzing a rental property! 

    113: Top 5 Considerations When Analyzing a Rental Property

    113: Top 5 Considerations When Analyzing a Rental Property

    Join Mark and Mat as guest J. Massey breaks down his top 5 considerations when analyzing a rental property! 

    92: Off Shore Planning Strategies and the "Panama Papers"

    92: Off Shore Planning Strategies and the "Panama Papers"

    Can off-shore planning really work? Is it worth the risk? What are my options and strategies? Join Mark Kohler and Mat Sorensen as they discuss the Panama Papers and the flurry of press and exposure on current off shore planning strategies. They will also discuss Puerto Rico and the wave of U.S. Citizens moving to PR for tax planning reasons. Not only will this show be interesting, it may give you the initial ideas in strategies to save you some taxes or provide some asset protection with off-shore planning.http://www.refreshyourwealth.com

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