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Main Street Business

151: Military Active Duty and Veterans: Business and Tax Strategies

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4584 Ratings

🗓️ 30 June 2017

⏱️ 50 minutes

🧾️ Download transcript

Summary

Join Mark and special guests, Cassidy Carter, CPA and Buddy Rushing, Active Duty (USMC), as they discuss wealth building and entrepreneur strategies when preparing to transition from military to civilian life. Also, they will be sharing multiple tax strategies for veterans AND active duty military personnel that could save you thousands. If you or a family member are directly associated with military service you will love this show!! More info at www.refreshyourwealth.com. Grab my eBook...

Transcript

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0:00.0

Broadcasting worldwide on Internet Radio.

0:07.7

Refreshing takes on legal strategies.

0:10.1

Straightforward answers to difficult tax questions.

0:13.2

Independent ideas on building wealth.

0:15.8

It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorensen.

0:19.8

Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter with important tax deadlines and articles at refresh your wealth.com.

0:28.7

Now, here's Mark and Matt.

0:50.1

Yeah. All right, welcome everybody to this week's episode, Refresh Your Wealth.

0:52.2

This is yours, truly, Mark Kohler.

0:54.3

Excited to be here with you.

1:01.7

And I have a guest co-host, Matt Sorenson, took a much-needed vacation here in the summertime.

1:03.8

Many of you are getting those little breaks in there.

1:06.0

And Matt Sorensen is not with us today. But I have Cassidy Carter, a regular contributor to the show as a CPA and manager at our home office in Cedar City and the accounting firm.

1:15.6

Just a plethora of information on this guy's fingertips and at the tip of his tongue and a huge asset to us in our firm and just a lot of fun.

1:24.0

So I thought I'd put the pressure on and ask him to come out and co-hosts the show.

1:28.4

Cassidy, welcome.

1:30.3

Thanks, Mark. It's a, I can honestly say this is my co-hosting debut today, and I am very excited to do this.

1:37.3

So thank you for the invite.

1:39.2

Yeah, no pressure, no pressure.

1:41.0

That's right.

1:41.8

Yeah. So we, we're grateful to have you here.

1:45.4

And Cassidy, I have to be honest, has written a couple powerful topics on the military tax strategies for veterans and active duty.

...

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