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Refreshing takes on legal strategies.

Straightforward answers to difficult tax questions.

Independent ideas on building wealth.

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

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with important tax deadlines and articles at refresh your wealth.com.

Now, here's Mark and Matt.

Okay. Welcome, everybody to this week's episode to refresh your wealth, and we have an exciting topic, the one that you've all been, oh, dreading. It's the topic July 15th.

The exciting topic that you've been dreading. I get it. Yeah. And you know people,

this is like Mary Poppins, we're going to try to give you a little sugar to help the medicine go down, but you know you've got to

take this medicine. There are so many little tip strategies and issues with this July 15th deadline,

and with COVID-19, we were all able to compartmentalize and say, I'm not going to deal with this

until whenever. Well, the time has come. Yeah. Yeah, it's upon us it it we got that you know extension

automatically everybody got that april 15th turned into july 15th for 2020 like so many other

things that are just different in 2020 but uh yeah we're a couple weeks away now so you got to get

your crap together and make a game plan.

And that's what we're going to hit.

What are the things you can do between now and July 15th that can improve and lower the tax you got to pay on your tax bill?

We're going to talk about some things that, sorry, you can't do it.

You had to have done that back in 2019 if you wanted 2019 savings. There's still some things you can do. So we'll walk you through those and maybe give you some ideas of what you can be doing in 2020. Yeah. And so all is not lost. This is not all full of bad news. We want to give you some wake-up calls of what you can do in 2020.

And a lot of times when I've been on news interviews across the country,

...