Aug 15, 2022
Getting more personal with Martin James in our last installment
of part 3 of 3.
Join David and Martin in their discussion of QCDs:
How can you help your own CPA when filing?
Later they get into how to manage a step-up cost basis.
How can you manage a step-up cost basis with married couples?
This hasn't been on...
Aug 8, 2022
Join David and his Guest Martin James as they embark on a 3-part series, this is part 2 or 3.
Martin, a recovering CPA, has also projected tax changes coming at the end of 2025 due to our Marginal Tax System.
How will this affect our current bracket rates?
Have you ever thought to yourself:
What is Stealth tax?
Aug 1, 2022
Bloomington roots grow deep when these 2 individuals get to talking.
Join David and his Guest Martin James as they embark on a 3-part series, this is part 1 of 3.
Martin James is a recovering CPA now turned Fly Fishing
Martin is a Charter Member in the Ed Slott's Elite Group with David.