On this powerful episode of Talk Law Radio, host Todd Marquardt is joined by Joseph Warren of Financial Planning HQ and Mark Nelson, CPA of Nelson & Mata for an in-depth conversation about tax law, retirement strategy, cryptocurrency reporting, and legacy planning.
💼 Financial Focus with Joseph Warren
Joseph Warren explains why true financial security comes from coordinated planning — not fragmented advice. Listeners learn how working with a team of financial, tax, insurance, and legal professionals helps prevent costly mistakes like panic-selling investments, mismanaging Roth conversions, or paying unnecessary Medicare surcharges. Joseph also shares why clear strategy beats emotional decisions when markets get volatile.
📊 Tax Strategy & New Law Updates with Mark Nelson, CPA
Mark Nelson breaks down how recent tax law changes under the HR One Tax Act (sometimes called the One Big Beautiful Bill) affect business owners and high-income families — including:
Listeners also learn how CPAs and financial planners collaborate to design smarter tax and retirement strategies.
🪙 Crypto, Compliance & “Sinners and Saints”
The show explores the real-world consequences of crypto tax reporting using the case of “Bitcoin Jesus,” who faced a $50 million penalty for improper reporting. Mark explains how cryptocurrency is taxed — whether you sell, trade, or spend it — and why the IRS is now aggressively enforcing crypto compliance.
A disabled veteran calls in for guidance, and Mark shares how to properly claim tax-exempt income and recover taxes that were incorrectly withheld.
🌱 Legacy, Family & Financial Stewardship
In the Legacy Spotlight, Todd and Mark discuss what it truly means to leave a legacy — not just wealth, but values, financial literacy, and responsible stewardship. They share why most family wealth disappears by the third generation and how tools like trusts, family partnerships, and tax-efficient strategies help protect what you’ve built for your children and grandchildren.
The episode closes with a thoughtful prayer, reminding listeners that money is a tool — and how we use it shapes our families and our future.
📞 Want Personal Guidance?
Joseph Warren offers free 20-minute consultations for Talk Law Radio listeners.
Mark Nelson and Joseph Warren also work together for clients who need coordinated tax and financial planning.
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The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation.
-Joseph Warren of Financial Planning HQ joins us for the Financial Focus Segment! Contact Joseph at 210-444-2128 for personal guidance.
Leave a legacy that makes a positive impact on people's lives
Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan.
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