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Intelligent Investing - Year End Tax Planning with Bill Baker Part 2
Manage episode 350448903 series 3405989
Innehåll tillhandahållet av Glenn Leest. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Glenn Leest eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode Bill Baker and Glenn Leest discuss year end tax planning for Small Business owner and Self Employed Individuals.
- Why it is important to have a plan for your taxes come the end of the year
- Why having your investment advisor and Tax Person on the same page or Team can benefit you
- The most under utilized investment tool
- The most under utilized tax benefit
- What are the deadlines for tax benefit contributions?
- The concerns for the 87,000 new IRS agents
Glenn Leest
Senior Investment Adviser
WT Wealth Management
928-225-2474 Office
813 North Beaver Street, Flagstaff, AZ
86001
Granite Mountain Accounting, LLC
Bill Baker
https://granitemtnaccounting.com/portfolio-item/bill-baker/
https://granitemtnaccounting.com/contact/
CONTACT
Bill H. Baker, Jr.
Enrolled Agent
928-699-6096 – cell
billbaker@granitemtnaccounting.com
Arizona
2717 N. Fourth Street, Suite 160
(Dahl Professional Building)
Flagstaff, AZ 86004
928-699-6096 office
New Mexico
2990 N Main St., Suite 2D
Las Cruces, NM 88001
575-521-7700 office
575-521-7702 fax
Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future.
Connect with Us:
Glenn Leest
Senior Investment Advisor
WT Wealth Management
Office Phone: (928) 225-2474 Office
Email: intelligentinvesting@wtwealthmanagement.com
Website: https://www.wtwealthmanagement.com/team/glenn-leest
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