Intelligent Investing - Year End Tax Planning with Bill Baker Part 2

Intelligent Investing with Glenn Leest

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
[e-mail]
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

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Senior Investment Advisor
WT Wealth Management
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Until next time, this is Intelligent Investing with Glenn Leest, helping you make your money work for you.
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