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Intelligent Investing - Year End Tax Planning with Bill Baker Part 2
Manage episode 350448903 series 3405989
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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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