Intelligent Investing with Glenn Leest

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

Glenn Leest Season 1 Episode 67
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00:00 | 25:07

 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

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Stay informed and make those smart financial choices.
Until next time, this is Intelligent Investing with Glenn Leest, helping you make your money work for you.
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