Intelligent Investing - Year End Tax Planning with Bill Baker

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.

•Enrolled Agent Vs Certified Public Accountant
•Why having your investment advisor and Tax Person on the same page or Team can benefit you
•Why a Solo 401k plan is a great tool for Self Employed or owner only companies
• Scenarios of how the solo 401k can help. Real life examples
•Differences between a solo 401k and a full 401k
•AZ Tax Credits – Why this is a fantastic tool that you should be doing or consider doing
•What is Glenn take on the phrase “My CPA is conservative or my CPA is creative or Aggressive”
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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Glenn Leest
Senior Investment Advisor
WT Wealth Management
Office Phone: [phone] Office
Email: [e-mail]
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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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