Intelligent Investing with Glenn Leest

Intelligent Investing #51 - Commonly Asked Tax Questions with Mike Casey

October 27, 2022 Episode 51
Intelligent Investing with Glenn Leest
Intelligent Investing #51 - Commonly Asked Tax Questions with Mike Casey
Show Notes

In this episode I ask Mike Casey a local CPA some of the most commonly asked tax questions.

  • How can I reduce me tax bill?
    • Retirement account contributions
    • Health Savings Accounts
    • Flexible Spending Accounts
  • What kinds of deductions do I qualify for? (Individuals)
  • What are the differences between marginal and effective tax rates?
  • Which is better; a tax credit or a tax deduction?
  • Should I itemize or claim a standard deduction?
  • What are some of the new tax law changes in 2022 and 2023?

 Glenn Leest
 Senior Investment Adviser
 WT Wealth Management
Office (928) 225-2474
Email: INTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COM

Mike Casey
West Christensen & Associates PC
http://flagstaffaccountingservices.com/company/meet-the-team/
https://www.linkedin.com/in/michael-casey-30243514
Address: 705 N Beaver St, Flagstaff, AZ 860
Phone:

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Glenn Leest
Senior Investment Advisor
WT Wealth Management
Office Phone: (928) 225-2474 Office
Email: intelligentinvesting@wtwealthmanagement.com

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