Business owners and high-income W2 earners, if you’re curious how to minimize the amount you owe come tax season, this episode of The Agent of Wealth Podcast is for you. In it, host Marc Bautis is joined by Mark Myers, the Founder and CEO of Peak Profit Solutions. Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors.
In this episode, you will learn:
Resources:
Episode Transcript & Blog | Peakprofitsolutions.com | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
Timestamps:
0:32 - Introduction to Mark Myers
5:52 - A Typical Engagement with Peak Profit Solutions
9:40 - Tax-Saving Solutions for High-Income W2 Earners
16:28 Tax-Saving Solutions for Business Owners