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Master Your Finances


(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

Jan 28, 2023

Did you know that unexpected facts of New Jersey tax Law can catch taxpayers off guard? Do you wanna learn about tax laws that can be used in a variety of situations? Our host, Kurtis Baker, is joined by Jamie Zug, a tax attorney at McCarter & English assist taxpayers in avoiding and resolving disputes with the New Jersey Division of Taxation and the Internal Revenue service, assisting taxpayers in navigating compliance issues and represents taxpayers in administrative and judicial tax controversies. With his experience providing legal advice on tax aspects of transactions and uncertain tax positions, he will assist you in better recognizing unusual New Jersey tax situations that may apply to your business or family. As you listen today's show, you will feel more empowered to identify potential pitfalls and to know when to seek help.