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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.

Jul 9, 2022

Have you ever heard about large tax credits that large corporations often receive from the government and wondered how they did it? Did you know that these credits are available to all business owners and you may be eligible to receive them? Our host Kurtis Baker is joined by California based, nationally recognized tax attorney, Attorney Michael Williams. He visited us and talked about the process of successfully identifying and obtaining federal, state and local tax credits you may be eligible and more.