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Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

Solar Savings & EV Credits w/ JJ the CPA

Airdate: 12/09/2023

In this episode, Josh welcomes JJ the CPA, aka Joshua Jensen, to discuss essential year-end tax planning strategies. JJ, an expert in public accounting, highlights the advantages of investing in solar energy and electric vehicles, emphasizing the tax credits and deductions these investments offer. He underscores the importance of consulting a financial advisor, especially with the new opportunities presented by the Secure Act 2.0, which introduces a Roth component in retirement plans and offers tax credits for small businesses.

The conversation shifts to the practical…

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