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Nov 10, 2022

I interviewed Wes Wessel. He has a financial services business with a very unique approach in that they can help people FIND MONEY that they are currently losing unknowingly and unnecessarily. He discussed his approach to helping small businesses using ERC and his goal is to help you get your money back. There's Still Time to Claim the Employee Retention Tax Credit!

His 3 Key Strategies for Retirement:
1) Lower/Reduce Taxes to as close to zero as possible
2) Mitigate/Reduce Market Volatility
3) Make sure you NEVER run out of money

Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 


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Show Notes

  • What is the ERC tax credit program?
  • Getting to know who Wes Wessel is
  • Qualifications to take advantage of the SBA disaster and the PPP loan programs
  • Applying for the employee retention credit
  • How the PPP loan forgiveness works
  • Benefits of having employee retention credit for small businesses
  • Impact of the CARES act on businesses and families
  • The PPP loan forgiveness program
  • Benefits of the life insurance agent training program
  • The paycheck protection program


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