• Episode 284: Unlocking Wealth Through Smart Financial Strategies, with Shauna A. Wekherlien

  • Oct 9 2024
  • Length: 34 mins
  • Podcast

Episode 284: Unlocking Wealth Through Smart Financial Strategies, with Shauna A. Wekherlien

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  • Summary

  • Shauna A. Wekherlien, CPA, MTax, CTC, CTS is a two-time published author and the Founder of Tax Goddess Business Services. Tax Goddess is a fully digital firm with a skilled team of over 65 people worldwide that have saved their clients over $1 billion in taxes. Shauna advises business owners, investors, and entrepreneurs to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. She is ranked in the top 1% of Tax Strategists in the USA and has been featured on many platforms, including Forbes, CNN Money, Entrepreneur, CBS, FOX, ABC, and others. What You Will Learn: Who is Shauna A. Wekherlien? How she transitioned from studying astrophysics to tax consulting. Shauna explains how she fell in love with the intricacies of tax law and strategy, comparing it to a chess game. The importance of tailoring tax strategies to individual circumstances, such as marital status and family situation. Shauna explains that the tax code allows smaller businesses and individuals to access the same deductions as larger corporations. How different personal and business goals influence tax planning, such as wealth transfer and real estate investments. How to assess whether a CPA is effectively using tax strategies in a client’s best interest, including the importance of specialization. How to identify critical strategies for real estate investors, such as cost segregation and aggregation elections? What is the Profit First method? Shauna shares insights from her experience scaling her accounting firm and managing a fully remote team. How tax planning can be used strategically for business growth, not just compliance. The importance of balancing offensive (growth-oriented) and defensive (compliance-oriented) strategies in business. What is the importance of having the correct business entity (LLC, S Corp, etc.) for tax benefits and legal protection? What are the benefits of the Cash Goblin app in automating savings and managing finances? How financial success relates to personal freedom and the overall quality of life. Shauna shares how everyone can contact her. Additional Resources from Shauna A. Wekherlien: Website: https://podcasts.apple.com/us/podcast/top-1-of-tax-strategists-in-the-usa-specializing/id1396344349?i=1000591099545, https://podcasts.apple.com/us/podcast/secret-tax-strategies-of-wealthy-investors/id916463101?i=1000642185245, https://podcasts.apple.com/us/podcast/tax-planning-on-steroids-with-the-tax-goddess/id960041122?i=1000605726652, https://podcasts.apple.com/us/podcast/how-to-work-with-a-tax-strategist/id1432566703?i=1000622032896 Email: shauna@taxgoddess.com Phone: +1 (602) 362-7939 LinkedIn: https://www.linkedin.com/in/taxgoddess Twitter: https://x.com/TaxGoddess Facebook: https://www.facebook.com/shaunataxgoddess?mibextidZbWKwL Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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