Mar 24, 2023
Summary:
Tax time is rapidly approaching and we’re all looking for ways to
keep more of our money. Thankfully, this episode’s guest is an
expert in this and is here to talk about some of the best tax
strategies in the game. Shauna Wekherlien, known as the Tax Goddess
to her clients, is part of the 1% of CPAs in the country that is
certified in tax strategy, meaning that she is the person to talk
to if you want to save big money. Shauna says that there are a
couple of avoidable mistakes people make when trying to cut down
their taxes: they may consult a CPA that does not have the required
strategic expertise, or they consult an expert about strategy after
the year is over. 98% of the most effective strategies need to be
performed within the year, so it’s crucial to speak to the right
individual early on. Shauna shares some of her favorite strategies
and explains how/why they work; she also dives into some methods
that you may have not considered or did not think feasible. Be sure
to tune into this episode for more fascinating insight.
Useful Links:
Financial Survival Network
Tax Goddess