Tax Planning on Steroids with the Tax Goddess - Shauna Wekherlien #5766

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