Podcasts about tax goddess

How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren't maximizing tax strategies—and that's where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden. In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn't ONLY for high-net-worth clients ✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clientsConnect with Shauna:

Amanda and Ash welcome Shawna Weckerling, known as Shawna the Tax Goddess, who specializes in tax mitigation strategies for businesses and entrepreneurs. Shawna discusses her unique approach to reducing tax liabilities, including creative deductions, the importance of detailed client intake, and common mistakes made by real estate investors. She also explains the Augusta Rule, which allows property owners to rent their homes tax-free for up to 14 days, and emphasizes the significance of documentation in navigating audits. The conversation highlights the collaboration between tax strategists and CPAs, and how to find a qualified tax specialist. Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover game-changing tax strategies for real estate investors with CPA Shauna, the Tax Goddess. Learn how to maximize deductions, reduce taxes, and increase cash flow in your multifamily investments.In this podcast, Shauna reveals:• How to structure your real estate business for optimal tax benefits• The power of cost segregation, even without real estate professional status• Strategies for passive investors to maximize tax efficiency• Common tax challenges and how to overcome them• Advanced techniques for high net worth individuals and 1031 exchangesDon't miss out on these valuable insights that could save you thousands in taxes! Whether you're a seasoned multifamily investor or just starting out, this episode is packed with actionable advice to boost your bottom line.Want to take your real estate investing to the next level? Visit taxgoddess.com to learn how a tax strategist can transform your financial future. Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Asset Management virtual conference - https://mfap360.com/assetmanagementTo find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Tax planning isn't just a numbers game it's a strategic art.Join Shauna A. Wekherlien, known as the “Tax Goddess,” as she breaks down hergame-changing “Three-Legged Stool” approach to maximizing tax savings. Shauna,a CPA, MTax, and renowned Tax Strategist, has saved her clients over $1 billionin taxes through custom strategies tailored to business owners, investors, andentrepreneurs. With over 65 team members at Tax Goddess Business Services.Her fully digital firm ranks in the top 1% of U.S. tax strategists. Shauna'sexpertise has been spotlighted on Forbes, CNN Money, Entrepreneur, and more. Inthis episode, Shauna shares actionable insights to minimize tax burdenslegally, maximize deductions, and build a tax-efficient future. Whether you'rea seasoned entrepreneur or just starting, these strategies will transform howyou approach your finances. Tune in and take control of your tax game today!Connect with ourGuest:https://taxgoddess.com/ https://www.linkedin.com/in/taxgoddess/ https://www.facebook.com/thetaxgoddess https://www.instagram.com/thetaxgoddess Book: The 4-hour Workweek - Tim Ferriss: https://amzn.to/4g26fO5 Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

Shauna the Tax Goddess, CPA, MTax, CTC, CTS, is a two-time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 65 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought-after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.    Before starting her own company, Shauna had garnered experience and sharpened her skills working with leading corporations such as KPMG and American Express. She is a Certified Public Accountant (AZ) with a master's degree in Taxation and is ranked in the top 1% of Tax Strategists in the entire country (per AICTC).  Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!   In this episode, we talked to Shauna about finding the right tax professional for your situation, tax preparer versus a tax strategist, available options to save on taxes, her book “The 6% Life”, how CPAs and tax strategists collaborate, tax strategies for real estate investors, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Tax Strategies;   02:18 Shauna's background; 05:44 Seeking the right tax professional; 11:57 Tax preparer vs. tax strategist; 14:24 Options to save on taxes; 18:35 About her book, "The 6% Life"; 22:59 How tax strategists and CPAs collaborate; 27:05 Tax strategies for real estate investors; 32:03 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Running out of money frequently earlier. Digital Resource: Cash Goblin. Most Recommended Book: The 4-Hour Workweek. Daily Habit: Getting up early and spending time with her pets. #1 Insight for saving on your taxes: If you have kids, it's all about them.   Contact Shauna: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Why give our money to the government when we can keep it for ourselves? Learn how you can reduce your taxes on this week's episode with the Shauna, the Tax Goddess! She shares strategies on how you can reduce your taxes the legal way so you can save invst your hard earned money. Tune in!

Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing profit before expenses. Shauna also shares strategies to reduce tax bills legally. Today we discuss... Shauna Wekherlein shares her work as a tax strategist, helping people manage money and keep it away from the government legally. The Profit First system is a simple financial framework for both businesses and individuals. Shauna explains the process of setting aside a percentage of revenue for profit before paying expenses. Profit First encourages using multiple bank accounts to separate funds for profit, taxes, and other expenses. Kirk shares his positive experience with the Profit First system, calling it life-changing. How the system is customizable, allowing users to start small and increase their profit percentage over time. Shauna emphasizes the importance of having a separate bank account for taxes. The value of financial strategies to reduce tax bills while still ensuring funds are available for payments. Shauna highlights how business owners and individuals can use the Profit First method to achieve personal and financial goals. The conversation covers common financial challenges like lifestyle inflation and debt, and how Profit First can help avoid them.   For more information, visit the show notes at https://moneytreepodcast.com/the-profit-first-system-shauna-wekherlien-654  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of entity they should be, help my boring W-2 clients find clever ways to strategize to save tax dollars well in advance of tax season, figure out a way for them to deduct their Starbucks obsession (and she shares this story in this episode), or if doing an AirBnB makes sense for their lake house… you know what I'm talking about a TAX STRATEGIST… not just a CPA. Enter, Shauna the Tax Goddess. Yes, that's the name of her company and she's known as the Tax Goddess because she is one of the most highly credentialed tax strategists in the United States. In this episode, Shauna gives us a glimpse into the world of tax strategy and how they help advisors' clients get creative and save boatloads of tax dollars without getting into the gray area of the tax code.  We get into: How having deeper conversations leads to unique tax savings opportunitiesHow to turn a hobby into a potential business for your clientsWhat the IRS considers reasonable… and Shauna shares an example that might floor you as it did me!How tax strategy differs from tax preparation and basic tax ideasIf nothing else, you will be entertained by this episode!Schedule a time to learn more about The Tax Goddess and what they can do for your clients! Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this episode of The Real Estate Vibe Show, host Vinki Loomba talks with Shauna Wekherlien, also known as "The Tax Goddess." Shauna, a top tax strategist and founder of Tax Goddess Business Services, shares valuable tax-saving strategies tailored for real estate investors. With over 20 years of experience and $1 billion saved for clients, she covers essential tactics to help investors maximize profits and minimize taxes.Key Takeaways:Real Estate Tax Strategies: Learn how smart tax strategies, from cost segregation to bonus depreciation, can significantly reduce tax liabilities.Maximizing Cost Segregation: Discover how accelerating depreciation through cost segregation can boost early tax savings.1031 Exchanges & Alternatives: Explore 1031 exchanges and other strategies like 721 exchanges and charitable trusts to defer or minimize capital gains taxes.LLC Structuring: Understand the tax advantages of using LLCs for real estate investments and when it's the right time to set them up.Working with a Tax Strategist: Not all CPAs specialize in real estate. Shauna explains why having the right tax strategist is crucial for long-term wealth growth.

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

Shauna Wekherlien, the Tax Goddess, is a two-time published author and the Founder of Tax Goddess Business Services, a fully digital firm with a skilled team worldwide that have saved their clients over $1 billion in taxes - a testament to her meticulous approach and the trust she's built in the industry.Shauna shares her incredible journey from studying astrophysics to becoming one of the nation's leading tax strategists. With a passion likened to a strategic game of chess, she recounts the story of how her career began by helping her mother with an IRS issue, ultimately leading to her passion for the field.Her expertise, once reserved for top corporations, now empowers small businesses and entrepreneurs to optimize their tax strategies. As one of only 15 certified tax strategists in the U.S., Shauna and her team collaborate seamlessly with clients' financial teams, crafting robust, compliant tax plans. Just a hint of the gold shared in this episode:• Her firms unique strategy to keep audits minimal• Navigating the complexities of real estate and mortgage note industries• The aggression scale of tax filings and how to tailor your specific risk tolerance• Strategic tax planning to transform your financial and generational wealthShauna's insights are a masterclass in maximizing tax benefits while staying on the right side of the law, with a fresh perspective on tax strategy, making it relatable and actionable.Connect further with Shauna Wekherlien, the Tax Goddess at https://taxgoddess.com or LinkedIn https://www.linkedin.com/in/taxgoddess/.Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email bill@firstliencapital.com or go to https://www.firstliencapital.com.To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, affectionately known as the "Tax Goddess," is a force to be reckoned with in the world of tax strategy.  A top 1% ranked tax strategist, she's passionate about helping successful business owners, entrepreneurs, and high-wage earners navigate the complexities of the tax code and significantly reduce their tax burden. Since founding Tax Goddess Business Services, PC in 2004, Shauna has built a global team of tax specialists who share her commitment to clear communication and client empowerment. Shauna's approach is anything but ordinary.  With her engaging and enthusiastic personality, she's been called a "pure joy" to work with, making the often-dreaded topic of taxes surprisingly "fun." Her proprietary program, Strategic Tax Coaching (STC), has yielded remarkable results, with a current average tax rate of just 6.92% for her clients.  With over 4700 tax plans written to date, the Tax Goddess team has saved clients a staggering sum of over $1.47 billion in taxes. Beyond her impressive track record, Shauna is a zealous tax and financial educator. She's a highly sought-after speaker and best-selling author, known for her ability to break down complex tax concepts into easily digestible terms. Her expertise has been featured in numerous publications, including Forbes and Entrepreneur, and she's a frequent guest on television and podcasts, sharing her insights with audiences around the world. Shauna's background in high-wealth financial planning management, business tax strategy, and wealth transfer strategy gives her a unique perspective and a deep understanding of the tax challenges faced by her clients. From tax structures and partnerships to cash flow management and real estate transactions, she offers comprehensive solutions tailored to each individual's needs. From pioneering the Tax Goddess brand to revolutionizing the tax game, Shauna continues to be a trailblazer in every sense. She's breaking down barriers, empowering others to take control of their financial future, and proving that with the right strategy and a touch of fun, anyone can achieve tax success. For More Info: https://TaxGoddess.com

Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess'. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.Shauna holds a Master's Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in Forbes, Entrepreneur, and CNNMoney, and appearances on CBS, NBC, and FOX. Shauna is not only a tax expert but also a dynamic educator and speaker, making complex tax strategies accessible and even enjoyable. 12:01 For those that aren't super familiar with the captive insurance concept, let's expand a bit more on what it is and how it can essentially wipe out a $100k liability each year. There's a lot to it. Why do people put it on a nasty list, and how do you stay away from that?16:22 What are the basics if someone asks you "I have a tax preparer or I have an accountant...they're already doing all this for me..." and the answer's typically no they're not - and it's because if they're more compliance focused, they're just too freaking busy to be looking ahead at proactive stuff. What are warning signs to ask for if you truly want a tax planner?21:06 How much do you dabble with estate planning and working with estate attorneys, and that side of things?25:18 Let's circle back. Give me the elevator pitch of what captive insurance is.36:55 Is there a particular pricing method that you like to use as a tax strategist that you recommend to others?

It always amazes me how many real estate investors are still doing their own year-end taxes, or they're working with a tax preparer who doesn't specialize in real estate. While hiring an expert to do your taxes can be expensive, it's much preferable to the alternative, which is not maximizing the powerful tax benefits you receive from investing in real estate. My guest today is a profit first accountant who has saved her clients over $1 billion in taxes.  Shauna The Tax Goddess is going to share the top tax saving strategies for real estate investors. We'll be discussing cost segregation, real estate professional status, and the differences between short-term rental and long-term rental taxation. Shauna is also going to share some strategies that many investors aren't even aware of, such as paying your children, renting out your personal residence for less than 14 days tax-free, and writing off your dog. Find out more: Phone number: 602-357-3275 taxgoddess.com To book a call, here is the link to the growth team: taxgoddess.com/growth-team Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

Welcome to another edition of the Wealth Architect podcast with Mark Yegge. Today, Mark dives into a topic that affects everyone: taxes. Joined by Shauna, the "Tax Goddess," Mark explores strategies that can save you money by reducing your tax burden. Shauna, a two-time published author and founder of Tax Goddess Business Services, shares her expertise on how to leverage the tax code to benefit business owners, investors, and entrepreneurs. With over 65 team members worldwide and having saved clients over a billion dollars, Shauna is ranked in the top 1% of tax strategists in the USA. She discusses her journey into the world of taxes, her unique approaches, and practical tips for maximizing deductions. Tune in to learn how to keep more of your hard-earned money. To reach Shauna:  taxgoddess.com or on YouTube: @taxgoddess

In this episode of the Profit First for REI podcast, we have Shauna, the Tax Goddess. Shauna is a highly sought-after Tax Strategist who helps successful business owners, entrepreneurs, and high-wage earners reduce their tax burden.If you need practical advice on keeping more money in your pocket and not paying too much tax, Shauna has a wealth of knowledge! In this episode, she shares ways to save money on taxes and more ways to increase your profitability. Enjoy the show!Key Takeaways:[00:55] Introducing Shauna the Tax Goddess[01:45] 'The Tax Goddess'[03:18] How did she become a tax strategist?[07:25] Ordinary, necessary, reasonable[12:28] Different tax strategies[17:29] What is your aggression scale?[19:51] Specific tips for real estate investors[25:45] Performance vs Culture[28:40] Connect with Shauna, The Tax GoddessQuotes:[10:49] "A lot of what you do as a business owner, you need to run through this filter of ordinary, necessary, and reasonable to determine if for you and what you are doing, you believe that you need those three."[16:24] "Which strategy will be the best depends on what you as a taxpayer want for you, your family, and your wife."[18:09] "Your aggression scale will determine which strategies you can use or don't use."Connect with Shauna:Website: https://taxgoddess.com/ Tired of living deal to deal? If you are a real estate investor or business owner who is tired of living deal to deal and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David

https://youtu.be/sbYC8KBiZK0 Shauna Wekherlien is the owner of the Tax Goddess Services firm, a top 1% tax advisory firm helping small businesses with tax, accounting, and payroll duties. We discuss Shauna's journey to becoming the Tax Goddess, inspired by her dedication to assisting small businesses with tax strategies. She explains the "aggression scale" in tax planning, highlighting the importance of aligning strategies with clients' risk tolerance and sharing innovative tax deductions to help business owners maximize savings and achieve financial success. --- Save 2/3rd of your Taxes with Shauna the Tax Goddess Good day, dear listeners, Steve Preda here with the Management Blueprint Podcast, and my guest today is Shauna, the Tax Goddess, who owns the Tax Goddess Services firm, which is a top 1% tax advisory firm helping small businesses with tax, accounting, and payroll duties. Shauna, welcome to the show. Thank you so much for having me. It's such a pleasure. I'm so excited. I love management stuff, so this should be lots of fun. Alright. It's not all management, but definitely, I mean, we have evolved. We are still called Management Blueprint, but it's all about business framework. So let's jump in and I'm really curious about how you became the tax goddess, or is it just your firm's name? It's a great question. So, well, technically I suppose at this point it is my title, but yes, it is the firm name. So we've really all started, and two sides to this. There's how the name came about, and then all of these fun little designations behind my name, you know, the alphabet suit behind the name. So I'll start with the alphabet suit. That's probably the easier one. So I am a CPA, certified public accountant. I have my master's in taxation. I am a certified tax coach, a certified tax preparer, and a certified tax strategist. So certified, certified, certified, certified, and some more certifications in there, right? And that's all the technical gobbledygook, right? Basically saying that out of 660,000 CPAs in the US, there are only 15 of us that have the designations that I have. And we all specialize in tax strategy and only tax strategy. We don't do audits. I own a firm that does a bunch of stuff, but me, myself, and I, I do the tax strategy side. And so really, I suppose that's where the name Tax Goddess came from many, many, many years ago. Tax Goddess is a company that's turning 20 years old this year in August. I'm very excited about that. So let's see, I think it was year three of my business or something like that. So a very long time ago, I was at a networking group and it was one of those instances where, you know, they had a microphone and they were passing it around and they were like 200 people in the room and they'd give you the microphone, you'd stand up, do your 30 second commercial, you know, who are you? What do you do? All the things. And unfortunately I'm a little bit of a chatterbox, just a little bit. I like to talk to people. And so, I was talking to my friends that next to me and talking away. And I get a tap on the shoulder and a microphone shoved in my face. And I went, I'm not prepared at all. Grab the microphone, stand up and say, hi, I'm Shauna the Tax Goddess. And it just rolled out. And every head, 200 people in the room spun to look at me. And a very good friend of mine who was sitting way on the other side of the room came up to me after and said, best marketing name ever. You put that on everything. It goes with the flaming red hair. I mean, it's your personality, like everything.Share on X And so, from that day forward, we were called Tax Goddess. So okay, well, that makes sense. I can actually visualize you as being up in the clouds and looking down on the other 14 tax mortals who are strategists but maybe not gods. Aww. All right, so let's dig in because I'm really curious about what a tax goddess can do. And in fact, you have a framework which is pretty divine,

Shauna Wekherlien is the owner of the Tax Goddess Services firm, a top 1% tax advisory firm helping small businesses with tax, accounting, and payroll duties.   We discuss Shauna's journey to becoming the Tax Goddess, inspired by her dedication to assisting small businesses with tax strategies. She explains the "aggression scale" in tax planning, highlighting the importance of aligning strategies with clients' risk tolerance and sharing innovative tax deductions to help business owners maximize savings and achieve financial success.   (0:41) The Tax Goddess's Origin Story (3:31) The Aggression Scale and its degrees (7:35) The Tax Write-Off Framework (19:58) What Shauna is working on.. (27:03) Learn more about the Tax Goddess   Links and Resources Shauna's LinkedIn Tax Goddess Business Services Explore Steve Preda Business Growth tech https://stevepreda.com/business-growth-tech/ Follow video shorts of current and past episodes on LinkedIn https://www.linkedin.com/company/stevepreda-com/ Management Blueprint Podcast on Youtube https://bit.ly/MBPodcastPlaylistYT  Steve Preda's books on Amazon https://www.amazon.com/stores/author/B08XPTF4ST/allbooks

Is tax deduction making you excited or terrified?In this episode of the Little Blue Pill for Business podcast, we dive deep into the world of tax strategies with our special guest, Shauna A. Wekherlein CPA, a renowned tax strategist and expert. Join us as Shauna shares her valuable insights and expert advice on how business owners can transform their tax burden into a strategic tax advantage.Discover the power of proactive tax planning and learn how to leverage smart tax strategies to minimize tax liabilities, maximize savings, and ultimately boost your bottom line. Shauna's extensive experience and deep understanding of the tax landscape will provide you with practical tips and actionable strategies that you can implement right away.Whether you're a seasoned business owner or just starting out, this episode will equip you with the knowledge and tools to navigate the complexities of the tax system with confidence. Shauna's expertise will empower you to make informed financial decisions, optimize your tax position, and take control of your business's financial future.Check this out!Show Links:Introduction to Tax Goddess Page: https://taxgoddess.com/growth-team/Tax Goddess' Podcast Guesting Feedback Survey : Click HereShauna on LinkedIn: https://www.linkedin.com/in/taxgoddess/"The 6% Life: 7 Strategies That Successful Entrepreneurs Use to Reengineer Their Life to Consistently Pay Less Than 6% in Taxes" book on Amazon: https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/Digital Adoption Roadmap: https://www.awarenessstrategies.com/digital-adoption-roadmap/

Looking for tax deduction?In this episode of The Business Ownership Podcast I interviewed Shauna A. Wekherlein. She is the Top 1% of Tax Strategists in the USA, specializing in Business Tax Strategy & Real Estate. She has 20+ years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. With over 4700 tax plans written thus far, the Tax Goddess team has been able to help clients save over $1.12 Billion in taxes. Learn how to save on taxes. Check this out!Introduction to Tax Goddess Page: https://taxgoddess.com/growth-team/Shauna on LinkedIn: https://www.linkedin.com/in/taxgoddess/"The 6% Life: 7 Strategies That Successful Entrepreneurs Use to Reengineer Their Life to Consistently Pay Less Than 6% in Taxes" book on Amazon: https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/Digital Adoption Roadmap: https://www.awarenessstrategies.com/digital-adoption-roadmap/ 

Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden?Listen in as my guest, Shauna A. Wekherlien, CPA peels back the curtain on these topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing.From navigating financial windfalls like selling a business or property to innovative strategies for business owners and side hustlers—like hiring your children or even writing off your dog—Shauna promises legal, effective tactics to lighten your tax load.If you're ready to transform your approach to taxes and uncover strategies to keep more of your hard-earned money in your pocket, this episode is a treasure trove of wisdom you won't want to miss.Anna's Takeaways:Intro (00:00)Minimizing Tax Burden (01:36)Building A Team Of Professionals (04:18)Working With CPA's (10:17)Tax Strategies For Individuals And Businesses (13:41)Starting A Business + Using Children In Tax-Free Income (19:09)Saving Money For Children's Education (25:21)Families With Businesses + Investments (28:07)529 College Savings Plans + Alternative Life Insurance Options (32:31)Families With Kids (38:12)Strategies For Significant Life Changes (41:04)Meet Shauna A. Wekherlien, CPA:Shauna A. Wekherlien, CPA, MTax, CTC, CTS, commonly known as The Tax Goddess, is a US' Top 1% ranked, highly sought-after Tax Strategist. She is passionate about helping successful business owners, entrepreneurs, and high-wage earners reduce their tax burden. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities and manage tax risk legally.Rate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest Websites Chapters of the new book “6 % life”Facebook Page - https://www.facebook.com/thetaxgoddessInstagram Page - https://www.instagram.com/thetaxgoddess/Twitter - https://twitter.com/TaxGoddessLinkedin - https://www.linkedin.com/in/taxgoddess/Website -

Brent chats with Shauna A. Wekherlien (the Tax Goddess) about how to do income tax planning with the possible sunset of the Trump tax cuts in 2026. They discuss their thinking on the possibility of the sunset happening, how to view changing laws, and ways to try to have your cake and eat it too. They talk about the constant need to vigilance in tax planning and the frequency of change that makes it complex.

Shauna Wekherlien is an author, speaker, investor, and highly sought-after tax strategist whose reputation has been built on 20+ years of experience and implementing innovative tax solutions for individuals and businesses. Shauna has been featured on many news and radio stations (CBS, NBC, FOX, ABC, Sonoran Living, The List, KFNX, KFYI, etc) as well as written publications (CNNMoney, The Arizona Republic, Phoenix Women, AZBiz, etc). She is an educational Tax Professional who loves to see the light bulb turn on for those she teaches, mentors, and guides. She truly is a “Tax Goddess.” 

236: How to Work with a Tax Strategist with Shauna Wekherlien On the podcast today is Shauna Wekherlien, lovingly known as the Tax Goddess. Shauna is in the top 1% of tax strategists in the nation. Her clients employ the tax strategies she recommends and her firm has an average of 6.9% tax rate. We are going to have a great discussion about taxes, how CPAs and strategists work together, and about the IRS Dirty Dozen.  Topics Mentioned: IRS Dirty Dozen  Captive Insurance  Write your dog off on your taxes  Augusta Rule or Masters Exemption  Aggression Scale  Key Thoughts:   I am all about making profit, but I'm also all about you keeping it, for whatever reason you want to use it. 9:56  Shauna    I usually tell my clients, my goal is to take you as close to the edge of what the tax laws say, without pushing you over. 10:45  Michele    Every strategy has a good version of a strategy and a bad version of the strategy. 17:06 Shauna    When we make some of these decisions with our tax strategist, we also need to realize that some of these decisions are not one-year decisions, they are decisions that have a longer-term implication. 27:20 Michele    You have to be surrounded by a team that matches who you are because you are you, you are the client, you are the center of the focus of the world, from that standpoint of the team that is focused on you. 47:26 Shauna    I think that's so important because sometimes when we're talking finances and taxes, it feels hairy and scary and nasty and there are parts of it that really are not going to diminish that, but it also is something that we can get our arms around if we have the right people in our team. 51:19 Michele    Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams Contact Shauna: Email: shauna@taxgoddess.com Websites: https://taxgoddess.com/ LinkedIn: https://www.linkedin.com/in/taxgoddess/   Facebook: https://www.facebook.com/thetaxgoddess Instagram: https://www.instagram.com/thetaxgoddess/ Twitter: https://twitter.com/TaxGoddess Youtube: @TaxGoddess References and Resources: Work with Me Profit First by Mike Michalowicz

Business owners! Are you taking advantage of every tax break available to you? If you're not already working with a tax strategist, the answer is probably no. Join me as I sit down with seasoned tax strategist Shauna Wekherlien, a.k.a The Tax Goddess, as she delivers five tax tips that could mean thousands of dollars in deductions on your next return. You will want to hear this episode if you are interested in... What is a tax strategist? [1:37] Defining a high-earning business and one of Shauna's favorite tax strategies [4:57] Understanding the Augusta Rule [14:54] Getting your kids on the payroll [20:35] Why your dog could be human's best tax write-off [23:51] The tax deduction mistake too many CPAs make [27:00] The four-legged financial approach Without CPAs American business owners wouldn't be able to file their taxes. Well, they could, but it probably wouldn't go well. That being said, a CPA isn't the only financial professional you need to get the most out of tax season. Shauna recommends that businesses use all four legs of her financial stool for stability: a bookkeeper, a tax strategist, a CPA, and a financial advisor. After your bookkeeper handles the day-to-day accounting, a tax strategist helps you manage your entire financial world. They keep track of where you're spending money, how much you're spending, and how you're investing that money from a tax perspective.  A tax strategist like Shauna will help you tweak all of those things so that by December 31, you are reporting the lowest profit possible and keeping the largest amount of money in your pocket. Then it's time to hand everything over to your CPA, who files the return, protects you from audit, and ensures you're not breaking any rules. This is when you and your financial advisor have fun choosing how to invest that money, build your portfolio, and get ready for retirement.  Risk and reward One of the biggest things Shauna wants prospective clients to understand is the idea of risk. Similar to the risk assessed in a retirement portfolio, tax strategies also have risk. Every business needs to know where they fall on the aggression scale, with 1 being zero IRS contact (except for a random audit) and 10 being everyone is going to jail. Obviously, we don't want to be anywhere near a 10, but Shauna says clients can go as high as an 8 while still being aboveboard. You just have to be willing to speak with the IRS and provide proof of your deductions.  Shauna shared so many great tax tips in this episode, but one of them is known as the Augusta Rule. Also known as the Master's Exception, this tax rule allows you to rent your home for business use and deduct the cost from your taxes. Because your business is technically a separate entity from you, the rule allows you to rent your home out to your business for up to 14 days per year without paying income tax on the revenue. For more on this and other tax strategies that could save your business thousands in deductions, listen to the full episode! Resources Mentioned Shauna's website  Take my Retirement Readiness Review online course! Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

taxgoddess.comTax Goddess is an amazing mix of professionals from different parts of the world, 11+ countries at present and counting. Each one of them been proven to be the best in their respective fields. They specialize in reducing taxes for business owners, investors, professionals, and other 7 & 8 figure entrepreneurs across the US and are ranked among the Top 1% for tax strategists in the country. As an industry leader, they have helped save their clients over $740,264,635 and counting! It is the efforts of the Tax Goddess team that ensure we save you every bit of your hard-earned money.

This interview is full of literal gold! Shauna, @TaxGoddess is a Top 1% ranked, highly sought-after Tax Strategist focusing on successful business owners, entrepreneurs, and investors paying $100k in taxes or more annually.   taxgoddess.com

It's tax season, how aggressive do you want to be with your taxes? Shark Bite Biz's David Strausser & Shauna "The Tax Goddess" chat about that in this week's episode. Make sure you check out the full episode #195. Check out Shauna The Tax Goddess' Website here: http://taxgoddess.com Check out our sponsor, SAP Platinum Partner SEIDOR here: https://www.seidor.com Watch us on YouTube: https://youtube.com/c/SharkBiteBiz Visit our NEW Merch store: https://store.sharkbitebiz.com  Connect with David Strausser on LinkedIn: http://www.linkedin.com/in/DavidStrausser Join our Reddit Community: https://www.reddit.com/r/SharkBiteBiz/ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: http://patreon.com/sharkbitebiz Subscribe to the audio podcast on: http://www.SharkBiteBiz.com Find out more about the host, David Strausser: http://www.davidstrausser.com Follow David Strausser on Instagram: https://www.instagram.com/dstrausser83/ Follow us on Facebook: http://www.facebook.com/SharkBiteBiz Follow us on Twitter: http://www.twitter.com/SharkBiteBiz Follow David Strausser on Twitter: https://www.twitter.com/dstrausser83 Listen on Apple iTunes: https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA Listen on Spotify: https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ Listen on Listen Notes: https://www.listennotes.com/podcasts/shark-bite-biz-business-growth-podcast-AMt-rRP2DXl/ Listen on Stitcher: https://www.stitcher.com/podcast/shark-bite-biz Listen on iHeartRADIO: https://www.iheart.com/podcast/269-shark-bite-biz-68819872/ Produced by: Francisco Strausser: https://www.youtube.com/channel/UC82qlvfm4mXg3C3AzqPHthw --- Send in a voice message: https://podcasters.spotify.com/pod/show/shark-bite-biz/message Support this podcast: https://podcasters.spotify.com/pod/show/shark-bite-biz/support

Do you or your business enjoy paying taxes? Are tax loopholes actual loopholes are they actually the law? How much tax risk should you take prior to #TaxDay? Shark Bite Biz's David Strausser chats with Shauna "The Tax Goddess" about all these tax saving tips and more. Check out Shauna The Tax Goddess' Website here: https://taxgoddess.com/ Check out our sponsor, SAP Platinum Partner SEIDOR here: https://www.seidor.com Watch us on YouTube: https://youtube.com/c/SharkBiteBiz Visit our NEW Merch store: https://store.sharkbitebiz.com  Connect with David Strausser on LinkedIn: http://www.linkedin.com/in/DavidStrausser Join our Reddit Community: https://www.reddit.com/r/SharkBiteBiz/ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: http://patreon.com/sharkbitebiz Subscribe to the audio podcast on: http://www.SharkBiteBiz.com Find out more about the host, David Strausser: http://www.davidstrausser.com Follow David Strausser on Instagram: https://www.instagram.com/dstrausser83/ Follow us on Facebook: http://www.facebook.com/SharkBiteBiz Follow us on Twitter: http://www.twitter.com/SharkBiteBiz Follow David Strausser on Twitter: https://www.twitter.com/dstrausser83 Listen on Apple iTunes: https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA Listen on Spotify: https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ Listen on Listen Notes: https://www.listennotes.com/podcasts/shark-bite-biz-business-growth-podcast-AMt-rRP2DXl/ Listen on Stitcher: https://www.stitcher.com/podcast/shark-bite-biz Listen on iHeartRADIO: https://www.iheart.com/podcast/269-shark-bite-biz-68819872/ Produced by: Francisco Strausser: https://www.youtube.com/channel/UC82qlvfm4mXg3C3AzqPHthw --- Send in a voice message: https://podcasters.spotify.com/pod/show/shark-bite-biz/message Support this podcast: https://podcasters.spotify.com/pod/show/shark-bite-biz/support

Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors.  At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes!  Shauna earned the name ‘tax goddess' after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax goddess' was an eye catching and head spinning name, so she went for it. A marketing friend at the same event loved how it sounded, and 17 years ago, Shauna the Tax Goddess was born.

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

Shauna Wekerlien is known as the Tax Goddess for one big reason: she runs a company that last year alone saved business owners over $750 million in taxes. She is not your run of the mill CPA. She is a tax specialist and very few like her exist. Her entire job is reducing the taxable income for business owners. Working with a tax specialist like Shauna is a great way for real estate agents to identify how to keep more of the commission checks they've earned. She advises people to report all of their income and then use the legal tax structures that are available to keep as much of it as possible. What she has found is that very few business owners do this and they end up sending more money than they should to the IRS.  Join Shauna Wekherlien and Host Dan Lesniak as they discuss… ∙ Why real estate agents need to use tax specialists, not just CPAs. ∙ The importance of looking at your income and expenses as early in the year as possible. ∙ Why self-education about money and finances is so important.  ∙ Why you should report all of your income and then use the legal structures that are in place to help you keep as much of it as possible.  QUOTES TO SHARE

"With the right strategy, you can take your tax rate down to zero and achieve your goals - be it lifestyle or financial - all while staying legal and above board." - Shauna Wekherlien Paul speaks with Shauna Wekherlien is a CPA and Certified Tax Strategist who has been in the business of helping entrepreneurs and business owners reduce their taxes for over 18 years. She is the founder of Tax Goddess, a tax strategy firm that specializes in finding the most effective legal tax strategies for her clients. You will Learn  1. Discovering the difference between CPAs and Tax Strategists 2. Exploring the Aggression Scale for Tax Strategies 3. Learning the Impact of Tax Strategies on Business Owners   Thank you for listening  Connect with Shauna here:Website: https://taxgoddess.com/ LinkedIn: https://www.linkedin.com/in/taxgoddess/ Youtube:  https://www.youtube.com/@TaxGoddess Connect with Paul https://innovativewealth.com/ https://businesslegacypodcast.com/  

Are you looking for innovative tax strategies to reduce you or your clients' tax burden?  Or, simply sick of paying more than you need to in taxes? Then tune into this episode to hear vital information that you won't want to miss! Guest Shauna Wekherlien, CPA provides proven, legal, effective, and easy strategies that any... The post The Top 3 Deductions Your CPA Never Told You About with “The Tax Goddess” – [Best of PowerTips Unscripted] appeared first on PowerTips Unscripted.

It's coming up to your 2023 tax year, and you're starting to get worried about how you're going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether you're a doctor, business owner, or investor. Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.   In this episode, Dave & Shauna talks about… Ways to reduce taxes and increase cash flow How did Shauna Wekherlien become obsessed with taxation? Steps to take to improve your finances as a WU2. How to spot good and bad oil gas investments? Tax Strategies for Business Owners Tips for Airbnb owners aside from renting out your property for a night   Resources Mentioned: Connect with Dave: Ebook to Road to Retire Contact: 833-343-2986 Free 30mins strategy session: ‪(612) 284-24 dave@daviddenniston.com Connect with Shauna A. Wekherlien taxgoddess.com   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm's views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

EP 304 Shauna A. Wekherlien, Tax Goddess On this episode of The Live and Lead with Impact Podcast, Coach Kirsten is joined By Shauna A. Wekherlien! Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner's bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Throughout this episode Kirsten and Shauna speak about what truly inspired and motivated Shauna to leave her astrology studies to become this amazing Tax Goddess who's able to positively impact people lives daily. Shauna shares how her mom is her No.1 idol and after seeing her struggle with the IRS and seeing her mom feelings taken advantage of she decided it was her calling to help others in her mom's position. Kirsten and Shauna also work through some challenges Shauna is currently facing that are preventing her from making bigger and bolder impacts every day. Kirsten creates some easy-to-implement strategies to help Shauna overcome the ‘quiet quitting/great resignation' we're currently seeing among all workforces. Kirsten encourages Shauna, and others in similar positions, to re-evaluate their hiring procedures: instead of telling people what you need from them, show them what you have to offer them – and commit to it! Shauna expresses her passion throughout the entire podcast so it's no surprise that her best advice to us listeners, is to quit what you're doing if you're not super passionate about it, find something else you're interested in and if that's not doing it for you, quit and find something else and continue to do that until you find something that makes you excited every day! To learn more about Shauna and the amazing opportunities and strategies she has to offer head over to her website: www.Taxgoddess.com. You can also contact Shauna through all social media platforms @TaxGoddess If you enjoyed this episode and want to gain a deeper insight into everything Coach Kirsten has to offer you, head over to the following websites: www.FocusForwardCoaching.com www.myimpactacademy.com/bookcall/

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 76+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to […]

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 76+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to […] The post Shauna A. Wekherlien, CPA with Tax Goddess Business Services appeared first on Business RadioX ®.

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner's bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.  Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC).  Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express.  With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million.  Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as  Forbes  CNN Money  Daily Herald  Big News Network  Entrepreneur  CBS  FOX  ABC  Sonoran Living  The List  The Connect Show  The Arizona Republic and many more!  Shauna's passion and enthusiasm for helping business owners is tangible. Her clients rave about working with “The Goddess” in a wide variety of areas including, but not limited to, tax strategy creation, planning, coaching, IRS representation, tax preparation, bookkeeping, payroll processing, C-Suite consulting, enterprise digitization & remote models, and entity formation.  She is a recipient of several awards for ingenuity,  business intelligence, and leadership in her professional community.  Links:  Website: https://taxgoddess.com/ Youtube: https://www.youtube.com/channel/UCyaKEndOmUohZ-Rpre2_law FB Private Community of 4k+: https://www.facebook.com/groups/TaxStrategiesThatSaveThousandsSupport the show

Episode 56 replay - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner's bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express. With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million. Learn more about The Tax Goddess Here: https://taxstrategiesforadvisors.com/csi-advisors/  WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004 in this episode of . 

Shauna the Tax Goddess, How Tax Planning is Like a Chess Game Welcome to episode #35 of Social Security: Answers From The Experts with Martha Shedden. In this episode, Martha sits down with Shauna A. Wekherlien, and have an in depth discussion about Tax Goddess services and how to lower, as well as minimize taxes when planning retirement. Shauna A. Wekherlien, CPA, MTax, CTC, CTS, is in the top 1% of the exclusive field of Certified Tax Coaches and Certified Tax Strategists in the U.S. (per AICTC). In 2004, she founded Tax Goddess Business Services, PC, a global team of over 85 specialists that use plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action. Before starting her own company, Shauna gained experience and sharpened her skills working at leading corporations such as KPMG and American Express. With over 24 years of experience in implementing innovative tax solutions, she, and the Tax Goddess team, have continued to actively create tax strategies that, so far, have saved businesses and individuals over $523 million! Her expertise has been featured by top media platforms such as Forbes, CNN Money, Daily Herald, Entrepreneur, CBS, FOX, ABC. Shauna's passion and enthusiasm for helping businesses is tangible. She is a recipient of several awards for ingenuity, business intelligence, and leadership in her professional community.   Here is what to expect on this week's show: How Shauna became a ‘Tax Goddess'. The way ‘Tax Goddess' services focuses on retirement planning and tax strategies. How a retiree's social security is affected by their taxes and mistakes people make in planning. What should financial professionals know about a smart tax strategy and the way this relates to social security planning. Biggest mistakes that individuals make that affect their retirement planning. Use of insurance as a tool for retirement. Most important takeaways for financial and tax professionals who help clients with social security and retirement planning. Retiree's biggest fears related to taxes. What tax professionals can do to stay on the cutting edge of their business besides paying attention to tax rule changes.     Relevant Links: Links: https://taxgoddess.com/   Connect with Shauna: LinkedIn: https://www.linkedin.com/in/taxgoddess/   Learn more about your ad choices. Visit megaphone.fm/adchoices

BUSINESS OWNERS: Who you choose and how you conduct your business accounting makes a huge difference. This episode explores the different factors that go into a solid bookkeeping, accounting and tax planning relationship. Shauna Wekherlien is one of 607 tax strategy experts (in the world) that are capable of developing/deploying defensible tax strategies for Business Owners. Join us as we discuss the factors that impact "modern business accounting". Shauna's website: https://taxgoddess.com

Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner's bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express. With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million. Learn more about The Tax Goddess Here: https://taxstrategiesforadvisors.com/csi-advisors/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go towww.chemicalfreebody.com/enrichersand grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

This episode of the Passage to Profit Show features Shauna Wekherlien The Tax Goddess, Valeria Aloe from Conscious Abundance and Mark Cronin & John Lee Cronin from John's Crazy Socks. Shauna Wekherlien, CPA is ranked in the top 1% of only 600 Certified Tax Coach and Strategists in the U.S. She is the founder of Tax Goddess Business Services, PC is a full-service tax and accounting firm with a focus on tax strategy and planning to help lower and minimize taxes for business owners and investors. Shauna works with an international team of over 60 tax strategy experts. On average she lowers her clients taxes by $32,600/year, removes stress and hassle, and promotes business growth with additional cash flow. She has 20+ Years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. Read more at: https://taxgoddess.com/Valeria Aloe, our Executive Spotlight guest, is the founder of Conscious Abundance, a bilingual (Spanish and English) research-based, behavioral change platform for women and minority employees and is the author of “Uncolonized Latinas”. Valeria partners with organizations and corporations to identify the particular needs of their women and minority employees and clients, and support them with programs that seek to develop leadership skills, enhance emotional intelligence, and boost resilience and productivity. She also provides 1-on-1 coaching and conducts the course “Your Extraordinary Life Begins Today”, specifically designed for Hispanics in the United States. Read more at: https://uncolonizedlatinas.com/Mark Cronin & John Lee Cronin, our Entrepreneur Presenters, are the founders of John’s Crazy Socks, a sock company that offers an array of designs of socks in a multitude of patterns for men, women and children. Sock collections such as pop culture, food and drink to animals and more. John’s Crazy Socks is a father-son venture inspired by co-founder John Lee Cronin, a young man with Down syndrome. John’s affinity for crazy socks paired with his love of making people smile made our mission clear: we want to spread happiness. Together they found a way to create a social enterprise, John’s Crazy Socks, and build it into a multi-million dollar business. The company donates 5 percent of our earnings to the Special Olympics as they’ve played a vital role in John’s development. Read more at: https://johnscrazysocks.com/ Visit https://passagetoprofitshow.com/ for the latest updates and episodes.

This episode of the Passage to Profit Show features Shauna Wekherlien The Tax Goddess, Valeria Aloe from Conscious Abundance and Mark Cronin & John Lee Cronin from John's Crazy Socks. Shauna Wekherlien, CPA is ranked in the top 1% of only 600 Certified Tax Coach and Strategists in the U.S. She is the founder of Tax Goddess Business Services, PC is a full-service tax and accounting firm with a focus on tax strategy and planning to help lower and minimize taxes for business owners and investors. Shauna works with an international team of over 60 tax strategy experts. On average she lowers her clients taxes by $32,600/year, removes stress and hassle, and promotes business growth with additional cash flow. She has 20+ Years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. Read more at: https://taxgoddess.com/Valeria Aloe, our Executive Spotlight guest, is the founder of Conscious Abundance, a bilingual (Spanish and English) research-based, behavioral change platform for women and minority employees and is the author of “Uncolonized Latinas”. Valeria partners with organizations and corporations to identify the particular needs of their women and minority employees and clients, and support them with programs that seek to develop leadership skills, enhance emotional intelligence, and boost resilience and productivity. She also provides 1-on-1 coaching and conducts the course “Your Extraordinary Life Begins Today”, specifically designed for Hispanics in the United States. Read more at: https://uncolonizedlatinas.com/Mark Cronin & John Lee Cronin, our Entrepreneur Presenters, are the founders of John’s Crazy Socks, a sock company that offers an array of designs of socks in a multitude of patterns for men, women and children. Sock collections such as pop culture, food and drink to animals and more. John’s Crazy Socks is a father-son venture inspired by co-founder John Lee Cronin, a young man with Down syndrome. John’s affinity for crazy socks paired with his love of making people smile made our mission clear: we want to spread happiness. Together they found a way to create a social enterprise, John’s Crazy Socks, and build it into a multi-million dollar business. The company donates 5 percent of our earnings to the Special Olympics as they’ve played a vital role in John’s development. Read more at: https://johnscrazysocks.com/ Visit https://passagetoprofitshow.com/ for the latest updates and episodes.

Are you a business owner, investor, or self-employed who wants to earn more? Do you know that you can gain more by learning some of the rules and strategies in tax law? In this episode, Tax Goddess Shauna Wekherlien shares tips and techniques on leveraging tax avoidance and the importance of a tax strategist. In addition, Shauna discusses a brief background in the emerging technology of cryptocurrency and how it is being handled and monitored by the IRS. Shauna is ranked as a Top 1% tax strategist in the US. She works for business owners, investors, and even the self-employed to create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. 

Brent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka the Tax Goddess) about some of our favorite tax planning tips toContinue reading

Brent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka the Tax Goddess) about some of our favorite tax planning tips to SAVE TAXES before the end of the year. We discuss simple steps (like funding retirement accounts), expensing purchases, and more complex steps that take time to structure but can lead to significant savings. Shauna is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master's Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum  and is in the top 1% of Tax Strategists in the country. Shauna can be found at https://taxgoddess.com/

Are you looking for innovative tax strategies to reduce you or your clients' tax burden?  Or, simply sick of paying more than you need to in taxes? Then tune into this episode to hear vital information that you won't want to miss! Guest Shauna Wekherlien, CPA provides proven, legal, effective, and easy strategies that any... The post Ep.165: The Top 3 Deductions Your CPA Never Told You About with “The Tax Goddess” appeared first on PowerTips Unscripted.

Welcome to another episode of the Action and Ambition Podcast. Today, we are joined by Shauna Wekherlien, a CPA, MTax, CTC, CTS, specializing in business tax strategy and real estate. She is known as the Tax Goddess and is in the top 1% of Tax Strategists in the United States. Shauna is the founder and owner of Tax Goddess Business Services, PC. She is a CPA in Arizona and holds a master's degree in taxes from Arizona State University. She is one of just five qualified tax coaches in Arizona and one of the finest certified tax coaches in the United States. As a professional tax coach, Shauna is qualified to reduce your taxes to the absolute legal minimum. Stay tuned and learn more about Shauna!

July 30, 2021 Tax Goddess Shauna A. Wekherlien and Xero Ben Richmond

Our guest today is Shauna Wekherlien, CPA, MTax, CTC, CTS, (aka The Tax Goddess) the owner of Tax Goddess Business Services, PC and one of the elite Certified Tax Coaches in the USA. As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and [...] The post The Tax Goddess appeared first on AuthorExpertWire Podcast.

Our guest today is Shauna Wekherlien, CPA, MTax, CTC, CTS, (aka The Tax Goddess) the owner of Tax Goddess Business Services, PC and one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes [...] The post The Tax Goddess Helps Businesses Save BIG appeared first on AuthorExpertWire Podcast.

Shauna Wekherlien shares her wisdom on The Business Blast Podcast! You can learn more about Shauna here: https://taxgoddess.com/ This episode is brought to you by Authors Unite. Authors Unite provides you with all the resources you need to become a successful author. You can learn more about Authors Unite here: http://authorsunite.com/. Thank you for listening to The Business Blast Podcast! Tyler --- Support this podcast: https://anchor.fm/authorsunite/support