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The Tax Goddess' Smart Strategies to Minimize Audits and Build Generational Wealth with Shauna Wekherlien

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Manage episode 444339926 series 3364327
Content provided by Bill Bymel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Bymel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 wealth
Shauna'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 [email protected] 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/

  continue reading

156 episodes

Artwork
iconShare
 
Manage episode 444339926 series 3364327
Content provided by Bill Bymel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Bymel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 wealth
Shauna'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 [email protected] 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/

  continue reading

156 episodes

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