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Saving in Million in Taxes with Shauna A. Wekherlien, CPA Eps - 124 (Part-I)

Author
George Gordon Roberts III, Ph.D.
Published
Mon 17 Jul 2023
Episode Link
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Engaging Discussion with ๐’๐ก๐š๐ฎ๐ง๐š ๐–๐ž๐ค๐ก๐ž๐ซ๐ฅ๐ข๐ž๐ง, ๐Ž๐ฐ๐ง๐ž๐ซ / ๐“๐š๐ฑ ๐†๐จ๐๐๐ž๐ฌ๐ฌ / ๐‚๐๐€ ๐š๐ญ ๐“๐š๐ฑ ๐†๐จ๐๐๐ž๐ฌ๐ฌ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ, ๐๐‚! Don't miss this inspiring conversation as she shares his remarkable journey and provides valuable insights into the world of Taxation๐Ÿ” . ย 


โœณ๏ธJoin usย  for a tax strategy discussion! ๐Ÿ“Š๐Ÿ” Today, we'll explore the difference between CPA and tax strategy.ย 

Remember, implementing a solid strategy before consulting a CPA is crucial for success. โœณ๏ธlet's learn how to maximize our tax savings to the fullest. ๐Ÿ“ˆ๐Ÿ’ฐ Discover the ideal tax categories and the purpose of a 6% life. Looking for the optimal real estate strategy? ๐Ÿ ๐Ÿข Are you feeling trapped in a bucket at 12:30? Let's break free together. ๐Ÿชฃ๐Ÿ”“ Choosing the right path and determining your average rental duration is the focus. ๐Ÿ—บ๏ธ๐Ÿ“ Master assumption details will be shared by Shauna. โœ… Safeguarding against interest rate fluctuations is crucial. Let's explore preferred strategies ,Captive insurance strategy and 831 b Strategy insights await you!๐Ÿ’ก๐Ÿฆ Lastly, let's examine the countable plan. Don't miss out on this engaging tax talk!ย 

๐ŸŽ™๏ธ๐Ÿ’ผ #TaxStrategy #MaximizeSavings #RealEstateTips #FinancialInsights

๐Ÿ’ผ Check our pinned comment for more! ๐ŸŽ‰


๐๐จ๐จ๐ค๐ฌ ๐ญ๐ก๐š๐ญ ๐ก๐š๐ฏ๐ž ๐’๐ก๐š๐ฎ๐ง๐š ๐–๐ž๐ค๐ก๐ž๐ซ๐ฅ๐ข๐ž๐ง ๐š๐ฌ ๐š ๐‹๐ž๐š๐๐ž๐ซ ๐š๐ง๐ ๐„๐ง๐ญ๐ซ๐ž๐ฉ๐ซ๐ž๐ง๐ž๐ฎ๐ซ: 4-Hour Work Week by Tim Ferriss

๐๐ฎ๐จ๐ญ๐ž ๐ญ๐จ ๐Ÿ๐จ๐ซ๐ ๐ž ๐˜๐จ๐ฎ ๐š๐ฌ ๐š ๐‹๐ž๐š๐๐ž๐ซ ๐š๐ง๐ ๐„๐ง๐ญ๐ซ๐ž๐ฉ๐ซ๐ž๐ง๐ž๐ฎ๐ซ:
โ€œDo or do not. There is no try.โ€


๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐’๐ก๐š๐ฎ๐ง๐š ๐–๐ž๐ค๐ก๐ž๐ซ๐ฅ๐ข๐ž๐ง:
linkedin.com/in/taxgoddess
taxgoddess.com/socialmediafamily
[email protected]



๐‚๐ก๐š๐ฉ๐ญ๐ž๐ซ๐ฌ:

00:00 Introduction.

02:45 Cpa and tax strategy differ. Strategy implemented prior to cpa is significant.

04:45 Maximize complete tax savings.

05:40 Ideal tax categories.

06:55 The purpose of a 6% life.

09:40 Optimal real estate strategy.

12:30 Trapped in a bucket?

14:50 What's your average rental duration? Which path should you choose?

17:50 Master assumption is related to.

19:30 Advantages of American citizenship.

20:53 Preferred strategy for safeguarding against interest rate fluctuations.

23:10 Captive insurance strategy and additional insights on 831 b Strategy.

25:10 It will be a countable plan.

#realestate #investing #wealth



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