The IDEAL Investor Show: The Path to Early Retirement

LESSEN TAXES LEGALLY: Tips from 1 of the 15 Tax Strategists in the Country

• Axel Meierhoefer

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We invited Shauna Wekherlien, one of the US’ top 1% ranked and highly sought-after tax strategists. 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. She shares her tips to manage tax risk legally - enjoy!

[00:00-05:24] Introduction - How she started as a goddess
[05:25-10:01] Treat investments differently
[10:02-16:07]  DO THIS before selling properties
[16:08-21:24] How to avoid months of delayed sale
[21:25-22:40] Empire building = legacy
[22:41-26:42] How to find the right CPA for you?
[26:43-28:45] Small expenses help
[28:46-32:25] When do you need a goddess?
[32:26-34:58] Why LLC is important
[34:59-36:25] Get Answers from a Tax Strategist
[36:26-40:12] Don’t delay for better options
[40:13-41:39] Expert Q&A


More on YouTUbe? Watch here: https://youtu.be/dTeulR2fNus

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