4.6 • 658 Ratings
🗓️ 19 January 2024
⏱️ 56 minutes
🧾️ Download transcript
This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax.
Today's Panelists:
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0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.8 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.6 | Hello, Smart Money Tree Podcast listeners. |
0:12.5 | Welcome to this week's show. |
0:13.5 | My name's Kirk Chisholm, and I'll be your host. |
0:16.0 | And today I'm joined with a good friend of mine, Shauna Weaklein. |
0:18.7 | How are you doing, Shana? |
0:19.9 | I'm doing fabulous. Thank you so much for asking. |
0:22.7 | Good. Well, I'm glad to finally get Sean on the show. She's one of my favorite tax advisors. |
0:26.9 | She is wealth of knowledge. I wanted to get her on the show here as tax season is approaching. |
0:31.8 | We want to give you the best knowledge you can since there's actually a lot of other stuff. |
0:35.7 | But, China, tell us a little about your background. |
0:41.2 | Not sure how far back you want me to go. I started in... Relevant background. |
0:45.3 | Relevant background. I was going to say, I'm like astrophysics when I was five. Where are we starting? |
0:52.8 | Relevant background. So I am a CPA, master's in taxation, certified tax coach, certified tax strategist, which basically means that out of the 660,000 |
0:57.1 | CPAs in the U.S., I am ranked in the top three specifically for tax strategy. |
1:02.4 | So I would call myself a red-headed, fire-breathing, gold-grabbing dragon because I feel like |
1:08.2 | I sit on little coins of knowledge and I get to help people with |
1:12.1 | them. So all the good bits. Oh, this is great. You've come up with a lot of really cool stuff over |
1:17.2 | the years, so really appreciate that knowledge. So right now, you know, we've just gotten through |
1:21.4 | the new year and people are looking at their tax situation. They're wondering, how can I |
1:26.3 | not pay a lot of tax this year? |
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