In this episode of Living Richly with Curo, Anne and Atricia welcome back Shauna, the Tax Goddess, to discuss key tax strategies and updates following the passage of the One Big Beautiful Bill (OBBBA). The conversation covers charitable giving changes, business structure considerations, tax pitfalls, and the importance of a trusted tax team.

Here’s what you’ll learn 👇

🌟 Impact of the One Big Beautiful Bill on charitable donations

📊 Business entity structuring and tax planning strategies

⚠️ Common tax missteps and how to avoid them

🛡️ Importance of aligning with a knowledgeable financial team

💡 How to balance present tax savings with future financial flexibility

⚖️ Navigating estate planning changes and gifting rules

🔍 Identifying risky tax strategies and ensuring legitimacy

🤖 Why AI is no substitute for an experienced tax professional

Join us to gain a clearer understanding of tax planning essentials and stay informed on recent changes with practical insights from an expert tax strategist.

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Catch up on Shauna's previous appearance on Living Richly: https://youtu.be/KhPzFUWtslg

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Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess," ( @TaxGoddess ) is a top 1% US tax strategist specializing in helping business owners, entrepreneurs, and high-income earners reduce their tax burden legally. 

Founder of Tax Goddess Business Services, PC in 2004, she leads a global team dedicated to simplifying tax strategies and maximizing savings. Shauna’s Strategic Tax Coaching (STC) program boasts an average client tax rate of 6.92%, with her team saving clients over $2 billion in taxes. A sought-after educator, speaker, and bestselling author, she has been featured in Forbes, Entrepreneur, CNN, CBS, and NBC, among others.

With expertise in tax structures, cash flow management, real estate transactions, and wealth transfer strategies, Shauna continues to break tax barriers and empower others to take control of their financial future.

📚  Resources mentioned:

- Tax Goddess Website: https://taxgoddess.com/

- Shauna’s Book, “The 6% Life”: https://a.co/d/88kjI8H

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

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