Do It For Yourself with Stephen A. Taylor, JD, CFP®

Importance of Tax Advisors with Shauna Wekherlien – Strategies for Smart Tax Management and Savings

Listen Later

In this episode of Do it Yourself, Shauna Wekherlien shares her insights on the importance of tax strategy and how it differs from traditional CPA services.


She explains how working closely with clients to create personalized tax plans can lead to long-term financial success and wealth building. If you're ready to take control of your tax strategy and explore ways to save money while achieving your financial goals, this episode provides valuable advice and actionable steps.


Shauna Wekherlien, also known as the "Tax Goddess," is a highly experienced tax strategist specializing in personalized tax planning and proactive financial strategies. With a passion for helping individuals and business owners reduce their tax liabilities and build long-term wealth, Shauna has carved out a niche in tax strategy beyond the traditional role of a CPA.


Her unique approach involves working closely with clients to understand their personal and business needs, creating tailored tax strategies that maximize savings and support their financial goals.


Key Takeaways:

  • Tax Strategists vs. CPAs – Learn about the unique role of tax strategists in providing personalized, long-term tax strategies, compared to the more transactional approach of CPAs.
  • Building Wealth Through Strategic Tax Planning – How a tax strategist helps clients with long-term financial goals, such as funding surgeries or purchasing luxury items, by implementing tax strategies.
  • Proactive Communication and Financial Collaboration – The importance of consistent communication with your tax advisor and collaborating with other financial professionals for optimal outcomes.
  • Captive Insurance for High-Revenue Business Owners – Why business owners earning over $750,000 should consider captive insurance to secure their financial future.
  • Maximizing Tax Savings – Shauna shares how implementing high-impact tax strategies can save clients hundreds of thousands of dollars


    • Host: Steve Taylor – LinkedIn

    Guest: Shauna Wekherlien – Website


    Leave a review to share how this episode helped you.


    Have a topic suggestion? Email us with ideas for future episodes.

    ...more
    View all episodesView all episodes
    Download on the App Store
    Do It For Yourself with Stephen A. Taylor, JD, CFP®By Do it for Yourself