In today's episode, we're diving into the realm of tax strategists. I'll be sorting out the hype from the truth and guiding you on whether you genuinely need a tax strategist or if you're simply buying into the marketing noise. We'll talk about the problems that a tax strategist can solve for you, why a close relationship with your CPA might be what you truly need, and how to steer your business towards wealth without letting tax worries slow you down. And for those of you stressed about high tax bills, I've got insights that might just change your perspective. Stick around to finally learn how to make tax planning empowering, not daunting. Let's get into it.

 

What you'll hear in this episode:

07:04 California has high taxes, but estimation process.

09:17 Plan taxes around lifestyle, not vice versa.

12:37 Focus on earning, planning, and professional advice.

 

If you like this episode, check out:

How to Read Your Tax Return

S Corp Salary Explained Like a 3rd Grader

CFO Q&A - Tax Estimates

 

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.