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The Tax Strategy Every Financial Advisor NEEDS Have With Their Clients – With The Tax Goddess, Shauna Wekherlien, CP
How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren’t maximizing tax strategies—and that’s where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.
Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden.
In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.
What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn’t ONLY for high-net-worth clients
✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clients
Connect with Shauna: 💼 The Tax Goddess Website 📅 Book a Consultation
Share your biggest takeaway from this episode by DMing me on Instagram @thefinancialadvisoracademy or leaving a review!!
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By Scottie Taylor Jr
4.8
2020 ratings
How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren’t maximizing tax strategies—and that’s where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.
Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden.
In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.
What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn’t ONLY for high-net-worth clients
✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clients
Connect with Shauna: 💼 The Tax Goddess Website 📅 Book a Consultation
Share your biggest takeaway from this episode by DMing me on Instagram @thefinancialadvisoracademy or leaving a review!!