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Nội dung được cung cấp bởi Dave Denniston. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dave Denniston hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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S7, Episode 39 - Savings Money on Taxes in 2022 and 2023 with Shauna A. Wekherlien, CPA of Tax Goddess Business Services

41:21
 
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Manage episode 349323784 series 2360913
Nội dung được cung cấp bởi Dave Denniston. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dave Denniston hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

It's coming up to your 2023 tax year, and you're starting to get worried about how you're going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether you're a doctor, business owner, or investor.

Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.

In this episode, Dave & Shauna talks about…

  • Ways to reduce taxes and increase cash flow
  • How did Shauna Wekherlien become obsessed with taxation?
  • Steps to take to improve your finances as a WU2.
  • How to spot good and bad oil gas investments?
  • Tax Strategies for Business Owners
  • Tips for Airbnb owners aside from renting out your property for a night

Resources Mentioned:

Connect with Dave:

Ebook to Road to Retire Contact: 833-343-2986

Free 30mins strategy session: (612) 284-2409

dave@daviddenniston.com

Connect with Shauna A. Wekherlien

taxgoddess.com

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

218 tập

Artwork
iconChia sẻ
 
Manage episode 349323784 series 2360913
Nội dung được cung cấp bởi Dave Denniston. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dave Denniston hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

It's coming up to your 2023 tax year, and you're starting to get worried about how you're going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether you're a doctor, business owner, or investor.

Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.

In this episode, Dave & Shauna talks about…

  • Ways to reduce taxes and increase cash flow
  • How did Shauna Wekherlien become obsessed with taxation?
  • Steps to take to improve your finances as a WU2.
  • How to spot good and bad oil gas investments?
  • Tax Strategies for Business Owners
  • Tips for Airbnb owners aside from renting out your property for a night

Resources Mentioned:

Connect with Dave:

Ebook to Road to Retire Contact: 833-343-2986

Free 30mins strategy session: (612) 284-2409

dave@daviddenniston.com

Connect with Shauna A. Wekherlien

taxgoddess.com

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

218 tập

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