EPISODE #1164

Tax Planning with Shauna Wekherlien

We talked about tax planning versus tax preparation, how to gauge your tolerance for tax planning, what opportunities exist to reduce tax liability, and how to get started!

Aug 12, 2021 | Podcast

About the Episode

LifeBlood NUMBERS: We talked about tax planning versus tax preparation, how to gauge your tolerance for tax planning, what opportunities exist to reduce tax liability, and how to get started with Shauna Wekherlien, CPA and top Tax Strategist.  Listen to learn how to prepare yourself for the prospective tax law changes!  

For the Difference Making Tip, scan ahead to 15:33!

You can learn more about Shauna at TaxGoddess.com, Facebook, Twitter and LinkedIn.

Access Shauna’s Facebook Group HERE

George Grombacher

George Grombacher

Lifeblood Host

Shauna Wekherlien

Shauna Wekherlien

Guest

More Episodes

Want a Life of Significance? Make Yourself Strong

Want a Life of Significance? Make Yourself Strong

Just getting by can be difficult. Becoming a success is challenging and admirable. Living a life of significance requires extreme focus, inquiry and consistent work. It’s available to all of us, but something too few aspire to.  What would the world be like if...

Succeeding in Life: Stop Wasting Time

Succeeding in Life: Stop Wasting Time

We all have enough time to do just about anything we want. We can start businesses, open a restaurant, become painters, or learn how to play pickleball. But we don’t have time to waste. If you’re interested in succeeding in life, you’ve got to stop wasting time. ...

7 Prioritization Tips for Better Time Management

A big part of prioritization is proactively making decisions about what’s important and should be paid attention to, as well as what is unimportant and should be avoided.  It’s knowing the highest and best use of your time, and working to spend as much time as...

Best to Leave the Stones Where They Are

Best to Leave the Stones Where They Are

Here’s the problem; we don’t know what’s in one another’s hearts.  I don’t know your true intentions and you don’t know mine. Therefore, I can choose to believe you, or not.  We live in a time when people scour the internet to find a single world (written or...

Defined Contribution Fundamentals: 3 Key Areas

Defined Contribution Fundamentals: 3 Key Areas

Defined contribution plans are a great place to save for retirement. In fact, it’s what they’re designed for. Different types of defined contribution plans are plans that receive special tax treatment from the IRS to incentivize people to save money for the long-term....

How to Change Your Mind

How to Change Your Mind

Is it better to be open or closed-minded?  Would you rather be constantly learning, or stuck in your ways?  The answer seems obvious, but we don’t act like it.  Instead, we seem to have settled and dug into our positions, and have become aggressively...

Understanding Disability Insurance

Understanding Disability Insurance

We spend a lot of money protecting things.  There’s life insurance to protect our loves should something happen to us. Health insurance pays for the cost (or some of the cost) of medical care. Long term care insurance pays for skilled care should we need it when...

Understanding Car Insurance

Understanding Car Insurance

Car accidents happen.  We don’t cause them on purpose, which is why they’re called accidents. Being in a car accident can be a surreal and life-threatening experience. Hopefully, should you ever be involved in one, the only damage will be to the car. ...

Join the show.

Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!