In this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate planning and generational wealth, diversifying your portfolio with tax-advantaged investments, and real-life examples of significant tax savings. Shauna provides practical advice for starting a side business for tax benefits, explains the benefits of charitable remainder trusts, and outlines how to start implementing these strategies today. Join us to gain valuable insights on maximizing your wealth and securing your financial future with expert tax strategies.

Guest Bio
Shauna "The Tax Goddess"

Shauna is a top 1% tax strategist in the country, known for her innovative and effective tax-saving strategies. With a background in astrophysics and extensive expertise in taxation, she has saved her clients over $1.47 billion dollars over the years. Shauna is passionate about helping individuals and businesses optimize their tax strategies to build and preserve wealth.

Links for Viewers:

Shauna's Website - https://taxgoddess.com/shauna-wekherlien/
Think Outside the Stocks - https://thinkoutsidethestocks.com/

List of Topics

00:00 - 01:15 Introduction to Shauna and Key Differences in Tax Services; Strategies for W-2 Earners
01:15 - 02:55 Tax Strategies for Real Estate; Infinite Banking Benefits; Estate Planning and Investment Diversification
02:55 - 07:15 Examples of Tax Savings; Starting a Side Business for Tax Benefits; Charitable Remainder Trusts
07:15 - 15:20 Tax Preparer vs. Tax Strategist; Strategic Investment Options
15:21 - 20:36 Tax Options for W-2 Earners; Real Estate Professional Status; Political Impact on Taxes
20:36 - 23:30 Investment Alternatives and Tax Benefits
23:30 - 35:35 Creative Tax Deductions for Business Owners; Estate and Retirement Planning
40:33 - 43:39 Charitable Trusts: Deductions, Payouts, and Benefits; Estate Planning Tips
43:39 - 51:17 Investment Diversification and Strategies; Options Trading
51:17 - 55:13 Rapid Fire Questions with Shauna; Closing Remarks and Podcast Information

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE

Access FREE investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG

Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

EP38: Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes

Powered by Wave AI