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Podcast: Success + Money + Mindset
Episode: The Tax Strategy Every Financial Advisor NEEDS Have With Their Clients – With The Tax Goddess, Shauna Wekherlien, CP
Description: 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...