17 Dec Shauna Wekherlien – The Tax Goddess!
Are you a business owner, investor, or self-employed who wants to earn more? Do you know that you can gain more by learning some of the rules and strategies in tax law? In this episode, Tax Goddess Shauna Wekherlien shares tips and techniques on leveraging tax avoidance and the importance of a tax strategist. In addition, Shauna discusses a brief background in the emerging technology of cryptocurrency and how it is being handled and monitored by the IRS. Shauna is ranked as a Top 1% tax strategist in the US. She works for business owners, investors, and even the self-employed to create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum.
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Shauna Wekherlien – The Tax Goddess!
Author, Speaker, Investor, And A Highly Sought-After Tax Strategist
We have Shauna, the Tax Goddess. Before we start, Shauna, on what is going to be a very interesting journey, I have to ask you, what is that instrument of torture? It looks like a Klingon weapon or something right behind your left ear against the wall. What is it? What is it used for? Why is it in your office?
That is called guandao. When I was sixteen, I started training in Northern Shaolin Kung Fu. By the time I got to college, I was a weapons expert in 23 ancient Chinese weapons. This was my favorite. Originally, you would ride around on horseback and you could see the top of it. There’s a giant claw. You could take people out at the knees and that would be the end of it. My staff has told me, “Don’t mess with Shauna.” They have the right idea.
That’s a fairly persuasive approach to take, isn’t it? The Chinese thing they were doing, didn’t they with their instruments of horseback induced death. Does that mean you’re a 19th Dan black belt or something now?
No, unfortunately. I made it to black belt and then I had to stop. I’ve thought about going back but it’s been a bit.
Presumably, you don’t forget. It’s like riding a bicycle, isn’t it?
There are certain pieces of it. You do not want to surprise me in the kitchen while I have a knife in my hand. That is for sure.
Is this used as a negotiating tactic or is it a part of client onboarding?
Do what I tell you to do or else. I suppose the other side to that is I’m originally Canadian. I’m probably one of the nicest people you’ll ever meet. I suppose this is for backup.
I’m the nicest person you are ever going to meet. However, I do have a slightly dark side, which means I will amputate your head should you surprise me in the kitchen. The important thing is to get out of the way. By the way, I can save you a ton of money on your taxes. I only had two questions and that’s nothing like being prepared. Everyone has this standard CPA Jags but tax is an incredibly complex ancient set of regulations that goes back since the beginning of time. What was it in particular that drew you to that as opposed to something like law or other types of structures that are similar?
I started off in astrophysics. I’ve always had a numbers mindset. It suits my brain the way that it works. When I switched from the sciences to the business end, I went for both Finance and Accounting. Accounting is the most boring thing ever because it’s reporting history. I almost went back to the sciences and the astrophysics side, but then I found tax because tax is a very specific set of rules. You’re trying to get to a goal but you can move the chess pieces however you want them to move to get where you want to go. That’s what’s fascinating about it for me. It’s a game.
In physics, it’s a set of rules where you find the rules. I don’t think anyone knew what the rules were and probably still don’t. You experiment in the light of known rules. I suppose the outcome is human-created as opposed to being there since time immemorial. What led you? When was that first moment? I’m curious. When do you discover the attraction of that structure?
It was back in college when I took a Tax class because I was about to give up. I had looked at Law, Finance, Accounting. I’m glad other people like it but for me it was boring. There was no creativity. There was nothing new that I could add based on what I had seen. In this Tax class, this one professor brought up a case and my response to his case, he said, “I’ve never had anybody think about it like that but that would work.” I went, “I can rock this. Let’s go.”
It made it fun. It was very much a game for me and I liked the challenge. We look at everything on an aggression scale viewpoint. You’ve got zero. The IRS never calls you never ever and you get ten, which means we’re all going to jail. How do we go to an eight? We’re still legal but we’re pushing the envelope without going to a 9, 10 or into that darker area. It’s a lot of fun from that scene.
If you look at your typical client because the smaller businessmen, for example, are going to have the standard CPA reporting. Where are the areas having spent a number of years now working with this environment? Is there a particular area that springs out of being of particular interest to you within the tax legislation?
For me, it’s about how do we apply the rules that the big boys use to the little guy? Some very small, simple things. Do you have a kid? Let’s put the kid to work in the business. We can get $18,000 a year of tax-free income for every child over the age of seven. Fantastic. How can you use your house? Most people think, “I have mortgage interest fine. That’s the deduction.” The senators and the congressmen wrote their own law called the Master’s Exemption. Do you want 14 days at $3,000 an event tax-free? You can do that.
We’ve got a client taking about $140,000 a year because he owns a house 100% tax-free. Look up the Master’s Exemption. I’m ex-KPMG, one of the big four remaining giant accounting firms. I never thought it was fair that only the big boys got these types of strategies. My family is German. For 800 years, we’ve been in some small business. How do we take those same rules, apply, tweak and get into those nitty-gritty corners to find every dollar? Especially the small business, they needed the money.
Why is it that these types of regulations are only available or only visible to the larger organizations?
Typically, large organizations pay people like me. That’s one of the biggest things. The knowledge is out there but for your normal business owner, they’re more focused on how do I get clients and build my widget than reading all of the tax laws and keeping up with the changes. Every single day, I get three emails a day with IRS changes, state law changes, what’s going on with international law that applies to the US. You can’t. Unless you’re a specialist, the big boys have the money to pay people like me and the little guys never have.
This is about discovery. This is not about you simply regurgitating known regulations. It’s about you effectively researching the laws there and discovering anomalies or opportunities. This goes back to what your original tax class tutors discovered.
The biggest issue here is that no single tax plan is going to fit every single person. If you’re married and have kids, it’s different. If you have a business where have rental properties or investing in crypto, every single tax law fits your custom situation differently. There are some tax strategies that work across all businesses but those are the ones that your standard CPAs know. Let’s put money in a 401(k) or buy you a car this year. That’ll reduce your taxes. If you want to start looking at $40,000, $50,000, $60,000, $200,000 to $300,000 in tax reductions, it’s got to be custom. You can’t do that with off-the-shelf software.
All the software like TurboTax and all the stuff that amaze people are familiar with are scratching the surface in terms of what is possible. Do you think that most people don’t have the right approach when it comes to looking at their taxes? Do they assume that TurboTax, if it’s not in there, then it’s not available to them?
That’s the deal. When you’re looking at a tax preparation CPA, their job is not to find your strategies. A tax strategist is a completely separate professional. TurboTax’s job is to gather your data, put it on a form and let you file it. CPA’s job is to gather your data, maybe ask you some questions because something seems weird, put it on the form and then file it.
A tax strategist’s job is to dig into every detail. I want to talk to your financial advisor, your insurance planner and your state attorney. I want to speak with your real estate broker and financial team to understand who are you, what do you do, what are your goals and where are you trying to go then to be able to create a plan that we’re all working together, hopefully minimizing taxes along the way, which is the whole point from our perspective.
That is like a 3D model effectively. It’s very similar to the models that you would normally see in astrophysics, for example, or the sciences. What you’re doing is you’re using the same approach. It’s like, “Let’s look at all of the information available and create a strategy from that,” rather than looking at a limited snapshot off of something that could be irrelevant.
We can look at the limited snapshot but if the choice is between me saving you $1,000 with the limited snapshot or $100,000 because we look at some detail, which would you choose?
The next point is a typical client’s perspective. Who would you say you most want to work with in terms of there are people that you get offered with? Who is your target? Who would you prefer to work with more than any other?
It’s got to be business owners and I’ll be very upfront with it. The US Tax Code is written for business owners. If you’re a W-2, you’re effectively left out of 95% of tax strategies that could apply. It’s a business owner. Maybe they have 1, 2, 20 to 25 staff. They’re pulling maybe $500,000 to $10 million in gross revenues somewhere there. The biggest thing is that the owner has gone to their CPA. Keep the CPA relationship. We want you to have somebody that you trust that is on your side to look at these things but you’ve gone to your CPA and you said, “I pay in taxes out the years. I’ve done it for years. I’m done. I want to do something about it. I’m tired of the government having my money.”
That’s probably the key because we’ve done deals. The largest deal we’ve ever done was a $229 million business sale. The smallest client I’ve ever helped was making $1,000 a year. You have a business in the first place and you want to do something about it. You’re tired of handing over your money to the government.
Is it that type of subjective choice? Looking at something absolute like science, for example, you don’t say that I’m studying astrophysics because I’m tired of being blinded by moonlight. It’s there because it’s there to be started. Do you have issues with people that try and put a moral code on what you’re doing saying, “You shouldn’t be finding ways of avoiding.” It’s a two-part question. Number one, the moralist approach, how do you counter that as a scientist? Secondly, evade the question. What are the separations between those two keywords?
Let’s start with the first one, the moral issue. Everybody gets a choice. I’m certainly not going out preaching and saying, “You must reduce your taxes to the bare legal minimum.” Choose what you want to choose. We have some clients that come to us. We tell them, “Here are the things we can do.” They say, “I’m good with my state getting that government funding because that means the schools are getting funding and I’m fine with that.”
Everything we do is your choice. Our entire job is to bring you options, and your choice is to choose them. Whichever one you want to do or not do, it’s completely up to the client. From a moral standpoint, you’re going to have that argument. The government should be charging this tax, pay it. For many of us, we look at it and we say, “If some of our government is only paying 2% tax if they’re doing it, I’m going to do it. Let’s do it. I want the 2% tax rate. Let’s go get that.”
To come in the middle there and that’s where your second question comes in. The difference between tax avoidance and tax evasion because those are two hugely distinct words. Tax avoidance is we are still doing everything legal. Going back to that aggression scale, we’ll go to an eight, push the envelope but I’m not going to like, “You seem very nice but I’m not going to jail for you. It’s not happening.” We’ll give you all the legal strategies but every T is crossed and every I is dotted. That’s avoidance. Evasion is now you’re going into 9 and the 10. You’re hoping the IRS doesn’t catch you for something that you know is wrong and not good.
How much of what you do is down to interpretation as opposed to the simple application of clearly understood rules?
Probably about 80% of what we do for most people is straight-up application. There is the case. We never told them about it. They didn’t know about it. We’re tweaking or changing or doing whatever we’re doing. There are about 20% of the cases where now this is a specific interpretation. This is why I’ve got an entire team. I’ve got a staff of 62. It requires a lot more research, digging into the details.
Down to the fact, in some cases, we might have the client keep a written ledger of exactly they spent fifteen minutes on the phone with us and that one little fact is going to make a difference in their fact pattern to be able to take a deduction. It can range all the way around but I’d say 80% of it is either a client CPA didn’t know any better. We never told the client. That happens all the time.
There are 660,000 CPAs in the US. They’re not all tax experts. There are only 607 people in the entire US that do what I do. You can’t assume they’re all going to know all of the rules all the way around in tax. On the other side of that, it becomes up to the client. What do you want to do? Where does that aggression scale go? You might have a client at level three, “I want to do some stuff but I want to stay way away from the IRS.” “Fine. Let’s do a level three. You’re still going to get more than where you’re at.”
The question of interpretation, “Is interpretation a two-edged sword?” You can interpret it one way, the IRS would interpret it the other way. Is there always going to be absolute? Are they always correct? How easy or successful can one be challenging an IRS interpretation of a particular rule that is quite grey?
It does come down to what they are challenging. If you go, you’ve got the base level. You do something on the tax return, you get an audit. That’s your basic level. IRS agent comes out or sends you a letter and says, “Prove to us why you’re allowed to do what you’re allowed to do.” That’s your basic level. At that level, you can have brand new agents that are trying to prove their muster to their bosses. They will fight you tooth and nail or you get the other end of that spectrum but they’ve been doing it for twenty years and they’re like, “Whatever. It’s fine.” That’s talking about subjective. You have no idea what your agent is going to show up.
As you go up that scale, you can go from an agent, appeals or federal court. There are quite a few levels in there. The end is the judge. It’s the judiciary. It’s a legal court where the IRS has to prove their side and you prove your side, the judge makes the decision and then there are appeals after that. What I can tell you and this is based on our experience. Up and through now, we’ve written a little over 3,700 tax plans, these big, huge 800 pages with all the details and things. We’ve ever only had two of them that were audited.
Both of those were what are called no change, meaning the IRS approved of everything. That goes back to knowing who you’re dealing with. Do the research on your professional team, make sure that you read the reviews, talk to their clients and see what advice they’re going to give you to make sure that you as a client, feel comfortable with that team because if you’re a zero but the tax planner like me, I’m an eight. I can come down to zero but that might still be too much for you.
If you get to use a bag of astrophysics metaphors. If you look at the Higgs boson, for example, the discovery of the Higgs boson, which opened up an entirely or they opened up an entirely new area or particle physics. Cryptocurrencies, different types of monetary instruments, what do you see that doing in terms of de-stabilizing or changing the way that tax rules are written? Will there need to be much more collaboration? Is it likely to result in far greater regulation? What are you seeing in terms of the impact of devices like cryptocurrencies, which are changing the way that value changes hands?
The IRS formed a very particular task force specifically for cryptocurrencies. I believe it was back in 2008. The IRS is a big, massive beast. They don’t change things quickly. The rules that they’ve put into play are effectively treating crypto like any other stock. You’re on Google or BTC, it’s the same thing. We’re looking at it the same way. What’s going to happen is you’re going to get arguments and court cases going up the chain but it’s going to be years. There may not be any change to the current look and taxation of crypto for ten years.
I’m thinking more on an international basis as money flows internationally. Are we likely to see more tax regulation operating on an international basis rather than each country taxing transfers within that country? Are you seeing any seismic developments in taxation regulations that have been brought about by changes in technology such as crypto?
No single tax plan is going to fit every single person. If you have a business or have rental properties or investing crypto, every single tax law fits your custom situation differently.
Not yet, that’s a piece of the answer. The governments generally are not fast to change and move. We’ve had the rules on the international transfers forever. The likelihood they’re going to change anytime soon, in my honest opinion is even less than internal to the US. I do know they’re focused on it and looking at it but no matter what, you’re going to get case law that’s going to point this direction or that direction based on whatever’s happening at the time.
The biggest thing right now is what they’re trying to track and they started doing that. There are specialty forms for tracking offshores accounts. They’ve been pushing that a lot. One of the areas where especially cryptocurrency people are going to get hit and they don’t know they’re going to get hit is that crypto can often be held in offshore servers and accounts. If you don’t report that, the US government at the moment gets pretty cranky about that, like $10,000 per account per year cranky.
We’re seeing a lot of people, especially in the crypto space, get tripped up because you’ll have a guy who had a case myself. The guy was working. He was a software engineer. He was making $50,000 a year, put $3,000 into Ethereum way back when and now his portfolio is $140 million. He’s not trained and a financial expert. Unless you have an advisor, that’s like, “Warning symbol. We got to go look at this and let’s go double-check that.” The IRS is going to come up with a ton of these cases. You open that little Pandora’s box and now they’re into everything we know.
The other thing is the potential for strategists to open up this can of worms. What is your most interesting assignment? Are there particular species of question that resonates with you? Is there a particular area of tax law?
I’m going to say this very broadly but I’ll come to an example. One of my favorites is getting people what they want. That makes me happy. For example, I had one client and he wanted to buy a yacht. This was his dream. He’d wanted it forever and ever. Since he was a little boy, he wanted to buy a big yacht. Because of the way we structured the stuff, we were able to help him buy a $1.9 million yacht and write the whole thing off, which was awesome.
I had one and it always brings me to tears when I think about it. I had a mom who came into my office. We were writing a tax plan about her business and about other things. She called me one day and said, “I can’t focus on this right now. I found out that my five-year-old son has cancer.” Because she had a business and we were in the middle of writing a tax plan, we were able to set up a medical plan where her company could pay for all of the expenses for her son. It makes me feel like a superhero. It’s the best thing that I can phrase. What makes me happy about this is when somebody gives me a clear and direct goal, “This is what I want.” “Great. Let’s do it. Let’s figure it out.” There is always a way to get there. We have to get, how do we get there.
What are the biggest challenges or the ability to interpret and have positive outcomes like that? There are the yin and yang. There’s always the flip side. What are the biggest challenges that you face in this type of business?
The biggest one is I can tell you what to do but the client has to do it. That seems to be a problem with a lot of professional services, attorneys and tax strategists. We can lead the horse to water but you can’t force it to drink. We see this often and especially this time of year. We are coming to the end of the year and the beginning of the next year. We can tell you what to do but if you don’t get it accomplished by December 31st, 2021, this year is over. That’s it. You’re done. Pick up the champagne and start it on January 1st, 2022. That’s the best thing. That’s one of the biggest frustrations that I see and the biggest roadblock is people themselves.
Do you see any change in the approach of the regulatory bodies, IRS, FinCEN and all these other government entities? In terms of their approach, has it been pretty static over the years? Do you work hand in glove with them? Is the relationship beginning to pull apart? Do they become more aggressive over time?
Every time there’s a court case, the IRS has one extra point or piece of fact to now be able to go after other people if the taxpayer lost that court case. The biggest thing and one very important piece is knowing who you’re working with. CPAs are generally known to be extremely trustworthy. When they rank us in professional organizations and articles, they talk about your CPA as your trust. That is what it is. The same thing happens with the IRS. You can call the IRS and ask for documentation about a certain provider or CPI. Have they done bad things? Have all their clients been audited? Have you been making bad decisions? You can look at all of that.
As a CPA and tax strategist, one of the things that we tried to protect a lot is also, to be honest with you, my CPA license. How well do I look to the IRS or the state agencies? If a client comes to me and I’m in the bad with the IRS, the client will get audited. That goes back to earlier where I’m saying we’ve only ever had 2 out of 3,700. Both were no change.
The IRS doesn’t bother my clients. They don’t get bothered by the IRS but it very much depends. You’re talking about that relationship. Where does the IRS go to hunt for money first? They’re going to go to the lowest-hanging fruit. Those CPAs that they know are bad. They’re going to go look at their clients first.
A specific article had come out. This all relates to COVID-19. The IRS got hit with COVID-19 like everybody else. They lost something like 70% of their workforce. They can’t work and not going to work. The systems are so far behind in their technology. The systems weren’t ready for work at home, these kinds of things.
An article was released specifically from the IRS saying, “We’re only going to audit people that make more than $10 million for the next couple of years because that’s the staff we have. That’s what we can do.” There’s a huge opportunity there for the little guys to get in, get your feet wet, start getting comfortable with these strategies because if you start now, you’re also building a trend as you continue to grow. These are strategies we’ve been doing for years.
To most people, the IRS is a huge, scary, faceless organization. With your time dealing with them is there a human face to the IRS?
The answer in my world is always it depends. To everything, it depends. If you get what’s called a desk audit, it’s a machine printing out a letter. At some point, you’ll put together documents to send it back. You’ll probably never speak to another human. When you get into the types of strategies that we look at, there’s a human and we know them. We have their telephone number. We can talk to each other, “I’ve got a question about this. I want to make sure I’m doing this.” “You’re good. We’re good. We’re all good.”
It does depend on what are you doing, where on the regression scale and how much fight do you want to put into it. It makes me smile when I ask that aggression question and clients go, “I want to be at a twenty.” I’m like, “I’m not going to jail for dragging you back to an eight. Right here is where we’re stopping.” That comes along with. I’ve been doing this now for many years. I know a few of the IRS agents.
What would you say would be the biggest wake-ups or the areas where you’ve been surprised over the last several years that you’ve been working?
To be honest, you’ve hit the nail on the head. People do look at the IRS as a big, scary, well-oiled machine, not so much. You’ll get cases where you’ve been calling and speaking to IRS agents for three years and cases still aren’t resolved. They’re little easy things. They’re not big, complex things. You get a lot of the left hand and the right hand, don’t talk to each other. The one that’s a little heartbreaking is because the IRS is low on staff. They’re low in all these things.
The people that deserved refunds that had refunds allowed for the return are getting the partial refunds. They’re getting notices that say, “You don’t deserve that refund.” They do. The system, unfortunately, has come to the point where parts of it are broken. It’s the trickling down. That’s now causing issues because people don’t have the cash. They thought they were going to have to live or whatever it is with this COVID-19 mess.
Does that create a new model? From your modeling strategy, you now have to factor, you mentioned earlier about the $10 million limits but are you able to take that information and say, “The IRS has now metamorphosized into something different. We need to take this strategy to be able to benefit from that changing situation.”
I always used to tell clients, “It would be better if we were close to break-even, but a little tiny refund is over.” You don’t want a $100,000 refund because everyone’s getting an interest-free loan on your money. Now my thought has shifted. We don’t want to completely underpay but we probably want to get still pretty close but under a little bit. It’s okay to owe them a little bit of money because we might be waiting, go chase them or whatever. If you owe the IRS money, they will let you know immediately that you owe them money.
Is that part of the machinery that has had the most oil?
If the government-funded, the people are collecting money.
You’re factoring that this is going to cost you a little bit more, but I don’t think there’s anything illegal about being behind new taxes, as long as you’re paying the interest and meeting your obligation.
I friendly called the IRS, the mafia. They will come after your kneecaps if you don’t pay them but otherwise they’re fine. Pay them.
What a lot of people don’t understand is that you can owe the money, they can owe you money but the two are equivalent. If you owe the IRS money, then there are rules associated with that but it’s not de facto illegal to be behind on your taxes. In fact, it is part of the strategy.
We get that question all the time, like, “I have paid them in three years. I’m terrified that they’re going to come to my house and swap me.” I’m like, “Honey, you’re good. There are people who owe them a lot more money than you are. You’re fine.” It can be terrifying. The IRS is a big, bad monster hiding in the shadows, not if you’ve got a goddess team protecting you or whatever your CPA team.
You’ve got a team of 62 people. Are you rapidly expanding in terms of taking on new clients who are trying to navigate these new, relatively uncharted waters?
I personally live in Scottsdale, Arizona. Tax Goddess is a company when I started, it began in Arizona. We’ve got clients in all 50 states and 14 countries that are still US citizens but they live somewhere else. We help clients across the country. The biggest place that we’re seeing are New York, California, New Jersey, Pennsylvania, all the high-income tax states are fleeing. What do we do? California, you’re now at 63% tax in the highest tax brackets. It breaks my heart but those are the people that are calling right now.
This was my stat. It’s the differentials between one state and another state.
The maximum, if you live in Texas or Florida is 37% versus 63%.
There is a lot of money to pay for a bit of sunshine. Is it a burden now? Do you have hierarchies of the goddess? Are you now in Mount Olympus because you’re the boss goddess?
I have tried calling some of my staff, “Am I a goddess?”
Does that increase the expectations of delivery from your clients?
A little bit.
Do you have tax devils?
We know who that is. That’s the dark side. That’s a different end of it. I’m very lucky from that standpoint because of the way that I built the organization. We’re 100% digital. I’ve been able to hire the top talent from around the globe in any particular field that I need as a part of our team. It’s cool to see. I love the fact that I’ve got people smarter than myself in the company and it makes me very happy.
I would’ve thought that COVID-19 and people’s willingness to grow a business remotely. Has that helped?
We’ve been all digital now for several years. We’ve been doing the Zoom and Slack thing. We’ve been doing this for a long time. It led to two primary things. One, new prospects weren’t quite as strange about getting on a Zoom meeting versus sitting across the desk, which was nice. The other side of that is it’s also massively increased the speed of communication. For example, we use Slack. We love slack. Every single one of our clients has a Slack channel. They can upload stuff from their phone.
They’re all good things that came out of the pandemic. It is that complete recentering or re-engineering of people’s ability to do business online.
It’s been way too much fun and the fact that I get to help other CPAs, other professionals go digital because half of them had no clue.
The IRS is a big, bad monster hiding in the shadows. But not if you’ve got a goddess team protecting you.
If you lose out because the lack of physicality means you can’t use your weapons.
That’s why people think they’re safe.
Now would be a good time, Shauna, to skip into the Hooked on Startup’s quickfire questionnaire. Fasten your safety belt and scream if you want to go faster. Let’s see how the fireflies AI note-taker deals with this. Question number one, what is your favorite word?
Question number two. What is your least favorite word?
Instant where to slice.
Question number three. What are you most excited about?
My bunny rabbits.
Do they know this?
They get extra love and extra pets all the time. I would think so.
Question number four. What turns you off?
People that don’t do what they say they’re going to do.
Question five. What sound or noise do you love?
My snoring German shepherd. I love it.
Question six. What sound or noise do you hate?
The vacuum getting stuck on the carpet tassels.
Question seven. You may plead the Fifth Amendment of the United States Constitutional on this. What is your favorite curse word?
Question number eight. What profession other than your own would you like to attempt?
What profession would you not like to attempt?
My final question, if heaven exists, what would you like to hear God say when you arrive at the pearly gates?
“All your puppies are waiting for you.” I’m a big softy.
Shauna, it’s been such a joy having you on. How do people find out how to contact you and how to take advantage of this huge amount of knowledge and experience that you have?
I have a sneaking suspicion that I will be hot on that list of people contacting you soon. Thank you for opening up all of our eyes to some of the most intricate workings of the tax system, and how you can rise above it and guide people through uncharted choppy waters.
It’s my pleasure. It has been such a pleasure to be here. Thank you so much for having me.
Stay in touch. See you soon.
About Shauna Wekherlien
Ranked Top 1% Tax Strategist in the USA. 20+ Years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum.