Stephen Lee, CPA, CPWA® Podcast Por Stephen Lee CPA CPWA® arte de portada

Stephen Lee, CPA, CPWA®

Stephen Lee, CPA, CPWA®

De: Stephen Lee CPA CPWA®
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible
Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®). On this channel, I share proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth. Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience. Subscribe for smart, actionable advice. The information provided on this channel is for general information and entertainment purposes only.Stephen Lee, CPA, CPWA®
Episodios
  • Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To Know

    Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To Know
    Nov 23 2025
    Massive Tax Changes Coming in 2026 and Trumps Big Beautiful Bill - Save Thousands with These 5 Smart Moves!The 2026 tax changes are coming fast and for many Americans, they will completely reshape how much you owe, how much you keep, and which deductions you can still claim. In this video, Stephen Lee, CPA and CPWA, breaks down the biggest 2026 tax rule changes and explains exactly how they impact retirees, homeowners, families, and small business owners.We cover the key areas the IRS is updating as the Tax Cuts and Jobs Act (TCJA) sunsets in 2025, including:Higher standard deductions for seniorsA major increase to the SALT deduction capChanges to charitable giving rules and itemized deductionsNew flexibility for Health Savings Accounts (HSAs)Updated Affordable Care Act and marketplace insurance regulationsPhase-outs that affect high-income earners and business ownersHow tax brackets shift once TCJA expiresStephen also outlines five strategic money moves you should take before 2026 to protect your tax savings, maximize deductions, reduce future liabilities, and position yourself for the next major IRS rule change.Whether you're planning for retirement, managing a small business, or simply trying to stay ahead of the upcoming tax law changes, this guide gives you a clear, actionable plan. You’ll also get a practical 2026 tax action checklist to help you stay organized and avoid missing valuable deductions as the rules shift.Perfect for:Retirees planning distributions and Social Security strategyHomeowners navigating property taxes and SALT deduction changesHigh-income earners preparing for phase-outsSmall business owners optimizing 2025 write-offsAnyone wanting to legally reduce their tax bill before the 2026 reset#taxes2026 #2026taxchanges #tcja #taxplanning #cpa #taxstrategies #retirementplanning #smallbusinesstaxes #saltcap #hsa #irsupdates #stephenleeCPA #taxlawchanges #financialplanning00:00 Introduction to Upcoming Tax Changes00:34 Overview of the 2025 Tax Reform01:07 Key Area 1: Maximizing Deductions for Seniors02:03 Key Area 2: Homeowners and SALT Deduction Cap02:57 Key Area 3: New Charitable Giving Rules03:45 Key Area 4: Health Savings Accounts Flexibility04:20 Key Area 5: Changes in Health Insurance Marketplace05:00 Tax Action Checklist Before 202605:41 Conclusion and Final TipsSubscribe for more tips and strategies tailored for business owners and high earning professionals.On this channel, Stephen Lee shares proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth.Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience.Subscribe for smart, actionable advice — and take control of your financial future.The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.
    Más Menos
    6 m
  • 10 Biggest Tax Write Offs Small Businesses NEED to Reduce Taxes

    10 Biggest Tax Write Offs Small Businesses NEED to Reduce Taxes
    Nov 16 2025
    Special thanks to Xero for sponsoring this video! Please check them out with the link - https://xero5440.partnerlinks.io/Step...Want to go deeper? Join my Business Owner Bootcamp — 5 live private sessions where I help you build your personalized tax and wealth plan step-by-step. Learn to combine accountable plans, S-Corp optimization, and advanced retirement strategies.👉 https://stephenleecpa.com/business-owner-bootcamp/Free Download:Get your free Accountable Plan Setup Guide here: https://stephenleecpa.com/resource/accountable-plan-policy/Are you a business owner or side hustler who feels like half your paycheck disappears the moment tax season hits? Most entrepreneurs give thousands back to the IRS every single year not because they’re doing anything wrong, but because nobody ever showed them how to use business deductions the right way.00:00 Introduction: The Hidden Costs of Running a Business00:37 Understanding IRS Deductions01:08 Home Office Deductions Explained02:43 Maximizing Vehicle Expenses03:46 Depreciation and Section 17904:13 Business Meals and Travel04:36 The Importance of Tracking Expenses04:49 Xero: Simplifying Small Business Finances05:49 Rent, Utilities, and Wages06:35 Supplies, Insurance, and Other Deductions07:14 Record Keeping and Final Tips07:58 Conclusion: Keep More of What You EarnIn this video, I walk you through the Top 10 Small Business Tax Deductions for 2025, all fully legal and straight from the IRS rulebook. Whether you’re self-employed, running a small business, or generating income from a side hustle, these updated write-offs can help you keep way more of what you earn.You’ll learn the difference between ordinary and necessary expenses, how to maximize your home office deduction, when to use mileage vs. actual vehicle expenses, how Section 179 and bonus depreciation help with big purchases, and what the IRS really allows for meals, travel, utilities, contractors, wages, office supplies, insurance, and more.I also share why good record-keeping is the secret weapon of every smart business owner and why so many people lose thousands simply by not tracking expenses correctly.This video is sponsored by Xero, an accounting platform I personally use and recommend to my clients. It handles bank feeds, invoices, reconciliation, cash flow tracking, and keeps everything organized so you’re ready for tax season. Check the special offer in the description below.If you want a hands-on walkthrough to implement these strategies in your business, join my Business Owner Bootcamp, where I work with you 1-on-1 to build a personalized tax-saving system.Subscribe for more tips and strategies tailored for business owners and high earning professionals.On this channel, Stephen Lee shares proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth.Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves backed by real client experience.Subscribe for smart, actionable advice and take control of your financial future.The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.
    Más Menos
    8 m
  • IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know Now

    IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know Now
    Nov 9 2025

    Big changes are coming to your 2026 taxes and it’s not just the income tax brackets. In this video, we break down everything the IRS just announced, including the new 2026 tax brackets, capital gains updates, and standard deduction adjustments that could impact how much you owe next year.


    You’ll learn:

    ✅ The exact 2026 federal income tax brackets for single and married filers

    ✅ What’s changing with capital gains taxes and who it affects most

    ✅ Simple steps you can take now to lower your taxable income before these changes take effect


    Whether you’re filing solo, married, or investing in stocks and real estate, this breakdown helps you understand how to plan smarter and keep more of what you earn.


    🔔 Subscribe for more tips and strategies tailored for business owners and high earning professionals.


    On this channel, Stephen Lee shares proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth.


    Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience.


    Subscribe for smart, actionable advice — and take control of your financial future.


    The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.
    Más Menos
    7 m
Todavía no hay opiniones