How to Work with a Tax Strategist

236: How to Work with a Tax Strategist with Shauna Wekherlien On the podcast today is Shauna Wekherlien, lovingly known as the Tax Goddess. Shauna is in the top 1% of tax strategists in the nation. Her clients employ the tax strategies she recommends and her firm has an average of 6.9% tax rate. We are going to have a great discussion about taxes, how CPAs and strategists work together, and about the IRS Dirty Dozen.  Topics Mentioned: IRS Dirty Dozen  Captive Insurance  Write your dog off on your taxes  Augusta Rule or Masters Exemption  Aggression Scale  Key Thoughts:   I am all about making profit, but I'm also all about you keeping it, for whatever reason you want to use it. 9:56  Shauna    I usually tell my clients, my goal is to take you as close to the edge of what the tax laws say, without pushing you over. 10:45  Michele    Every strategy has a good version of a strategy and a bad version of the strategy. 17:06 Shauna    When we make some of these decisions with our tax strategist, we also need to realize that some of these decisions are not one-year decisions, they are decisions that have a longer-term implication. 27:20 Michele    You have to be surrounded by a team that matches who you are because you are you, you are the client, you are the center of the focus of the world, from that standpoint of the team that is focused on you. 47:26 Shauna    I think that's so important because sometimes when we're talking finances and taxes, it feels hairy and scary and nasty and there are parts of it that really are not going to diminish that, but it also is something that we can get our arms around if we have the right people in our team. 51:19 Michele    Contact Michele: Email: [email protected] Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams Contact Shauna: Email: [email protected] Websites: https://taxgoddess.com/ LinkedIn: https://www.linkedin.com/in/taxgoddess/   Facebook: https://www.facebook.com/thetaxgoddess Instagram: https://www.instagram.com/thetaxgoddess/ Twitter: https://twitter.com/TaxGoddess Youtube: @TaxGoddess References and Resources: Work with Me Profit First by Mike Michalowicz