All Episodes
Stephen Lee, CPA, CPWA® — 87 episodes
You Filed Your Taxes. Now What? (10 Moves to Make Immediately)
STOP OVERPAYING TAXES
The IRS "Target" on W-2 Employees (New 2026 Audit Triggers)
How to Calculate Your Quarterly Estimated Taxes (Without Over Paying or Penalties)
1.3 Million Americans About to Lose Their Tax Refunds | Weekly FAQ
Watch This Before Filing for an Extension
IRS Cracking Down on Self-Employment Income (Avoid These Mistakes!)
These Viral Tax Hacks Are Getting People Audited (2026)
The IRS Early Filing Trap (Why Experts Say Wait Before Filing)
The Standard Deduction Mistake Costing You Thousands on Gold Sales
IRS Tax Penalties Explained by a CPA
How to Mail Your Tax Return Safely in 2026: Avoid IRS Pitfalls!
IRS Questions Everyone Is Afraid to Ask (Answered by a CPA)
Tax Extensions Explained: Why High Earners Don’t File in April
IRS Rule Update: What Homeowners Need to Know Now
The SALT Deduction Loophole High Earners Are Missing and IRS Cracking Down on Gambling Winnings
Red Flags The IRS is Looking | What you NEED to Know before filing
Why HSAs Are One of the Best Retirement Tools in 2026
The Truth About 2026 Tax Refunds and Withholding
How the New Car Loan Interest Deduction Works in 2026
Gold & Silver Taxes Explained: What You MUST Report to the IRS!
SALT Deduction Is Back: What the New $40,000 Cap Means For Taxpayers
$2,200 Child Tax Credit: Rules, Income Limits, and Refunds
IRS Releases NEW 2026 Tax Rules | What Every Tax Payer Needs to Know
Ultimate 2026 Tax Prep Checklist | Don't Forget These Forms
No Tax on Overtime and Tips (How to Claim Your 2025 Refund)
Working and Receiving Social Security (2026 Rules That Could Cost You Money)
How to File 1099 Tax Form Electronically | CPA Walkthrough
IRS Guidelines & Gifting Money in 2026
How the New Tax Law Will Actually Affect Your Tax Bill | Seniors & Retirees
How to Build Wealth in 90 Days (Without Extreme Budgeting)
Financial Literacy In 20 Minutes | Follow This Wealth System
10 Year End Tax Moves to Save Thousands Before 2026 | LLC, Business Owners, High Income
Accountant Explains: How to Become a Millionaire on a 9-5 Salary
Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To Know
10 Biggest Tax Write Offs Small Businesses NEED to Reduce Taxes
IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know Now
Make THIS a Habit Every Time You Get Paid
Why High Earners Still Feel Broke (and How to Fix It)
Stop Living Paycheck to Paycheck: Build Real Wealth on Any Income
S-Corp Owners Are Losing Money With This Mistake!
CPA Explains | 4 Easy Ways Business Owners Can Grow Retirement Money Fast
CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS Formula
How to Pay Yourself with a S-Corp in 2025 (BIG UPDATES)
How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 Update
How the Wealthy Use S-Corps to Build Massive Wealth
Investing for Beginners: How to Get Started (Updated for 2025)
5 Money Habits Keeping You Poor - Personal Finance
The $7,500 EV Tax Credit Is Ending… Act FAST!
How the New 2025 Bill Can Save Your Small Business Money!
Essential Trump Tax Cuts for Individuals - Big Beautiful Bill
2025 Tax Calendar Guide for Locum Medical Professionals - Never Miss a Deadline
Smart Tax Strategies Every Locum Doctor Must Know!
How To Pay Yourself As An S-Corp In 2025
Work in multiple states? Where do I pay taxes? Multi-State Taxes Explained
Tax Deductions Most People FORGET About in 2024!
2025 Quarterly Taxes: Essential Tips for Locum Medical Specialists
4 Reasons Your EV Tax Credit Was DENIED and How to Fix It
Get Your Tax Refund FAST With These IRS Tools!
DON'T MISS - 8 Tax Deductions Locum Medical Professionals MUST KNOW in 2024!
IRS Audit Red Flags - Critical Mistakes That Trigger IRS Audits
Tax Filing Mistakes You Can’t Afford To Make (2025)
Last Minute 2024 Tax Deductions - Act Now
How to Travel for FREE in 2025
Pay ZERO Tax On Your Retirement With This Simple Method!
ESSENTIAL 2025 S-Corp Tax Savings Checklist for ALL S-Corp Owners
The 2025 IRS Updates That Will Save Medical Professionals $30,000
Tax Season Made EASY - Smart Tips for All Filers!
Should You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum Professionals
2024 Year End Essential Locum Tax Checklist and 2025 Locum Tax Plan for Success!
How To Set Up A Business Bank Account And Credit Card For Your Locum Tenens Practice
How to set up a PLLC or LLC for Locum Tenens Professionals
Stay Ahead of the Game: Why Quarterly Taxes Matter for Locum Tenens
S-Corp vs. LLC: Which is Best for Locum Tenens Professionals?
Navigating Locum Tenens Pay: Should You Use a Recruiting Agency?
Locum or Permanent? What's the Best Choice for Your Career?
State Residency for Locum Tenens Professionals
Smart Tax Planning: Save $40,000+ Annually as a Locum Tenens
How to Navigate Multi-State Taxes as a Locum Tenens Doctor
Maximize Your Locum Income: Retirement Strategies for S Corps & LLCs
Avoid IRS Red Flags: Reasonable Compensation for S Corp Owners
LLC VS S Corp for Locum Tenens Docs The BEST Choice for Your Career!
WORK FROM HOME Top Tax Deductions for 2024
5 Tax Deductions Every Locum Tenens Physician NEEDS to Know About
TAX TIPS That Will Save You THOUSANDS
CRITICAL Locum Tenens Tax Planning Errors to Avoid in 2024
How to Calculate Quarterly Estimated Tax Payments | 2024 Update