Stephen Lee, CPA, CPWA® cover art

All Episodes

Stephen Lee, CPA, CPWA® — 96 episodes

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Title
1

Should You Elect S-Corp at $150K, $300K, or $500K of 1099 Income?

2

First Year as a 1099 Physician? Do These 7 Things Before Tax Time

3

The Complete 1099 Physician Tax System: 6 Moves to Stop Guessing and Start Planning

4

1099 Physicians: How to Put Away $100K+ Tax-Advantaged

5

How One 1099 Physician Saved $42,000 in Taxes (Step-by-Step Breakdown)

6

How 1099 Physicians Should Actually Calculate Quarterly Taxes — Step-by-Step

7

1099 Physicians_ When an S-Corp Actually Saves You $30K+ (And When It Doesn’t)

8

Stop Doing This With Your 1099 Income (What High-Earning Doctors Get Wrong)

9

Tax Strategies That Save 1099 Physicians $50,000+ Per Year

10

You Filed Your Taxes. Now What? (10 Moves to Make Immediately)

11

STOP OVERPAYING TAXES

12

The IRS "Target" on W-2 Employees (New 2026 Audit Triggers)

13

How to Calculate Your Quarterly Estimated Taxes (Without Over Paying or Penalties)

14

1.3 Million Americans About to Lose Their Tax Refunds | Weekly FAQ

15

Watch This Before Filing for an Extension

16

IRS Cracking Down on Self-Employment Income (Avoid These Mistakes!)

17

These Viral Tax Hacks Are Getting People Audited (2026)

18

The IRS Early Filing Trap (Why Experts Say Wait Before Filing)

19

The Standard Deduction Mistake Costing You Thousands on Gold Sales

20

IRS Tax Penalties Explained by a CPA

21

How to Mail Your Tax Return Safely in 2026: Avoid IRS Pitfalls!

22

IRS Questions Everyone Is Afraid to Ask (Answered by a CPA)

23

Tax Extensions Explained: Why High Earners Don’t File in April

24

IRS Rule Update: What Homeowners Need to Know Now

25

The SALT Deduction Loophole High Earners Are Missing and IRS Cracking Down on Gambling Winnings

26

Red Flags The IRS is Looking | What you NEED to Know before filing

27

Why HSAs Are One of the Best Retirement Tools in 2026

28

The Truth About 2026 Tax Refunds and Withholding

29

How the New Car Loan Interest Deduction Works in 2026

30

Gold & Silver Taxes Explained: What You MUST Report to the IRS!

31

SALT Deduction Is Back: What the New $40,000 Cap Means For Taxpayers

32

$2,200 Child Tax Credit: Rules, Income Limits, and Refunds

33

IRS Releases NEW 2026 Tax Rules | What Every Tax Payer Needs to Know

34

Ultimate 2026 Tax Prep Checklist | Don't Forget These Forms

35

No Tax on Overtime and Tips (How to Claim Your 2025 Refund)

36

Working and Receiving Social Security (2026 Rules That Could Cost You Money)

37

How to File 1099 Tax Form Electronically | CPA Walkthrough

38

IRS Guidelines & Gifting Money in 2026

39

How the New Tax Law Will Actually Affect Your Tax Bill | Seniors & Retirees

40

How to Build Wealth in 90 Days (Without Extreme Budgeting)

41

Financial Literacy In 20 Minutes | Follow This Wealth System

42

10 Year End Tax Moves to Save Thousands Before 2026 | LLC, Business Owners, High Income

43

Accountant Explains: How to Become a Millionaire on a 9-5 Salary

44

Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To Know

45

10 Biggest Tax Write Offs Small Businesses NEED to Reduce Taxes

46

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

47

Make THIS a Habit Every Time You Get Paid

48

Why High Earners Still Feel Broke (and How to Fix It)

49

Stop Living Paycheck to Paycheck: Build Real Wealth on Any Income

50

S-Corp Owners Are Losing Money With This Mistake!

51

CPA Explains | 4 Easy Ways Business Owners Can Grow Retirement Money Fast

52

CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS Formula

53

How to Pay Yourself with a S-Corp in 2025 (BIG UPDATES)

54

How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 Update

55

How the Wealthy Use S-Corps to Build Massive Wealth

56

Investing for Beginners: How to Get Started (Updated for 2025)

57

5 Money Habits Keeping You Poor - Personal Finance

58

The $7,500 EV Tax Credit Is Ending… Act FAST!

59

How the New 2025 Bill Can Save Your Small Business Money!

60

Essential Trump Tax Cuts for Individuals - Big Beautiful Bill

61

2025 Tax Calendar Guide for Locum Medical Professionals - Never Miss a Deadline

62

Smart Tax Strategies Every Locum Doctor Must Know!

63

How To Pay Yourself As An S-Corp In 2025

64

Work in multiple states? Where do I pay taxes? Multi-State Taxes Explained

65

Tax Deductions Most People FORGET About in 2024!

66

2025 Quarterly Taxes: Essential Tips for Locum Medical Specialists

67

4 Reasons Your EV Tax Credit Was DENIED and How to Fix It

68

Get Your Tax Refund FAST With These IRS Tools!

69

DON'T MISS - 8 Tax Deductions Locum Medical Professionals MUST KNOW in 2024!

70

IRS Audit Red Flags - Critical Mistakes That Trigger IRS Audits

71

Tax Filing Mistakes You Can’t Afford To Make (2025)

72

Last Minute 2024 Tax Deductions - Act Now

73

How to Travel for FREE in 2025

74

Pay ZERO Tax On Your Retirement With This Simple Method!

75

ESSENTIAL 2025 S-Corp Tax Savings Checklist for ALL S-Corp Owners

76

The 2025 IRS Updates That Will Save Medical Professionals $30,000

77

Tax Season Made EASY - Smart Tips for All Filers!

78

Should You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum Professionals

79

2024 Year End Essential Locum Tax Checklist and 2025 Locum Tax Plan for Success!

80

How To Set Up A Business Bank Account And Credit Card For Your Locum Tenens Practice

81

How to set up a PLLC or LLC for Locum Tenens Professionals

82

Stay Ahead of the Game: Why Quarterly Taxes Matter for Locum Tenens

83

S-Corp vs. LLC: Which is Best for Locum Tenens Professionals?

84

Navigating Locum Tenens Pay: Should You Use a Recruiting Agency?

85

Locum or Permanent? What's the Best Choice for Your Career?

86

State Residency for Locum Tenens Professionals

87

Smart Tax Planning: Save $40,000+ Annually as a Locum Tenens

88

How to Navigate Multi-State Taxes as a Locum Tenens Doctor

89

Maximize Your Locum Income: Retirement Strategies for S Corps & LLCs

90

Avoid IRS Red Flags: Reasonable Compensation for S Corp Owners

91

LLC VS S Corp for Locum Tenens Docs The BEST Choice for Your Career!

92

WORK FROM HOME Top Tax Deductions for 2024

93

5 Tax Deductions Every Locum Tenens Physician NEEDS to Know About

94

TAX TIPS That Will Save You THOUSANDS

95

CRITICAL Locum Tenens Tax Planning Errors to Avoid in 2024

96

How to Calculate Quarterly Estimated Tax Payments | 2024 Update