Stephen Lee, CPA, CPWA®

Por: Stephen Lee, CPA, CPWA®
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.
60 episodios disponibles

Latest episodes of the podcast Stephen Lee, CPA, CPWA®

How to File 1099 Tax Form Electronically | CPA Walkthrough 07/01/2026
IRS Guidelines & Gifting Money in 2026 04/01/2026
How the New Tax Law Will Actually Affect Your Tax Bill | Seniors & Retirees 28/12/2025
How to Build Wealth in 90 Days (Without Extreme Budgeting) 22/12/2025
Financial Literacy In 20 Minutes | Follow This Wealth System 14/12/2025
10 Year End Tax Moves to Save Thousands Before 2026 | LLC, Business Owners, High Income 07/12/2025
Accountant Explains: How to Become a Millionaire on a 9-5 Salary 30/11/2025
Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To Know 23/11/2025
10 Biggest Tax Write Offs Small Businesses NEED to Reduce Taxes 16/11/2025
IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know Now 09/11/2025
Make THIS a Habit Every Time You Get Paid 01/11/2025
Why High Earners Still Feel Broke (and How to Fix It) 26/10/2025
Stop Living Paycheck to Paycheck: Build Real Wealth on Any Income 17/10/2025
S-Corp Owners Are Losing Money With This Mistake! 10/10/2025
CPA Explains | 4 Easy Ways Business Owners Can Grow Retirement Money Fast 03/10/2025
CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS Formula 26/09/2025
How to Pay Yourself with a S-Corp in 2025 (BIG UPDATES) 10/09/2025
How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 Update 09/09/2025
How the Wealthy Use S-Corps to Build Massive Wealth 09/09/2025
Investing for Beginners: How to Get Started (Updated for 2025) 09/09/2025
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