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.
57 episodios disponibles

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

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Essential Trump Tax Cuts for Individuals - Big Beautiful Bill 09/09/2025
2025 Tax Calendar Guide for Locum Medical Professionals - Never Miss a Deadline 26/04/2025
Smart Tax Strategies Every Locum Doctor Must Know! 19/04/2025
How To Pay Yourself As An S-Corp In 2025 12/04/2025
Work in multiple states? Where do I pay taxes? Multi-State Taxes Explained 05/04/2025
Tax Deductions Most People FORGET About in 2024! 28/03/2025
2025 Quarterly Taxes: Essential Tips for Locum Medical Specialists 22/03/2025
4 Reasons Your EV Tax Credit Was DENIED and How to Fix It 15/03/2025
Get Your Tax Refund FAST With These IRS Tools! 08/03/2025
DON'T MISS - 8 Tax Deductions Locum Medical Professionals MUST KNOW in 2024! 01/03/2025
IRS Audit Red Flags - Critical Mistakes That Trigger IRS Audits 22/02/2025
Tax Filing Mistakes You Can’t Afford To Make (2025) 15/02/2025
Last Minute 2024 Tax Deductions - Act Now 08/02/2025
How to Travel for FREE in 2025 01/02/2025
Pay ZERO Tax On Your Retirement With This Simple Method! 25/01/2025
ESSENTIAL 2025 S-Corp Tax Savings Checklist for ALL S-Corp Owners 18/01/2025
The 2025 IRS Updates That Will Save Medical Professionals $30,000 11/01/2025
Tax Season Made EASY - Smart Tips for All Filers! 04/01/2025
Should You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum Professionals 28/12/2024
2024 Year End Essential Locum Tax Checklist and 2025 Locum Tax Plan for Success! 21/12/2024
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