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.
52 episodios disponibles

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

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Locum or Permanent? What's the Best Choice for Your Career? 01/11/2024
State Residency for Locum Tenens Professionals 25/10/2024
Smart Tax Planning: Save $40,000+ Annually as a Locum Tenens 18/10/2024
How to Navigate Multi-State Taxes as a Locum Tenens Doctor 12/10/2024
Maximize Your Locum Income: Retirement Strategies for S Corps & LLCs 04/10/2024
Avoid IRS Red Flags: Reasonable Compensation for S Corp Owners 27/09/2024
LLC VS S Corp for Locum Tenens Docs The BEST Choice for Your Career! 22/09/2024
WORK FROM HOME Top Tax Deductions for 2024 19/09/2024
5 Tax Deductions Every Locum Tenens Physician NEEDS to Know About 15/09/2024
TAX TIPS That Will Save You THOUSANDS 14/09/2024
CRITICAL Locum Tenens Tax Planning Errors to Avoid in 2024 12/09/2024
How to Calculate Quarterly Estimated Tax Payments | 2024 Update 07/09/2024
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