『Stephen Lee, CPA, CPWA®』のカバーアート

Stephen Lee, CPA, CPWA®

Stephen Lee, CPA, CPWA®

著者： Stephen Lee CPA CPWA®
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概要

 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.Stephen Lee, CPA, CPWA®
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  • Ultimate 2026 Tax Prep Checklist | Don't Forget These Forms

    Ultimate 2026 Tax Prep Checklist | Don't Forget These Forms
    2026/01/25

    As a CPA, I've seen that the biggest income tax filing problems often stem from missing information, not math errors. This video, presented by CPA Stephen Lee, provides a definitive 2026 tax preparation checklist to help you avoid common pitfalls. Learn about crucial tax deadlines, organizing your tax forms and documents, and essential tax tips to ensure a smooth tax season.


    00:00 Introduction to Tax Filing Issues

    00:29 Important Tax Deadlines

    01:06 Do You Need to File?

    01:27 Personal Information Checklist

    01:59 Gathering Income Documents

    02:38 Credits and Deductions

    03:13 Key Tax Numbers for 2025

    03:53 Organize Before You File

    04:11 Choosing How to File

    04:35 Withholding and Estimated Taxes

    04:52 Final Steps: File, Pay, Track, and Keep Records

    05:13 Conclusion and Future Tips


    The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.


    Subscribe for more tips and strategies tailored for business owners and high earning professionals.
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    6 分
  • No Tax on Overtime and Tips (How to Claim Your 2025 Refund)

    No Tax on Overtime and Tips (How to Claim Your 2025 Refund)
    2026/01/21

    If you earned significant overtime pay or tips in 2025, you might be due a tax refund most people don't even know about. This video explains how parts of your income are now tax free from federal taxes, and how to claim it back when you file. Learn how to calculate your deductions and discover tax savings tips to ensure you get the money you deserve.


    00:00 Introduction: Are You Owed a Tax Refund?

    00:29 Meet Stephen Lee, Your Tax Advisor

    00:39 Strategy 1: Understanding the Overtime Premium

    01:31 Strategy 2: No Tax on Tips

    02:23 Important Reminders and Phase-Out Rules

    03:20 Conclusion: Claim Your Tax Benefits


    Subscribe for more tips and strategies tailored for business owners and high earning professionals.


    On this channel, Stephen Lee shares 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 — and take control of your financial future.


    The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.
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    4 分
  • Working and Receiving Social Security (2026 Rules That Could Cost You Money)

    Working and Receiving Social Security (2026 Rules That Could Cost You Money)
    2026/01/18
    Social Security changes are coming in 2026, and most people won’t realize how much they matter until they’ve already lost money.This is not a routine adjustment year. The 2026 Social Security changes affect your monthly benefits, your taxes, Medicare Part B premiums, and whether working in retirement helps or hurts you financially.In this video, Stephen Lee, CPA and Certified Private Wealth Advisor (CPWA), breaks down the six most important Social Security changes for 2026 and explains what they actually mean for retirees, high earners, and anyone planning to work while receiving Social Security.In this video, you’ll learn:How the Social Security COLA for 2026 really impacts your monthly checkWhy the higher Social Security taxable wage base matters for high earnersHow the $6,000 senior deduction works and who actually qualifiesThe updated Social Security earnings test rules when working in retirementNew Social Security credit requirements for eligibilityWhy Medicare Part B premium increases can wipe out your COLA raiseHow IRMAA surcharges and taxable income interact with Social SecurityWhy coordinated Social Security, tax, and Medicare planning is criticalSocial Security isn’t just a monthly check. It’s a system where income timing, tax brackets, Medicare premiums, and claiming decisions all work together. One uncoordinated decision can cost tens of thousands of dollars over retirement.If you’re asking:What are the Social Security changes for 2026?Can I work while collecting Social Security in 2026?How does the Social Security earnings test work?Will Medicare premiums increase in 2026?How do Social Security taxes affect high earners?This video will help you understand the rules and avoid costly mistakes.Don’t rely on headlines. Don’t guess. Run the numbers and plan intentionally.This is your retirement and you earned it.00:00 2026 Social Security Changes Overview (What’s New This Year)00:35 Social Security COLA 2026 Explained (Cost of Living Adjustment)00:59 Higher Social Security Taxable Wage Base for 202601:32 The $6,000 Senior Deduction and Who Qualifies in 202602:27 Working While Collecting Social Security (Earnings Test Rules)03:05 Social Security Credits for Eligibility in 202603:25 Medicare Part B Premium Increases and IRMAA Impact03:57 Why Coordinated Social Security and Tax Planning Matters04:15 Final Thoughts on 2026 Social Security PlanningSubscribe for more tips and strategies tailored for business owners and high earning professionals.On this channel, Stephen Lee shares 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 and take control of your financial future.The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.#SocialSecurity2026 #SocialSecurityChanges #WorkingWhileCollectingSocialSecurity #RetirementPlanning #SocialSecurityEarningsTest #SocialSecurityCOLA #MedicarePartB #IRMAA #TaxPlanningForRetirement #CPAAdvice #RetirementTaxes #FinancialPlanning
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    4 分
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