『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®
無料で聴く

このコンテンツについて

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®
エピソード
  • How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 Update
    2025/09/09

    Business owners: don’t let the IRS catch you off guard! ⏰ In this video, I show you exactly how to calculate and pay your quarterly estimated taxes for 2025—even if you’ve missed previous payments.


    Learn the Safe Harbor “set it and forget it” method and the Current Year “pay what you actually owe” method, step by step. I’ll also walk you through making payments online, tracking deadlines, self-employment taxes, and share a free downloadable spreadsheet to make it painless.

    Stop guessing, avoid costly IRS penalties, and take control of your business finances today. Perfect for self-employed professionals, freelancers, and small business owners who want clarity and confidence with their taxes.


    Apply for the Business Owner Bootcamp:

    https://stephenleecpa.com/business-owner-bootcamp/


    Quarterly Estimated Tax Worksheet:

    https://stephenleecpa.com/resource/quarterly-estimated-tax-worksheet-2025/


    #QuarterlyTaxes #EstimatedTaxes #BusinessTaxes #SelfEmployed #IRS2025 #SmallBusinessTaxes #TaxTips #EntrepreneurTaxes #SafeHarborMethod #TaxPlanning #FreelancerTaxes #PayTaxesOnline #AvoidIRSpenalties #SelfEmployedTaxes #SmallBusinessFinance #TaxSpreadsheet #QuarterlyTaxGuide #BusinessOwnerTips #TaxHelp2025 #FinancialPlanning


    🔔 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.

    続きを読む 一部表示
    8 分
  • How the Wealthy Use S-Corps to Build Massive Wealth
    2025/09/09

    Want to save $15,000+ in taxes while building real wealth? In this video, CPA Stephen Lee reveals the secret S-Corporation strategy the wealthy have used for decades to slash self-employment taxes, maximize deductions, and accelerate wealth through tax-smart retirement plans like the Solo 401k.


    You’ll discover:

    ✅ How one simple S-Corp election can cut your tax bill in half

    ✅ The powerful tax deductions & reimbursements most accountants miss

    ✅ New 2025 tax law opportunities you can leverage right now

    ✅ How to turn tax savings into long-term wealth


    00:00 Introduction: Save Big on Taxes

    00:25 The Secret Strategy of the Wealthy

    01:59 Understanding the S Corporation Election

    02:56 Maximizing Tax Savings with S Corp

    03:31 Advanced Wealth Building Strategies

    04:35 Leveraging New Tax Law Changes

    05:50 Final Thoughts and Next Steps


    If you’re a small business owner earning $50K+ in profit, this video could save you $15K–$50K every single year. Don’t leave money on the table—learn how the wealthy keep more of what they make and invest it to build lasting wealth.


    📥 Download the Business Owner Tax Checklist below to stay ahead of deadlines:https://stephenleecpa.com/resource/business-owner-tax-checklist/


    📌 Subscribe for more proven tax strategies, wealth hacks, and financial freedom tips.


    #Taxes #TaxStrategy #SCorporation #BusinessOwner #EntrepreneurTips #TaxSavings #WealthBuilding #SmallBusinessTaxes #FinancialFreedom


    🔔 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.

    続きを読む 一部表示
    6 分
  • Investing for Beginners: How to Get Started (Updated for 2025)
    2025/09/09

    Want to start investing but don’t know where to begin? In this beginner-friendly guide to investing in 2025, I’ll walk you through why you should invest, what to invest in, when to start, and how to build wealth over time — even if you’re starting from zero. You’ll learn the power of compound interest, why index funds like the S&P 500 are a smart first step, and the exact checklist to follow before you begin. Stay until the end for two bonus tips — including “fast lane investing” — to accelerate your financial freedom.


    💰 Perfect for beginners, people paying off debt, or anyone ready to start investing for retirement.


    #InvestingForBeginners #IndexFunds #HowToInvest #InvestingTips #PersonalFinance #FinancialFreedom


    00:00 Introduction: Overcoming Financial Worries

    00:49 Why Invest? Understanding Inflation and Compound Interest

    03:41 What to Invest In: The Power of Index Funds

    05:51 When and How Much to Invest: Key Considerations

    08:48 Bonus Tips: Long-Term Strategy and Fast Lane Investing

    11:54 Conclusion: Recap and Final Thoughts


    🔔 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.

    続きを読む 一部表示
    12 分
まだレビューはありません