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.

Apply for my 5-session Business Owner Bootcamp to create your personalized strategic tax plan, including quarterly tax planning, deductions, and reasonable compensation → https://stephenleecpa.com/business-ow...

00:00 Introduction: Transform Your Financial Life

00:28 Understanding Your Financial Foundation

01:53 Calculating Your Net Worth and Cash Flow

03:57 Building Your Emergency Fund

05:34 Strategies for Debt Elimination

07:26 Investing Basics: Making Your Money Work

10:20 Advanced Wealth Building Strategies

12:25 Mindset Shifts for Financial Success

14:05 Creating Multiple Income Streams

15:49 Protecting Your Wealth

17:06 90-Day Financial Transformation Plan

19:32 Taking Action: Start Today

20:34 Conclusion: Commit to Your Financial Journey

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.

Maximize Your 2025 Tax Savings: Year-End Moves for Business Owners and High Earners. Join CPA and Certified Private Wealth Advisor Stephen Lee as he breaks down essential IRS-approved tax strategies for business owners and high-income professionals to undertake before December 31st.

Learn how to prepay expenses, delay invoicing, upgrade equipment, maximize retirement contributions, leverage bonus depreciation, and more to save on your 2025 taxes. Watch now to ensure you're making the right financial moves that could save you thousands!

Apply for my 5-session Business Owner Bootcamp to create your personalized strategic tax plan, including quarterly tax planning, deductions, and reasonable compensation → https://stephenleecpa.com/business-ow...

00:00 Year-End Tax Planning Overview: Key Strategies for 2025–2026

00:39 How to Accelerate Expenses to Maximize Tax Deductions

01:20 Deferring Income: Lower Your Taxable Income Before Year-End

01:46 Maximizing Section 179, Equipment Write-Offs & Retirement Contributions

02:49 Business Vehicle Deductions & Valuable Retirement Plan Tax Credits

03:16 Tax-Loss Harvesting & Capital Gains Planning for Investors

04:09 Hiring Family, Charitable Giving Rules & Smart Deduction Timing

05:20 Final Tax Tips & Customized Year-End Planning for Business Owners

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.