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Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes
In this episode of “Think Outside the Stocks,” host Madhavi Jain welcomes Shauna, widely known as “The Tax Goddess,” to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate planning and generational wealth, diversifying your portfolio with tax-advantaged investments, and real-life examples of significant tax savings. Shauna provides practical advice for starting a side business for tax benefits, explains the benefits of charitable remainder trusts, and outlines how to start implementing these strategies today. Join us to gain valuable insights on maximizing your wealth and securing your financial future with expert tax strategies.
Who is Shauna?
Shauna is a top 1% tax strategist in the country, known for her innovative and effective tax-saving strategies. With a background in astrophysics and extensive expertise in taxation, she has saved her clients over $1.47 billion dollars over the years. Shauna is passionate about helping individuals and businesses optimize their tax strategies to build and preserve wealth.
In this episode, they discuss
Tax Savings for W-2 Earners
Unveiling effective techniques to minimize taxes for individuals with traditional employment.
Innovative Strategies for Real Estate Investors
Exploring specialized tax approaches that benefit property investors.
Estate Planning and Wealth Transmission
Discussing strategies for preserving wealth across generations through proper estate planning.
Diversification through Tax-Advantaged Investments
Highlighting how different investment opportunities can reduce tax liabilities.
Real-Life Success Stories
Shauna shares actual cases where strategic tax planning led to substantial savings.
Entrepreneurial Tax Benefits
How starting a side business can offer additional tax benefits.
Charitable Trusts
Explaining the advantages of using charitable remainder trusts in tax planning.
Practical Implementation
Steps to begin incorporating these tax strategies immediately.
Practical Implementation
Steps to begin incorporating these tax strategies immediately.
Connect with Madhavi
How to connect with Shauna
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