Today we have an exceptional guest, Shauna Wekherlien known as the "Tax Goddess". Shauna is a leading mind in the realm of tax strategy, boasting an impressive record of over $1.68 billion in client tax savings. Tune in now for a deep, educational dive into advanced tax planning techniques.
Shauna, a former astrophysics professional turned tax strategist, shares her incredible journey and the profound experiences that led her to where she is today. Her expertise stretches far beyond traditional tax preparation, introducing listeners to a world where tax strategies can significantly enhance wealth-building efforts and financial stability.
In this episode, Shauna reveals the intricacies of 831B captives. These are small insurance companies owned by the insured, designed to cover niche risks and offer strategic tax benefits. With real-world examples, she illustrates how businesses have utilized 831B captives to recover substantial losses and navigate disruptions like the COVID-19 pandemic.
Beyond 831B captives, Shauna and Dave discuss the crucial difference between tax preparation and proactive tax strategy. They emphasize the need for specialized teams to handle complex tax planning, ensuring compliance and maximizing benefits.
In this informative episode, we discuss:
The role and benefits of 831B captives for businesses
The difference between tax preparation and proactive tax strategy
The importance of having a specialized team for complex tax planning
Real-world applications and success stories in strategic tax planning
Click here to learn more: https://pantheoninvest.com/episode147
