Stephen Lee - Podcast Details

Shows

Stephen Lee, CPA, CPWA®The Truth About 2026 Tax Refunds and WithholdingWhy Your 2026 Tax Refund Is Smaller: 5 OB3 Law Changes ExplainedCPA Stephen Lee explains why 2026 tax refunds may be smaller even if you didn’t pay more in taxes, citing five updates tied to the “One Big Beautiful Bill (OB3)” passed in mid-2025. He covers updated IRS withholding tables that spread tax cuts across paychecks, a new 0.5% AGI floor on charitable deductions for itemizers, the expiration or reduction of residential green energy credits after December 31, 2025, faster phaseouts of new deductions and limits (including the $6,000 senior bonus deduction, SALT cap changes, and caps on no...

2026-02-1405 min

Stephen Lee, CPA, CPWA®How the New Car Loan Interest Deduction Works in 2026New 2026 Car Loan Interest Deduction Explained | Save on Your Taxes!In this video, CPA and certified private wealth advisor Stephen Lee covers the newly introduced Qualified Passenger Vehicle Loan Interest Deduction effective for the 2026 tax season. This deduction allows some taxpayers to write off up to $10,000 in car loan interest without itemizing, provided that specific conditions are met. Stephen explains how to qualify for this deduction, including the 'Made in America' requirement for vehicle assembly, the impact of timelines, phase-out limits based on income, and the differences for business owners. Learn how to maximize...

2026-02-1005 min

Stephen Lee, CPA, CPWA®Gold & Silver Taxes Explained: What You MUST Report to the IRS!If you own gold or silver, one of the biggest and most expensive mistakes investors make is not understanding how those gains are taxed. Precious metals follow a very different set of tax rules than stocks or real estate, and getting this wrong can cost you tens of thousands of dollars.In this video, Stephen Lee, CPA and Certified Private Wealth Advisor, explains how gold and silver are taxed, what must be reported to the IRS, and how to avoid common reporting and planning mistakes. Whether you are holding physical coins, bars, or bullion...

2026-02-0705 min

Stephen Lee, CPA, CPWA®SALT Deduction Is Back: What the New $40,000 Cap Means For TaxpayersThe SALT deduction is back and for some taxpayers, this single change could unlock up to $40,000 in tax deductions for the 2025 tax year.For the first time in years, the state and local tax (SALT) deduction cap has been significantly expanded, but qualifying for it is not automatic. If you are a homeowner, live in a high-tax state, or itemize deductions, this update could materially lower your tax bill, but only if you understand the new rules and apply them correctly.In this video, Stephen Lee, CPA and Certified...

2026-02-0404 min

Stephen Lee, CPA, CPWA®$2,200 Child Tax Credit: Rules, Income Limits, and RefundsIf you're raising a family, the new $2,200 child tax credit could put real money back into your household, but only if you understand how it actually works. This video explains the 2026 child tax credit, detailing who qualifies, how much can be claimed, and the income thresholds for married and single filers. Learn essential personal finance and money management strategies to maximize your tax filing and ensure you don't miss out on money your family is legally entitled to. For more tax tips, subscribe for smart, actionable advice, and take control of your financial future.00:00...

2026-01-3104 min

Stephen Lee, CPA, CPWA®IRS Releases NEW 2026 Tax Rules | What Every Tax Payer Needs to KnowThe IRS quietly changed the rules for the 2026 tax filing season, and most taxpayers are at risk of overpaying if they file the same way they always have. In this video, CPA and Certified Private Wealth Advisor Stephen Lee breaks down the most important 2026 tax law changes you need to understand before filing your 2025 tax return.You’ll learn how the new 2026 tax brackets work, where hidden danger zones exist for higher earners, and how income increases from raises or bonuses can push you into a higher bracket without warning. Stephen also explains the up...

2026-01-2808 min

Stephen Lee, CPA, CPWA®Ultimate 2026 Tax Prep Checklist | Don't Forget These FormsAs 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 Issues00:29 Important Tax Deadlines01:06 Do You Need to File?01:27 Personal Information Checklist01:59 Gathering Income Documents02:38 Credits and Deductions03:13...

2026-01-2505 min

Stephen Lee, CPA, CPWA®No Tax on Overtime and Tips (How to Claim Your 2025 Refund)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 Advisor00:39 Strategy 1: Understanding the Overtime Premium01:31 Strategy 2: No Tax on Tips

2026-01-2103 min

Stephen Lee, CPA, CPWA®Working and Receiving Social Security (2026 Rules That Could Cost You Money)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...

2026-01-1804 min

Stephen Lee, CPA, CPWA®How to File 1099 Tax Form Electronically | CPA WalkthroughUse Discount code SLCPA15 for a 15% discount - https://get.tax1099.com/ygtwcpua6iqdPLEASE ADVISE - The 15% discount is applicable on eFiling fees and not on services like USPS.This video clarifies who needs to file a "Form 1099" for the 2025 tax year, especially for "independent contractor" payments. Our CPA guides you through e-filing a "1099 NEC" quickly and accurately using an IRS-approved platform, ensuring you navigate "taxes" without common mistakes or penalties. Learn effective "tax planning" to avoid issues and confidently manage your filings....

2026-01-0712 min

Stephen Lee, CPA, CPWA®IRS Guidelines & Gifting Money in 2026How much money can you give someone without triggering gift taxes or IRS issues? If you’re planning to help family or friends in 2026, understanding the IRS gift tax rules is essential before you move any money.In this video, CPA and Certified Private Wealth Advisor Stephen Lee explains exactly how the gift tax works, who actually pays the tax, and how much you can give without filing paperwork or owing a dime to the IRS. One of the biggest misconceptions is that the person receiving a gift pays income tax. That is not tr...

2026-01-0403 min

Stephen Lee, CPA, CPWA®How the New Tax Law Will Actually Affect Your Tax Bill | Seniors & RetireesThe IRS just handed retirees a massive tax bill for 2026 and most people have no idea it’s coming.Many Americans assume taxes go down in retirement, but with the new 2026 tax brackets, the senior bonus deduction, Medicare IRMAA cliffs, and updated Social Security taxation rules, that assumption can cost you tens of thousands of dollars in stealth taxes.In this video, CPA and Certified Private Wealth Advisor Stephen Lee breaks down exactly how the 2026 retirement tax rules work and why income timing, not market returns, is the biggest so...

2025-12-2805 min

Stephen Lee, CPA, CPWA®How to Build Wealth in 90 Days (Without Extreme Budgeting)Are you making good money but still living paycheck to paycheck? You’re not alone. Over 70% of Americans earning $75,000 or more struggle financially not because they don’t earn enough but because they lack the right systems.In this video, CPA and Certified Private Wealth Advisor Stephen Lee breaks down the 90-Day Money Blueprint—a proven, step-by-step system designed to help you take control of your finances, automate wealth building, and finally get ahead financially without extreme budgeting or risky investing.This is not a get-rich-quick strategy. It’s a practical financial system u...

2025-12-2216 min

Stephen Lee, CPA, CPWA®Financial Literacy In 20 Minutes | Follow This Wealth SystemOn 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 pl...

2025-12-1420 min

Stephen Lee, CPA, CPWA®10 Year End Tax Moves to Save Thousands Before 2026 | LLC, Business Owners, High IncomeMaximize 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...

2025-12-0705 min

Stephen Lee, CPA, CPWA®Accountant Explains: How to Become a Millionaire on a 9-5 SalaryMany believe a W-2 job limits wealth, but your paycheck is a powerful tool for financial freedom. I'm Stephen Lee, a CPA, and I've seen professionals like teachers and engineers achieve financial freedom by investing a portion of every paycheck, leading to significant wealth. With smart money management and consistent investing, anyone can build wealth and secure their retirement.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: How to Take Co...

2025-11-3004 min

Stephen Lee, CPA, CPWA®Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To KnowMassive Tax Changes Coming in 2026 and Trumps Big Beautiful Bill - Save Thousands with These 5 Smart Moves!The 2026 tax changes are coming fast and for many Americans, they will completely reshape how much you owe, how much you keep, and which deductions you can still claim. In this video, Stephen Lee, CPA and CPWA, breaks down the biggest 2026 tax rule changes and explains exactly how they impact retirees, homeowners, families, and small business owners.We cover the key areas the IRS is updating as the Tax Cuts and Jobs Act (TCJA) sunsets in 2025, including:...

2025-11-2305 min

Stephen Lee, CPA, CPWA®IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know NowBig changes are coming to your 2026 taxes and it’s not just the income tax brackets. In this video, we break down everything the IRS just announced, including the new 2026 tax brackets, capital gains updates, and standard deduction adjustments that could impact how much you owe next year.You’ll learn:✅ The exact 2026 federal income tax brackets for single and married filers✅ What’s changing with capital gains taxes and who it affects most✅ Simple steps you can take now to lower your taxable income before these changes take effect

2025-11-0907 min

Stephen Lee, CPA, CPWA®Make THIS a Habit Every Time You Get Paid🔔 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...

2025-11-0106 min

Stephen Lee, CPA, CPWA®Stop Living Paycheck to Paycheck: Build Real Wealth on Any IncomeWhy do so many high-income earners still feel broke?You make good money… but where does it all go? In this video, Stephen Lee, CPA & Certified Private Wealth Advisor, breaks down why most people never build real wealth—and how you can fix it starting today.💡 Learn the 3 traps that keep professionals stuck living paycheck-to-paycheck:1️⃣ Lifestyle creep – earning more but spending more.2️⃣ Working harder instead of smarter – effort ≠ impact.3️⃣ No system for saving or investing – relying on willpower instead of automation.Then discover the 3-step system to finally build lasting wealth:✅ Def...

2025-10-1705 min

Stephen Lee, CPA, CPWA®S-Corp Owners Are Losing Money With This Mistake!If you’re an S-Corp owner paying yourself back for business expenses through payroll or distributions — stop right now. You could be throwing away thousands of dollars in unnecessary taxes every single year.In this video, Stephen Lee, CPA, CPWA®, breaks down one of the most powerful IRS-approved S-Corp tax strategies that 99% of business owners (and even CPAs!) don’t know about — the Accountable Plan.#SCorpTaxes#TaxSavings#SmallBusinessTips#CPATips#BusinessOwner#SmartMoneyMoves#TaxStrategy#IRSApproved#WealthBui...

2025-10-1007 min

Stephen Lee, CPA, CPWA®CPA Explains | 4 Easy Ways Business Owners Can Grow Retirement Money Fast#SCorp#TaxSavings#RetirementPlanning#SmallBusinessOwner#WealthBuilding#Solo401k#SEPIra#MegaBackdoorRoth#CashBalancePlan#BusinessTaxes#TaxStrategy#FinancialFreedom#SmartMoneyMoves💰 What if you could save $50,000, $100,000, or even $200,000 in taxes this year while building massive retirement wealth? If you own an S-Corp and your income is growing, these 4 powerful retirement strategies could completely change the game for your financial future.✅ Solo 401(k) – Maximize your contributions and cut your tax bill.✅ SEP IRA – Deduct up t...

2025-10-0306 min

Stephen Lee, CPA, CPWA®CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS FormulaWhat if I told you the wrong S-Corp reasonable compensation could cost you over $20,000 in IRS penalties—and that one small business owner avoided an $80,000 tax bill with the right strategy? In this video, I’ll expose the IRS-approved methods to calculate your salary the right way and protect your business from audits.Too many entrepreneurs, LLC and S-Corp owners are guessing their wages using outdated “50/50” or “60/40” rules—and losing tens of thousands of dollars to unnecessary payroll taxes or facing devastating IRS audits. Don’t let bad advice drain your profits.I’ll b...

2025-09-2606 min

When Real Estate Gets Real How to Build Credibility, Raise Capital & Scale Faster: Turn Your Podcast into a Capital-Raising Machine, Featuring Dave DubeauSend us a text In Episode 26 of The Stephen Lee-Thomas Show, we talk multifamily real estate with Dave Dubeau, who has helped countless capital raisers generate millions in committed capital, not by chasing investors, but by attracting them. Dave shares his unique journey from language school entrepreneur in Costa Rica to a full-time real estate educator and capital raising expert based in British Columbia, Canada. After several real estate investing pivots including rent-to-own and multifamily, Dave found his sweet spot: helping syndicators and fund managers

2025-09-2448 min

Stephen Lee, CPA, CPWA®How to Pay Yourself with a S-Corp in 2025 (BIG UPDATES)Stop overpaying in taxes! In this video, I break down how to pay yourself as an S-Corporation shareholder the right way. Learn the step-by-step strategy to take a reasonable salary, maximize distributions, and save thousands in employment taxes every year. I cover common mistakes, the IRS rules you must follow, and insider tips on cash flow planning and the QBI deduction. Whether you’re new to S-Corps or want to optimize your current strategy, this guide will help you keep more of your hard-earned money.📌 Next Step: Business owners — apply for my 5-session 1:1 Bootcamp to crea...

2025-09-1009 min

Stephen Lee, CPA, CPWA®How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 UpdateBusiness 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...

2025-09-0907 min

Stephen Lee, CPA, CPWA®How the Wealthy Use S-Corps to Build Massive WealthWant 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 wealth00:00...

2025-09-0906 min

Stephen Lee, CPA, CPWA®Investing for Beginners: How to Get Started (Updated for 2025)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...

2025-09-0912 min

Stephen Lee, CPA, CPWA®5 Money Habits Keeping You Poor - Personal Finance5 Common Money Habits Keeping You from Financial Success#PersonalFinance #MoneyHabits #BuildWealth #BudgetingTips #SavingMoney #InvestingForBeginners #FinancialFreedom #CPAAdvice #DebtPayoff #MoneyManagement #RetirementPlanning #HighYieldSavings #EmergencyFund #CreditCardDebt #FinancialLiteracyIf you’ve ever wondered why you’re not building wealth as quickly as you’d like, this video is for you. As a CPA with over 25 years of experience in accounting, finance, and money management — advising high-income earners, entrepreneurs, and public figures — I’ve seen firsthand the bad money habits that hold people back from achieving financial freedom. In this episode, I reveal the 5 most common money...

2025-09-0908 min

Stephen Lee, CPA, CPWA®The $7,500 EV Tax Credit Is Ending… Act FAST!Urgent Update: $7,500 EV Tax Credit Ends Soon – Act Before September 30th, 2025The $7,500 EV tax credit is ending on September 30th, 2025. This video provides crucial information on the deadline, changes due to the recently passed 'Big Beautiful Bill,' and how it impacts buyers, whether for personal or business use. Learn about the incentives automakers are offering, the remaining home charger credit until June 30th, 2026, and key steps to take right now to benefit from the expiring tax credits.00:00 Introduction: Urgent EV Tax Credit Update00:45 Key Deadlines and Ch...

2025-09-0904 min

Stephen Lee, CPA, CPWA®How the New 2025 Bill Can Save Your Small Business Money!Welcome to The Locum CPA YouTube channel.In this episode, we dive deep into the major tax changes introduced by the recently passed bill - One Big Beautiful Bill (OBBA) that directly impacts small business owners from 2025 onwards. We'll cover pivotal topics including the QBI deduction, the return of 100% bonus depreciation, Section 179 deductions, the SALT workaround, and the critical deadline for the clean vehicle tax credit. Don't miss out on understanding how these changes can help you save on taxes. Tune in and learn what you need to discuss with your CPA to maximize...

2025-09-0905 min

Stephen Lee, CPA, CPWA®Essential Trump Tax Cuts for Individuals - Big Beautiful BillDiscover the most important Trump tax cuts for individuals in the new Big Beautiful Bill! In this video, we break down the key 2025 tax changes, including the expanded child tax credit, new standard deduction increases, and tax-free overtime income provisions. Learn how these updates could lower your federal income taxes, boost your tax refund, and help you maximize tax savings this year. Whether you're a middle-class taxpayer, high-income earner, or simply planning for the next tax filing season, this guide covers all the individual tax relief measures you need to know. Stay ahead with this full breakdown of the...

2025-09-0903 min

When Real Estate Gets Real How to Escape the Stock Market with Passive Apartment Investing: Lon Welsh Manages $100M+ in Real Estate: A Smarter Way to Retire!Send us a text In Episode 25 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Lon Welsh, who has scaled over $100 million in assets under management. Lon shares his journey from strategy consultant at Deloitte and Accenture to founding Your Castle Real Estate and eventually transitioning into full-time passive real estate investing with Ironton Capital. Discover why Lon moved from single-family homes and active investing into passive syndications and how he helps busy professionals like physicians, engineers, and attorneys escape burnout...

2025-09-0446 min

When Real Estate Gets Real From W-2 to Wealth: 9 Lessons for Apartment Investing Success, Scale Smart Today!Send us a text In this solo episode of the Stephen Lee-Thomas Show, I shared 9 powerful lessons that I learned from nearly a decade of apartment investing. If you're just starting out or looking to level up, these actionable insights will help you fast-track your journey, avoid costly mistakes, and build long-term wealth through multifamily real estate. From mindset and strategy to deal criteria and networking, I walk you through the foundational principles that separate successful investors from those who stall out. Whether you're working a full-time...

2025-08-1318 min

When Real Estate Gets Real How to Raise Capital by Becoming the Bank: Eddie Speed Reveals the Passive Income AdvantageSend us a text In Episode 24 of the Stephen Lee-Thomas Show, we talk multifamily real estate alternatives with Eddie Speed, who has completed over 50,000 note deals and is a pioneer in the note investing space. Eddie is the founder of NoteSchool and president of Colonial Funding Group. He shares his remarkable 40+ year journey from working in real estate to building a career as a full-time note investor, helping others convert rental headaches into passive, high-yield note income. Discover why Eddie says “be the bank, not the la...

2025-07-1638 min

When Real Estate Gets Real Secrets to Raising Capital & Compressing Time in Real Estate: Ginger Faith’s Blueprint for Fast-Tracking SuccessSend us a text In Episode 23 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Ginger C. Faith, who has scaled her residential and commercial portfolio over three decades, flipping 57 homes including two featured on HGTV and recently venturing into large commercial assets. Ginger shares her inspiring journey from reading Nothing Down in her 20s to becoming a trailblazer for women in real estate investing. Discover how she transitioned from single-family properties to multifamily and commercial deals, built networks like the Women's Wealth Network, and became an Airbnb Superhost. Ginger dives...

2025-07-0238 min

When Real Estate Gets Real The Beginner’s Guide to Apartment Investing: Start Smart, Scale FastSend us a text In this solo episode of the Stephen Lee-Thomas Show, I break down the exact 3-step blueprint to get started in apartment investing, even if you're brand new and still working a full-time job. You'll learn why the first step isn’t about tactics, it’s about mindset. I'll walk you through Robert Kiyosaki’s Cashflow Quadrant and how shifting your position from employee to investor is the real first move to building lasting wealth. Then, he explains the mechanisms you need to master to find and fund your first deal and why ha...

2025-06-1814 min

When Real Estate Gets Real From Job Loss to Financial Freedom: Janice Greenley’s Journey to 152 UnitsSend us a text In Episode 22 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Janice Greenley, founder of Greenroot Capital, who has scaled her portfolio to 152 units in assets under management. Janice shares her journey from being a headhunter to becoming a full-time real estate investor. Discover why she transitioned from single-family rentals and energy consulting to multifamily and storage syndications and how she used education and grit to go all-in. Janice dives into the importance of scalability,

2025-06-0434 min

When Real Estate Gets Real Building a $500M Real Estate Lending Empire: Ruben Izgelov on Shifting from Risk to RewardSend us a text In Episode 21 of the Stephen Lee-Thomas Show, we talk multifamily real estate and private lending with Ruben Izgelov, who has scaled his portfolio to over $500 million in assets under management. Ruben shares his incredible journey from humble beginnings as an immigrant in Queens, NY, to co-founding two powerhouse firms: We Lend, a tech-driven private lending company, and States Capital, a $300 million private debt fund. Ruben takes us through his transformation from real estate flipper to institutional-grade lender. Discover why he made the leap...

2025-05-2233 min

When Real Estate Gets Real How to Buy Real Estate on Your Own Terms: Chris Prefontaine’s Insider StrategiesSend us a text In Episode 20 of The Stephen Lee-Thomas Show, we dive deep into creative real estate investing with Chris Prefontaine, founder of Smart Real Estate Coach, 4-time best-selling author, and Forbes Business Council member. With over 33 years of experience, Chris has weathered multiple market cycles and built a thriving real estate business without relying on banks or personal loans. Chris shares how he transitioned from traditional financing to creative financing strategies, helping investors structure deals with no banks, no credit, and little to no money down

2025-05-0728 min

Stephen Lee, CPA, CPWA®2025 Tax Calendar Guide for Locum Medical Professionals - Never Miss a DeadlineSetting Up Your 2025 Tax Calendar: Essential Tips for Locum PhysiciansIn this episode of the Locum CPA podcast, Stephen Lee, a CPA specializing in locum medical professionals, guides you through setting up your tax calendar for 2025. Learn about the importance of meeting tax deadlines to avoid penalties, the quarterly estimated tax payment dates, and the different filing deadlines for various business entities such as LLCs, PLLCs, and S-Corporations. Discover practical tips for staying organized with calendar reminders, tracking income and expenses, and using accounting software. This video aims to help locum physicians stay ahead...

2025-04-2609 min

When Real Estate Gets Real From Wholesaling to 136 Units: Eric Lindsey’s Proven Multifamily Game PlanSend us a text In Episode 19 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Eric Lindsey, who has scaled his portfolio to 136 units as a general partner. Eric shares his journey from wholesaling single-family homes to building a sustainable investment career through mobile home parks and apartment syndications. Discover why Eric transitioned from high-volume wholesaling to multifamily investing and how he’s leveraging his experience to generate long-term wealth through strategic acquisitions, smart partnerships, and hands-on education. What You’ll L...

2025-04-2345 min

Stephen Lee, CPA, CPWA®Smart Tax Strategies Every Locum Doctor Must Know!Locum Doctors: Essential Tax Strategies for Maximizing IncomeIn this episode of the Locum CPA podcast, Stephen Lee, a CPA specializing in locum tenens medical doctors, breaks down why having a tax game plan is crucial for locum doctors. Covering key topics such as mentality shifts, estimated quarterly tax payments, choosing the right entity structure, maximizing deductions, retirement investment planning, and multi-state tax considerations, this episode is packed with actionable tips to help locum doctors save tens of thousands of dollars annually and build long-term wealth. Stick around to the end for valuable insights...

2025-04-1911 min

Stephen Lee, CPA, CPWA®How To Pay Yourself As An S-Corp In 2025How Locum Doctors Should Pay Themselves Through an S CorporationIn this episode of the locum CPA podcast, CPA Stephen Lee provides detailed guidance on how locum doctors can pay themselves through their S corporation. The podcast covers crucial topics such as reasonable compensation, payroll, and distributions. Key concepts include why using an S corporation can lead to substantial tax savings, determining a reasonable salary, and navigating common IRS triggers. Stephen also shares best practices for running payroll, documenting salaries, and optimizing tax strategies. Don't miss this valuable information tailored specifically for locum medical...

2025-04-1214 min

When Real Estate Gets Real Revolutionizing Property Ownership: The Rise of Tokenized Real Estate with Ricardo JohnsonSend us a text In Episode 18 of the Stephen Lee-Thomas Show, we dive into the future of real estate investing with Ricardo Johnson, founder of Oases, a pioneering platform that leverages blockchain technology to make real estate investment more accessible. Through tokenized co-ownership, Ricardo is revolutionizing how investors can own fractional shares of income-generating luxury properties offering flexibility, security, and passive income without the traditional barriers of real estate ownership. With a background in finance, real estate, and Web3, Ricardo shares his journey from traditional UK real estate investing to building a global, blockchain-powered investment...

2025-04-0942 min

Stephen Lee, CPA, CPWA®Work in multiple states? Where do I pay taxes? Multi-State Taxes ExplainedUnderstanding State Tax Obligations for Locum Medical ProfessionalsIn this episode of the Locum CPA podcast, CPA Stephen Lee discusses the tax obligations of locum medical professionals working in multiple states. Through a real-life example involving an oral surgeon with an LLC in Illinois and work in Minnesota, Stephen breaks down essential tax concepts. He covers the responsibilities of maintaining an LLC, filing multiple state tax returns, and the importance of paying quarterly estimated taxes. Additionally, Stephen offers practical recommendations on consulting knowledgeable CPAs and legal professionals to ensure compliance and avoid costly mistakes...

2025-04-0510 min

Stephen Lee, CPA, CPWA®Tax Deductions Most People FORGET About in 2024!Overlooked Tax Deductions You Shouldn't Miss for Your 2024 Tax ReturnJoin Stephen Lee, a Chicago-based CPA specializing in locum medical professionals, in this must-watch video podcast where he discusses six often-overlooked tax deductions that can significantly impact your 2024 personal income tax return. Learn about deductions for charitable contributions, state and local taxes (SALT), mortgage interest, medical expenses, health savings accounts (HSAs), and IRA contributions. Make sure you have all the necessary receipts and documentation, and understand the IRS guidelines to maximize your savings and possibly turn a tax bill...

2025-03-2808 min

When Real Estate Gets Real The Art of Capital Raising: How to Attract Investors & Build Trust - Lance Pederson’s Proven StrategySend us a text In Episode 17 of the Stephen Lee-Thomas Show, we dive deep into capital raising, investor trust, and AI-driven deal analysis with Lance Pederson. Lance shares his journey from selling an IT services company at 21 to managing a $300M+ equity fund and helping over 200 sponsors launch investment funds. Now, as the co-founder of Passive Advantage, he’s revolutionizing deal analysis for passive investors using AI. If you’ve ever struggled with raising capital, finding investors, or evaluating deals, this episode is packed with game-changing insights. What You’ll Learn: The...

2025-03-2649 min

Stephen Lee, CPA, CPWA®2025 Quarterly Taxes: Essential Tips for Locum Medical SpecialistsMastering 2025 Quarterly Taxes for Locum Medical Professionals | Budgeting and DeductionsJoin Stephen Lee, CPA based in Chicago, for an in-depth guide on preparing for the first quarterly estimated tax payment of 2025. This video podcast covers essential budgeting tips, tax savings strategies, and key deadlines to help locum medical professionals avoid penalties and interest. Learn about different tax responsibilities, efficient saving methods, and common deductible expenses. Get expert advice on setting reminders, using online payment systems, and possibly forming an S corporation to minimize tax liabilities. Don't miss out on maximizing your retirement contributions to...

2025-03-2211 min

Stephen Lee, CPA, CPWA®4 Reasons Your EV Tax Credit Was DENIED and How to Fix ItDenied EV Tax Credit? Here's Why and What to Do Next!Have you recently purchased an electric vehicle and are looking to utilize the $7,500 EV tax credit? Many buyers are being denied this valuable credit. In this episode of the Locum CPA Podcast, CPA Stephen Lee explains why these denials are happening and what steps you can take to address it. Learn about the common reasons for denial, including dealer misfiling, income limits, ineligible vehicles, and timing issues. Find out how to double-check your eligibility, contact your dealer for corrections, file an appeal with...

2025-03-1504 min

When Real Estate Gets Real Scaling $300M+ in Real Estate: Michael Voulgarakis’ Investment StrategySend us a text In Episode 16 of the Stephen Lee-Thomas Show, we dive into multifamily real estate with Michael Voulgarakis, a seasoned investor with 18 years of experience in underwriting, capital raising, and asset management. With over 26 deals—18 of which have gone full cycle—Michael has scaled his portfolio to over $300 million in assets under management. In this episode, Michael shares why he invests in Seattle despite the perception that "blue cities" aren’t landlord-friendly. He breaks down market cycles, explains the risks and rewards of bridge debt, and offers insights into finding opportunities even in uncert...

2025-03-1236 min

Stephen Lee, CPA, CPWA®Get Your Tax Refund FAST With These IRS Tools!Track Your Tax Refund: Tips and Tools to Get Your Money Faster!In this episode of the Locum CPA Podcast, CPA Stephen Lee provides comprehensive guidance on tracking your tax refund using the IRS's 'Where's My Refund' tool. The video includes tips on how to receive your refund faster, the expected timing for refunds based on different filing methods, and common reasons for delays. Stephen Lee also offers advice on avoiding refund delays, understanding status updates, and important filing dates. Ideal for locum medical professionals and anyone looking to streamline their tax refund process.

2025-03-0810 min

Stephen Lee, CPA, CPWA®DON'T MISS - 8 Tax Deductions Locum Medical Professionals MUST KNOW in 2024!Top 8 Tax Deductions for Medical Professionals in 2024 | Locum CPA PodcastAre you a locum medical professional preparing for your 2024 tax return? Join Stephen Lee, a certified public accountant specializing in helping locum medical professionals, as he reveals the top eight tax deductions you can't miss. Learn how travel and lodging expenses, licensing and certification fees, malpractice insurance, work-related supplies, home office deductions, retirement contributions, health insurance premiums, and CME costs can significantly lower your taxable income. Don't miss out on these vital tips to maximize your savings for 2024!00:00 Introduction...

2025-03-0107 min

When Real Estate Gets Real From Corporate Grind to Marketing Machine: Jason Wright’s Investor Funnel BlueprintSend us a text In Episode 15 of the Stephen Lee-Thomas Show, we dive into the intersection of digital marketing and real estate investing with Jason Wright – a speaker, author, real estate investor, podcast host, and digital marketing expert. Jason shares how he left the corporate grind to build a thriving digital marketing business, Intentionally Inspirational, and how his expertise in lead generation helps investors raise capital more effectively. He opens up about the struggles of early-stage capital raising, the power of marketing funnels, and how automation can transform your investor pipeline. We also di...

2025-02-2638 min

Stephen Lee, CPA, CPWA®IRS Audit Red Flags - Critical Mistakes That Trigger IRS AuditsTop IRS Audit Triggers to Avoid: A Guide for Locum Professionals and Business OwnersAre you concerned about an IRS audit? With increased funding and hiring at the IRS, there's no better time to ensure your tax returns are compliant. In this episode of the Locum CPA Podcast, CPA Stephen Lee from Chicago, Illinois, breaks down the biggest IRS audit red flags for business owners and high-income individuals. Learn about the likelihood of getting audited, the major triggers, and how to protect yourself. This video covers everything from reporting all income accurately to avoiding...

2025-02-2214 min

When Real Estate Gets Real Apartment Investing vs. Single-Family Rentals: Why Multifamily Wins for Bigger ReturnsSend us a text In this episode of The Steven Lee-Thomas Capital Show, we break down why multifamily investing is the ultimate strategy for scaling your wealth—and why single-family rentals often leave investors stuck in a time-consuming, inefficient model. 🔹 Multifamily = A Scalable Business 🏢 🔹 Single-Family = A Job That Traps You ⛓️ If you want consistent double-digit returns while leveraging professional management, apartment investing is the way to go. Stephen dives into economies of scale, passive investing benefits, and the cash flow quadrant to show why...

2025-02-1614 min

Stephen Lee, CPA, CPWA®Tax Filing Mistakes You Can’t Afford To Make (2025)Avoid Common Tax Filing Mistakes: Tips for Locum Professionals and Business OwnersTax season is here and avoiding costly errors is crucial. Join Stephen Lee, a CPA specializing in locum medical professionals, as he discusses the most common tax filing mistakes and how to avoid them to ensure a smooth process for your 2024 income tax returns. Learn about the importance of choosing the right filing status, not missing tax deductions and credits, providing accurate personal and banking information, and filing at the right time. Stay organized and informed to maximize your tax return and...

2025-02-1509 min

Stephen Lee, CPA, CPWA®Last Minute 2024 Tax Deductions - Act NowMaximize Your Tax Savings for 2024 - Don't Miss Last Minute Tax DeductionsIn this episode of the Locum CPA Podcast, Stephen Lee, a Certified Public Accountant specializing in locum medical professionals, shares valuable last-minute tax deductions for the 2024 tax year. Learn how to save on taxes by contributing to SEP IRAs, traditional IRAs, and HSAs, even retroactively. Discover specific tips tailored for single-member LLCs, S Corporations, and more. Additionally, Stephen highlights essential deductions for home offices, travel expenses, and office supplies. Don't miss out on optimizing your tax savings...

2025-02-0815 min

When Real Estate Gets Real Proven Strategies for Double-Digit Returns in Apartment Investing. Maximize Your Profits Today!Send us a text In this episode of The Stephen Lee-Thomas Show, breaks down the proven strategies to achieve double-digit returns in apartment investing. If your goal is financial freedom, understanding how to double your money in five years or less is key. Using the Rule of 72, explaining why traditional investments like savings accounts and the stock market might not be enough—and why multifamily real estate stands out as a high-return, lower-risk strategy. Learn how passive investors can earn 16–20% average annual returns and how deal sponsors can scale even faster. Also be sharing insights on c...

2025-02-0518 min

Stephen Lee, CPA, CPWA®How to Travel for FREE in 2025Maximize Your Travel: Deductible Expenses for Locum Medical Professionals Join Stephen Lee, a CPA based in Chicago, as he reveals critical tips for locum medical professionals on how to deduct your travel expenses legally. In this podcast, learn how to combine professional trips with personal vacations, ensuring business remains the primary purpose. Discover which expenses, like airfare, lodging, and meals, are deductible and how to strategically plan your trips to maximize savings. A practical example and pro tips on record-keeping and planning ahead are also shared. Travel smart and save more in 2025!

2025-02-0106 min

Stephen Lee, CPA, CPWA®Pay ZERO Tax On Your Retirement With This Simple Method!Unlock Tax-Free Retirement with the Backdoor Roth IRA | Locum CPA Podcast In this episode of the Locum CPA Podcast, Stephen Lee, a CPA based in Chicago, Illinois, explains the Backdoor Roth IRA—a powerful strategy for high-income earners, including locum medical professionals, to achieve tax-free growth on retirement investments. Stephen breaks down the straightforward steps to set up a Backdoor Roth IRA, key considerations like the pro rata rule and contribution limits, and the numerous benefits such as no required minimum distributions (RMDs) and tax-free withdrawals during retirement. Don't miss out on maximizing your financial goals with th...

2025-01-2507 min

When Real Estate Gets Real Why Apartment Investing is the Ultimate Path to Financial FreedomSend us a text In this episode of the Stephen Lee-Thomas Capital Podcast, Stephen dives into why apartment investing is the ultimate strategy for building wealth and achieving financial freedom. Sharing personal experiences and proven strategies, Stephen explains how apartment investing can help you scale your portfolio, avoid the pitfalls of single-family investing, and create a lasting impact on communities. Whether you're a busy professional, a high-net-worth individual, or someone who’s tired of the rat race, Stephen provides actionable advice to help you break free and accelerate your wealth-building journey. From leveraging syndication to tr...

2025-01-2516 min

Stephen Lee, CPA, CPWA®ESSENTIAL 2025 S-Corp Tax Savings Checklist for ALL S-Corp OwnersMaximize Your S Corp Tax Savings as a Locum Medical Professional In this episode of the Locum CPA Podcast, CPA Stephen Lee guides new and experienced locum medical professionals through an S Corp tax-saving strategy tailored specifically for them. With the New Year upon us, Stephen Lee emphasizes the importance of reviewing your S Corp setup to maximize tax benefits. He discusses projecting income for the year, determining reasonable salary versus distributions, making retirement contributions, and maximizing tax deductions. Don't forget to comment your New Year's resolutions and share this valuable advice with fellow...

2025-01-1815 min

When Real Estate Gets Real How to Succeed in Multifamily Investing: Live Q&A with Stephen Lee-ThomasSend us a text Get a sneak peek into our live Q&A session where Stephen Lee-Thomas breaks down the fundamentals of multifamily investing. Learn the secrets to raising capital, growing your network, and leaving corporate America for financial freedom. Don’t miss the full session for actionable strategies and inspiring stories! 🎯 Topics Covered: How to raise capital with a small network Overcoming fear and limiting beliefs Creating a structured approach to capital raising The turning point that inspired Stephen to leave corporate life 👉 Watch the full session here: [https://youtu.be/O2zHvi-VbU...

2025-01-1327 min

Stephen Lee, CPA, CPWA®The 2025 IRS Updates That Will Save Medical Professionals $30,000Top Tax Strategies and Key IRS Updates for 2025 | Save Thousands in Taxes! Join CPA Stephen Lee on the Locum CPA podcast as he reveals crucial IRS updates and tax-saving strategies for 2025. This episode covers increased contribution limits for retirement accounts like 401k, 403b, 457b, and SEP IRA, as well as new limits for Health Savings Accounts (HSA) and changes to the standard deduction. Learn how to maximize your tax savings, potentially saving between $26,000 and $30,000, and stay ahead with smart financial planning for the upcoming year. Ideal for locum medical professionals aiming to achieve their...

2025-01-1107 min

Stephen Lee, CPA, CPWA®Tax Season Made EASY - Smart Tips for All Filers!Stress-Free Tax Preparation: Essential Tips for 2025 Nearly 30% of Americans procrastinate on their taxes, causing stress and potential errors. In this episode of the Locum CPA podcast, Stephen Lee, a Chicago-based CPA, shares vital tips on preparing for tax season smoothly and efficiently. Learn how to organize your documents, understand your tax position, and choose the right filing method to avoid last-minute panic. Key steps include creating physical and digital folders, confirming your filing status, and knowing your deductions and income sources. Stephen also highlights important tax deadlines for 2025 and offers exclusive tips for locum...

2025-01-0409 min

When Real Estate Gets Real From House Hacking to 3,000 Units: Charles Carillo’s $200M Multifamily Real Estate JourneySend us a text In Episode 14 of the Stephen Lee-Thomas Show, multifamily expert Charles Carillo dives into the essential skills needed to succeed in real estate investing. With over $200 million in assets under management, Charles explains the balance between underwriting deals and raising capital while highlighting the critical steps to build strong partnerships and avoid costly mistakes. Learn how to identify your strengths, structure your team, and make informed decisions as an investor. This episode is packed with actionable advice for anyone aiming to grow in the multifamily real estate space, whether as a passive...

2025-01-0427 min

Stephen Lee, CPA, CPWA®Should You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum ProfessionalsShould You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum Professionals In this episode of the Locum CPA Podcast, CPA Stephen Lee addresses a common financial dilemma faced by locum medical professionals: whether to pay off student loans or invest. Stephen provides a detailed framework for making an informed decision, including an analysis of student loan terms, the importance of emergency funds, and the pros and cons of both paying off loans and investing. He recommends a balanced approach that combines both strategies to achieve financial stability and growth. Watch till...

2024-12-2810 min

When Real Estate Gets Real Inside a $200M Multifamily Real Estate Empire: Charles Carillo’s Path to 3,000 UnitsSend us a text In Episode 13 of the Stephen Lee-Thomas Show, we sit down with Charles Carillo, a multifamily real estate investor with over $200 million in assets under management and a portfolio of 3,000 multifamily units. Charles shares his journey from growing up in the trenches of property management with his father to mastering the art of syndication. Discover how Charles transitioned from house hacking small multifamily properties to becoming a syndication powerhouse. Learn how to find your first deal, the key skills required for success, and why teamwork and mentorship are critical in multifamily real...

2024-12-2527 min

Stephen Lee, CPA, CPWA®2024 Year End Essential Locum Tax Checklist and 2025 Locum Tax Plan for Success!Top Tax Tips for Locum Professionals: Maximize Deductions & Plan for 2025 In this episode of the Locum CPA Podcast, Stephen Lee, a CPA based in Chicago, Illinois, provides a comprehensive year-end checklist for locum medical professionals. Key topics include reviewing your 2024 earnings, maximizing tax deductions, optimizing retirement contributions, making estimated tax payments, and planning ahead for a financially successful 2025. Get actionable tips to save thousands of dollars and set yourself up for long-term financial success. Don't miss out on this essential guide for locum tenens practitioners! 00:00 Introduction to Tax Planning...

2024-12-2108 min

Stephen Lee, CPA, CPWA®How To Set Up A Business Bank Account And Credit Card For Your Locum Tenens PracticeFinancial Tips for Locum Tenens: Opening Business Bank Accounts & Credit Cards In this episode of the Locum CPA podcast, Stephen Lee, a Chicago-based CPA, guides locum tenens professionals through the essential steps of opening a dedicated business bank account and securing a business credit card. Stephen underscores the importance of separating personal and business finances for tax advantages and simplified bookkeeping. Learn about the necessary documentation, choosing the right bank, account setup, and the benefits of having a business credit card. Stay organized and ensure financial success in your locum tenens career with practical...

2024-12-1405 min

When Real Estate Gets Real From Teen to Multifamily Titan: Kylan Yarbrough’s Inspiring Journey at 21!Send us a text In Episode 12 of the Stephen Lee-Thomas Show, we sit down with Kylan Yarbrough, a young real estate powerhouse who at just 21 years old, is a general partner in 195 multifamily units with $20 million in assets under management. Kylan shares his incredible journey, starting in real estate at 17, and the strategies that propelled him to success. From setting ambitious goals to embracing fear as a catalyst for growth, Kylan offers invaluable insights for aspiring multifamily investors. Discover how Kylan redefined what’s possible by leveraging mentorship, perseverance, and a clear vision for the fu...

2024-12-1438 min

Stephen Lee, CPA, CPWA®How to set up a PLLC or LLC for Locum Tenens ProfessionalsHow to Set Up a PLLC or LLC for Locum Tenens Professionals Join Stephen Lee, a CPA based in Chicago, as he guides locum tenens professionals through the process of establishing a PLLC or LLC. Learn the essential steps from confirming eligibility and choosing a name, to filing articles of organization, drafting an operating agreement, applying for an EIN, setting up financial accounts, and maintaining compliance. This episode offers valuable insights to protect your practice, streamline your taxes, and effectively manage your business. 00:00 Introduction to Setting Up a PLLC...

2024-12-0706 min

When Real Estate Gets Real From Corporate to $100M in Real Estate: Nicholas DiLeone on Multifamily, RV Parks, and Triple Net StrategiesSend us a text In Episode 11 of the Stephen Lee-Thomas Show, we delve into the world of multifamily real estate and beyond with Nicholas DiLeone, a seasoned investor managing over $100 million in assets, including 1,700 apartment units and RV park pads. Nick shares his inspiring journey from a corporate real estate career to building his syndication business, emphasizing the value of mindset, partnerships, and diversification into asset classes like RV parks and triple net properties. Discover why Nick believes in the power of teamwork, how he leverages social media for raising capital, and his strategies for...

2024-12-0445 min

Stephen Lee, CPA, CPWA®Stay Ahead of the Game: Why Quarterly Taxes Matter for Locum TenensDo Locum Physicians Need to Pay Quarterly Taxes? | Locum CPA Podcast In this episode of the Locum CPA Podcast, Stephen Lee, a certified public accountant, addresses a common question for locum physicians: Do they need to pay quarterly taxes or can they wait until the end of the year? Stephen clarifies the importance of self-employment taxes for locum professionals, the IRS requirements for quarterly estimated tax payments, the consequences of skipping these payments, and how the Safe Harbor rule can help minimize penalties. The video concludes with practical tips for ensuring timely and accurate...

2024-11-2804 min

Stephen Lee, CPA, CPWA®S-Corp vs. LLC: Which is Best for Locum Tenens Professionals?LLCs vs. S Corps: Deciding the Best Structure for Locum Tenens Professionals In this episode of the Locum CPA Podcast, CPA Stephen Lee from Chicago, Illinois, addresses a common dilemma faced by locum tenens professionals: whether to stick with a single-member LLC or switch to an S Corporation. He explains the advantages and disadvantages of both options, including tax implications and administrative requirements, to help listeners make an informed decision. This episode is particularly useful for new resident graduates who are just beginning their locum work and navigating tax structures. Tune in to get...

2024-11-2104 min

When Real Estate Gets Real Building a $250M Empire: Gary Lipsky’s Multifamily Strategies RevealedSend us a text In Episode 10 of the Stephen Lee-Thomas Show, we dive deep into the multifamily real estate world with Gary Lipsky, an experienced investor, podcast host, and best-selling author of Best in Class and Invest Smart. Gary shares his entrepreneurial journey, insights on spotting red flags in deals, and lessons from building a $250M portfolio. From his early mistakes as a passive investor to becoming an authority on asset management, Gary’s story offers invaluable takeaways for aspiring multifamily investors. What You’ll Learn: Key red flags to avoid as a pa...

2024-11-1940 min

Stephen Lee, CPA, CPWA®Navigating Locum Tenens Pay: Should You Use a Recruiting Agency?Maximizing Your Locum Tenens Career: Tips and Insights Join Stephen Lee, a certified public accountant, based in Chicago, Illinois, as he breaks down essential information for medical professionals considering locum tenens work. Learn how compensation works, the benefits of partnering with a locum agency, and key factors that influence pay rates. With insights from CHG Healthcare's 2024 State of Locum Tenens report, this episode of the Locum CPA Podcast covers everything from hourly rates and tax responsibilities to the perks of working with a locum agency, such as malpractice insurance, licensing assistance, and travel reimbursements...

2024-11-1405 min

When Real Estate Gets Real From Engineering Grind to $2.8 Billion in Real Estate: Lane Kawaoka’s Journey to Multifamily SuccessSend us a text In Episode 9 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Lane Kawaoka, who has scaled his portfolio to $2.8 billion in assets under management. Lane shares his journey from working in engineering to becoming a full-time real estate investor. Discover why he transitioned from single-family homes to multifamily investments and the strategies he used to grow his portfolio. Lane dives into the importance of scalability, finding the right partners, and building long-term wealth in real estate. This episode is packed with valuable insights for investors looking to transition from...

2024-11-0639 min

Stephen Lee, CPA, CPWA®Locum or Permanent? What's the Best Choice for Your Career?Locum Tenens vs. Permanent Position: Navigating Tax Advantages and Challenges In this episode of The Locum CPA podcast, Stephen Lee, a certified public accountant, explores the tax benefits and challenges of locum tenens and permanent medical positions. Learn about the tax implications of being an independent contractor with locum tenens roles versus a full-time employee in permanent positions. Discover the impact on your financial situation, including self-employment taxes, deductions, employer-sponsored benefits, and retirement plans. Get tips on managing taxes, forming an S corp or LLC, and maximizing deductions and benefits for both career paths.

2024-11-0107 min

Stephen Lee, CPA, CPWA®State Residency for Locum Tenens ProfessionalsNavigating State Residency for Locum Professionals: Tax Tips and Essentials In this episode of The Locum CPA podcast, Stephen Lee, a Chicago-based CPA, guides locum professionals on determining state residency for tax purposes. He explains that state residency is determined by three key factors: the physical presence test, the domicile test, and financial and social ties. Locum professionals working in multiple states may face double taxation, but many states offer reciprocity agreements or tax credits to mitigate this issue. By understanding these factors and state rules, locum professionals can effectively manage their tax obligations...

2024-10-2503 min

Stephen Lee, CPA, CPWA®Smart Tax Planning: Save $40,000+ Annually as a Locum TenensMaximize Your Tax Savings: Essential Strategies for Locum Tenens Professionals In this episode of The Locum CPA podcast, hosted by CPA Stephen Lee, discover effective tax planning strategies tailored for high-earning locum tenens professionals earning $500,000 or more in 1099 income. Learn how to utilize an S Corporation, determine reasonable compensation, maximize retirement contributions, implement an accountable plan, and take advantage of Health Savings Accounts (HSAs) to substantially reduce your tax liability. By applying these strategies, locum professionals can save between $40,000 to $50,000 annually in taxes while planning for a secure retirement and healthcare future.

2024-10-1809 min

When Real Estate Gets Real From Overworked to Owning $650M in Real Estate: Jorge Abreu’s Secret to Scaling Fast WITHOUT Burning OutSend us a text In Episode 8 of the Stephen Lee-Thomas Show, we talk multifamily real estate with Jorge Abreu, who scaled his portfolio to $650M in assets. He shares how he transitioned from single-family homes to multifamily and why shifting from a “do-it-all” mentality to delegation was crucial for his success. Jorge discusses vetting partners, the benefits of multifamily investing, and navigating today’s market. If you want to scale your business or grow from small investments to large portfolios, this episode is full of valuable insights. What You’ll Learn: Jorge...

2024-10-1735 min

Stephen Lee, CPA, CPWA®How to Navigate Multi-State Taxes as a Locum Tenens DoctorNavigating State Taxes as a Locum Professional | The Locum CPA Podcast In this episode of The Locum CPA Podcast, host Stephen Lee, a certified public accountant, discusses the complexities of managing state income taxes for locum tenens medical professionals working across multiple states. Key points include tax filing strategies, the importance of proper income allocation and record-keeping, state residency considerations, and estimated tax payments. He also highlights the need to consult with a tax professional to avoid audits and prevent double taxation, offering practical advice to reduce tax liabilities. 00:00 Introduction to Locum Tax Challenges 00:35 Understanding State Income Tax Obligations 01:23...

2024-10-1206 min

Stephen Lee, CPA, CPWA®Maximize Your Locum Income: Retirement Strategies for S Corps & LLCsMaximize Your Retirement Savings as a Locum Tenens Professional In this episode of the Locum CPA podcast, Certified Public Accountant Stephen Lee explains how locum tenens physicians, nurse practitioners, and other healthcare providers working as independent contractors can save up to $30,000 or more in taxes. Key retirement savings options discussed include SEP IRAs, solo 401ks, and traditional and Roth IRAs. Discover the contribution limits, tax benefits, and setup processes tailored specifically for locum tenens professionals. Don't miss out on these powerful tax-saving strategies. Remember to like, subscribe, and tune in for more essential financial...

2024-10-0406 min

When Real Estate Gets Real Breaking Through Real Estate Barriers: Jon Steenburgen’s Path to 50 Properties (Part 2)Send us a text In Episode 7 of the Stephen Lee-Thomas Show, we continue our conversation with Jon Steenburgen as he dives deeper into his real estate journey. In Part 2, Jon shares how he scaled to 50 properties and the importance of taking action despite obstacles. Learn the valuable lessons Jon gained from his early deals, why persistence is key, and how building relationships helped him succeed in the competitive real estate market. What You'll Learn: How to build a real estate portfolio by embracing failure and staying persistent The importance of...

2024-10-0327 min

Stephen Lee, CPA, CPWA®Avoid IRS Red Flags: Reasonable Compensation for S Corp OwnersAvoid IRS Penalties: How to Determine a Reasonable Salary for S Corp Shareholders Are you an S Corp shareholder? In this episode of The Locum CPA podcast, Stephen Lee, a Certified Public Accountant based in Chicago, Illinois, dives into the crucial topic of reasonable compensation for S Corp owners. Learn why it's essential to take a reasonable salary, how to calculate it, and the potential IRS penalties for underpayment. This video is especially important for doctors and healthcare providers running their own locum tenens practice. Stay compliant and maximize your tax savings by understanding...

2024-09-2705 min

When Real Estate Gets Real From Rejection to Real Estate Success: Jon Steenburgen’s Inspiring Journey (Part 1)Send us a text In Episode 6 of the Stephen Lee-Thomas Show, we talk to Jon Steenburgen, a real estate entrepreneur who went from receiving a college rejection letter to building a successful career in real estate. In Part 1, John shares how his struggles in high school led him to the Army, where he found new purpose, and how his journey into real estate began after discovering podcasts. Hear about Jon’s pivotal moments, including how he secured his first real estate deal and the lessons he learned from failure that set the foundation for his fu...

2024-09-2626 min

When Real Estate Gets Real Overcoming Real Estate Challenges: Insights from Charlie HardageSend us a text In this premiere episode of the Stephen Lee-Thomas Show, we explore the realm of real estate investing with our special guest, Charlie Hardage. Charlie, a full-time real estate investor, recounts his transition from the corporate sector to managing over a thousand units across six properties. We delve into the critical role of mindset in overcoming the hurdles of real estate investing, particularly during market downturns. Join us to discover how to sustain a positive mindset, adapt to market fluctuations, and implement long-term strategies for achieving financial freedom. What You'll Learn:

2024-08-0921 min

When Real Estate Gets Real From W-2 to $88 Million in Assets: The Journey of Gabriel CraftSend us a text In this episode of the Stephen Lee-Thomas Show, we are joined by Gabriel Craft, a real estate powerhouse with $88 million in assets under management and over 2,200 units acquired. Gabriel shares his inspiring journey from a secure W-2 job to becoming a full-time real estate investor. Discover the strategies Gabriel used to navigate market challenges, the importance of mindset, and his advice for aspiring investors. Whether you're new to real estate or looking to scale, Gabriel's story offers valuable insights and motivation. What You'll Learn: Strategies for transitioning from...

2024-08-0935 min

When Real Estate Gets Real Balancing a Full-Time Job and Real Estate Success: The Journey of Eddie EsparzaSend us a text In this episode of the Stephen Lee-Thomas Show, we welcome Eddie Esparza, a remarkable real estate investor who has managed to acquire $13 million in assets, including a 133-unit apartment complex in Arlington, Texas, all while maintaining a full-time W-2 job. Eddie shares his inspiring journey, from his early days working with his father's residential properties in Chicago to his successful leap into multifamily investing. Discover how Eddie balances his dual careers, the strategies he employs, and the importance of mindset and education in achieving real estate success. Whether you're an aspiring real estate...

2024-08-0951 min

When Real Estate Gets Real Navigating Real Estate Challenges: Lessons from Brandon MartinezSend us a text In this episode of the Stephen Lee-Thomas Show, we welcome Brandon Martinez, a dynamic real estate investor who has successfully navigated the ups and downs of the commercial real estate market. Starting as a passive investor in 2018 and becoming a general partner in 2021, Brandon has been involved in six deals totaling over a thousand units. Brandon shares his journey, the importance of having a strong mindset, and the critical role of CapEx management in real estate. Tune in to learn how Brandon has thrived in a challenging market and his advice for aspiring...

2024-08-0928 min

When Real Estate Gets Real Going All-In on Real Estate with Anthony BishopSend us a text In Episode 5 of the Stephen Lee-Thomas Show, we sit down with Anthony Bishop, a seasoned real estate investor who transitioned from a full-time day job to becoming a successful real estate entrepreneur. With over 14 years in the real estate industry, 11 of those full-time, and over 220 transactions under his belt, Anthony shares his journey, insights, and strategies for thriving in the competitive world of real estate. Discover how Anthony's determination, mentorship, and innovative approach to house flipping have propelled him to achieve remarkable success, including a $10.5 million volume in single-family homes. Tune in to...

2024-08-0948 min

The Kingstonian Podcast Stephen Lee Naish – Author, “Screen Captures”Send us a textOne can make a film; or watch a film. One can also debate the meaning of film with friends. But there are a precious few who have a certain passion for films and how they relate to politics and pop culture – a passion that involves putting those thoughts to paper. Our guest is one such individual; his name is Stephen Lee Naish. Stephen’s latest book is “Screen Captures’ – a collection that explores film sagas, actors, directors, and the fans that watch them. In this episode, Stephen and host Dave Cunningham talk about that...

2022-12-2748 min

North Fulton Business Radio Stephen Lee, The Stephen Lee GroupStephen Lee, The Stephen Lee Group (North Fulton Business Radio, Episode 556) Stephen Lee, Realtor and CEO of The Stephen Lee Group, was the guest on this episode of North Fulton Business Radio. Stephen and host John Ray discussed the current residential market, the challenges realtors face in this market and in their businesses, how [...]

2022-10-2629 min

Voices In My Head (The Rick Lee James Podcast)Spend Groundhog Day with Guest Stephen Tobolowsky - Episode 453 Voices In My Head (The Rick Lee James Podcast)Voices In My Head (The Rick Lee James Podcast) Episode 453 Stephen Tobolowsky is one of the leading character actors today. He has appeared in over 200 movies and television shows. Here is the list: Stephen Tobolowsky at IMDB for credits. He has played everything from Ned Ryerson in Groundhog Day to Sandy Ryerson in Glee. He has appeared almost naked as Stu Beggs on Californication and has worn the same suit for seven years as Principal Earl Ball on The Goldbergs. Stephen currently appears as Dr. Leslie Berkowitz in the new generation remake of Norman Lear's One Day at...

2022-02-0253 min

Stephen Lee Hearld Coldshovel "GRAND" demo version First Instrumental Recording 2006.mp3one off on drums Stephen Lee Hearld

2021-11-0604 min

Manic Street Speakers 11: Stephen Lee Naish On Modern Music MastersOur special guest this week is writer Stephen Lee Naish as we discuss his two books on the Manics, Riffs And Meaning plus his new career biography for Modern Music Masters. Michael and Emma also discuss the exciting news that a new album is imminent and the B-side is the Nicky Wire led antisocialmanifesto. THE SETLIST: Motorcycle Emptiness (Sonic Stealth Orchestra Mix) / Bill Medley and Jennifer Warnes - The Time Of My Life / All Alone Here / antisocialmanifesto / The Vortices Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy...

2021-04-301h 12

Onward Nation Episode 445: How to monetize your podcast, with Stephen Woessner.Stephen is the CEO of Predictive ROI and the host of the Onward Nation podcast. He is the author of two bestselling books, speaker, trainer, and his digital marketing insights have been featured in SUCCESS, Entrepreneur, The Washington Post, Forbes, Inc. Magazine, and other media. Good Morning Onward Nation…I’m Stephen Woessner and welcome to this week’s solocast…Episode 445. During last week’s solocast — we tackled two of three most frequently asked questions I hear from business owners when they are considering having a podcast…which are 1) “Stephen, how much time is this going to...

2017-03-0800 min