Shows
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursBuilding a $500M Real Estate Lending Empire: Ruben Izgelov on Shifting from Risk to RewardSend us a textIn 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...2025-05-2133 min
We Are Selling with Lee Woodward167 - The Stephen Bradbury Effect: Why Success is Never An AccidentSend a message directly to Lee ( Include your details )Olympic gold medallist Stephen Bradbury shares how 14 years of dedication led to his famous "Last Man Standing" victory and the powerful lessons on persistence and preparation that apply to everyone's success journey. His remarkable story demonstrates why consistent effort over time creates the foundation for achievement in any field.• Training five hours a day, six days a week for 14 years to become an "overnight success"• Importance of persisting in your chosen field rather than constantly switching careers• The power of "one percenters" - small improv...2025-05-0717 min
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursHow to Buy Real Estate on Your Own Terms: Chris Prefontaine's Insider StrategiesSend us a textIn 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 down2025-05-0728 min
The Locum CPA2025 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Wholesaling to 136 Units: Eric Lindsey’s Proven Multifamily Game PlanSend us a textIn 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 minThe Locum CPASmart 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 minThe Locum CPAHow 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursRevolutionizing Property Ownership: The Rise of Tokenized Real Estate with Ricardo JohnsonSend us a textIn 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 minThe Locum CPAWork 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 minThe Locum CPATax 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursThe Art of Capital Raising: How to Attract Investors & Build Trust - Lance Pederson’s Proven StrategySend us a textIn 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 minThe Locum CPA2025 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 minThe Locum CPA4 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursScaling $300M+ in Real Estate: Michael Voulgarakis’ Investment StrategySend us a textIn 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 minThe Locum CPAGet 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 minThe Locum CPADON'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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Corporate Grind to Marketing Machine: Jason Wright’s Investor Funnel BlueprintSend us a textIn 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 minThe Locum CPAIRS 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursApartment Investing vs. Single-Family Rentals: Why Multifamily Wins for Bigger ReturnsSend us a textIn 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 minThe Locum CPATax 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
The Long Island Sound - Where Music Discovery BeginsStephen Adrian Lawrance's "Canadian Twang" Leaves Nashville in AweStephen Adrian Lawrance's "Canadian Twang" Leaves Nashville in AweGet ready to dive deep into the world of music with The Long Island Sound Podcast! In this episode, we sit down with Stephen Adrian Lawrance a talented singer/songwriter from Canada via Long Island, NY.SpotifyJoin Steve Yusko on the Long Island Sound podcast as he interviews award-winning singer/songwriter Stephen Adrian Lawrance! Stephen shares his journey from working behind the scenes in the music industry to creating his own hit songs.Learn about his experience writing with top artists like Aaron...2025-02-1337 minThe Locum CPALast 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursProven Strategies for Double-Digit Returns in Apartment Investing. Maximize Your Profits Today!Send us a textIn 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 minThe Locum CPAHow 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 minThe Locum CPAPay 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursWhy Apartment Investing is the Ultimate Path to Financial FreedomSend us a textIn 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 minThe Locum CPAESSENTIAL 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursHow to Succeed in Multifamily Investing: Live Q&A with Stephen Lee-ThomasSend us a textGet 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 networkOvercoming fear and limiting beliefsCreating a structured approach to capital raisingThe turning point that inspired Stephen to leave corporate life👉 Watch the full session here: [https://youtu.be/O2zHvi-VbUU]👉 Join the Multifa...2025-01-1327 minThe Locum CPAThe 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
Mastering Modern SellingMMS #119 - The Chameleon Effect: Unlocking High-Value Prospect Conversations with Stephen OommenLeave your commentIn this episode on Mastering Modern Selling, Brandon Lee and Carson Heady welcome Stephen Oommen, former sales leader at Microsoft and author-in-progress of The Chameleon Effect. The discussion dives into Stephen’s innovative approach to building authentic connections in sales, the importance of adaptability, and the emotional journey behind his philosophies.The Concept of the Chameleon EffectStephen explained The Chameleon Effect as the ability to adapt and connect with anyone. It’s not about manipulation but understanding and empathizing with people’s lived experiences. This...2025-01-091h 06The Locum CPATax 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom House Hacking to 3,000 Units: Charles Carillo’s $200M Multifamily Real Estate JourneySend us a textIn 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 minThe Locum CPAShould 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursInside a $200M Multifamily Real Estate Empire: Charles Carillo’s Path to 3,000 UnitsSend us a textIn 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 minThe Locum CPA2024 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 minThe Locum CPAHow 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Teen to Multifamily Titan: Kylan Yarbrough’s Inspiring Journey at 21!Send us a textIn 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 minThe Locum CPAHow 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Corporate to $100M in Real Estate: Nicholas DiLeone on Multifamily, RV Parks, and Triple Net StrategiesSend us a textIn 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 minThe Locum CPAStay 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 minThe Locum CPAS-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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursBuilding a $250M Empire: Gary Lipsky’s Multifamily Strategies RevealedSend us a textIn 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 minThe Locum CPANavigating 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 minWe Are Selling with Lee Woodward144 - Prospecting Predictable Listings with Stephen WhitingSend a message directly to Lee ( Include your details )Unlock the secrets to a formidable real estate lead generation strategy with our special guest, Stephen Whiting, CEO of Street Text. Get ready to transform your approach to social media ads as Stephen shares insights on how this cutting-edge platform simplifies Facebook and Instagram ad management for real estate agents. Discover how you can generate your leads without the hefty fees associated with lead services. We explore the power of harnessing existing databases, targeting specific areas, and using remarketing strategies to build lasting client relationships. It's time to m...2024-11-1318 min
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Engineering Grind to $2.8 Billion in Real Estate: Lane Kawaoka's Journey to Multifamily SuccessSend us a textIn 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 minThe Locum CPALocum 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 minThe Locum CPAState 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 minThe Locum CPASmart 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Overworked to Owning $650M in Real Estate: Jorge Abreu’s Secret to Scaling Fast WITHOUT Burning OutSend us a textIn 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 minThe Locum CPAHow 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 minThe Locum CPAMaximize 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursBreaking Through Real Estate Barriers: Jon Steenburgen’s Path to 50 Properties (Part 2)Send us a textIn 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 persistentThe importance of taking...2024-10-0327 minThe Locum CPAAvoid 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom Rejection to Real Estate Success: Jon Steenburgen’s Inspiring Journey (Part 1)Send us a textIn 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursGoing All-In on Real Estate with Anthony BishopSend us a textIn 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 Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursNavigating Real Estate Challenges: Lessons from Brandon MartinezSend us a textIn 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursBalancing a Full-Time Job and Real Estate Success: The Journey of Eddie EsparzaSend us a textIn 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursFrom W-2 to $88 Million in Assets: The Journey of Gabriel CraftSend us a textIn 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
The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursOvercoming Real Estate Challenges: Insights from Charlie HardageSend us a textIn 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
Southern Drawl Dialogue#5 - Leslie and Stephen Shaw UFO/UAP Experts | Podcast#5 - Leslie and Stephen Shaw UFO/UAP Experts | Podcast Leslie and Stephen Shaw both have a lifelong love affair with the subject of ufology, they are very well read in the genre and both consider themselves to be armchair ufologists. They’ve both been UFO witnesses. Stephen and his extended family all have had missing time incidents and are likely to be UFO abductees. They’re motivation for writing this book is to find answers for the many people who have been the victims of UFO abduction. In researching this book they added many more books to their already exte...2024-05-111h 20We Are Selling with Lee Woodward115 - Back On The Tools with Stephen CromartySend a message directly to Lee ( Include your details )In this episode of "Back On The Tools," the spotlight is on Stephen Cromarty, Director of LOVE Realty. Stephen shares his journey of returning to the forefront of real estate sales after a long break while being the group director and emphasizing the commitment to quality service that defines LOVE Realty.Stephen's decision to lead by example and return to direct sales after a prolonged absence was not without its challenges. However, his dedication to providing exceptional experiences for clients and his deep understanding of the...2024-05-0132 min
"Build" with Stephen ScogginsThe Blueprint of Success with Lee HaightToday, we're exploring the blueprint of success with Lee Haight, a big player in the roofing and construction industry. Lee Haight isn't just a name in the roofing business; he's a testament to the power of personal development and resilience. Lee's journey to the top of an often-stigmatized industry is nothing short of inspirational. In this episode, Lee shares his comprehensive approach to business and life, emphasizing the often-overlooked importance of mental, physical, and spiritual health in the trades. We talk about how he overcame the lows of academic failure and personal challenges to finding...2024-04-1038 min"Build" with Stephen ScogginsThe Blueprint of Success with Lee HaightToday, we're exploring the blueprint of success with Lee Haight, a big player in the roofing and construction industry. Lee Haight isn't just a name in the roofing business; he's a testament to the power of personal development and resilience. Lee's journey to the top of an often-stigmatized industry is nothing short of inspirational. In this episode, Lee shares his comprehensive approach to business and life, emphasizing the often-overlooked importance of mental, physical, and spiritual health in the trades. We talk about how he overcame the lows of academic failure and personal challenges to finding...2024-04-1038 min
Soundtrack Your LifeThe Soundtracks of Dennis Hopper w/ Stephen Lee NaishWriter, Stephen Lee Naish joins Nicole and Ryan to talk about 4 soundtracks from films that Dennis Hopper directed: Easy Rider, The Last Movie, Out of the Blue, and Colors. Stephen just recently released a book on Dennis Hopper and these soundtracks called Music and Sound in the films of Dennis Hopper, which can be found here:https://www.routledge.com/Music-and-Sound-in-the-Films-of-Dennis-Hopper/Naish/p/book/9781032737690We talk to Stephen about how Hopper was one of the first directors to use songtracks, aka using previously released music to soundtrack a film. While best known for the iconic soundtrack to Easy Rider, Hopper...2024-03-251h 03
Give Yourself Some Leeway: Burnout Recovery for High Achievers#75 Stephen Morris: Motivating Beyond Rewards - Transforming Employee Engagement
Leaders in today's workplace are challenged to prioritize people over tasks, as discussed by leadership expert Stephen Morris and host Eugene Lee. They delve into the flaws of traditional management styles and emphasize the need for personal growth, effective communication, and creating a positive work culture. But just as they uncover the key to successful leadership, a shocking revelation disrupts their conversation, leaving them questioning everything they thought they knew.
In this episode, you will be able to:
Uncover new perspectives on putting people above tasks, revolutionizing leadership in contemporary workplaces.
2023-08-311h 01
Pull Up And Thrive with Stephen CappsHow To Start, Run, And Grow A Business? With Allen LeeHave you ever wondered how to start a handyman business? Or any other business, for that matter? In this episode, Stephen sits down with Allen Lee from The Handyman Journey to discuss just that. Book a consultation call with Allen Lee at www.handymanjourney.com/coachingEpisode 52: You Don't Need Work Life Balance; You Need Work, Life Focus!Stephen's email connect@stephencapps.comWork with Stephen 1 on 1Stephen's website: https://www.stephencapps.com/Pull Up And Thrive storeServant Warrior T-ShirtInstagram: https://www.instagram.com...2023-08-2855 min
The Wealth FlowEp17: Thriving Amidst Real Estate Market Shifts in Pursuit of Passive Gains - Stephen Lee-ThomasToday, we invited Stephen Lee-Thomas to help us embrace the ever-changing real estate industry and adapt to new opportunities that can lead to thriving success. Stay tuned to gain expert insights on how to monitor emerging markets and achieve your passive income goals with confidence! Key Takeaways To Listen For The importance of choosing the right sponsors, asset classes, and property markets Tactics for raising a stable property rent growth and its associated challenges Real estate debt: Several changes in its structures and its impact on deals Why it's crucial to have co...2023-08-0142 min
The NovelizersPatton Oswalt, Maggie Maye, Mike O'Gorman, Teresa Lee - Khan Ch. 7 & 8Ch 7: Novelized by Maura Quint, narrated by Patton Oswalt - “Follow You Follow Me.”
Ch 8: Novelized by Joe Fusion, narrated by Maggie Maye, Mike O’Gorman, and Theresa Lee - “Genesis Begins.”
Interview: Asher Perlman and Steve Waltien
Patton Oswalt has been headlining comedy clubs for over two decades, having appeared in six comedy specials and won a Primetime Emmy and Grammy. He starred in The King of Queens, narrated The Goldbergs, voiced Remy in Ratatouille, and has appeared on Seinfeld, Parks and Recreations, and various other television series.
Maura Quint is the co...2023-06-1943 min
Smart Money CircleSMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under MgmtStephen Lee, Principal, Logan Capital Management
with AUM + AUA: $3.8B
Bio:
Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios and the Broad Innovative Growth ETF (NYSE: $LCLG), Stephen plays an active role in the security selection for the firm’s large cap growth and mid-to-large cap growth portfolios. He is also a member of the Fixed Income team. Before founding Logan Capital with his partners in 1993, Stephen was employed at Mercer Capital Management and Merrill Lynch.
Website: https://logancapital.com/team/#stephen-s-lee
Broad Innovative Growth ETF (NYSE: $LCLG)
2023-04-0526 min
Broken BenefitsRunning Benefits Like an Incubator (Feat: Stephen Hoelper)Welcome to the inaugural episode of Broken Benefits! We spend billions on benefits, yet healthcare is unaffordable and complicated. More than half of Americans don't even take their paid vacation, yet people are burning out faster than ever and remote work is scrambling company cultures. It doesn't have to be this way. Great benefits can attract and retain top talent, communicate your values, rejuvenate your productivity, move your stock price, and even save lives. On our first episode, we welcome Stephen Hoelper, Digital Health Executive, onto the show for a deep dive into his extremely in...2023-01-0647 min