Tax Goddess

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4200+ Tax Plans.
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[Tax Goddess @TaxGoddess]

Shauna A. Wekherlien, CPA, a highly sought-after tax strategist, featured in #Forbes as she shares tips in reducing your tax burden. An excellent piece on saving more and paying less! 💰

Read the article: https://t.co/G5bqHKisUe
#ForbesFrontlines #money

[Tax Goddess @TaxGoddess]

Stop asking "Should I do a Roth conversion?" 🏛️📊 Ask: "How much & when?"
1️⃣ Check current tax bracket
2️⃣ Convert to "fill the bucket"
3️⃣ Stop before a higher bracket!
#RothConversion #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

Fastest way to break a Roth conversion! 📉💸
1️⃣ Paying w/ IRA funds (destroys principal)
2️⃣ Ignoring 5-yr clock (triggers penalties)
3️⃣ Spiking your bracket (massive tax spike) #RothConversion #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

The most expensive tax isn't to the IRS. It's hesitation. 📉🥊 ❌ Scramble: Waiting for deadlines to check numbers.
✅ Pro Tip: Track metrics every Monday! Stop playing defense. Take control! 🚀
#TaxGoddess #TaxPlanning #TaxTips

[Tax Goddess @TaxGoddess]

Deduction vs. Credit! 🛑💰
📉 Deduction: Lowers taxable income (The Discount). 💵 Credit: Lowers tax bill directly (The Cash). Know the rules so the IRS doesn't win. 🚀
#TaxTips #TaxCredit #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

WA earners: 9.9% tax hits in '28! 📉

Use the '26–'27 window:
1️⃣ Accelerate bonuses at 0%
2️⃣ Trap: $1M exempt/household
https://t.co/kuZeBJHRxQ
#WashingtonTax #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

401(k) capped at $23,500? Open the Mega door! 🚪

1️⃣ $69k Play: Use after-tax $ to hit $69k cap
2️⃣ Pivot: Convert to Roth IRA for tax-free growth
3️⃣ Deadline: 5 days left for Q2!
#MegaBackdoor #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

Leaving an HSA to kids? Major tax trap! 🏛️💣

1️⃣ Instant Tax: Heirs owe tax on full balance in Yr 1
2️⃣ Bracket Spike: Pushes them to 37%
3️⃣ Fix: Spend HSA on you, pass down Roths instead!
#EstatePlanning #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

The best gift is a plan that works! ✍️📉 Protect your assets from sudden tax bills:

1️⃣ Transfers: Use '26 gift exclusions
2️⃣ Final Filing: Make it a formality
3️⃣ Predictability: Focus on legacy, not IRS
#EstatePlanning #TaxGoddess

[Tax Goddess @TaxGoddess]

Converting your entire IRA to Roth at once? Huge mistake! 📉
1️⃣ Bracket Trap: Hits 37% bracket + NIIT
2️⃣ Chunking: Convert in parts to lower rates
3️⃣ Diversity: Keep some tax-deferred assets
#TaxStrategy #TaxGoddess
Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

Leaking cash to taxes on interest? 📉 Annuities offer a tax shield: 1️⃣ Fixed: Guaranteed payouts 2️⃣ Indexed: Upside gains, downside protection 3️⃣ Deferral: Compound without annual taxes! 🧘‍♂️✨ #TaxStrategy #Annuities Edu only; not tax advice.

[Tax Goddess @TaxGoddess]

Don't let the "May Calm" turn into a "December Disaster." 📉 April is over, but 2026 strategy shouldn't stop.

1️⃣ Structure Audit: Is your entity still efficient?
2️⃣ Q2 Estimates: June 15 payments are looming. ⏳ 3️⃣ Legacy First: Build a fortress, don't just pay bills.

[Tax Goddess @TaxGoddess]

Buying a home in NC? Don't miss this $2,000 tax credit.

1️⃣ Direct Savings: Dollar-for-dollar federal tax credit up to $2,000/yr. 2️⃣ Eligibility: First-time buyers & veterans. 3️⃣ Instant Cash: Lower your monthly withholding for immediate cash flow.
⚠️ Must apply BEFORE closing!

[Tax Goddess @TaxGoddess]

Inheriting an IRA? You’re on a 10-year deadline. 🏛️📉

Don't let the IRS take your legacy:
1️⃣ 10 Years: Most must empty the account by Year 10.
2️⃣ RMDs: You might need payouts in years 1-9.
3️⃣ Penalty: 25% for a missed distribution.
Strategize to protect your bracket. 🛡️🚀

[Tax Goddess @TaxGoddess]

The Dividend Bonus States 👇

✨ Secret: TN, SD, and WY don't tax investment income. ✨ Strategy: Uncle Sam gets his cut, but your state tax is a choice. ✨ Result: More compounding, less sharing. 💰

Stop with the tax regret. Start acting like a Tax Architect. 🥂🚀
#TaxGoddess

[Tax Goddess @TaxGoddess]

Missed the April deadline? You still have a move. 🏛️📉

The Extension Loophole lets you fund a SEP IRA or Solo 401(k) for 2025 up to Oct 15, 2026.

Full Guide: https://t.co/0j96RfVAWH 🛡️

#TaxTips #TaxGoddess #SelfEmployed

[Tax Goddess @TaxGoddess]

Your Social Security has a "Tax Cliff." 🏛️📉

Without a clear filing strategy, up to 85% of your benefits could be taxable.

The Trigger: High 401(k) withdrawals & side-business profit. The Fix: Roth conversions & tax-efficient bonds.
Keep your retirement income in your pocket.

[Tax Goddess @TaxGoddess]

Wrong structure = $5,000+ yearly mistake. 🏛️📉

The Trap: LLCs get hit with 15.3% self-employment tax on everything.

The Strategy: S-Corps shield your profit by splitting salary from distributions. 🛡️

Full Guide: https://t.co/3E92d6AE1Z

#TaxPlanning #TaxSavings #TaxGoddess

[Tax Goddess @TaxGoddess]

Your home isn't just an asset; it’s a tax shield. 🛡️

Between interest deductions and the $500k capital gains exclusion, homeownership is a power move for long-term financial command. Don't wait until filing day to see what you missed. 🏠⚖️

#TaxGoddess #RealEstateStrategy

[Tax Goddess @TaxGoddess]

Did you know your car loan is now a tax shield?

Under the OBBBA, 2026 brings huge incentives:
1️⃣ Car Interest: Deduct up to $10k on new, US-made cars.
2️⃣ Overtime: Enjoy tax-free premium pay (up to $12.5k).

Filing like it’s 2025? You're missing out. 🏛️📉
#TaxTips #OBBBA

[Tax Goddess @TaxGoddess]

Revenue scaling? 📈 The Safe Harbor rule is your shield. 🛡️

1️⃣ Pay 100% of last year’s tax (110% if AGI >$150k). 2️⃣ Zero underpayment penalties. 3️⃣ Keep capital for growth, not the IRS.
Stop hitting a moving target. Lock in safety! 🏛️✅
#TaxTips #TaxGoddess #WealthBuilding