Stephen Lee, CPA, CPWA®
Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®).
On this channel, I share 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.
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The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.
S-Corp Owners Are Losing Money With This Mistake!
CPA Explains | 4 Easy Ways Business Owners Can Grow Retirement Money Fast
CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS Formula
How to Pay Yourself with a S-Corp in 2025 (BIG UPDATES)
How To Pay Your Taxes In 7 Minutes | Quarterly Estimated Taxes 2025 Update
How the Wealthy Use S-Corps to Build Massive Wealth
Investing for Beginners: How to Get Started (Updated for 2025)
5 Money Habits Keeping You Poor - Personal Finance
The $7,500 EV Tax Credit Is Ending… Act FAST!
How the New 2025 Bill Can Save Your Small Business Money!
Essential Trump Tax Cuts for Individuals - Big Beautiful Bill
2025 Tax Calendar Guide for Locum Medical Professionals - Never Miss a Deadline
Smart Tax Strategies Every Locum Doctor Must Know!
How To Pay Yourself As An S-Corp In 2025
Work in multiple states? Where do I pay taxes? Multi-State Taxes Explained
Tax Deductions Most People FORGET About in 2024!
2025 Quarterly Taxes: Essential Tips for Locum Medical Specialists
4 Reasons Your EV Tax Credit Was DENIED and How to Fix It
Get Your Tax Refund FAST With These IRS Tools!
DON'T MISS - 8 Tax Deductions Locum Medical Professionals MUST KNOW in 2024!
IRS Audit Red Flags - Critical Mistakes That Trigger IRS Audits
Tax Filing Mistakes You Can’t Afford To Make (2025)
Last Minute 2024 Tax Deductions - Act Now
How Medical Professionals Can Travel For FREE in 2025!
Pay ZERO Tax On Your Retirement With This Simple Method!
ESSENTIAL S-Corp Tax Savings Checklist for ALL S-Corp Owners
The 2025 IRS Updates That Will Save Medical Professionals $30,000
Tax Season Made EASY - Smart Tips for All Filers!
Should You Pay Off Student Loans or Invest? A Step-by-Step Guide for Locum Professionals
2024 Year End Essential Locum Tax Checklist and 2025 Locum Tax Plan for Success!