038- How To Optimize Your Taxes and Make The System Work For You w/ Shane Mason

<p class="p1">Shane Mason, CPA/PFS, CPF, is a New York-based accountant, financial planner, and all-around tax wizard that joins the show this week to discuss the one topic that has many Americans baffled: taxes. He specializes in accounting, tax preparation and financial planning services for small and medium business owners, creatives, tech professionals, expatriates and foreign nationals living in the US. Shane and I crossed paths during my search for the assistance of a new tax professional and we are delighted to have his expertise on the show to unravel tax law and what it means for everyone on the journey to Financial Independence.</p> <p>In this episode, we talk about:</p> <ul> <li class="p1">Why we have to pay taxes</li> <li class="p1">Why you should consider hiring a tax professional</li> <li class="p1">How tax refunds work</li> <li class="p1">Why a large tax refund isn’t necessarily a great thing</li> <li class="p1">Common mistakes made when filing taxes</li> <li class="p1">Amending a tax return</li> <li class="p1">Determining the right investment account for your income</li> <li class="p1">Factors to consider when determining where to invest first</li> <li class="p1">The new tax law changes and how they affect you</li> </ul> <p>At the end of the podcast, I also talk about the waitlist to the soft launch of my monthly membership program. Get monthly tips, tools, and classes to help you launch to Financial Freedom. Click <a href="https://www.journeytolaunch.com/membership/" target= "_blank" rel="noopener">here</a> to sign up and be the first to be notified when the doors open in Summer/Fall 2018.</p> <p><strong>(YNAB, my favorite budgeting app is giving Journeyers a 2-month free trial, no credit card required to try their amazing budgeting system, check it out <a href= "https://www.youneedabudget.com/landing/journey-to-launch/?utm_medium=affiliate&utm_source=journeytolaunch.com&utm_campaign=journeytolaunch" target="_blank" rel="noopener">here!)</a></strong></p> <ul> <li> <p><strong>Other related blog po