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In this episode of the Healthy, Wealthy & Smart Podcast, host Dr. Karen Litzy welcomes Dr. Sherry Peel Jackson, an expert in tax reduction and wealth building. With over 35 years of experience, including her background as a retired IRS agent and CPA, Dr. Jackson shares invaluable insights on navigating common tax pitfalls and keeping more of your hard-earned money. She emphasizes the importance of understanding deductions and not solely relying on others for tax advice. Tune in to learn actionable strategies to protect and grow your earnings and discover Dr. Jackson’s proprietary KPG system designed to empower individuals and businesses financially.
Time Stamps:
[00:02:06] Tax deductions awareness and importance.
[00:05:40] Common tax preparation pitfalls.
[00:09:17] Hiring your children for deductions.
[00:14:10] Augusta rule and rental income.
[00:16:46] Investment strategies for wealth building.
[00:22:22] Risky investments and savings strategies.
[00:25:13] KPG system for financial success.
[00:28:56] Generational wealth and legacy.
[00:32:26] Multiple streams of income.
More About Dr. Sherry Peel Jackson:
Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who has helped over 100,000 individuals and businesses Keep, Protect, and Grow their earnings using her proprietary KPG System. With over 35 years of experience, Sherry is an expert in tax reduction and wealth building. Through her speaking, books and consulting, she has shared her wealth of knowledge not just to educate but also to create lasting wealth and security.
Dr. Jackson is the author of impactful books like “How To Escape The Rat Race.” Also, with a social media following of over 44,000, she empowers people every day to achieve financial freedom and legacy. Dr.Jackson is a must-have guest, ready to share actionable strategies for financial success and legacy building.
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