HeyJaredStephen 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…
- Indexed episodes, last 90 days
- 7
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- Sep 5, 2026
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- Jul 11, 2026
Latest episodes
LLC vs. S-Corp: When Is the Right Time to Make the Switch? (opens the original)
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Someone told you that as a 1099 physician, you need an S-Corp — but is that actually true? In this episode, Stephen Lee, CPA and Certified Private Wealth Advisor at The Locum CPA, breaks down a real-world case study with Dr. Swanson, an anesthesiologist transitioning to full-time locums work, to reveal the exact income threshold where an S-Corp election actually starts making financial sense. You'll learn why revenue isn't the metric that matters (net profit is), how "reasonable compensation" ru
The Complete 1099 Physician Tax Playbook: Where to Start (opens the original)
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If you're a physician earning 1099 income, your tax strategy involves much more than finding deductions. In this episode, Stephen Lee, CPA and Certified Private Wealth Advisor, breaks down The 1099 Physician Tax Playbook —a six-part framework for building a coordinated tax strategy around your income, business structure, tax payments, deductions, retirement, and year-round planning. You'll learn: • How your level and type of 1099 income drives your tax decisions • The difference between an LLC a
1099 Physician Tax Deductions: What You Can Actually Write Off (opens the original)
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If you're a 1099 physician earning $500,000 or more, you've probably heard plenty of aggressive advice about tax write-offs: write off your car, your house, every meal, or just put it on the business credit card. But being 1099 doesn't make everything deductible. In this episode of The Locum CPA, Stephen Lee, CPA and Certified Private Wealth Advisor, breaks down the most important deductions 1099 physicians should understand, including professional expenses, technology, home office, mileage, loc
Locums in Multiple States: The Tax Trap Every 1099 Physician Should Know (opens the original)
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If you're a 1099 or locum tenens physician working in more than one state, your home state's tax rules may not be the whole story. In this episode, CPA and Certified Private Wealth Advisor Stephen Lee explains one of the most overlooked tax issues facing locums physicians: multi-state taxation. You'll learn why living in a no-income-tax state doesn't necessarily make your locums income tax-free, how nonresident state tax returns work, why estimated tax payments can end up in the wrong state, and
Earning W-2 + 1099 Income? 5 Tax Rules Most Physicians Get Wrong (opens the original)
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W-2 income doesn't exist in a vacuum, and neither does your 1099 income. If you're a physician earning both, your tax strategy is more connected than many people realize. In this episode, Stephen Lee, CPA, explains five tax rules that physicians with both W-2 and 1099 income frequently get wrong. Learn how your hospital salary can affect self-employment tax, why an S corporation isn't always the best answer, how retirement contribution limits work across multiple plans, and why withholding from
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