Financially Intentional

Why the Tax System Is Not Built for You and How to Win Anyway - Episode 115

Mar 6, 2025
Dr. Sherry Peel Jackson, a retired CPA and former IRS agent with over 35 years of experience, dives into how the wealthy leverage tax laws to keep their wealth. She discusses the financial advantages of owning a business, including valuable deductions that many miss. Sherry shares her personal journey from the IRS to entrepreneurship, emphasizing the importance of financial literacy and mentorship. Listeners will learn practical steps to stop overpaying on taxes and transform their financial futures.
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