The WealthAbility Show with Tom Wheelwright, CPA

What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that's compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in these turbulent times: You. Learn more about your ad choices. Visit megaphone.fm/adchoices

How will the Corporate Transparency Act (CTA) impact your small business clients? What can we do to help our clients get through this? In this episode, John Skabelund joins Tom in a thorough breakdown of what the CTA means for our clients, what steps are required for filing, and the important role CPAs and attorneys play in this upcoming change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do our clients understand how their oil and gas investments actually work? Why is it so important to broaden our economic literacy to best serve them? In this episode, John Engel joins Tom in exploring the current climate for oil and gas investments, economic and ethical considerations for you and your clients, and a deeper understanding of how to make their investment portfolio work for them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it possible to be well and do good in the world? How does Georgia's Small Businessman of the Year do just that by turning his family ranch into zero-waste? In this episode, Will Harris joins Tom Wheelwright in discovering why doing good and being well does not have to be mutually exclusive, how it takes a relentless amount of focus, grit, community, passion, and "Giving a Damn" to do it, and the wisdom of what success and wealth truly mean. Learn more about your ad choices. Visit megaphone.fm/adchoices

WealthAbility for CPAs #111 – Has your firm discussed the potential benefits of cost segregations with your clients in their wealth strategies? With proper planning, accelerated deprecation strategies can be extraordinarily powerful tools when it comes to building their portfolio. In this episode, Kim Lochridge joins Tom to discuss the finer details of what goes into cost segregations and how you can help your clients take advantage. Learn more about your ad choices. Visit megaphone.fm/adchoices

How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, Howard Yaruss joins Tom Wheelwright in exploring how economics is the biggest impact on business, how financial common sense was lost, and how we can reclaim it to safeguard us from bad economic policies to ultimately create a better economy for everyone. Learn more about your ad choices. Visit megaphone.fm/adchoices

WealthAbility for CPAs #110 – How do we get rid of toxicity in the office? What changes must be made to establish a more productive and positive practice? In this episode, Anthony Iannarino joins Tom in discovering how to eliminate negativity, propel towards happiness and productivity, and how it leads to living our best lives.  Learn more about your ad choices. Visit megaphone.fm/adchoices

How exactly is 'income' defined? The debate over this question is hotter than ever, as "Moore vs United States" seeks to find the answer. In this episode, Joe Bishop-Henchman joins Tom to discuss how the Supreme Court's decision on this tax case could have sweeping changes for investors and business owners like you. Learn more about your ad choices. Visit megaphone.fm/adchoices

WealthAbility for CPAs #109 – Moore v United States may have major ramifications on CPAs and their clients. What do we already know and what can we expect as this case continues? In this episode, Garrett Watson provides a deep analysis on Moore v United States so we can navigate accordingly with our clients and to prepare everyone for the outcome ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices