Most CPA’s are average; which may be just fine, but it’s not ok for WealthAbility members. Joining Tom today is Zack Friedman, to discuss what drives success, and what steps you can take to move from average to excellent. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most of you are busy professionals, working long hours to create wealth. Joining Tom today is Steve Rozenberg, to help us discover how part-time investing can reap massive benefits for you: it can generate income, provide freedom, and reduce taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is a remote practice viable? In this moment of social disarray, it may seem daunting to move your interactions with employees and clients to a completely digital format. In this episode, Tom explores the necessary changes you should expect to make as your business demands shift to online platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom continues his series on the war on small businesses. Carol Roth joins Tom to discuss her research into government policies that date back 40 years and consistently undermine small business. Tom & Carol also offer strategies that small business owners can use to fight back against these punitive policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

A business owner’s largest asset is oftentimes their business. This means succession planning is critical. In this episode of the WealthAbility for CPAs Show, Donald White joins Tom to help discover how to plan the succession of your business to benefit you and your clients.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Biden's tax plans are unsustainable, bad for small business and will raise taxes on the middle class. Today, Brian Riedl joins Tom to discuss how Biden's tax burden will fall primarily on the middle class, and what we can do about it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal tax law changes impacting wealthy individuals and families may become a reality. Preparation is fundamental in handling these changes. Joining Tom Wheelwright is Jim Cunningham, to help us discover how tax planning with trusts could offer protection against the Biden tax proposals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Biden says his tax proposal to support a $6 trillion budget is aimed at corporations and high earners. In this episode of the WealthAbility Show, Tom Wheelwright and Kyle Pomerleau discuss what is really in Biden's plan, and here's a hint: the corporations and high earners aren't the only ones getting hit by the tax man. Learn more about your ad choices. Visit megaphone.fm/adchoices

The IRS is expected to increase scrutiny on certain business entities. How will this affect our asset protection strategies? Tom is joined by Garrett Sutton to help us discover how to help your clients pick the best business entity.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Health care is one of the leading causes of financial stress. In this week's WealthAbility Show, Marshall Allen helps Tom discover how to proactively form a plan to successfully navigate the health care system. Learn more about your ad choices. Visit megaphone.fm/adchoices