The WealthAbility Show with Tom Wheelwright, CPA

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

The pandemic forced a dramatic remote-work experiment. On today’s CPA Show with Wayne Turmel, you will discover how to lead your team and business as the pandemic winds down. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. government is proposing policies that threaten small businesses and investors. Karen Kerrigan joins Tom to discuss how business owners and investors can protect themselves from punitive economic policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The green energy movement continues to gain momentum. Are you prepared to help your clients take full advantage of their opportunities? Today, Erik Wishneff helps us discover how to harness renewable energy tax credits to benefit your clients and grow your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Biden wants to double the IRS's workforce in an attempt to crack down on tax cheats. Tax attorney, Scott Michel, joins Tom to discuss how business owners and investors can prepare for a new – and more aggressive – IRS. Learn more about your ad choices. Visit megaphone.fm/adchoices

Turbulence surrounds our society, impacting behavior in all sectors of life. In this episode, Katy Milman helps us discover how to command your behavior to meet your goals despite market volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

The R&D tax credit has been one of the most valuable credits leveraged by businesses. Today you will discover how you can help clients benefit from the R&D credits as the federal tax code is quickly changing.  Learn more about your ad choices. Visit megaphone.fm/adchoices