The WealthAbility Show with Tom Wheelwright, CPA

The clock is ticking on year-end tax planning, and you could be leaving money on the table. Discover five ways to reduce your taxes before Dec. 31. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast44 Learn more about your ad choices. Visit megaphone.fm/adchoices

Getting a plan done is the difference between success and failure. Charlie Gilkey joins Tom to discuss how you and your clients can execute your most important plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

There are many paths to success. Determining the best path to match your skills requires education. Buck Joffrey joins Tom to discuss his journey to financial freedom and offers tips to anyone trying to determine their path. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast43 Learn more about your ad choices. Visit megaphone.fm/adchoices

The words you choose help you determine the best clients for your business and the best way to serve them. Shelle Rose Charvet joins Tom to discuss proven communications strategies that begin before you open your mouth. Learn more about your ad choices. Visit megaphone.fm/adchoices

The tax code recently changed forcing everyone to make tax-planning decisions with limited information. An agile approach to navigating the unknown reduces risk. Leo Tilman joins Tom to discuss the best ways to build agility in tax preparation, investing and business. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast42 Learn more about your ad choices. Visit megaphone.fm/adchoices

A.I. presents threats and opportunities to the tax profession. CPAs who harness the power of A.I. can accelerate growth and better serve their clients. Bill Ammerman joins Tom to discuss how the tax industry is capitalizing on A.I. Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone can legally save on taxes. So why do so many people cheat on their taxes? Donna Bobek Schmitt joins Tom to discuss her research into why clients and tax professionals act unethically and break the law. This episode also reveals options you have when confronted with unethical behavior. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast41 Learn more about your ad choices. Visit megaphone.fm/adchoices

Hearing your client’s needs is different than listening to you client’s needs. Suman Sarkar joins Tom to discuss how listening to your clients yields long-term relationships and eliminates the competition. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to take money out of your business, pay the least amount of taxes, and protect yourself from lawsuits. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast40 Learn more about your ad choices. Visit megaphone.fm/adchoices

Every CPA should have a home office. Tom discusses how home offices are used to drive success whether you’re a sole practitioner or the owner of a big firm with a big commercial office. Discover the benefits of a home office no matter what stage of career you’re currently in. Learn more about your ad choices. Visit megaphone.fm/adchoices