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

Business is a team sport. Like any successful team, players need to constantly be evaluated. In this episode, Tom discusses how to continually evaluate your tax professional so that he or she is matched to your growth. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast39 Learn more about your ad choices. Visit megaphone.fm/adchoices

CPAs must be creative or they risk being replaced by a machine. Chase Jarvis joins Tom to discuss how you can discover and leverage your creativity as a CPA and business owner. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dealing with the IRS oftentimes is stressful and frustrating. In this episode discover how to efficiently and successfully navigate your way through IRS notices and audits. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast38 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dealing with people is the hardest part of business. Millennials, Gen Z, Gen X: They all view work differently. Discover how you successfully hire, retain and maximize employees across all generations. Learn more about your ad choices. Visit megaphone.fm/adchoices