“If you want the job done right, you’ve got to do it yourself. “ While it’s a catchy phrase, it is not useful to growing a business and improving your life. The skill of delegation allows you to serve more clients and focus on the work you enjoy. In this episode, Tom offers a road map to delegating your way to success. Learn more about your ad choices. Visit megaphone.fm/adchoices

The interplay between income tax and estate planning offers an attractive financial opportunity. In this episode, Tom speaks with Andrew Howell about creating a better life for you today, and a better life for your family tomorrow. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast32 Contact special guest Andrew Howell by emailing Andrew here: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

Overcoming the fear of success is vital for any CPA who wants to grow their business. In this episode, Tom explains how CPAs oftentimes fall into a defensive mindset that thwarts growth. Find out how to build a business that focuses on winning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Find out how stress impacts the human body & mind, and how it can impede your ability to make good financial decisions. Tom records this episode from Romania with John MacGregor & J.W. Wilson. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast31 Learn more about John MacGregor or J.W. Wilson visit: http://jmacgregor.retirementtime.com/rt/homepage.jsp https://www.linkedin.com/in/jw-wilson-a05431b/ Learn more about your ad choices. Visit megaphone.fm/adchoices

CPAs are conditioned to always be right, but mistakes are part of every business. CPAs who learn how to effectively deal with mistakes are able to grow their businesses and relieve pressure to perform. In this episode, Tom offers personal tales of overcoming mistakes and how he built a skill-set to best deal with mistakes. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 1st returns under the new tax code have been filed, and many of you could have done better. In this episode Tom explains the common areas you and your CPA may have overlooked, costing you money. Tom also offers tips on how to avoid mistakes next year. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast30 Learn more about your ad choices. Visit megaphone.fm/adchoices

What clients want from their CPA has nothing to do with taxes and numbers. Tom reveals what kind of relationship clients crave, and how you can nurture this relationship. This is a must-listen episode for any CPA responsible for managing staff and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

Captive insurance is one of the best tax incentives. In this episode Tom speaks with Chuck Spitzer about how business owners and investors receive significant advantages from captive insurance. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast29 Learn more about Chuck & captive insurance: http://www.captiveinsuranceusa.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The new tax code has a lot of clients questioning the job you’re doing to protect their interests. In this episode, Tom reveals the feedback he has received from across the nation during the 2019 busy season. The reviews aren’t pretty. Tom also offers solutions to how to better serve your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

Accurate data is your roadmap to success. And accurate data begins with good record keeping. Tom shares 5 tips you can use today to gain and maintain accurate data. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast28 Learn more about your ad choices. Visit megaphone.fm/adchoices