The WealthAbility Show with Tom Wheelwright, CPA

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

Tom’s debut episode explains how to determine which clients are best for your business and how you can maximize growth serving your best clients. Starting today, 20% of your clients should be transferred away, for their good as well as yours. Once you and your clients are aligned, learn how massive growth can begin. Learn more about the WealthAbility™ Network: https://wealthability.com/thenetwork/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The rich invest differently than the middle class and poor. In this episode, Tom speaks with Patrick Donohoe about advanced techniques of investing in life insurance that offer opportunities to expand wealth and reduce taxes. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast27 Learn more about Patrick Donohoe at https://paradigmlife.net/about/patrick-donohoe/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate can offer an investor five avenues to make money. Tom speaks with Keith Weinhold about maximizing the return on your real estate investments EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast26 Learn more about Keith Weinhold by visiting: https://www.getricheducation.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Successful tax planning doesn't happen once a year. There are actions you can take every day to help reduce your taxes. In this episode, Tom offers strategies that can be used daily to plan, execute and reduce your taxes. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast25 Learn more about your ad choices. Visit megaphone.fm/adchoices

The new tax law presents challenges and opportunities for you and your CPA. In this episode, Tom reveals how CPAs are adjusting to the new tax law, and how it can benefit you to meet with your CPA before you file your tax return. This is am important episode for anyone trying to navigate the new tax law in the U.S. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast24 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nothing strikes more fear in people than a government audit. In this episode Tom explains what triggers government audits, and what steps you can take to ensure that an audit is nothing to fear. Tom dissects how government CPAs approach audits, and how you can effectively deal with them. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast23 Learn more about your ad choices. Visit megaphone.fm/adchoices