Year-end tax planning takes on added implications due to the elections and COVID. Discover what options are available to safeguard your wealth.
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Year-End Tax Moves

Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.

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Entrepreneurship

Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis.

Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance.

In this episode, learn how to shift your mindset to stay ahead of the times, what it means to be a leader in this new era, and critical steps for your company to succeed amidst competing against the universe.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

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Age of Disruption

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa.

Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph.

In this episode, learn how capitalism is at risk by the passing of generational wealth, influence, and power; and exactly how our older and younger generations can co-exist toward a better world and financial future.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

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The Great Wealth Transfer

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies.

The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major corporations, trade associations, and coalitions of companies with common objectives.

In this episode, learn which major tax policies are at stake in this year’s election, how investors and small business owners will be impacted by the election, and what to expect in the economy depending on the outcome.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Taxes on the Ballot

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.

Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training.

In this episode, learn how you can incorporate a tax strategy in your business plan, how Brad Sumrok applied his plan in the multi-family sector, and what he believes makes the best investments.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Real Estate & Tax Strategies

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra.

Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along with his hands-on commercial expertise have helped clients, large and small, new and established to achieve great things.

In this episode, learn how offshoring and outsourcing may be vital for your business to stay competitive, the benefit of 50-60% cost reductions, solutions to potential challenges, and what quality resources are available to you.

Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Year-End Tax Moves

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