The WealthAbility Show with Tom Wheelwright, CPA
Episodes
Take Command Of Your Taxes During COVID
09 Jul 2020
Contributed by Lukas
The extended tax deadline is fast approaching. Discover how the COVID crisis has changed tax planning, and what you can do today to improve your econo...
Navigating China's Supply Chain
26 Jun 2020
Contributed by Lukas
Discover how China impacts your personal economy. Whether it's the supply chain or trade wars, your business and wealth is likely affected by China. B...
Liability Risks From COVID
16 Jun 2020
Contributed by Lukas
Opening your business during the COVID crisis presents new liability risks. John Balitis joins Tom to discuss how you can protect your business agains...
How Do Landlords Collect Rent During The Covid Crisis?
21 May 2020
Contributed by Lukas
Landlords are caught between tenants struggling to pay rent and lenders seeking debt payments. Ken McElroy joins Tom do discuss how landlords can succ...
The Best Way To Reopen Your Business
14 May 2020
Contributed by Lukas
Businesses are reopening after the COVID-19 lockdown. Discover how to reopen your business while protecting your employees, clients and vendors. Emplo...
How To Negotiate During A Crisis
07 May 2020
Contributed by Lukas
COVID is creating new rules for negotiations. Discover how to negotiate with tenants, banks, landlords, the government & employees. Negotiating expe...
How To Spend Your PPP Money
30 Apr 2020
Contributed by Lukas
Government aid must be spent properly to avoid penalties. Discover the right way to allocate government money that will keep your business running tod...
How To Reopen The Economy
23 Apr 2020
Contributed by Lukas
The U.S. is grappling with the right way to reopen its economy. Economist Richard Duncan joins Tom to discuss short-term and long-term strategies to n...
How To Protect Your Economy
16 Apr 2020
Contributed by Lukas
You have control over many parts of your personal & business finances even in these uncertain times. Discover how you can take action today to make su...
Benefit From The New Tax Extensions
10 Apr 2020
Contributed by Lukas
Tax filings and payments have been extended due to the coronavirus crisis. Discover what this means for your business and investments, and what conver...
How You Can Benefit From The Cares Act
03 Apr 2020
Contributed by Lukas
The CARES Act is the largest relief bill in U.S. history. Discover what opportunities are available to you and the action you can take today to access...
Education Removes Panic
19 Mar 2020
Contributed by Lukas
The coronavirus crisis has gripped the world in fear. Tom believes the real crisis is one of education and leadership. In this episode, Tom shares how...
Fear The IRS
13 Feb 2020
Contributed by Lukas
An increase in audits is coming. Tom explains how recent changes at the IRS are raising concerns in the middle of tax filing season. Discover what's c...
Benefits of Blockchain
31 Jan 2020
Contributed by Lukas
Blockchain is revolutionizing the way business is conducted. Discover what blockchain is and how it can be applied to investing, accounting and more. ...
Maintain Peace When You Die With A Living Trust
17 Jan 2020
Contributed by Lukas
Money is the biggest source of conflict within a family. Discover how estate planning can eliminate conflict and ensure your legacy. Bill Clarke joins...
Confessions From An IRS Insider
03 Jan 2020
Contributed by Lukas
Discover how the IRS approaches audits and tax conflicts. Ex IRS lawyer Scott Estill joins Tom and offers tips on how to successfully deal with the IR...
Act Now To Receive Year-End Tax Benefits
20 Dec 2019
Contributed by Lukas
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. EP...
How To Discover Your Path To Wealth
06 Dec 2019
Contributed by Lukas
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 f...
How To Make Good Business Decisions With Limited Information
27 Nov 2019
Contributed by Lukas
The tax code recently changed forcing everyone to make tax-planning decisions with limited information. An agile approach to navigating the unknown re...
Why People Cheat On Their Taxes
08 Nov 2019
Contributed by Lukas
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 clie...
The Right Way To Take Money From Your Business
24 Oct 2019
Contributed by Lukas
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,...
How To Evaluate, Change & Maximize Your Advisors
10 Oct 2019
Contributed by Lukas
Business is a team sport. Like any successful team, players need to constantly be evaluated. In this episode, Tom discusses how to continually evaluat...
Eliminate Your Fear Of The IRS
26 Sep 2019
Contributed by Lukas
Dealing with the IRS oftentimes is stressful and frustrating. In this episode discover how to efficiently and successfully navigate your way through I...
How To Pay Little Or No Taxes Like The Big Guys
12 Sep 2019
Contributed by Lukas
Apple, Google & Amazon use the tax code to sharply reduce taxes. These same laws apply to anyone, you just need the education. In this episode, Tom ex...
Reduce Your Taxes & Your Audit Risk
28 Aug 2019
Contributed by Lukas
Tax preparers are often times afraid of an audit. This can result in paying higher taxes. In this episode, Tom discusses how you and your tax preparer...
Pay No Tax When Selling Your Business
15 Aug 2019
Contributed by Lukas
The new tax code offers the possibility to pay less tax now and no taxes when you sell your business. Tom highlights specific provisions that allow bu...
The Sexiest Real Estate Investment
01 Aug 2019
Contributed by Lukas
Mobile homes may have a stigma, but to savvy investors they offer attractive cash flow and tax benefits. Kevin Bupp joins Tom to discuss the benefits ...
How To Remove Fear From Your Life
08 Jul 2019
Contributed by Lukas
Imagine overcoming fear of money, fear of relationships, fear of taxes. Mark Yuzuik joins Tom to discuss his work helping people overcome fear in all ...
Reduce Your Income Tax Today & Leave A Legacy For Your Family
19 Jun 2019
Contributed by Lukas
The interplay between income tax and estate planning offers an attractive financial opportunity. In this episode, Tom speaks with Andrew Howell about ...
Reduce Your Stress & Increase Your Wealth
05 Jun 2019
Contributed by Lukas
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 ...
Did You Leave Money On The Table This Tax Season?
22 May 2019
Contributed by Lukas
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 ...
How The Government Will Pay To Lower The Risk In Your Business
09 May 2019
Contributed by Lukas
Captive insurance is one of the best tax incentives. In this episode Tom speaks with Chuck Spitzer about how business owners and investors receive sig...
The #1 Mistake Entrepreneurs & Investors Make
25 Apr 2019
Contributed by Lukas
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 ...
How To Upgrade To First Class
11 Apr 2019
Contributed by Lukas
The rich invest differently than the middle class and poor. In this episode, Tom speaks with Patrick Donohoe about advanced techniques of investing in...
The Single Investment That Makes You Money 5 Different Ways
27 Mar 2019
Contributed by Lukas
Real estate can offer an investor five avenues to make money. Tom speaks with Keith Weinhold about maximizing the return on your real estate investmen...
How To Reduce Your Taxes Everyday
14 Mar 2019
Contributed by Lukas
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 st...
Ask Your CPA These Questions About The New Tax Law
06 Mar 2019
Contributed by Lukas
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, an...
Never Fear A Government Audit
21 Feb 2019
Contributed by Lukas
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...
Avoiding Lawsuits in Business & Investing
30 Jan 2019
Contributed by Lukas
Asset protection is a vital & basic part of any investment strategy. Tom speaks with Garrett Sutton about how to form your business or setup your inve...
If You Want To Change Your Tax, You Have To Change Your Facts
16 Jan 2019
Contributed by Lukas
Your CPA can't save you a dime. You have to take action in order to make way more money & pay way less taxes. In this episode, Tom discusses how inves...
Find Out The #1 Key To Building Wealth!
02 Jan 2019
Contributed by Lukas
Record keeping is the most important skill required to build wealth. In this episode Tom discusses how to keep records, and more importantly, how to u...
Double The Return On Your Investments & Increase Your Tax Benefits
19 Dec 2018
Contributed by Lukas
Professional investors enjoy higher returns and better tax benefits than amateur investors. In this episode, Tom discusses how certain investors make ...
Tax Advantages of Owning Gold
05 Dec 2018
Contributed by Lukas
Gold is often seen as a hedge against inflation. In this episode, Tom also explains the tax opportunities gold investing may offer. Tom speaks with a ...
Building Your Brand – Define & Establish Your Brand
28 Nov 2018
Contributed by Lukas
Tom discusses the three important questions you must ask yourself to create the life and business you want. This episode includes details on an upcomi...
Take Control Of Your Wealth & Stop Working For A Paycheck
07 Nov 2018
Contributed by Lukas
Clayton Morris, former-Fox News anchor, joins Tom to discuss his transformation from TV star to successful real estate investor. Choosing to leave a l...
The Secret Tool of The Professional Investor
31 Oct 2018
Contributed by Lukas
All investors are not created equally. Why do some people excel at real-estate investing while others gravitate to stocks? In this episode, David Kolb...
Shave 20% Off Your Income Tax
10 Oct 2018
Contributed by Lukas
The new tax code offers many people the opportunity to cut income tax by 20%. In this episode, Tom offers a glimpse of how he works with clients to he...
The Tax-Free Investment Available To Everyone
26 Sep 2018
Contributed by Lukas
Life insurance offers tax and investment benefits to all investors. Kim Butler joins Tom to discuss the different types of life insurance available an...
Make More Money With The Tax Law
12 Sep 2018
Contributed by Lukas
Understanding the new tax code not only allows you to pay less taxes, it may also encourage you to make more money. In this episode, hear a real-life ...
How To Select The Right Tax Advisor
29 Aug 2018
Contributed by Lukas
The most important person in your financial life, other than a spouse, is your tax advisor. Robert Kiyosaki, author of "Rich Dad Poor Dad," joins Tom ...
Buy, Borrow & Die
15 Aug 2018
Contributed by Lukas
Hear the strategy anyone can use to begin successfully investing while paying less taxes. Ed McCaffery, a tax law professor at USC, joins Tom and toge...
Get a Tax Break for Family Activities
01 Aug 2018
Contributed by Lukas
The new tax code offers new incentives. In this episode, Tom speaks with fellow Rich Dad Advisor Andy Tanner about how spending more time with his two...
5 New Deductions From The New Tax Law
18 Jul 2018
Contributed by Lukas
The new tax law offers opportunities to reduce taxes, but you must get educated. In this episode, Tom speaks with a real-estate investor who is curren...
Overcome The Fear of Investing & Enjoy Building Wealth
02 Jul 2018
Contributed by Lukas
Nobody knows more about your money than you. So why do so many people turn over their hard-earned money to strangers? In this episode Tom explains how...
How To Achieve Your Financial Goals In 7-10 Years
26 Jun 2018
Contributed by Lukas
You don't need to wait until you're 65 to retire and live your dream life. In this episode Tom discusses the financial education he uses to help peopl...
CPA Edition: How To Improve Your Business
06 Jun 2018
Contributed by Lukas
Tom has prepared a special show for CPAs (that really applies to anyone who owns a business). Find out how to better serve your clients and grow your ...
Live The Life You Want Today
30 May 2018
Contributed by Lukas
Find out how to live your dream life today, not 30 years down the road. In this episode, Tom explains that making one change to your wealth strategy c...
How To Stop Worrying About Money
16 May 2018
Contributed by Lukas
Money is the #1 cause of divorce, and a great source of anxiety for people of all ages. In this episode Tom explains how you can overcome the fear of ...
5 Ways You Can Save On Taxes
01 May 2018
Contributed by Lukas
The fastest way to put money in your pocket is to reduce taxes. In this episode, Tom offers five ways to legally reduce your taxes. Learn about the ...
Find Out How Taxes Can Make You Wealthy
13 Apr 2018
Contributed by Lukas
Taxes can deplete wealth or help build wealth. In his debut podcast, WealthAbility founder Tom Wheelwright dispels many common myths of the tax code, ...