WealthAbility® for CPAs

Is your brand memorable? Does your story connect? In this episode, Simon Mainwaring joins Tom to discuss how branding is essential in “future proofing” your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 3rd pandemic tax season begins. Uncertainty, delays and frustration for CPAs and their clients are highly likely. In this episode, Henry Grzes joins Tom to discuss how we can prepare for another tumultuous tax season. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motivation is facing unprecedented resistance. Between the pandemic and the overall mood of the nation, people are uncertain, anxious, and exhausted. In this episode, Dr. Ayelet Fishbach joins Tom to discuss new ways to set goals and motivate yourself to achieve your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Traditionally, CPAs excel with numbers, not words. In today’s polarized society conversations can quickly become challenging and impede productivity. In this episode, Jackie Stavros & Cheri Torres join Tom to help us discover how to create productive conversations with our clients and employees. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you begin the process of searching for clients? Are you putting resources into attracting the right people? In this episode, Pamela Slim joins Tom to help you discover how to build your business by attracting clients outside your usual field of view. Learn more about your ad choices. Visit megaphone.fm/adchoices

Failure is part of any business. In this episode, Chris Clearfield joins Tom to help us discover how to decrease business failures and develop solutions that will increase success. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the hardest part of owning a business is dealing with people. Not just clients, but employees and other people around us, too. In this episode, Vanessa Bohns joins Tom to help us discover how to assess and tap into our power of persuasion to build lasting, fruitful relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices

Taxes have become the battleground for a divided nation. As a CPA, it’s tempting to say, “When can we get back to normal?” In this episode, Francesca Gino joins Tom to help us discover why taxes aren’t going “back to normal,” and how you can develop a mindset that focuses on the opportunities created by today’s tumultuous times. Learn more about your ad choices. Visit megaphone.fm/adchoices

Business owners continue to grapple with staffing issues. In this episode, Bob Kohlhepp joins Tom to discuss what is driving the disruption in the U.S. workforce, and how you can hire and retain the best employees. Learn more about your ad choices. Visit megaphone.fm/adchoices

These are turbulent times for taxes. Can you branding make the difference? In this episode, Deb Gabor joins Tom to help us discover how strengthening your brand will help serve your clients, and steady your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

The US is on the cusp of a massive entitlements expansion. Danny Heil joins Tom to help us discover why the government is focused on offering the middle- and upper-middle class entitlements, and how these entitlements will impact tax planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

A global economy requires international tax planning. Today you will discover how international tax planning is quickly changing and what you need to do to serve your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most CPA’s are average; which may be just fine, but it’s not ok for WealthAbility members. Joining Tom today is Zack Friedman, to discuss what drives success, and what steps you can take to move from average to excellent. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is a remote practice viable? In this moment of social disarray, it may seem daunting to move your interactions with employees and clients to a completely digital format. In this episode, Tom explores the necessary changes you should expect to make as your business demands shift to online platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

A business owner’s largest asset is oftentimes their business. This means succession planning is critical. In this episode of the WealthAbility for CPAs Show, Donald White joins Tom to help discover how to plan the succession of your business to benefit you and your clients.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal tax law changes impacting wealthy individuals and families may become a reality. Preparation is fundamental in handling these changes. Joining Tom Wheelwright is Jim Cunningham, to help us discover how tax planning with trusts could offer protection against the Biden tax proposals. Learn more about your ad choices. Visit megaphone.fm/adchoices

The IRS is expected to increase scrutiny on certain business entities. How will this affect our asset protection strategies? Tom is joined by Garrett Sutton to help us discover how to help your clients pick the best business entity.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The pandemic forced a dramatic remote-work experiment. On today’s CPA Show with Wayne Turmel, you will discover how to lead your team and business as the pandemic winds down. Learn more about your ad choices. Visit megaphone.fm/adchoices

The green energy movement continues to gain momentum. Are you prepared to help your clients take full advantage of their opportunities? Today, Erik Wishneff helps us discover how to harness renewable energy tax credits to benefit your clients and grow your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

The R&D tax credit has been one of the most valuable credits leveraged by businesses. Today you will discover how you can help clients benefit from the R&D credits as the federal tax code is quickly changing.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the CPA’s role in asset protection? How do quickly changing policies affect our clients? In this episode, joining Tom is author and leading expert Doug Lodmell, to help manage our economic risk and clarify our decisions when it comes to advanced asset protection. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cryptocurrencies look like they are here to stay. As financial advisors, it is becoming increasingly important that we educate ourselves on the functionality of cryptocurrencies like Bitcoin as our clients embrace them more and more. In this episode, Tom breaks down how the IRS views Bitcoin, the differences between cryptocurrencies, and the role we can play for our clients as these modern currenc...

The pandemic is coming to an end, and new opportunities are on the horizon. True success boils down to thought control. Today, Dr. Jason Selk teaches Tom how you can prepare your mind to seize new opportunities and grow your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a victim of burnout? Are your best employees at risk of being overworked? Expert and author, Paula Davis, joins us to give critical knowledge on how to avoid burnout in the work place, and simple steps to pull yourself out if you’re already there.  Learn more about your ad choices. Visit megaphone.fm/adchoices

How do leaders adapt through change? Learning to familiarize yourself with uncomfortable situations can provide clarity and movement in the right direction. Joining us is Leadership Consultant and best-selling author Dave Jennings. Together we dive into what it really feels like in the Pit of Success.  Learn more about your ad choices. Visit megaphone.fm/adchoices