Preview Mode Links will not work in preview mode

The WealthAbility Show with Tom Wheelwright, CPA

May 22, 2019

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:


May 9, 2019

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 &...


Apr 25, 2019

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:


Apr 11, 2019

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:


Mar 27, 2019

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: