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The WealthAbility Show with Tom Wheelwright, CPA

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: 


Mar 14, 2019

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:


Mar 6, 2019

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.

 


Feb 21, 2019

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...