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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 

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