The WealthAbility Show with Tom Wheelwright, CPA

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores why customers aren’t purchasing your products and services, and how to bring your business back to life with his guest and author of “Soul Venture: A True Life and Death Journey into the Startup Culture,” - Ashwin Gulati.Ashwin has launched international ventures, helped start-ups take off or land, and co-piloted complex transitions for over 100 companies in various industries in the UK, US, Spain, and France. With 30 years in the start-up trenches, he has identified the hidden pitfalls, unspoken truths, and personal twists that ultimately determine a venture’s success or failure. He holds a BA in Economics and Mathematics from Claremont McKenna College and studied at King’s College and the London School of Economics.In this episode, discover how to make it easier for customers to buy and use your products and services, why the sales process has significantly slowed down, and action items you can take now to begin innovating - and reigniting life into - your business.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro.05:04 - Customers want an “Old Experience with New Innovation”14:48 - Innovation means CHANGING YOUR PRODUCT, NOT Your Customer18:59 - “Nail It Before You Scale It.”22:07 - Too Much Friction: Bring Down the Number of Decisions 27:37 - 2 to 3 Steps You Can Take Now33:43 - Closing StatementsLooking for more on Ashwin Gulati?Book: “Soul Venture: A True Life and Death Journey into the Startup Culture”Website: soulventurebook.com, www.matchpointventuresllc.comLinkedIn: www.linkedin.com/in/ashwingulatiInstagram: www.instagram.com/ashwin.gulatiFacebook: www.facebook.com/ashwin.gulati.1-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how entrepreneurs can use data collection and the algorithm to psychologically target for their own small businesses with his guest, author of Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior - Sandra Matz.Sandra Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School in New York. As a computational social scientist, she studies human behavior and preferences using a combination of Big Data analytics and traditional experimental methods.In this episode, discover how you can use tools from computer science as a window into your customer’s psychology to better solve their problems with your product; while also recognizing that just because you can influence human behavior - doesn’t always mean you should.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro.02:55 - What is Psychological Targeting?06:54 - How to find the best audience and expand.12:20 - Identify the consumer's problems.15:40 - Just because you can do it, doesn’t always mean you should.20:50 - Questions to narrow your focus.24:15 - Company Data vs. Individual Consumer Data29:45 - 2-3 Steps You Can Take Now33:43 - Closing StatementsLooking for more on Sandra Matz?Book: “Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior”Website: human-performance.ai, sandramatz.com, www.mindmasters.aiLinkedIn: https://uk.linkedin.com/in/sandra-matz-6824742b-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and best-selling author, Joe Sutherland. Joe Sutherland, a noted technology executive, public service leader, and educator, has been named the first Director of the Emory Center for AI Learning. Dr. Sutherland's professional background includes executive roles at Amazon and academic appointments at Columbia University, Johns Hopkins University, and Emory. He currently serves as Visiting Assistant Professor for QTM, and a fellow of the Weidenbaum Center on the Economy, Government and Public Policy at Washington University in St. Louis. Prior to that role, he was the director of CX Cloud Data, Insights and Growth at Cisco, where he led applications of artificial intelligence for their CX Cloud product portfolio. In this episode, discover the various methodologies you must apply to your data so you can generate growth the right way. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:55 - Determining the RIGHT data means asking the RIGHT questions. 06:17 - Data that will actually help your business. 10:35 - Counter-factual Outcomes: Don’t Make the Wrong Comparisons 14:37 - The Holy Grail to Marketing 19:47 - Steps for Entrepreneurs NOW! 24:40 - Closing Statements Looking for more on Dr. Joe Sutherland? Book: “Analytics The Right Way” Website: www.jlsutherland.com/ Facebook: https://facebook.com/joesutherlandfb Instagram: https://instagram.com/joesutherlandinsta LinkedIn: https://linkedin.com/in/jlsutherland Twitter: https://x.com/drjoesutherland Email: hello@jlsutherland.com ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

Doug Hall, an acclaimed inventor and founder of Eureka! Ranch, dives into the crucial need for innovative work systems. He reveals that most organizational issues stem from systemic flaws instead of employee performance. Hall emphasizes the power of empowering employees to proactively solve problems and enhance workplace satisfaction. He tackles the shift to hybrid work environments post-COVID and stresses the accountability of management in fostering a culture of collaboration and creativity. His insights promise to revolutionize how businesses approach their challenges.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores what is holding you back from successfully scaling and exiting your business with his guest, author and serial entrepreneur, Colin Campbell.Colin C. Campbell is the author of Start. Scale. Exit. Repeat.: Serial Entrepreneurs’ Secrets Revealed! He has co-founded and scaled various internet companies that collectively have reached a valuation of almost $1 billion. A sought-after speaker in the world of entrepreneurship, Campbell has spoken at several high-profile universities and events. He also leads Startup Club, with almost one million members continuing to share his experiences as he interviews experts, authors, and serial entrepreneurs.In this episode, discover the #1 thing that is stopping YOU from scaling your business in becoming everything you’d hoped it would be.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro.01:15 - 99% FAIL TO SCALE!05:50 - #1 Thing That’s Stopping You09:45 - Lose Your Ego & Build Your Team!16:36 - Scaling Culture & AI21:21 - Reality: Don’t Fail Because of Money25:52 - What and Why Reg CF (Regulation Crowdfunding)?29:00 - Your Story & X-FactorLooking for more on Colin Campbell?Book: “Start, Scale, Exit, Repeat”Website: https://startup.club/, colinccampbell.comX/Twitter: twitter.com/ColinDotClubInstagram: instagram.com/startupclub_hq/YouTube: youtube.com/@startup_clubLinkedIn: linkedin.com/in/colinccampbell/Email: hello@startup.club-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!Join Tom Wheelwright as he discovers how tariffs are going to affect your business, investments, and taxes with finance and economics expert, Josh Phair.Josh Phair, owner and CEO of Scottsdale Mint, leads the charge in the fabrication, manufacturing, distribution, and retail sales of precious metals across 40+ countries on five continents. In 2011, Mr. Phair orchestrated Scottsdale Mint’s acquisition of the precious metals investment bar manufacturing division from Materion Corporation. This move transformed Scottsdale Mint from a growing retailer to a U.S.-based precious metals manufacturer.In this episode, learn how the finance industry is broken, exactly what tariffs are and are not, and key takeaways on preparing for the crisis that lies ahead.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro. 04:00 - What is a free port?10:18 - Tariffs: What is the End Game?14:48 - Cause & Effect: Supply & Demand or Price Issue19:12 - Possible Inflation Reduction23:09 - Anticipate a Stimulus or Crisis?27:44 - Wake Up Call: BRICS & How Globalization is Over33:00 - CRITICAL Tips on How to Prepare!!!Looking for more on Josh Phair?Website: https://www.scottsdalemint.com/Facebook: https://www.facebook.com/scottsdalesilver/Instagram: https://www.instagram.com/scottsdalemint/Twitter: https://twitter.com/scottsdalemintTikTok: https://www.scottsdalemint.com/#-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: ⁠⁠⁠⁠⁠⁠https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: ⁠⁠ https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: ⁠⁠ https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: ⁠⁠⁠https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he discovers how we can better manage the stress, risk, and pressures that come from success with global CEO coach and advisor, author, and keynote speaker, Sabina Nawaz.Sabina has worked with best-in-class organizations and C-suite executives and written for leading publications worldwide for over 25 years. She has helped CEOs worldwide harness pressure to deliver extraordinary results for themselves, their employees, their bottom line, and organization.In this episode, learn powerful tools and practices that have incredible results with incremental effort, how pressure corrupts our actions, and how to begin growing valuable skills that will catapult you to the next level of entrepreneurship and leadership.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro. 27:4502:37 - Our Inner Monsters Unleashed06:09 - Time Portfolio, Micro-Habits, Delegation16:16 - You NEED a "Yes List"18:38 - Power Gaps & Power Volume Control27:45 - 2Things You Can Do NOW!Looking for more on Sabina Nawaz?Book: "You're The Boss"Website: https://sabinanawaz.com/LinkedIn: https://www.linkedin.com/in/sabinanawazInstagram: https://www.instagram.com/sabinacoaching/-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: ⁠⁠⁠https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: ⁠⁠ https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: ⁠⁠ https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: ⁠⁠⁠https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores why the Federal Reserve does not want to be audited by DOGE with his guest, precious metals and monetary fiscal policy expert, Bob Coleman.Bob Coleman has been in the Investment management industry since 1992. He founded Profits Plus Capital Management (Registered Investment Advisor) in 2001 to provide intelligent research, consulting, and portfolio management services to high-net-worth investors and institutions.In this episode, discover exactly what the Federal Reserve is and the role they play as the Federal Government’s bank, who owns the Feds, and what future we can expect for our economy and the US Dollar.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/00:00 - Intro.02:50 - Basics: The Federal Reserve’s Role, Monetary & Fiscal Policy06:36 - Is the Federal Reserve “independent” from the government?10:15 - Why are the Feds resisting audits?15:10 - Who owns the Federal Reserve?18:00 - USD & Gold Post-Trump & Geopolitical Influences25:20 - Future of the US Dollar & Tariffs30:10 - “Inflation or Die”Looking for more on Bob Coleman?Website: https://www.goldsilvervault.com/X/Twitter: https://x.com/profitsplusidInstagram: @idahoarmoredvaultsEmail: info@goldsilvervault.com-----👔 ABOUT TOM: https://www.wealthability.com/tom/💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

Louanne Gagnon, owner of LT Gagnon, PLC, has 25 years of tax expertise serving closely held businesses. In this discussion, she shares insights on the IRS's strengths and weaknesses, advocating for better taxpayer support. Louanne emphasizes the pivotal role of tax professionals as advocates, particularly amidst rising scrutiny of high-income individuals. The conversation addresses the need for improved IRS technology, funding allocation, and overall morale, highlighting how these changes could enhance compliance and the taxpayer experience.

Margo Boster, an executive and leadership coach and author of 'Mindfully Successful,' shares her expertise on integrating mindfulness into leadership. She discusses the profound impact of breaking limiting beliefs on personal and professional growth. Listeners learn about the power of meditation in regulating emotions and enhancing decision-making. Margo emphasizes practical tools like box breathing and self-assessments to elevate leadership effectiveness. Her insights provide actionable strategies for fostering mindfulness in high-stress environments.