The WealthAbility Show with Tom Wheelwright, CPA cover image

The WealthAbility Show with Tom Wheelwright, CPA

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Jan 23, 2025 • 40min

Understanding Blockchain & DAO (Decentralized Autonomous Organizations)

Join Tom Wheelwright as he explores the new frontier of blockchain and how DAO (Decentralized Autonomous Organizations) can reshape your entire business with his guest, Kevin Owocki.Kevin Owocki is a blockchain expert and computer scientist. He cofounded Gitcoin and hosts the GreenPill podcast. Since founding Gitcoin in 2017, his vision of a positive-sum ecosystem has facilitated the distribution of over $64 million to projects, solidifying Gitcoin as an essential component of the Ethereum ecosystem. In 2021, the Gitcoin DAO launched, and Gitcoin Grants evolved into a suite of modular and decentralized protocols. As of 2023, Web3 projects integrate Gitcoin Grants through Grants Stack or Allo Protocol, alongside Gitcoin Passport or PublicGoods.Network, further reinforcing its pivotal role in supporting and marketing countless innovative projects.In this episode, learn how you and your business can be at the frontier of innovation, the exact steps to create a DAO, and everything you need to be cautious of.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. 01:55 - What is DAO?04:30 - What is Blockchain?07:14 - Business owners can create tokens.10:25 - What are "Smart Contracts"?15:50 - How to Create a DAO.24:13 - Delegation & Liquid Democracy27:00 - Why DAO? Do I even need to incorporate it?34:54 - Few Things to Consider and Not to ConsiderTom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Kevin Owocki?Website: https://owocki.com/Books: "How to DAO" "Greenpilled" "The Future History of the Open Internet"Instagram: http://instagram.com/owockiGithub: http://github.com/owocki X / Twitter: @owockiDISCLAIMER: 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.Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,
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Jan 16, 2025 • 36min

Workforce Revival: Rebuilding Company Culture in a Remote & AI World

Join Tom Wheelwright as he discovers how entrepreneurs can build a successful work culture in today's scattered and chaotic world with author, Jennifer Moss.Jennifer Moss is an award-winning journalist, author, and international public speaker. She is a nationally syndicated radio columnist, reporting on topics related to happiness and workplace well-being. She is also a freelance writer whose articles have appeared in HuffPost, Forbes, the Society of Human Resource Management (SHRM), Fortune, and Harvard Business Review. Her book, Unlocking Happiness at Work, received the distinguished UK Business Book of the Year Award. Moss also sits on the Global Happiness Council. To acknowledge her contributions to business and public service, Moss was named a Canadian Innovator of the Year, an International Female Entrepreneur of the Year, and recipient of the Public Service Award from the Office of President Obama.In this episode, learn how you can prevent your employees from losing their jobs to AI as well as grow along with it, find solutions to improving your company culture, and understand what actions you must take as a leader to not get left behind.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 - Intro. 03:31 - Culture Requires Psychological Fitness06:07 - Stanford Research: Work Force Rebellion or Revival?09:35 - Struggles for the Business Owner12:30 - Solutions for the Business Owner15:44 - 7-1 vs. 9-5 Workday vs. Goal Setting17:42 - Time of AI: Fluidity is Key20:11 - Fear of Becoming Obsolete: AI Anxiety to AI Action26:16 - "More fun. More productive. More profitable."28:25 - Self-Audit: What do I want to change?Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Jennifer Moss?Website: jennifer-moss.comBooks: "Why Are We Here?" " The Burnout Epidemic"Instagram: https://www.instagram.com/betterworkinstitute/X / Twitter: https://twitter.com/jennifermossincYouTube: LinkedIn: https://www.linkedin.com/in/jenleighmossDISCLAIMER: 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.Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,
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Dec 26, 2024 • 41min

Triple Play: How to Get the Bigger Picture & Transform Your Business

Join Tom Wheelwright as he discovers how you can transform your business by using the "Triple Play" with author and business coach, Dan Sullivan.Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives.He is author of over 40 publications, including The Wall Street Journal Bestseller: Who Not How, The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.In this episode, learn how to apply the "Triple Play" to your business, become aware of the unseen components you need to pay attention to, and gain clarity by acquiring the big picture.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 - Intro. 06:18 - 3x3 Triple Play: Your "Future" is Being a Better Guesser and Bettor.19:28 - Create Integrated Unity20:59 - What are your connectors? Can you create community?27:17 - Capture the Big Picture30:29 - How else to utilize 3x3 in business.33:05 - Everything Created BackwardsYoutube Description End:Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Dan Sullivan?Website: strategiccoach.comBooks: "Everything Created Backwards" "Who Not How" "The Gap and the Gain" "The Self-Managing Company"Facebook: facebook.com/DanSullivanSC/X / Twitter: twitter.com/DanSullivanSC?lang=enLinkedIn: https://www.linkedin.com/in/dansullivansc/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.
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15 snips
Dec 12, 2024 • 37min

Get Paid What You Deserve: Fearlessly Pricing for Your Expertise

Casey Brown, an author and keynote speaker with extensive experience in pricing strategy for Fortune 500 companies, dives into the art of fearless pricing. She reveals how entrepreneurs can confidently communicate their value and avoid underpricing their services. Casey shares practical strategies for building trust with clients through insightful questioning and emphasizes the importance of innovative pricing models. Learn how to overcome the fear of pricing and ensure you're paid what you truly deserve!
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10 snips
Dec 5, 2024 • 33min

Wealth Transfer & Capitalism Post Election

In this engaging discussion, Ken Costa, a prominent investment banker, author, and philanthropist, shares insights on the monumental generational wealth transfer in the wake of recent elections. He highlights the differences in perspectives between millennials, Gen Z, and baby boomers regarding economic policies. Ken also explores how figures like Elon Musk could reshape capitalism and the importance of fostering collaboration through 'co-destiny' among generations. Their conversation delves into the evolving financial landscape and the exciting opportunities it presents.
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14 snips
Nov 28, 2024 • 48min

Superpower Up: Finding a Stellar Assistant

Ryan Cassin and Steven Neuner, co-founders of Superpowers, delve into the transformative power of executive assistants for entrepreneurs. They discuss the differences between personal and executive assistants and share insights from their book, highlighting how effective assistants can enhance productivity and balance work-life demands. The duo emphasizes strategies for building strong relationships, setting boundaries, and finding the right assistants to create a thriving entrepreneurial environment. Their engaging anecdotes bring the benefits of strategic assistance to life.
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Nov 14, 2024 • 46min

Are You Ready for Trump's Tax Plan?

Join Tom Wheelwright as he discusses how Trump’s tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge.Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington’s leading experts on tax policy, the federal budget, and government spending.In this episode, discover how you and your tax professional can plan for and benefit from the upcoming Trump tax policies, which areas your small business may be vulnerable, and gain insight into what steps you can take in the next year.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.05:00 - Trump's Promises: Which will be kept?10:00 - Economic Growth Analysis: How Do We Move Forward?16:14 - The Deficit: What or who will pay for tax reduction?23:03 - Big Business vs. Small Business: Is the 20% deduction vulnerable?26:21 - Addressing the spending side of the budget.32:00 - Changes in the IRS Budget. 37:44 - What to do in the next year.Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility® **********************************Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f********************************** Resources **********************************Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.comVisit WealthAbility® https://wealthability.com/Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/Schedule A Call With My Team https://wealthability.com/schedulecall/*********************************** Social Media ***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/Facebook (WealthAbility®) https://www.facebook.com/4wealthability/Twitter (WealthAbility®) https://twitter.com/WealthAbilityInstagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPALooking for more on Scott Hodge?Website: https://taxfoundation.org/about-us/staff/scott-hodge/Books: “Taxocracy: What You Don’t Know About Taxes and How They Rule Your Daily Life”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.
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Nov 8, 2024 • 44min

What's Next: Our Clients Are Our Co-Creators

Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy.Lior is a seven-time author and one of the world’s leading authorities on customer experience, transformation, and change, and the founder of the transformation firm Strativity Group. He is an investor, strategy accelerator, speaker, and award-winning consultant. He has helped some of the world’s leading brands such as Mercedes Benz, Delta Airlines, Walmart, FedEx, Johnson & Johnsons, and MasterCard to author the next chapter in their success. His seven previous books include Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable.In this episode, discover the tools you need to thrive amidst change, and how to adapt your business from being a destination to becoming a co-creator with your clients and make their dreams happen.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. 03:55 - Change is the new normal.08:03 - Conversion: Old Experiences to New Resilience13:13 - Focus on what matters to the client.15:47 - Look at the threat, emotional state, value & convictions, risk.17:00 - Where is the new value for the client in an AI world?23:00 - The Authority Collapse & Empowerment Breakdown: Knowledge, Service, Collaboration, Entrepreneur, Communication, and Creative Empowerment.28:00 - Treat clients as co-creators. Not as customers.33:55 - The Real Truth: Connect with humanity.38:40 - Advice #1: Stop ignoring gratitude of your superpower.40:28 - Advice #2: Stop trying to fix the past, start finding the opportunity.Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility® **********************************Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources **********************************Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.comVisit WealthAbility® https://wealthability.com/Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/Schedule A Call With My Team https://wealthability.com/schedulecall/*********************************** Social Media ***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/Twitter (WealthAbility®) https://twitter.com/WealthAbilityInstagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPALooking for more on Lior Arussy?Website: liorarussy.comBooks: Dare to Author!, Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable. 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.
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Nov 1, 2024 • 43min

Your Brain, Technology, and Productivity

Join Tom Wheelwright as he discusses how our brains are mismatched with technology, and how we can improve our higher brain function amidst digital distractions and sensory overload with his guest, neurologist and neuropsycholigist - Dr. Richard Cytowic.Richard E. Cytowic is an award-winning neurologist, Professor of Neurology at George Washington University of Medicine, and author of Your Stone Age Brain in the Screen Age. In his new book, he traces the roots of our screen addictions, explains why we’re so susceptible to digital devices; how Big Tech takes advantage of our Stone Age brains to hook us on these devices and whatever products they are pushing, and discusses how we can possibly break their spell.In this episode, discover how the overstimulated brain impacts productivity, business relationships, and overall energy, and how you can successfuly use technology, resist its addictive power, and take back the control we have lost.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 – Intro.03:39 - Power of Writing vs. Typing07:20 - Brain has a fixed limit of energy available to it.11:11 - Zoom Fatigue: Reduce Visual Clutter.13:10 - Restore in Nature.15:36 - Comparison: Take inventory of what's going right.19:55 - Channel of Imagination: Why phone calls beat zoom.24:25 - AI is an exceptional tool.29:30 - How do we manage our energy?33:45 - "I am most productive when I am____."39:35 - Tips for avoiding digital distractions and sensory overload.Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/******************************* PODCAST: WealthAbility® ***************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources **********************************Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ******************************** Social Media ****************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/Facebook (WealthAbility®) https://www.facebook.com/4wealthability/Twitter (WealthAbility®) https://twitter.com/WealthAbilityInstagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPALooking for more on Dr. Richard Cytowic?Website: https://cytowic.net/Books: “YOUR STONE AGE BRAIN IN THE SCREEN AGE: Coping with Digital Distraction and Sensory Overload”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.
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Oct 24, 2024 • 38min

OKRs & Peak Productivity Tips

Join Tom Wheelwright as he discusses how to ensure your business is always performing at its peak with his guest, writer, and co-author of “Who Does What by How Much?” - Josh Seiden.Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success.In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you’re working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity.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.02:36 - What are OKRs (Objectives and Key Results)?06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much?14:49 - Create Your OKR System17:33 - Prioritize Your Client’s Needs22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods.30:55 - Steps to Building Your OKR System35:18 - Why Customer Centricity: Finding Your IntersectionTom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility® **********************************Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources **********************************Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.comVisit WealthAbility® https://wealthability.com/Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/Schedule A Call With My Team https://wealthability.com/schedulecall/*********************************** Social Media ***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/Twitter (WealthAbility®) https://twitter.com/WealthAbilityInstagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPALooking for more on Josh Seiden?Books: “Who Does What by How Much? A Practical Guide to Customer-Centric OKRs”Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/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.

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