The WealthAbility Show with Tom Wheelwright, CPA

Join Tom Wheelwright as he discusses the impending $100 trillion wealth transfer with Ken Costa, exploring the impact on capitalism and society. They touch on the shifting priorities of younger generations towards justice and social issues, challenges in the housing market, collaboration between Millennials and Gen Xers in entrepreneurship, and the importance of financial education for intergenerational wealth transfer.

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major corporations, trade associations, and coalitions of companies with common objectives. In this episode, learn which major tax policies are at stake in this year’s election, how investors and small business owners will be impacted by the election, and what to expect in the economy depending on the outcome. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Brad Sumrok, expert in multi-family real estate, shares tax strategies and benefits for real estate investors. Topics include tax planning, incorporating tax strategies in business plans, real estate investments, maximizing tax benefits, historical tax incentives in real estate, and the importance of financial education.

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra. Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along with his hands-on commercial expertise have helped clients, large and small, new and established to achieve great things. In this episode, learn how offshoring and outsourcing may be vital for your business to stay competitive, the benefit of 50-60% cost reductions, solutions to potential challenges, and what quality resources are available to you. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how entrepreneurs compound bad decisions, tips on building a solid plan to avoid worsening mistakes, insights on stock market psychology, embracing external expertise for business success, navigating cognitive biases in decision-making, and Dr. Vincent D. Felipeau's upcoming book Breaking Point.

Discover essential strategies for preparing a business for sale and maximizing its value, including creating a sustainable business and exploring the shift to intangible assets. Contrasts between private equity and venture capital in acquiring small businesses are highlighted, along with key strategies for maximizing profits and minimizing tax liabilities.

Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg. Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Chancellor's Professor at UNC Charlotte for distinguished national, international and interdisciplinary contributions, and is an award-winning teacher and recipient of the very prestigious Humboldt Award for his research on meetings. Discover the art and science behind a good meeting and how 1:1 meetings are the essence of great leadership. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing. Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments since 2010. His companies are dedicated to transforming and improving the lives of attorneys and other service professionals by using technology to reduce costs and unlock dominant competitive advantages. Discover the value in operating your business inside the virtual world, steps to creating your own metaverse workplace, and why "Now is the time to make the choice: adapt or collapse." Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay. Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersection of economics, finance, and housing with a perspective informed by his work in economic history. Glock's work has been featured in National Affairs, Tax Notes, the Journal of American History, NPR, the New York Times, and the Wall Street Journal, among other places. Discover how the "Tax and Return" scheme affects you, how your tax dollars are circulated in the system, and the importance of taking control of your taxes, your life, and your future. Learn more about your ad choices. Visit megaphone.fm/adchoices

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Government, Psychologist / Behavioral Economist, and author of "Writing for Busy Readers". Discover key principles like accommodating how people read, valuing and respecting the reader's time, and more. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices