The WealthAbility Show with Tom Wheelwright, CPA

Tom Wheelwright

Way More Money, Way Less Taxes

  • 36 minutes 55 seconds
    Impact Filter Strategy

    Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan.


    Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better ®; as well as co-author of The Laws of Lifetime Growth and The Advisor Century.


    In this episode, learn how to determine if your next big idea will succeed or fail, the success criteria to set for yourself and your team, and how simple it is to get started so you can make the biggest impact for your business and life.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


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    2 May 2024, 8:18 pm
  • 35 minutes 50 seconds
    Age of Disruption

    Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis.


    Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance.


    In this episode, learn how to shift your mindset to stay ahead of the times, what it means to be a leader in this new era, and critical steps for your company to succeed amidst competing against the universe.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


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    25 April 2024, 4:00 pm
  • 27 minutes 43 seconds
    The Great Wealth Transfer

    Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa.


    Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph.


    In this episode, learn how capitalism is at risk by the passing of generational wealth, influence, and power; and exactly how our older and younger generations can co-exist toward a better world and financial future.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


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    18 April 2024, 5:32 pm
  • 55 minutes 25 seconds
    Taxes on the Ballot

    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/

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    12 April 2024, 8:28 pm
  • 37 minutes 36 seconds
    Real Estate & Tax Strategies

    Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.


    Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training.


    In this episode, learn how you can incorporate a tax strategy in your business plan, how Brad Sumrok applied his plan in the multi-family sector, and what he believes makes the best investments.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

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    5 April 2024, 6:50 pm
  • 33 minutes 48 seconds
    Offshoring & Outsourcing

    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/

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    28 March 2024, 8:30 pm
  • 36 minutes 58 seconds
    Making Bad Decisions Worse

    Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo.


    Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe College. He raised billions of dollars in venture capital for publicly traded companies throughout the Asia Pacific Region. He is a member of the Writers Guild, has a PhD and two master's degrees, as well as professional certifications from Harvard, Brown, MIT, Columbia, NY Film Academy, and Hollywood Film School.


    Learn tips on how to build a solid a plan to avoid making bad decisions worse by creating protective provisions, core rules, discipline oriented goals, and more.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


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    22 March 2024, 6:00 pm
  • 32 minutes 44 seconds
    Selling Your Small Business

    Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton.


    Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advisory Committee, she is working nationally to increase small business access to investment capital. Heaton publishes in Harvard Business Review, Forbes, Washington Business Journal, Alabama.com and regional outlets around the country.


    Learn how to build a business that is irresistible to buyers and how to lift off on your next chapter in life.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


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    15 March 2024, 6:14 pm
  • 29 minutes 6 seconds
    The Power of 1:1 Meetings

    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/

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    7 March 2024, 7:00 pm
  • 36 minutes 33 seconds
    Create Your Metaverse Workplace

    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/


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    29 February 2024, 7:40 pm
  • 31 minutes 7 seconds
    "Tax and Return" Scheme

    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.


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    15 February 2024, 10:21 pm
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