Way More Money,
Way Less Tax
Keep More. Build More. Invest Smarter.
Join Tom Wheelwright, CPA, and the WealthAbility® team for a one-day, high-impact tax strategy conference designed for high-net-worth entrepreneurs and investors who want to use the tax law the way it was intended: as a roadmap for building wealth.
Trusted BY
Meet Your Host – Tom Wheelwright, CPA
Tom is an internationally recognized tax and wealth expert, Founder and CEO of WealthAbility®, TFW Advisors®, PLA Software, Rich Dad Advisor, Entrepreneur, International Speaker, and Bestselling Author of Tax-Free Wealth and Win Win Wealth Strategy, and a leading expert on saving taxes and building wealth. Robert Kiyosaki, the best-selling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.”
For more than 45 years, Tom has devised innovative tax, business and wealth strategies for sophisticated investors and business owners in the health care, real estate and technology fields. His professional experience includes Big 4 accounting, where he managed and led the professional training for thousands of CPAs at Ernst & Young’s National Tax Department in Washington, D.C.
Tom also served as an adjunct professor in the Masters of Tax program at Arizona State University for 14 years, where he created the course for teaching multi-state tax planning techniques and personally taught hundreds of graduate students.
Most successful entrepreneurs and investors are still overpaying taxes.
You work hard to grow your business. You take risks. You invest capital. You create jobs, solve problems, buy assets, and build long-term value.
But if your tax strategy is reactive, you may be giving away capital that could otherwise be used to expand your business, acquire assets, invest in real estate, improve cash flow, or build generational wealth.
- Most people meet with their CPA after the year is already over.
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High-net-worth entrepreneurs and investors need something different.
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They need a proactive tax strategy.
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They need a team that understands wealth-building.
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They need to know which incentives apply to their business, their investments, and their goals before major decisions are made.
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That is what this conference is built to help you do.
A one-day tax strategy event for entrepreneurs and investors who are ready to act.
The WealthAbility® 2026 Annual Entrepreneur & Investor Conference is a full-day experience focused on practical, proactive, and legally grounded tax strategies for high-net-worth entrepreneurs and investors.
This is not a basic tax seminar.
This is a strategy-focused conference for people who are already building wealth and want to become more intentional about how they earn, invest, structure, and protect it.
You will spend the day learning how to think differently about taxes, wealth, incentives, investments, business structure, and long-term planning.
Expert Speakers:
Gain insights from top tax professionals and highly successful business leaders who will openly share real-world experiences, proven strategies, and actionable advice.
Networking Opportunities:
Connect with fellow entrepreneurs, experienced tax consultants, and industry experts to build valuable relationships, exchange insights, and expand your professional network.
Practical Sessions:
Participate in hands-on, interactive sessions designed to provide you with the essential tools, strategies, and knowledge you need to manage your business taxes efficiently and effectively.
During this one-day conference, you’ll discover:
How tax law can become a wealth-building roadmap
Understand why the tax code rewards certain behaviors and how entrepreneurs and investors can align their decisions with those incentives.
How to identify missed opportunities in your current tax strategy
How to think proactively with a comprehensive, holistic tax strategy
How business, real estate, investing, and entity structure work together
How to build a tax strategy team that understands your goals
How government incentives can support business growth and investment
Discover how governments use incentives to encourage specific types of investment, including areas such as business, technology, energy, real estate, insurance, agriculture, and retirement accounts.
Connect tax strategy to cash flow and capital allocation
Who Should Attend?
This Event is Designed for:
+ Entrepreneurs +
+ Business Owners & Founders +
+ Real Estate Investors +
+ Private Investors +
+ Accredited Investors +
+ High-Income Professionals with Businesses or Investment Income +
+ Wealth Builders Who Want to Reduce Taxes Legally and Build with More Intention +
*This may not be the right event if:
– You are looking for generic tax tips –
– You only want basic personal tax preparation advice –
– You are not currently investing, operating a business, or planning to build significant wealth –
– You are not willing to take action after the event –
Agenda at a Glance
8:00 am - 9:00 am MDT: Continental Breakfast & Networking
Arrive, check in, connect with other entrepreneurs and investors, and prepare for a full day of strategy.
9:00 am - 12:00 pm MDT: Main Session - Tax Strategy for Entrepreneurs & Investors
Learn how to think about taxes as a wealth-building tool, identify missed opportunities, and begin seeing your business and investments through a tax-strategy lens.
12:00 pm - 1:00 pm MDT: Lunch Provided
1:00 pm - 5:00 pm MDT: Main Session - Implementation, Structure & Wealth Strategy
5:00 pm MDT: Conference Concludes
Why Attend in Person?
Because tax strategy is not just information. It is context.
You can read the books. You can watch the videos. You can take the courses.
But there is something different about stepping away from your day-to-day business and spending a full day focused on one question:
How do I build more wealth by becoming more intentional with my tax strategy?
At this conference, you will be in the room with entrepreneurs, investors, and wealth builders who are asking the same question.
You will leave with sharper thinking, better questions for your advisors, and a clearer understanding of how to approach tax strategy before decisions are made.
My big takeaway from working with Tom is that I could continue to grow my income above and beyond a couple of million dollars, and I could pay less taxes. Why wouldn’t I want to do that?
— brad sumrock, investor and entrepreneur
Simple Pricing, Massive Value
The best news? This Event is easily tax-deductible for most people!
Conference Pass
AttendFull-day general admission
- Continental breakfast
- Lunch
- Live main session with Tom Wheelwright and the WealthAbility® team
- Networking with entrepreneurs, investors, and wealth builders
- Event materials and next-step resources
Strategy Pass
Learn MoreIncludes everything in Conference Pass, plus:
Recording of the 3-day Tax Strategy Conference for Financial Professionals
- Access to Tom Wheelwright’s Tax-Free Formula online course
- Additional post-event education to help reinforce and apply what you learn
- A deeper look at tax strategy from both the entrepreneur and advisor perspectives
Elite Access Pass
Get Ongoing AccessIncludes everything in Strategy Pass, plus:
One year of access to WealthAbility® Live
- One year of access to WealthAbility® University
- Private-program access not typically available to the public
- Monthly ongoing education and interaction through WealthAbility® Live
- A more complete path for continued tax and wealth strategy learning
This is your opportunity to learn from the best.
Your Money. Your Assets. Your Future. Take Control Today.
ACT FAST–SPACES ARE LIMITED!
FREQUENTLY ASKED QUESTIONS
Who is this event for?
Is this only for real estate investors?
No. Real estate investors will find the event highly relevant, but the conference is designed for entrepreneurs and investors across multiple asset classes and business models.
Will Tom Wheelwright be speaking?
Is food included?
Where is the event?
The event will be held at Sheraton Park City, 1895 Sidewinder Drive, Park City, Utah 84060.
What time does the event start?
Breakfast begins at 8:00 AM MDT. The main session runs from 9:00 AM to 5:00 PM MDT.
Will I receive personalized tax advice?
Should I bring my CPA or advisor?
Yes, if you work closely with an advisor who helps guide your business, investing, or tax decisions, this can be a valuable event to attend together.
What is included with the Conference Pass
For entrepreneurs and investors who want to attend the live event and walk away with a clearer direction for their tax strategy.
Your Conference Pass gives you access to the full-day WealthAbility 2026 Annual Entrepreneur & Investor Conference in Park City, Utah. Spend the day learning directly from Tom Wheelwright, CPA, and the WealthAbility team as they share proactive tax strategies designed for high-net-worth entrepreneurs and investors.
You’ll discover how to think differently about taxes, how to identify missed opportunities, and how to use the tax law as a roadmap for building wealth legally and strategically.
Includes:
Full-day general admission
Continental breakfast
Lunch
Live main session with Tom Wheelwright and the WealthAbility® team
Networking with entrepreneurs, investors, and wealth builders
Event materials and next-step resources
Best for:
Entrepreneurs and investors who want the live event experience and practical tax-strategy education in one focused day.
Get the Conference Pass
What is included with the Strategy Pass
For attendees who want the live conference experience plus deeper tax strategy education after the event.
The Strategy Pass includes everything in the Conference Pass, plus extended access to Tom Wheelwright’s tax education so you can continue learning after the event is over.
In addition to attending the live Entrepreneur & Investor Conference, you’ll receive the recording of the 3-day Tax Strategy Conference for Financial Professionals happening the same week, giving you access to advanced training normally designed for advisors and tax professionals.
You’ll also receive access to Tom’s Tax-Free Formula online course, designed to help entrepreneurs and investors better understand how to create tax savings by reading and applying the incentives built into the tax law. Tax-Free Formula is currently positioned around helping participants create permanent tax savings and understand the “secret formula” inside the tax law.
Includes everything in Conference Pass, plus:
Recording of the 3-day Tax Strategy Conference for Financial Professionals
Access to Tom Wheelwright’s Tax-Free Formula online course
Additional post-event education to help reinforce and apply what you learn
A deeper look at tax strategy from both the entrepreneur and advisor perspectives
Best for:
Entrepreneurs and investors who want more than one day of education and want to continue studying Tom’s tax strategy framework after the event.
Get the Strategy Pass
What is included with the Elite Access Pass
For serious wealth builders who want the event, the education, and a full year of premium WealthAbility access.
The Elite Access Pass is the most complete experience for entrepreneurs and investors who are ready to go deeper, stay engaged, and continue developing their tax and wealth strategy long after the Park City event ends.
You’ll receive everything in the Strategy Pass, plus one year of access to WealthAbility Live and one year of access to WealthAbility University, a program not typically available to the public and usually reserved for clients.
WealthAbility Live is described as a subscription for entrepreneurs and investors that includes monthly interactive video sessions with Tom Wheelwright and a guided community forum where members can ask questions and receive guidance on reducing taxes and growing wealth.
This tier is designed for attendees who do not just want to learn tax strategy once. They want ongoing access, continued education, and a deeper connection to the WealthAbility ecosystem.
Includes everything in Strategy Pass, plus:
One year of access to WealthAbility® Live
One year of access to WealthAbility® University
Private-program access not typically available to the public
Monthly ongoing education and interaction through WealthAbility® Live
A more complete path for continued tax and wealth strategy learning
Best for:
High-net-worth entrepreneurs and investors who want the highest level of access, ongoing education, and continued support after the conference.
Get the Elite Access Pass
Choose Your Level of Access
Whether you want to attend the live conference, continue your education after the event, or receive a full year of premium WealthAbility access, there is a pass designed for your goals.
All passes include admission to the WealthAbility 2026 Annual Entrepreneur & Investor Conference on July 24, 2026, at the Sheraton Park City.
