Live Event – Sold Out
Tickets are available for the 3-Day Online View-Only Pass
The online option is view only. No interaction or participation with speakers or attendees.
No CPE is available with the 3-day online view-only pass
A recording of the event will be provided as part of the 3-Day Online View-Only Pass
2025 ANNUAL TAX STRATEGY CONFERENCE
Tax Strategies for the Lifecycle of a Business
From Start-Up to Exit and Legacy
July 16th – 18th, 2025
Premier Tax Technical Training for
Accountants, CPAs & Financial Professionals
Are you ready to take your business to the next level? Join us for a fantastic conference, Tax Strategies for the Lifecycle of a Business, where industry leaders and tax experts will guide you through the essential phases of a business’s lifecycle with a sharp focus on tax strategies.
Tom Wheelwright®, CPA
Tom Wheelwright is the best-selling author of Tax-Free Wealth, a successful entrepreneur who has built and scaled multiple CPA firms. His passion is for transforming the financial services industry and helping other entrepreneurs make way more money and pay way less tax.
Robert Kiyosaki
Best known as the author of Rich Dad Poor Dad, the #1 personal finance book of all time, Robert Kiyosaki has challenged and changed the way tens of millions of people around the world think about money.
Join top tax experts and business professionals for 3 days of actionable strategies designed to help you unlock client growth, improve your practice, and build the life you’ve always wanted.
- Better Clients: Learn advanced strategies that help your clients save more, grow faster, and stay with you longer.
- Better Practice: Master the tax planning tools that help you expand your services and revenue.
- Better Life: Gain the freedom that comes with a thriving, well-managed practice.
Who Should Attend?
IDEAL FOR
Accountants & CPAs
Tax Professionals
Firm Owners
Enrolled Agents
Financial Professionals
PROFESSIONALS WHO WANT
Business Growth
Sophisticated Tax Strategies
Collaboration with Tax Professionals
Answers to Complex Tax Situations
Greater Impact with your Clients
TO HAVE
Better Clients
A Better Practice
A Better Life
Agenda at a Glance
Tax Strategies for the Lifecycle of a Business
From Start-Up to Exit and Legacy
Day 1 - Wednesday, July 16th
8:30 – 9:00 – Welcome & Introduction (Tom Wheelwright, CPA)
9:00 – 10:30 – The Value of Tax Planning for Entrepreneurs (Robert Kiyosaki – Best-selling Author of Rich Dad Poor Dad)
10:30 – 10:45 – Break
10:45 – 11:15 – Tax Decisions for the Lifecycle of a Business Overview (Tom Wheelwright, CPA)
11:15: 12:00 – Tax Considerations for Entity Structure Decision (Michael Uadiale, CPA)
12:00 – 1:00 – Break
1:00 – 1:50 – Asset Protection Considerations for Entity Decision (Doug Lodmell, JD, LLM)
1:50 – 2:40 – Start-Up Costs and Accounting Method Elections (Louanne Gagnon, CPA)
2:40 – 2:55 – Break
2:55 – 3:45 – Maximizing Business Deductions (Tom Wheelwright, CPA)
3:45 – 4:45 – Oil and Gas, Real Estate, Stock Market Investing (Panel: Tax Deductions for Investing Outside of a Business)
4:45 – 5:00 – Closing (Tom Wheelwright)
Day 2 - Thursday, July 17th
8:30 – 9:00 – Welcome and Review (Tom Wheelwright, CPA)
9:00 – 10:00 – Maximizing Depreciation and Renovation Expenses (including leasehold improvements) (Kim Lochridge)
10:00 – 10:15 – Break
10:15 – 11:15 – Taking Advantage of Passive Losses (Tom Wheelwright, CPA)
11:15 – 12:00 – Multi-state Tax Planning Opportunities (Tom Wheelwright, CPA)
12:00 – 1:00 – Break
1:00 – 1:50 – Preparing Clients for Acquisitions (JB Brown, Entrepreneur and Business Coach)
1:50 – 2:40 – Tax Implications of Mergers, Acquisitions and Reorganizations – Case Studies (Karen Manahan, CPA and Mayra Rodriguez, CPA)
2:40 – 2:55 – Break
2:55 – 3:45 – Tax Implications of the Sale or Transfer of an Ownership Interest (Maria Callahan, CPA)
3:45 – 4:45 – Handling Goodwill and Other Intangible Assets – Tax and Asset Protection Implications (Tom Wheelwright, CPA and Doug Lodmell, JD, LLM)
4:45 – 5:00 – Closing (Tom Wheelwright, CPA)
Day 3 - Friday, July 18th
8:30 – 9:00 – Welcome and Review (Tom Wheelwright, CPA)
9:00 – 10:00 – Tax Considerations of Transferring a Business to Heirs (Craig Hersch, JD, CPA)
10:00 – 10:15 – Break
10:15 – 11:05 – Using Life Insurance for Succession Planning (Patrick Donohoe, IAR)
11:05 – 12:00 – Dissolution Tax Considerations – Partnership vs Corporation (Vonda Henry, CPA and Shelita Hall, CPA)
12:00 – 12:30 – Closing (Tom Wheelwright, CPA)
Featured Speakers
Robert Kiyosaki
Inventor, Businessman & Best Selling Author of Rich Dad Poor Dad
Tom Wheelwright®, CPA
CEO of WealthAbility® & Best Selling Author of Tax-Free Wealth
Gary Boomer
Kim Lochridge
Entrepreneur and Industry Leader in Specialty Tax Services
Doug Lodmell, JD, LLM
CEO Attorney, Trust Expert, Asset Protection Specialist
Louanne Gagnon
Industry Expert, Leading Tax & Wealth Strategist, & Firm Owner
Patrick Donahoe, IAR
Founder & CEO of Paradigm Life, Author, Wealth Strategist
John Engel
Leader in Oil & Gas General Partnerships & Joint Ventures
Karen Manahan, CPA
Partner at Wheelwright Manahan Family Office
Mayra Rodrigez, CPA
Tax Manager at Wheelwright Manahan Family Office
JB Brown
Entrepreneur and Business Coach
Craig Hersch
Florida Bar Board Certified Wills, Trusts & Estates Attorney, CPA
Rick Grossman
CEO of Franchise Bible Coach & Author of Franchise Bible
Michael Uadiale, CPA
TFW Advisors® Franchise Owner
Shelita Hall, CPA
TFW Advisors® Franchise Owner
Maria Callahan, CPA
TFW Advisors® Franchise Owner
Vonda Henry, CPA
TFW Advisors® Franchise Owner
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Ticket Packages
Event Closed
Live Event - Sold Out- 3-Day Online View-Only Pass
The online option is view only.
No interaction or participation with speakers or attendees.
No CPE is available with the 3-day online view-only pass
A recording of the event will be provided as part of the 3-Day Online View-Only Pass
Sponsors & Valued Partners
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.
