
♦ 3 Empowering Days
♦ 7 Game-changing Tactics
♦ Endless Possibilities
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With Tom Wheelwright, CPA
Nov. 18-20, 2020
Live, virtual format
Dive Deep into 7 Game-Changing Tactics that can change your clients' lives



- Maximizing the tax benefits of losses
- Turning active income into passive income
- Utilizing estate planning to minimize income tax
- Eliminating gain when your client sells their business
- Protecting clients from uninsurable losses
- Tax benefits for protecting the environment
- Managing IRS audits
18 hours of engaging, high-value CPE credit
Meet Your Leader – Tom Wheelwright, CPA
Advanced Tax Strategies for Advisors to Business Owners & Investors is led by Tom Wheelwright, CPA.
For more than 30 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., and serving as the in-house tax advisor for a Fortune 1000 company.
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.
Tired of boring CPE classes that don’t connect to real life
Passionate about helping your clients build wealth
Ready to deliver life-changing services to your clients
Looking to learn the application as well as the rules
Excited to elevate your expertise
This is the advanced technical training
you've been searching for!
We’ll take you deep inside specific tax planning issues that can transform the results you deliver to your clients. When your clients win, you win.
DAY #1
Maximizing the tax benefits of losses
- Partnership income loss allocation – 704(b)
Turning active income into passive income – 704(e)
- How to strategically use trusts
- Navigating issues with minor children and other beneficiaries
- Business vs. real estate
DAY #2
Utilizing estate planning to minimize income tax
Eliminating gain when your client sells their business
Section 1202 Planning (refresher)
- What if your client already is an S Corp?
- Maximizing $10M exclusion
DAY #3
Is captive insurance the scam some people think it is? 831(b)
Do conservation easements really work? 170(h)
Managing IRS audits
MEMBER PRICING
- Attendance is FREE for all members of the WealthAbility® Network.
- 18 hours CPE credit*
- Full access to program
- Bonus Member Day 8 am – 2 pm, Nov 21
NONMEMBERS
- Not a member? Come join us for high-value training with like-minded industry peers.
- 18 hours CPE credit*
- Full access to program
- Free with early-bird registration to CPA-Revolution Masterclass
FREQUENTLY ASKED QUESTIONS
Is this tax planning or a regurgitation of the tax law?
Is it true that Tom doesn't actually read powerpoint slides?
How does the virtual format work?
Can serious education be fun?
Advanced Tax Strategies for
Advisors to Business Owners & Investors
Nov. 18-20, 2020
Live, virtual format!
* All states except: AR GU HI IA IL NY PA PR TX
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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.