Cpa Advanced Tax Strategies
Elevate Your Practice

♦ 3 Empowering Days

♦ 7 Game-changing Tactics

♦ Endless Possibilities

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Advanced Tax Strategies for Advisors to Business Owners & Investors

With Tom Wheelwright, CPA

Nov. 18-20, 2020

Live, virtual format

Dive Deep into 7 Game-Changing Tactics that can change your clients' lives

This training is PACKED with technical insights that will equip you with the information and strategies you need to provide outstanding value to your clients over the next year.
Advanced Tax Strategies
  • 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

Tom Wheelwright, CPA

Meet Your Leader – Tom Wheelwright, CPA

Advanced Tax Strategies for Advisors to Business Owners & Investors is led by Tom Wheelwright, CPA.

Tom is an internationally recognized tax and wealth expert, CEO of WealthAbility®, Rich Dad Advisor, Entrepreneur, International Speaker, Bestselling Author of Tax-Free Wealth 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 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.

What people say about Tom's Advanced Trainings
“Best continuing education I have taken.”
“I definitely want to come back many more times.”

“Genius level aspects to this workshop: process, diagrams, method of asking questions and abundance mindset. Thank you!”

“I always learn so much at these events that I am able to share with clients and staff.”
Who Should Attend?
This is NOT Partnership 101.
We’re looking for a few tax professionals who are willing to learn how to use the tax law as it was intended: as a series of incentives for our clients.
If you’re…

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 event is for you!

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

8 AM – 2 PM PST


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

8 AM – 2 PM PST

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

8 AM – 2 PM PST

Is captive insurance the scam some people think it is? 831(b)

Do conservation easements really work? 170(h)

Managing IRS audits



Is this tax planning or a regurgitation of the tax law?

When we say advanced, we mean it. Over the course of three days, you’ll learn the strategies Tom is using to deliver incredible results for clients of his own firm. He’ll share step-by-step instruction that goes beyond basic compliance and into profitable tax planning.

Is it true that Tom doesn't actually read powerpoint slides?

TRUE! If you measure the value of a training class by the word count from a slide deck, this isn’t the program for you.

How does the virtual format work?

The event is live, with all instruction taking place online. We’ve worked hard to create a collaborative environment where you can get your specific questions answered. You’ll receive an email the day before the event with login instructions and any needed materials.

Can serious education be fun?

Yes! Tom never got the memo that says CPE courses need to be delivered in a monotone voice or be bundled with an afternoon nap. We’re covering serious, life-altering information AND we’re having a blast while we do it.

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

Refunds and Cancellations: All refund requests must be made in writing. If you decide not to come to the event and notify us before the event begins, we will refund your purchase price for this event. If you notify us after the event has begun, there will be no refund of your purchase price. The purchase price is a per-person price. For more information regarding refunds, concerns, or program cancellation policies, please contact our office at 480.565.8000.


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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.