ADVANCED TAX STRATEGIES

PROTECT YOUR CLIENTS FROM THE BIDEN TAX POLICIES
REGISTRATION CLOSED

3 Empowering Days ♦ Endless Possibilities  ♦ November 18 – 20, 2021

Protect Your Clients From the Biden Tax Policies

LIVE With Tom Wheelwright, CPA, Founder of WealthAbility ®

This training is PACKED with technical insights and advanced strategies that will equip you to provide the most important services your clients need today. We’ll cover how to:
Advanced Tax Strategies
  • Prepare clients for what's ahead
  • Create estate plans that minimize upcoming income tax hikes
  • Navigate changes to S Corp distributions
  • Identify newly enacted tax credits
  • Manage more aggressive IRS audits

22 hours of engaging, high-value CPE* credit

* All states except: AR GU HI IA IL NY PA PR TX
Tom Wheelwright

Meet Your Leader – Tom Wheelwright, CPA

Advanced Tax Strategies 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.

Who Should Attend?
This is NOT Tax Planning 101.
We’re looking for a few tax professionals who are willing to pivot to use the new tax law as it was intended: as a series of incentives for our business owner and investor clients.
If you’re…

Tired of boring CPE classes that don’t connect to real life

Passionate about helping your clients build and protect their wealth

Ready to deliver life-changing services to your clients

Looking to learn the application as well as the rules

Excited to grow your practice

This event is for you!
What people say about Tom's Advanced Trainings

“Best continuing education I have taken.”
Mark S.

“I definitely want to come back many more times.”
Arlie C.

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

“I always learn so much at these events that I am able to share with clients and staff.”
John B.

This is the advanced technical training

you've been searching for!

We’ll take you deep into the specific technical strategies that will enable you to help your clients adjust and thrive under the new and pending tax changes. When your clients win, you win.

DAY #1

November 18
8:30 AM – 5:30 PM (AZ Time)

    • Preparing clients for the new tax landscape


    • Determining which entities to use in which situation under the new tax landscape

DAY #2

November 19
8:30 AM – 5:30 PM (AZ Time)

    • Estate planning before the end of the year to minimize income and capital gains tax


    • Postponing or eliminating gain when your client sells their business


    • Navigating changes to S Corp distributions

DAY #3

November 20
8:30 AM – 12:30 PM (AZ Time)

    • Maximizing the value of environmental tax credits


    • Managing IRS audits in the Biden era



      • (*Bonus Session from 1:30 to 5:30 PM)

*BONUS session for our WealthAbility® Network Members who are Strategy Certified

This exclusive session will provide important, expanded tax strategy training as well as comprehensive, hands-on analysis of the WealthAbility® system in action with clients.

Registration Closed

TICKET OPTIONS

Select In-Person or Virtual
Registration ends November 12, 2021
(50 person max capacity for in-person event)

Registration Closed

GENERAL ADMISSION

IN-PERSON
$1,897
  • Attendance to the Event in Tempe, AZ
  • 22 hours CPE* 

GENERAL ADMISSION

VIRTUAL
$1,233
  • Attendance to the Event Virtually via Zoom
  • 22 hours CPE* 

VIP IN-PERSON

$2,497

  • Attendance to the Event in Tempe, AZ

  • Admission for a guest (who is a CPA or financial advisor)

  • 22 Hours of CPE*

  • Exclusive in-person VIP dinner with Tom Wheelwright (space is limited to the first 30 VIP registrants)

VIP VIRTUAL

$1,623

  • Attendance to the Event virtually Via Zoom

  • Admission for a guest (who is a CPA or financial advisor)

  • 22 Hours of CPE*

*CPE (Not available in: AR, GU, HI, IA, IL, NY, PA, PR, TX)

FREQUENTLY ASKED QUESTIONS

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.

Where will the event be held?

We’re excited to offer both virtual and in-person options for this event. The Advanced Tax Strategies event will be held at the WealthAbility® training facility, 2402 S. Rural Rd., Suite 201, Tempe, Arizona. The in-person event is limited to 50 people.

Do you have recommendations for a hotel?

Keep in mind the V.I.P. dinner is on November 17, 2021, and we’ll be starting bright and early on Thursday morning, November 18, so plan your arrival accordingly. You won’t want to miss anything!

 

Here are three hotel options you may wish to consider:

          • Embassy Suites: 4400 S. Rural Rd., Tempe, AZ 85282
          • Fairfield Inn & Suites: 2222 S Priest Dr., Tempe, AZ 85282
          • Doubletree: 2100 S. Priest Dr., Tempe, AZ 85282

We can’t accommodate guest parking at the facility, so please plan to utilize a ridesharing service or other transportation option.

Will I be able to change my registration from in-person to virtual (or vice versa) after I purchase?

If your ability to travel changes and you wish to change the type of ticket you have purchased, please email us at team@wealthability.com or give us a call at +1 (888) 801-8944 and we will do our best to accommodate your request up to November 10, 2021, based on availability.

FREQUENTLY ASKED QUESTIONS

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.

Where will the event be held?

We’re excited to offer both virtual and in-person options for this event. The Advanced Tax Strategies event will be held at the WealthAbility® training facility, 2402 S. Rural Rd., Suite 201, Tempe, Arizona. The in-person event is limited to 50 people.

Do you have recommendations for a hotel?

Keep in mind the V.I.P. dinner is on November 17, 2021, and we’ll be starting bright and early on Thursday morning, November 18, so plan your arrival accordingly. You won’t want to miss anything!

 

Here are three hotel options you may wish to consider:

          • Embassy Suites: 4400 S. Rural Rd., Tempe, AZ 85282
          • Fairfield Inn & Suites: 2222 S Priest Dr., Tempe, AZ 85282
          • Doubletree: 2100 S. Priest Dr., Tempe, AZ 85282

We can’t accommodate guest parking at the facility, so please plan to utilize a ridesharing service or other transportation option.

Will I be able to change my registration from in-person to virtual (or vice versa) after I purchase?

If your ability to travel changes and you wish to change the type of ticket you have purchased, please email us at team@wealthability.com or give us a call at +1 (888) 801-8944 and we will do our best to accommodate your request up to November 10, 2021, based on availability.

Advanced Tax Strategies

Nov. 18-20, 2021

Registration Closed