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 ®



- 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
Meet Your Leader – Tom Wheelwright, CPA
Advanced Tax Strategies 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 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 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
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
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
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.
TICKET OPTIONS
Select In-Person or Virtual
Registration ends November 12, 2021
(50 person max capacity for in-person event)
GENERAL ADMISSION
IN-PERSON- Attendance to the Event in Tempe, AZ
- 22 hours CPE*
GENERAL ADMISSION
VIRTUAL- Attendance to the Event Virtually via Zoom
- 22 hours CPE*
VIP IN-PERSON
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
Attendance to the Event virtually Via Zoom
Admission for a guest (who is a CPA or financial advisor)
22 Hours of CPE*
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?
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?
Is it true that Tom doesn't actually read powerpoint slides?
How does the virtual format work?
Can serious education be fun?
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