Episode 70 – Year End Tax Moves

Episode 70 – Year End Tax Moves

Episode 70: Year-End Tax Moves Description: Year-end tax planning takes on added implications due to the elections and COVID. Discover what options are available to safeguard your wealth. SHOW NOTES: 01:33 – Will Your Taxes Rise Next Year? 02:25 – What Are...
Episode 69 – Freedom From Needing A Paycheck

Episode 69 – Freedom From Needing A Paycheck

Episode 69: Freedom From Needing A Paycheck Description: Discover how high-income earners can gain freedom through passive income. Tom Burns, M.D. joins Tom to discuss his transformation from a high-income surgeon to an investor who practices medicine. SHOW NOTES:...

How To Choose A Tax Advisor

One of the most important steps in building a tax strategy or wealth strategy is choosing the right tax advisor who can help you formulate and execute those strategies on an ongoing basis. Every dollar you spend in taxes is a dollar that you cannot spend personally or...
Top 10 Tax Planning Strategies

Top 10 Tax Planning Strategies

One of the mantras at WealthAbility® is: If you want to change your tax, change your facts. What does that mean? The amount of taxes you owe is based on your particular business and personal financial situation, including how much you earn, how you earn it, and how...
CPA Tom Wheelwright Discusses Prop 208 Concerns

CPA Tom Wheelwright Discusses Prop 208 Concerns

Tax Increase without Oversight Will Lead to Less Business in Arizona   TEMPE, Ariz., Nov. 17, 2020 /PRNewswire-PRWeb/ Arizona Proposition 208, also known as The Invest in Education Act, recently passed enacting a 3.50% income tax, in addition to the existing...