CPA Revolution Masterclass June 2022

TRANSFORM YOUR PRACTICE

In Person & Virtual - Join from anywhere!

TBD

Event Rescheduled

Tom Wheelwright, CPA

Entrepreneur, Best-Selling Author, Rich Dad Advisor,
& International Authority on Tax

Join Tom Wheelwright for 3 empowering days as he shares the exact strategies he used to build and scale multiple CPA firms.

DEVELOP Better Clients. BUILD A Better Practice.
HAVE A Better Life.

Tom is an expert in helping entrepreneurs of specialized CPA firms build a highly profitable business they love while helping their clients build a rock-solid financial legacy.

You’ll work with him live for three days as he equips you with his hard-earned, battle-tested strategies. AND you’ll learn how to put those same strategies to work in your firm and its unique situation.

You'll learn how to:

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Get paid upfront and in full for your work (instead of being your clients' personal bank).

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Increase your hourly rate to as much as $350, $500, or $750 per hour (and have your clients happy to pay it).

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Attract high-net-worth clients and keep them forever.

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Build a multi-million dollar practice (without working 80 hours per week).

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Get better results for your clients while doing less of the work yourself.

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Start owning your business, instead of it owning you.

21 hours of fun, profitable CPE at an amazing price!

Event Rescheduled

Meet Your Facilitator – Tom Wheelwright, CPA

Tom is a 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 are saying about this event

“Tom’s class really opened me up to a new way of thinking about taxes even as a CPA. I am now a very transformative coach to my clients on how they should see their taxes… ”

~Michael

“The way I am going to interview a prospective employee, has completely changed in the three days that I’ve been here.”

~John

“The WealthAbility® clients are less fee-sensitive and just want it done right from the beginning. They want the advice, and they want to follow the advice.”

~Brian

“It has helped me shift my practice to what we think we want to be in the future, to go more toward consulting, tax advising, becoming a relationship practice first and not a transactional practice. And with the WealthAbility® clients, we’ve definitely had that opportunity.”

~Rudy

If you’re

Passionate about helping your clients build wealth

Excited to elevate your expertise

Hungry for personal growth

Serious about going from a good accountant to a highly profitable business owner

Ready to build a multi-million dollar practice while working less than you are now

This event is for you!

The CPA-Revolution Masterclass is ideal for any CPA, tax or financial professional looking to build and grow a multi-million dollar CPA firm.

Three days packed with growth-focused training!

DAY #1

A New Vision for Leadership
Delivering High-Value Services
Building Your Brand
Accelerating Cash Flow

DAY #2

Building Business Systems Instead of Working More Hours
Create a High-Performance Team
Painlessly Tackle Marketing & Sales

DAY #3

Think Like a Client
Fulfillment That Over Delivers
Reporting Made Easy
Map Your Action Plan

Event Rescheduled

FREQUENTLY ASKED QUESTIONS

Where will the event be held?

TBD

What is the schedule?

TBD

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.

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.

I'm having a hard time justifying the time away from work. Will it be worth it?

Yes. I know it’s difficult to pull yourself away from work to spend money on outside education. However, unless you stay on top of what’s happening in the industry and the market, you cannot lead your team and provide your clients with the best guidance. This 3-day commitment will enable you to make important breakthroughs in your business. It is a must-attend event.

Can I bring a guest?

Yes! Our VIP tickets include registration for one guest (who is a CPA or financial professional).

Can I come if I'm not a CPA?

If you’re a tax professional or you own an accounting practice (or want to someday), you will fit right in. Tom will be working with YOUR business’s details, so you don’t have to worry about getting a bunch of notes that don’t apply to 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.

Will I benefit if I attend virtually and not in person?

Yes! We all know there are extra benefits of attending events in person such as networking and collaboration before and after the formal sessions. However, the leadership strategies and technical insights — and how to apply them in your practice — will benefit you whether you attend in person or virtually.

Do I have access to all the training if I attend virtually?

Yes, all information and presentations provided to in-person attendees will be provided to virtual attendees.

I am a member of the WealthAbility® Network. Do I get any special benefits?

Yes! WealthAbility® Network members have first access and preferred pricing for all of our events. If you’re not yet a member and are interested in learning more, click here to schedule a call to learn more about membership options.

Can I earn CPE credit?

Absolutely! The event is eligible for 21 CPE credits where states allow. (It’s not available in AR, GU, HI, IA, IL, NY, PA, PR, TX)

Our Guarantee

We are so confident you’ll love this program that if you attend the first day’s sessions and aren’t 100% satisfied, we’ll refund your masterclass ticket.

Event Rescheduled