Episode 06: How to Achieve Your Financial Goals in 7-10 Years Description: You don’t need to wait until you’re 65 to retire and live your dream life. In this episode Tom discusses the financial education he uses to help people achieve their financial dreams in as...
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Top Mistakes and Opportunities in the 2017 Tax Act Live Event
November 21st – 23rd, 2019
Join Tom Wheelwright in taking a deep dive into the Tax Law and how you can leverage it for your clients’ success in 2020. This exclusive TCJA event will show you how to use the tax law to significantly reduce your clients’ taxes. Tom will cover the changes in the tax law, as well as the implications of those changes for your tax strategy.