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The WealthAbility Revolution with Tom Wheelwright
Manage episode 438055367 series 3529284
Contenuto fornito da Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Tom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps individuals and businesses navigate the complexities of tax planning.
Tom's expertise isn't just confined to his practice; he's also a prolific author. We dive into his impressive books, each a treasure trove of insights on building wealth and mastering the tax game. As we discuss the challenges and changes in the CPA industry, Tom sheds light on the innovative WealthAbility franchise model, which is revolutionizing the way CPAs operate and grow their practices.
Looking ahead, Tom offers his predictions on the future of the CPA profession, emphasizing the crucial role of technology in shaping the industry. His forward-thinking perspective is a must-listen for anyone interested in accounting and wealth management. Join us as we explore these topics and more, gaining valuable knowledge from one of the industry's leading figures!
What you'll hear in this episode:
[1:00] Introduction of Tom Wheelwright
[1:40] Tom's early career and founding of his firm
[2:40] The evolution of tax strategy and WealthAbility
[3:50] Rundown of books that were written by Tom Wheelwright
[5:45] Challenges and changes in the CPA industry
[13:25] The WealthAbility franchise model
[19:10] Future of the CPA profession and technology
Connect with Tom https://www.linkedin.com/in/tomwheelwright
Connect with Kelly https://www.linkedin.com/in/kellyrohrs/
Connect with Bilal https://www.linkedin.com/in/bmehanna/
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