WealthAbility® for CPAs
Latest Episodes
CPA Labor Crisis & Talent Recruitment
Join Tom Wheelwright in this episode as he explores the CPA labor shortage with Professor Paul Madsen of University of Florida. Madsen is a Professor at the Fisher School of Accounting. His primary r
Protect Your Clients from Cyber Threats
Join Tom Wheelwright in this episode as he discusses "Security in the Cyber Age" with authors Derek Reveron and John E. Savage, both professors and experts in cybersecurity. Derek Reveron is a Chair a
Amplified Intelligence in Taxes
Join Tom Wheelwright in this episode as he speaks on gaining amplified intelligence using AI in the financial sector with Kate Bravery, Senior Partner and Mercer's Global Advisory Solutions & Insi
Disciplines of Strategic Thinking
Are you having difficulties growing your tax business amidst a busy schedule and an everchanging tax law? Is it possible to propel your practice to a whole new level of growth and success in lieu of a
Corporate Transparency Act
How will the Corporate Transparency Act (CTA) impact your small business clients? What can we do to help our clients get through this? In this episode, John Skabelund joins Tom in a thorough breakdown
Oil & Gas Economics
Do our clients understand how their oil and gas investments actually work? Why is it so important to broaden our economic literacy to best serve them? In this episode, John Engel joins Tom in explorin
Cost Segregations/R&D Credits
WealthAbility for CPAs #111 Has your firm discussed the potential benefits of cost segregations with your clients in their wealth strategies? With proper planning, accelerated deprecation strategies
Eliminate Negativity for Good
WealthAbility for CPAs #110 How do we get rid of toxicity in the office? What changes must be made to establish a more productive and positive practice? In this episode, Anthony Iannarino joins Tom
Moore Case Analysis
WealthAbility for CPAs #109 Moore v United States may have major ramifications on CPAs and their clients. What do we already know and what can we expect as this case continues? In this episode, Garr
Connect With Clients
WealthAbility for CPAs #108 Taxes are often anxiety inducing for our clients. But what if we could alleviate that stress by practicing positive communication? Are you so task-driven that youre forg