WealthAbility® for CPAs

WealthAbility® for CPAs


Latest Episodes

CPA Labor Crisis & Talent Recruitment
February 21, 2024

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
February 09, 2024

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
January 25, 2024

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
January 12, 2024

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
December 28, 2023

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
December 14, 2023

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
November 29, 2023

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
November 16, 2023

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
November 02, 2023

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
October 19, 2023

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