
november 17 - 19, 2021
LIVE With Tom Wheelwright, CPA, Founder of WealthAbility ® DETAILS COMING SOON3 Empowering Days ♦ 7 Game-Changing Tactics ♦ Endless Possibilities
Meet Your Leader – Tom Wheelwright, CPA
Advanced Tax Strategies for Advisors to Business Owners & Investors is led by Tom Wheelwright, CPA.
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.
Tired of boring CPE classes that don’t connect to real life
Passionate about helping your clients build wealth
Ready to deliver life-changing services to your clients
Looking to learn the application as well as the rules
Excited to elevate your expertise
TICKET OPTIONS
Coming Soon! Sign up to notified of important dates.
FREQUENTLY ASKED QUESTIONS
Is this tax planning or a regurgitation of the tax law?
Is it true that Tom doesn't actually read powerpoint slides?
How does the virtual format work?
Can serious education be fun?
FREQUENTLY ASKED QUESTIONS
Is this tax planning or a regurgitation of the tax law?
Is it true that Tom doesn't actually read powerpoint slides?
How does the virtual format work?
Can serious education be fun?
Advanced Tax Strategies for
Advisors to Business Owners & Investors
Nov. 17-19, 2021