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How To Choose A Tax Advisor

One of the most important steps in building a tax strategy or wealth strategy is choosing the right tax advisor who can help you formulate and execute those strategies on an ongoing basis. Every dollar you spend in taxes is a dollar that you cannot spend personally or...

Top 10 Tax Planning Strategies

Blog, Tax Articles

One of the mantras at WealthAbility® is: If you want to change your tax, change your facts. What does that mean? The amount of taxes you owe is based on your particular business and personal financial situation, including how much you earn, how you earn it, and how...

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DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

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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.