Transform Your Practice

Tom Wheelwright, CPA

Entrepreneur, Best-Selling Author, Rich Dad Advisor,
& International Authority on Tax

Join Tom Wheelwright for 3 empowering days as he shares the exact strategies he used to build and scale multiple CPA firms.

 

 

Develop Better Clients.
Build A Better Practice.
Have A Better Life.

WealthAbility PNG Large
Tom is an expert in helping entrepreneurs of specialized financial services firms build a highly profitable business they love while helping their clients build a rock-solid financial legacy.

 

You’ll work with him live for three days as he equips you with his hard-earned, battle-tested strategies. AND you’ll learn how to put those same strategies to work in your firm and its unique situation.

You’ll learn how to:
R
Get paid upfront and in full for your work (instead of being your clients’ personal bank).
R
Increase your hourly rate to as much as $350, $500, or $750 per hour (and have your clients happy to pay it).
R
Attract high-net-worth clients and keep them forever.
R
Build a multi-million dollar practice (without working 80 hours per week).
R
Get better results for your clients while doing less of the work yourself.
R
Start owning your business, instead of it owning you.

22 hours of fun, profitable CPE at an amazing price

Tom Wheelwright, CPA

Tom Wheelwright, CPA

Entrepreneur, Best-Selling Author, Rich Dad Advisor,
& International Authority on Tax

Join Tom Wheelwright for 3 empowering days as he shares the exact strategies he used to build and scale multiple CPA firms.

 

 

Develop Better Clients.
Build A Better Practice.
Have A Better Life.

WealthAbility PNG Large
Tom is an expert in helping entrepreneurs of specialized financial services firms build a highly profitable business they love while helping their clients build a rock-solid financial legacy.

 

You’ll work with him live for three days as he equips you with his hard-earned, battle-tested strategies. AND you’ll learn how to put those same strategies to work in your firm and its unique situation.

You’ll learn how to:
R
Get paid upfront and in full for your work (instead of being your clients’ personal bank).
R
Increase your hourly rate to as much as $350, $500, or $750 per hour (and have your clients happy to pay it).
R
Attract high-net-worth clients and keep them forever.
R
Build a multi-million dollar practice (without working 80 hours per week).
R
Get better results for your clients while doing less of the work yourself.
R
Start owning your business, instead of it owning you.

22 hours of fun, profitable CPE at an amazing price

In-person events are back!

August 5-7, 2021

Park City, Utah

Westgate Park City Resort & Spa

We’re excited to offer both virtual AND in-person options for the CPA Revolution Masterclass. Either way, you’ll gain rock-solid strategies for taking your firm to the next level.

 

Book now for in-person event tickets as seating is limited. Our in-person VIP ticket holders are invited to a private dinner with event speakers on August 4.

Event Sponsors:

Verity Accounting
Meet Your Facilitator

Tom Wheelwright, CPA

Tom Wheelwright Leadership Conference SpeakerTom is a tax and wealth expert, CEO of WealthAbility®, Rich Dad Advisor, Entrepreneur, International Speaker, Bestselling Author of Tax-Free Wealth and a leading expert on saving taxes and building wealth. Robert Kiyosaki, the best-selling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.”

 

For more than 40 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.

Tom Wheelright
Meet Your Facilitator

Tom Wheelwright, CPA

Tom is a tax and wealth expert, CEO of WealthAbility®, Rich Dad Advisor, Entrepreneur, International Speaker, Bestselling Author of Tax-Free Wealth and a leading expert on saving taxes and building wealth. Robert Kiyosaki, the best-selling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.”

 

For more than 40 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.

What people are saying about this event
“The WealthAbility® clients are less fee-sensitive and just want it done right from the beginning. They want the advice, and they want to follow the advice.”

~Brian

“It has helped me shift my practice to what we think we want to be in the future, to go more toward consulting, tax advising, becoming a relationship practice first and not a transactional practice. And with the WealthAbility® clients, we’ve definitely had that opportunity.”

~Rudy

What people are saying about this event
“The WealthAbility® clients are less fee-sensitive and just want it done right from the beginning. They want the advice, and they want to follow the advice.”

~Brian

“It has helped me shift my practice to what we think we want to be in the future, to go more toward consulting, tax advising, becoming a relationship practice first and not a transactional practice. And with the WealthAbility® clients, we’ve definitely had that opportunity.”

~Rudy

If you’re

Passionate about helping your clients build wealth

Excited to elevate your expertise

Hungry for personal growth

Serious about going from a good accountant to a highly profitable business owner

Ready to build a multi-million dollar practice while working less than you are now

This event is for you!
The CPA Revolution Masterclass is ideal for any CPA or financial professional looking to build and grow a multi-million dollar firm.

Three days packed with growth-focused training!

DAY #1

  • A New Vision for Leadership
  • Delivering High-Value Services
  • Building Your Brand
  • Accelerating Cash Flow

DAY #2

  • Building Business Systems Instead of Working More Hours
  • Create a High-Performance Team
  • Painlessly Tackle Marketing & Sales

DAY #3

  • Think Like a Client
  • Fulfillment That Over Delivers
  • Reporting Made Easy
  • Map Your Action Plan

REGISTER TODAY!

Registration closes August 1.

REGISTER TODAY!

Registration closes August 1.

FREQUENTLY ASKED QUESTIONS

Is it true that Tom doesn't actually read powerpoint slides?

TRUE! If you measure the value of a training class by the word count from a slide deck, this isn’t the program for you.

How does the virtual format work?

If you choose to participate in this event virtually instead of joining us in Park City, Utah, you’ll be able to access all of the live instruction via our interactive video platform. We’ve worked hard to create a collaborative environment where you can get your specific questions answered and participate with other attendees. You’ll receive an email the day before the event with your private login instructions and any needed materials.

Can serious education be fun?

Yes! Tom never got the memo that says CPE courses need to be delivered in a monotone voice or be bundled with an afternoon nap. We’re covering serious, life-altering information AND we’re having a blast while we do it.

Can I come if I'm not a CPA?

If you’re a financial professional or you own a financial services practice (or want to someday), you will fit right in. Tom will be working with YOUR business’s details, so you don’t have to worry about getting a bunch of notes that don’t apply to you.

Where will the masterclass be held?

We’re excited to offer both virtual and in-person options for this event. The in-person event will be held at the beautiful Westgate Park City Resort & Spa in Park City, Utah. (We love our hometown of Phoenix, Arizona, but a mountain resort in August seems like the post-pandemic getaway we all need.)

Is there a hotel room discount?

Yes! We have secured a corporate discount at the Westgate Park City Resort & Spa. Our in-person attendees will receive booking information with their registration.

What are the COVID-19 protocols?

Westgate Resorts has a detailed set of health and safety protocols, which include enhanced cleaning processes and advanced technology to reduce contact at arrival and check in. We will follow all protocols that are in place at the venue during the event. If you have any symptoms of illness on the event days, we ask that you stay home. We will be happy to provide you virtual access to the event.

Our Guarantee

We are so confident you’ll love this program that if you attend the first day’s sessions and aren’t 100% satisfied, we’ll refund your masterclass ticket.

START YOUR REGISTRATION HERE

Complete the form below to start your registration for the CPA Revolution Masterclass being held online from August 5-7, 2021.

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