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Episode 244 - Inside Tax Strategies with Tom Wheelwright
Manage episode 394373331 series 3161222
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Welcome back to the Ultimate Advisor Podcast!
Join Brittany Anderson in this insightful episode as she engages in a conversation with Tom Wheelwright, a seasoned tax expert, CEO of WealthAbility, bestselling author, podcast host, Rich Dad Advisor and the CPA to Robert Kiyosaki .
Tom has been instrumental in assisting numerous entrepreneurs and investors in legally minimizing their tax liabilities. Discover Tom's valuable insights into strategic approaches that advisors can employ to empower their high-net-worth clients in accumulating more wealth within the framework of the tax code.
Delve into the future landscape of the tax advisory profession, including the transformative impact of emerging technologies like AI. Gain actionable tips that financial advisors can apply to enhance client value and expand your practices effectively.
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