Episodios

  • Psychological Targeting for Small Business

    Psychological Targeting for Small Business
    Apr 17 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores how entrepreneurs can use data collection and the algorithm to psychologically target for their own small businesses with his guest, author of Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior - Sandra Matz.

    Sandra Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School in New York. As a computational social scientist, she studies human behavior and preferences using a combination of Big Data analytics and traditional experimental methods.

    In this episode, discover how you can use tools from computer science as a window into your customer’s psychology to better solve their problems with your product; while also recognizing that just because you can influence human behavior - doesn’t always mean you should.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    02:55 - What is Psychological Targeting?
    06:54 - How to find the best audience and expand.
    12:20 - Identify the consumer's problems.
    15:40 - Just because you can do it, doesn’t always mean you should.
    20:50 - Questions to narrow your focus.
    24:15 - Company Data vs. Individual Consumer Data
    29:45 - 2-3 Steps You Can Take Now
    33:43 - Closing Statements


    Looking for more on Sandra Matz?

    Book: “Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior”
    Website: human-performance.ai, sandramatz.com, www.mindmasters.ai
    LinkedIn: https://uk.linkedin.com/in/sandra-matz-6824742b

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/
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    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
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    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


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    @Tom_Wheelwright



    ABOUT US:
    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    35 m
  • Data That Will Actually Help Your Business

    Data That Will Actually Help Your Business
    Apr 11 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores how to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and best-selling author, Joe Sutherland.

    Joe Sutherland, a noted technology executive, public service leader, and educator, has been named the first Director of the Emory Center for AI Learning. Dr. Sutherland's professional background includes executive roles at Amazon and academic appointments at Columbia University, Johns Hopkins University, and Emory. He currently serves as Visiting Assistant Professor for QTM, and a fellow of the Weidenbaum Center on the Economy, Government and Public Policy at Washington University in St. Louis. Prior to that role, he was the director of CX Cloud Data, Insights and Growth at Cisco, where he led applications of artificial intelligence for their CX Cloud product portfolio.

    In this episode, discover the various methodologies you must apply to your data so you can generate growth the right way.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    02:55 - Determining the RIGHT data means asking the RIGHT questions.
    06:17 - Data that will actually help your business.
    10:35 - Counter-factual Outcomes: Don’t Make the Wrong Comparisons
    14:37 - The Holy Grail to Marketing
    19:47 - Steps for Entrepreneurs NOW!
    24:40 - Closing Statements


    Looking for more on Dr. Joe Sutherland?

    Book: “Analytics The Right Way”
    Website: www.jlsutherland.com/
    Facebook: https://facebook.com/joesutherlandfb
    Instagram: https://instagram.com/joesutherlandinsta
    LinkedIn: https://linkedin.com/in/jlsutherland
    Twitter: https://x.com/drjoesutherland
    Email: hello@jlsutherland.com

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/
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    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
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    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


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    @Tom_Wheelwright


    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


    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.
    Más Menos
    26 m
  • Your Work Systems are Broken! Here's How to Fix It NOW

    Your Work Systems are Broken! Here's How to Fix It NOW
    Apr 3 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores powerful innovative systems that can provide solutions to problems in your business before it’s too late with his guest, inventor, researcher, and best-selling author, Doug Hall.

    Doug has been named one of America’s top innovation experts by A&E Top 10, Inc. Magazine, The Wall Street Journal, DATELINE NBC, CNBC, CIO and the CBC. In 1986, he founded Eureka! Ranch where the mission is “to change the world through systems that enable everyone to think and act smarter, faster, and more innovatively.” Research indicates that the average US home uses 18 products or services that the Ranch team helped invent or reinvent for companies such as Walt Disney, Diagio, Nike, AT&T, Procter & Gamble, Unilever, American Express and hundreds of others.

    In this episode, discover why the real problem is actually your work systems and not your team, how to innovate proactively before problems unfold, and how to accelerate your business by igniting your employees.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    03:26 - Ignite your employees. Without them, you’re dead.
    07:39 - How to Identify the Problem Proactively
    11:40 - Do You Want to Change an Organization or Not!?
    14:42 - Steps for Proactive Problem Solving
    19:23 - Balancing the Change of Systems
    21:31 - Never-ending Continuous Improvement of SOP’s
    24:06 - Systems in the Hybrid Work Environment
    28:25 - The Stages & Principles You Can Implement NOW!



    Looking for more on Doug Hall?

    Book: “Proactive Problem Solving”
    Website: eurekaranch.com, doughall.com
    LinkedIn: http://www.linkedin.com/company/eureka-ranch
    Email: info@eurekaranch.com

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/
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    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA



    FOLLOW US ON INSTAGRAM💜
    @Tom_Wheelwright



    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    35 m
  • Successfully Scale & Exit Your Business

    Successfully Scale & Exit Your Business
    Mar 28 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores what is holding you back from successfully scaling and exiting your business with his guest, author and serial entrepreneur, Colin Campbell.

    Colin C. Campbell is the author of Start. Scale. Exit. Repeat.: Serial Entrepreneurs’ Secrets Revealed! He has co-founded and scaled various internet companies that collectively have reached a valuation of almost $1 billion. A sought-after speaker in the world of entrepreneurship, Campbell has spoken at several high-profile universities and events. He also leads Startup Club, with almost one million members continuing to share his experiences as he interviews experts, authors, and serial entrepreneurs.

    In this episode, discover the #1 thing that is stopping YOU from scaling your business in becoming everything you’d hoped it would be.



    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/



    00:00 - Intro.
    01:15 - 99% FAIL TO SCALE!
    05:50 - #1 Thing That’s Stopping You
    09:45 - Lose Your Ego & Build Your Team!
    16:36 - Scaling Culture & AI
    21:21 - Reality: Don’t Fail Because of Money
    25:52 - What and Why Reg CF (Regulation Crowdfunding)?
    29:00 - Your Story & X-Factor


    Looking for more on Colin Campbell?

    Book: “Start, Scale, Exit, Repeat”
    Website: https://startup.club/, colinccampbell.com
    X/Twitter: twitter.com/ColinDotClub
    Instagram: instagram.com/startupclub_hq/
    YouTube: youtube.com/@startup_club
    LinkedIn: linkedin.com/in/colinccampbell/
    Email: hello@startup.club

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/
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    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
    📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


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    @Tom_Wheelwright


    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    38 m
  • Tariffs: How to Be PREPARED!

    Tariffs: How to Be PREPARED!
    Mar 21 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he discovers how tariffs are going to affect your business, investments, and taxes with finance and economics expert, Josh Phair.

    Josh Phair, owner and CEO of Scottsdale Mint, leads the charge in the fabrication, manufacturing, distribution, and retail sales of precious metals across 40+ countries on five continents. In 2011, Mr. Phair orchestrated Scottsdale Mint’s acquisition of the precious metals investment bar manufacturing division from Materion Corporation. This move transformed Scottsdale Mint from a growing retailer to a U.S.-based precious metals manufacturer.

    In this episode, learn how the finance industry is broken, exactly what tariffs are and are not, and key takeaways on preparing for the crisis that lies ahead.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    04:00 - What is a free port?
    10:18 - Tariffs: What is the End Game?
    14:48 - Cause & Effect: Supply & Demand or Price Issue
    19:12 - Possible Inflation Reduction
    23:09 - Anticipate a Stimulus or Crisis?
    27:44 - Wake Up Call: BRICS & How Globalization is Over
    33:00 - CRITICAL Tips on How to Prepare!!!


    Looking for more on Josh Phair?

    Website: https://www.scottsdalemint.com/
    Facebook: https://www.facebook.com/scottsdalesilver/
    Instagram: https://www.instagram.com/scottsdalemint/
    Twitter: https://twitter.com/scottsdalemint
    TikTok: https://www.scottsdalemint.com/#


    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/

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    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com

    📰 SIGN UP TO TOM’S WEEKLY REPORT: ⁠⁠⁠⁠⁠⁠https://wealthability.com/getreport/

    🎙️ FOLLOW THE PODCAST ON SPOTIFY: ⁠⁠ https://bit.ly/4bgs37w

    🎙️ FOLLOW THE PODCAST ON ITUNES: ⁠⁠ https://bit.ly/3Qwh3tl

    💰 WORK WITH A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/contact-us/

    🎓 BECOME A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/franchise/

    📺 JOIN THE CHANNEL: ⁠⁠⁠https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜

    @Tom_Wheelwright


    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    39 m
  • Tips for Handling Success Under Pressure

    Tips for Handling Success Under Pressure
    Mar 13 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he discovers how we can better manage the stress, risk, and pressures that come from success with global CEO coach and advisor, author, and keynote speaker, Sabina Nawaz.

    Sabina has worked with best-in-class organizations and C-suite executives and written for leading publications worldwide for over 25 years. She has helped CEOs worldwide harness pressure to deliver extraordinary results for themselves, their employees, their bottom line, and organization.

    In this episode, learn powerful tools and practices that have incredible results with incremental effort, how pressure corrupts our actions, and how to begin growing valuable skills that will catapult you to the next level of entrepreneurship and leadership.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro. 27:45
    02:37 - Our Inner Monsters Unleashed
    06:09 - Time Portfolio, Micro-Habits, Delegation
    16:16 - You NEED a "Yes List"
    18:38 - Power Gaps & Power Volume Control
    27:45 - 2Things You Can Do NOW!


    Looking for more on Sabina Nawaz?

    Book: "You're The Boss"
    Website: https://sabinanawaz.com/
    LinkedIn: https://www.linkedin.com/in/sabinanawaz
    Instagram: https://www.instagram.com/sabinacoaching/

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/

    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/

    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/

    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com

    📰 SIGN UP TO TOM’S WEEKLY REPORT: ⁠⁠⁠https://wealthability.com/getreport/

    🎙️ FOLLOW THE PODCAST ON SPOTIFY: ⁠⁠ https://bit.ly/4bgs37w

    🎙️ FOLLOW THE PODCAST ON ITUNES: ⁠⁠ https://bit.ly/3Qwh3tl

    💰 WORK WITH A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/contact-us/

    🎓 BECOME A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/franchise/

    📺 JOIN THE CHANNEL: ⁠⁠⁠https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜

    @Tom_Wheelwright


    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    36 m
  • Federal Audit & DOGE

    Federal Audit & DOGE
    Mar 6 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores why the Federal Reserve does not want to be audited by DOGE with his guest, precious metals and monetary fiscal policy expert, Bob Coleman.

    Bob Coleman has been in the Investment management industry since 1992. He founded Profits Plus Capital Management (Registered Investment Advisor) in 2001 to provide intelligent research, consulting, and portfolio management services to high-net-worth investors and institutions.

    In this episode, discover exactly what the Federal Reserve is and the role they play as the Federal Government’s bank, who owns the Feds, and what future we can expect for our economy and the US Dollar.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    02:50 - Basics: The Federal Reserve’s Role, Monetary & Fiscal Policy
    06:36 - Is the Federal Reserve “independent” from the government?
    10:15 - Why are the Feds resisting audits?
    15:10 - Who owns the Federal Reserve?
    18:00 - USD & Gold Post-Trump & Geopolitical Influences
    25:20 - Future of the US Dollar & Tariffs
    30:10 - “Inflation or Die”


    Looking for more on Bob Coleman?

    Website: https://www.goldsilvervault.com/
    X/Twitter: https://x.com/profitsplusid
    Instagram: @idahoarmoredvaults
    Email: info@goldsilvervault.com

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/

    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/

    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/

    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com

    📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/

    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w

    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl

    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/

    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/

    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜

    @Tom_Wheelwright



    ABOUT US:

    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    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.
    Más Menos
    35 m
  • How Tax Professionals Would Change the IRS

    How Tax Professionals Would Change the IRS
    Feb 27 2025
    Join Tom Wheelwright as he explores the pros, the cons, and the changes that need to happen within the IRS so they can better serve the taxpayers of America with tax professional, Louanne Gagnon.

    Louanne is the owner of LT Gagnon, PLC. Her experience in the tax industry spans over 25 years. She has worked extensively with clients in various service industries, from real estate development and investment to retail business, estates, and trusts. She specializes in working with clients and their closely held businesses whether operating as sole proprietorships, partnerships or corporations. She believes her clients are best served when their tax planning is consistent with their long-term financial goals. Her staff and clients appreciate her diverse experience, responsiveness, organizational skills and her practical approach to solving problems.

    In this episode, learn what you are at risk of with the drastic changes in the IRS and how you can protect yourself through ongoing education with your tax professional.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    01:40 - What is the job of the IRS?
    04:40 - What the IRS does well.
    06:14 - What the IRS is doing poorly.
    14:40 - Evaluation & Advocate: Tax professionals are advocates for the taxpayer.
    19:33 - Audits & Non-compliance
    24:08 - Where the funds should go.
    29:22 - IRS Culture & Morale
    32:11 - The Need for Technology & Customer Service
    38:00 - Final Thoughts

    Looking for more on Louanne Gagnon?

    Website: www.ltgagnoncpa.com/

    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/

    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/

    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/

    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com

    📰 SIGN UP TO TOM’S WEEKLY REPORT: ⁠⁠⁠https://wealthability.com/getreport/

    🎙️ FOLLOW THE PODCAST ON SPOTIFY: ⁠⁠ https://bit.ly/4bgs37w

    🎙️ FOLLOW THE PODCAST ON ITUNES: ⁠⁠ https://bit.ly/3Qwh3tl

    💰 WORK WITH A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/contact-us/

    🎓 BECOME A TFW ADVISOR: ⁠⁠ https://tfwadvisors.us/franchise/

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    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



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