Tom Wheelwright: How to Turn Government Incentives into Win-Win Investments
Manage episode 436704727 series 2824634
Tom Wheelwright is a renowned CPA and a tax and wealth expert who has dedicated his career to helping individuals and businesses achieve financial independence. As the founder of WealthAbility®, TFW Advisors, PLA Software, and the Wheelwright Manahan Family Office, Tom has built a network of businesses focused on providing education, tax preparation, and tools that empower people to break free from financial reliance on employers, Wall Street, and the government. He is also the trusted CPA for Robert Kiyosaki, the author of Rich Dad Poor Dad, and an international speaker who has shared his insights with over 100,000 entrepreneurs and investors across six continents.
Tom is the bestselling author of Tax-Free Wealth and The Win-Win Wealth Strategy, books that have transformed the way people think about taxes and wealth building. His approach centers on using the tax code strategically to create and preserve wealth, making the complex world of taxes both understandable and advantageous. In addition to his writing, Tom hosts "The WealthAbility® Show," a popular podcast where he shares his expert insights on tax and wealth strategies, solidifying his reputation as a leading voice in the financial world.
During the show we discuss:
- What Motivated Tom Wheelwright to Write The Win-Win Wealth Strategy
- How Tom Wheelwright Defines a "Win-Win" Investment, And Why It is Crucial for Both Investors and Society
- The Most Overlooked Government Incentives That Investors Should Be Aware Of
- How Investors Can Navigate The Complexities Of Regulations Associated With Tax Incentives
- The Key Factors That Determines Whether An Investment Will Be Eligible For Government Incentives
- How the Timing Of An Investment Influences Its Eligibility For Tax Incentives
- The Most Common Misconceptions About Tax Incentives
- What Investors Should Consider When Deciding Between Different Types Of Incentive-Eligible Investments
- The Risks Of Relying On Government Incentives, And How They Can Be Mitigated
- The Red Flags Investors Should Watch For When Evaluating Incentive-Based Investment Opportunities
- The StepsInvestors Should Take To Identify And Utilize Government Incentives Available To Them
- The Role Financial Advisors Play In Helping Clients Navigate Incentive-Based Investments
- How To Stay Updated On Tax Law Changes That Could Affect Your Strategies
- How Business Owners Can Leverage Tax Incentives To Scale Their Companies While Contributing To Economic Growth
Show Resource/s:
https://tfwadvisors.us https://tomwheelwright.com/ https://tomwheelwright.com/#podcast https://tomwheelwright.com/#books
84 tập