The WealthAbility Show with Tom Wheelwright, CPA Tom Wheelwright, CPA

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa.

Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph.

In this episode, learn how capitalism is at risk by the passing of generational wealth, influence, and power; and exactly how our older and younger generations can co-exist toward a better world and financial future.


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

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Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies.

The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major corporations, trade associations, and coalitions of companies with common objectives.

In this episode, learn which major tax policies are at stake in this year’s election, how investors and small business owners will be impacted by the election, and what to expect in the economy depending on the outcome.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.

Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training.

In this episode, learn how you can incorporate a tax strategy in your business plan, how Brad Sumrok applied his plan in the multi-family sector, and what he believes makes the best investments.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra.

Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along with his hands-on commercial expertise have helped clients, large and small, new and established to achieve great things.

In this episode, learn how offshoring and outsourcing may be vital for your business to stay competitive, the benefit of 50-60% cost reductions, solutions to potential challenges, and what quality resources are available to you.

Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo.

Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe College. He raised billions of dollars in venture capital for publicly traded companies throughout the Asia Pacific Region. He is a member of the Writers Guild, has a PhD and two master's degrees, as well as professional certifications from Harvard, Brown, MIT, Columbia, NY Film Academy, and Hollywood Film School.

Learn tips on how to build a solid a plan to avoid making bad decisions worse by creating protective provisions, core rules, discipline oriented goals, and more.

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

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Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton.

Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advisory Committee, she is working nationally to increase small business access to investment capital. Heaton publishes in Harvard Business Review, Forbes, Washington Business Journal, Alabama.com and regional outlets around the country.

Learn how to build a business that is irresistible to buyers and how to lift off on your next chapter in life.


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

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