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Episode 244 - Inside Tax Strategies with Tom Wheelwright

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Konten disediakan oleh Ultimate Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ultimate Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

262 episode

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iconBagikan
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 14, 2024 22:11 (20d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 394373331 series 3161222
Konten disediakan oleh Ultimate Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ultimate Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

262 episode

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