PODCAST · business
WealthAbility® for CPAs
by The Rich Dad Media Network
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
Episodes
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The Power of Persuasion & Discernment in the Age of AI
👉 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! The WealthAbility Show #275: Why are we so willing to hand over our critical thinking to artificial intelligence, and how…
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The Future of Accounting and Client Service
👉 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! Is your CPA keeping up with AI? Are they adapting to private equity, talent shortages, and changing tax laws to truly serve...
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Warning Signs of Ambition Takeover: The Mental Toll of High Achievement
👉 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! What happens when the ambition and focus that fuelled your success becomes the very thing that consumes your identity and...
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Unlocking the Power of Data and AI
👉 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! Are small businesses using AI to actually optimize their services? Or are they falling into the trap of using it just to...
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The K-Shaped Economy Revolution
👉 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! How is the K-Shaped economy contributing to the growing disparity between the various classes impacting our homes, our...
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CPA Labor Crisis & Talent Recruitment
Join Tom Wheelwright in this episode as he explores the CPA labor shortage with Professor Paul Madsen of University of Florida. Madsen is a Professor at the Fisher School of Accounting. His primary research interests include accounting regulation and standard-setting, the labor economics of...
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Protect Your Clients from Cyber Threats
Join Tom Wheelwright in this episode as he discusses "Security in the Cyber Age" with authors Derek Reveron and John E. Savage, both professors and experts in cybersecurity. Derek Reveron is a Chair and Professor of National Security Affairs at the U.S. Naval War College in Newport, R.I., who...
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Amplified Intelligence in Taxes
Join Tom Wheelwright in this episode as he speaks on gaining amplified intelligence using AI in the financial sector with Kate Bravery, Senior Partner and Mercer's Global Advisory Solutions & Insights Leader, author, and podcast host of the New Shape of Work. Kate is the author of Mercer’s annual...
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Disciplines of Strategic Thinking
Are you having difficulties growing your tax business amidst a busy schedule and an everchanging tax law? Is it possible to propel your practice to a whole new level of growth and success in lieu of a struggling economy? In this episode, Michael D. Watkins joins Tom in an eye-opening discussion…
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Corporate Transparency Act
How will the Corporate Transparency Act (CTA) impact your small business clients? What can we do to help our clients get through this? In this episode, John Skabelund joins Tom in a thorough breakdown of what the CTA means for our clients, what steps are required for filing, and the important…
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Oil & Gas Economics
Do our clients understand how their oil and gas investments actually work? Why is it so important to broaden our economic literacy to best serve them? In this episode, John Engel joins Tom in exploring the current climate for oil and gas investments, economic and ethical considerations for you…
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Cost Segregations/R&D Credits
WealthAbility for CPAs #111 – Has your firm discussed the potential benefits of cost segregations with your clients in their wealth strategies? With proper planning, accelerated deprecation strategies can be extraordinarily powerful tools when it comes to building their portfolio. In this…
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Eliminate Negativity for Good
WealthAbility for CPAs #110 – How do we get rid of toxicity in the office? What changes must be made to establish a more productive and positive practice? In this episode, Anthony Iannarino joins Tom in discovering how to eliminate negativity, propel towards happiness and productivity, and how it...
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Moore Case Analysis
WealthAbility for CPAs #109 – Moore v United States may have major ramifications on CPAs and their clients. What do we already know and what can we expect as this case continues? In this episode, Garrett Watson provides a deep analysis on Moore v United States so we can navigate accordingly with...
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Connect With Clients
WealthAbility for CPAs #108 – Taxes are often anxiety inducing for our clients. But what if we could alleviate that stress by practicing positive communication? Are you so task-driven that you’re forgetting to build a necessary financial relationship? In this episode, Julien C. Mirivel and Alex...
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Structuring a Risk-Free Business
The volatility of the economy, inflation, and the aftermath of the pandemic have affected our community of small business owners. How do we structure our own firm from the inside so it is impenetrable from outside factors? What are the internal foundations we need to build a risk-free business?…
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How to Handle an Audit
With the IRS announcing they will ramp up their audits, what does this mean for our firms and our clients? How can we be the best advocate and alleviate the stress of an audit for all parties involved, but especially for our clients? In this episode, Tom Wheelwright walks us through the in-depth...
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Client-First Pricing
When was the last time you stepped back and updated your pricing model? What is this price based on, anyway? Perhaps our perspective could be shifted, structures updated, and everyone is a winner on the other side. In this episode, Ron Baker joins Tom to we can create more revenue and attract...
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Depreciation & Credits
Should you be utilizing cost-segregation studies? Do your clients qualify for research and development credits? Even if our clients don’t benefit from these tools right now, understanding how they could in the future might help them generate significantly more wealth. In this episode, Kim…
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Peak Management Skills
Every business benefits from a rigid and comprehensive set of internal systems. Even if you don’t know it already, your business is probably operating with systems whether you know it consciously or not. In this episode, David Dodson joins Tom to discuss how to create a system that allows you to...
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Crafting Your Brand
Have you thought about starting a podcast? Maybe a simple newsletter? Your personal brand exists whether you want it to or not, and people will have their opinions. In this episode, Aliza Licht joins Tom to help us discover how to build a system that crafts, re-crafts, amplifies and sustains your...
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Authentic Leader, Successful Business
Entrepreneurs put so much of themselves into their businesses, it’s natural that the business is going to become part of them. Understanding yourself can lead to an authenticity in your business that attracts success. In this episode, Gary C. Cooper joins Tom to discover how lasting success comes...
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Outsmarting AI
AI is here, and it’s already having a significant impact on life as we know it. Instead of fearing our dwindling relevance, perhaps we can leverage the power of AI in our business. In this episode, Mike Goldsby joins Tom to help us discover how we can design a tax business that will thrive in…
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Communication, Value, The Prospect
Landing clients is more cut-throat than ever. People are often talking about getting “more” prospects, but have you explored converting “better” prospects? A deeper understanding of human nature might be the key to your success. In this episode, David Kurkjian joins Tom to discuss how we can...
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Under Pressure
How do we improve our decision making under pressure? Is there a formula we can use to guide our decisions in our business? In this episode, Doug Lennick & Chuck Wachendorfer join Tom in exploring what it takes to be better decision makers from improving our self-leadership, productivity,...
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Redefining Sales
Do you find sales challenging? Have you been struggling to find your authenticity with a client? In this episode, Colin Coggins and Garrett Brown join Tom in dissecting what goes into the perfect sale and how you can refine your methods through personal development. Learn more about your ad...
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Shifting Gears
Are you curious about shifting from compliance-based tax services to strategic and consultive? What is the value in accelerating your firm to another level? In this episode, Tom Wheelwright and John Thompson explore how shifting your tax services can grow both your firm and your client‘s value,...
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ChatGPT vs. CPAs
What impact can AI have on the accounting and advisory professions? Is there a way to utilize AI for your practice, but still position your business to be AI proof? In this episode, Tom Wheelwright and Professor Nick Hallman explore how to adopt AI and increase profits and productivity while...
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Planning For Success
Are your plans working out for you? Or do you find them working against you - costing you time, money, your team and your company? Are there practical ways to create and implement a smooth and reliable plan to ensure fast delivery and accelerated results? In this episode, Tom Wheelwright and Dan...
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Conquer Burnout
Are you or your team chronically stressed because of work? Are you able to catch the warning signs before they cause a negative relationship with work and with yourself? In this episode, Christina Maslach joins Tom Wheelwright to breakdown what areas in the workplace cause burnout, how to…
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Tell Your CPA Story
How can we CPAs find and attract the best clients for us? Is there a way we can only work with clients we genuinely enjoy? In this episode, Justin Breen joins Tom to discuss how the art of storytelling and embracing your unique superpower can bring clients who love who you are, and not just what...
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2023 Tax Changes
It's important to prepare ourselves for the future, so we can better help our clients traverse the ever-evolving tax code in 2023. In this episode, Garrett Watson joins Tom to explore the dialogue and expected changes we'll see in the coming year. Learn more about your ad choices. Visit...
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Big Money, Micro Business
Starting your own business can be grueling. What can we learn from the success of other micro businesses? Is running a business all by yourself a viable road to success? In this episode, Elaine Pofeldt joins Tom to discuss how to build a high-revenue CPA business as a solo or small practitioner....
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Live Your Life, Insured
When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this episode, Kim Butler joins Tom to discuss how we can incorporate and leverage life insurance policies into our wealth goals. Learn more about...
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The Gift of a Complaint
Have you ever received a complaint from a client? Were you able to turn a client’s negative experience into something positive for growth? In this episode, Janelle Barlow joins Tom to discuss how we build systems that can grow from complaints to ensure that clients receive the ultimate service...
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The Modern Toolkit
Would your clients describe your firm as “modern”? Are you utilizing all the tools that your competitors have started to leverage for themselves? In this episode, Rob Brown joins Tom to discuss what updates an accounting firm needs to survive in the modern day. Learn more about your ad choices....
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Designing Sales Success
Discover how developing your comfort zone – not getting out of your comfort zone -- propels growth in your business. In this episode, Stacey Hall joins Tom to discuss how CPAs can unlock sales success by developing their comfort zone to better engage with prospects and clients. Learn more about...
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The Firm of the Future
Accountancy is about to make a leap into the future. Many things will be automated, but are there some things that won’t be? Can a computer provide tax strategy when so much of it is contingent on the emotional desires of a client? In this episode, Martin Bissett joins Tom to discuss how you...
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The CPA of Tomorrow
We have emerged from the pandemic into a permanently altered landscape that dictates how we run a successful CPA firm. There has been a shift at the fundamental level from recruitment to prospecting. What new variables are on the table and how can we evolve within the volatility? In this episode,...
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Beefed Up IRS
As CPAs, it’s our role to advocate for our clients. A proper defense starts with a proper understanding of what the rules are. With Biden giving the IRS an additional $80billion dollars, the odds of your clients getting audited is higher than ever. In this episode, Joe Thorndike joins Tom to...
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Inflation Rates & Our Future
Are we headed for a recession? Is inflation going to overwhelm the markets? What is the cost reversing inflation? In this episode, Richard Duncan joins Tom to discuss if the U.S. should brace for a soft or hard landing amidst our current economy. Learn more about your ad choices. Visit...
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The IRS, Inflation & Taxes
Inflation is an insidious, pervasive, and regressive tax that never gets voted on. On top of everything, the ambiguity of the language dictating the IRS adds an additional layer of confusion. In this episode, Garrett Watson joins Tom to discuss how to shield your clients from the impacts of...
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Rebooting Recruiting
Have you succeeded in recruiting your all-star team? By and large, business owners said hiring good CPAs is their biggest challenge. In this episode, Christina Morse joins Tom to help us discover how to attract, recruit, and retain the best talent for your tax business. Learn more about your ad...
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Finding Your Dream Clients
Who is your dream client? Would you even recognize them if they walked through the door? Finding and retaining your ideal clients can make your business more enjoyable and far more profitable. In this episode, Tyler Clark joins Tom to discuss what you can do to attract people you love working…
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What's Your Exit Strategy?
Have you thought about creating an exit strategy? Did you know a good exit plan can substantially increase the value of your business? Buyers, employees, and even clients have lots to gain from it. In this episode, Chris Vanderzyden joins Tom to discuss the components of a proper exit strategy....
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Create Client Demand
Has your marketing been generating clients? Do you have a strategy to convert people’s curiosity into lasting relationships? Creating and marketing your brand is an essential pillar in growing your business. In this episode, Brendan Kane joins Tom to help us discover how to systematically find…
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Control Your Success
Sometimes what you think about yourself can cloud your understanding of how others feel about you. Knowing yourself as an advisor can lead to a better relationship with your clients. In this episode, Dr. Alan Patterson joins Tom to discuss how to engineer a blueprint for lifelong success. Learn...
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Design Your Success
Discover how success begins with a design, and improves employee retention, hiring, productivity, and client output. In this episode, world-renowned designer Bill Burnett joins Tom to discuss how design is the foundation for workplace success. Learn more about your ad choices. Visit...
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Inflation & Taxes
Discover how surging inflation impacts taxes, and tax strategies. CPAs will hear what steps they can take today to help their clients combat inflation. In this episode, Garrett Watson joins Tom to discuss the impacts of policies and rising interest rates, and how they play a role in the future of...
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Lead to Win
Good leadership is imperative to sustainable business growth and can often inspire people to be their best. In this episode, retired Army Colonel Chris Kolenda joins Tom to discuss what type of leader builds a successful CPA practice and how CPAs can develop winning leadership skills. Learn more...
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ABOUT THIS SHOW
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
HOSTED BY
The Rich Dad Media Network
CATEGORIES
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Frequently Asked Questions
How many episodes does WealthAbility® for CPAs have?
WealthAbility® for CPAs currently has 117 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is WealthAbility® for CPAs about?
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients,...
How often does WealthAbility® for CPAs release new episodes?
WealthAbility® for CPAs publishes regularly with 117 episodes available. Check the episode list for the typical release schedule.
Where can I listen to WealthAbility® for CPAs?
You can listen to WealthAbility® for CPAs on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts WealthAbility® for CPAs?
WealthAbility® for CPAs is created and hosted by The Rich Dad Media Network.
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