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Business Strategy for CPA's

Business Strategy for CPA's

Business:Entrepreneurship

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright

2022-07-13
Download Right click and do "save link as"

Learn more about PEAK FREEDOM 


For many CPAs, it feels risky to pick a cross-section of the tax-code, and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession?

Consequently, most CPAs work as generalists, and pay the price in the form of seemingly infinite rotations on the treadmill. 

My guest today has built an exemplary business around expertise in one niche, and that person is Tom Wheelwright, CPA.  

Tom is a tax and wealth expert and is the CEO of WealthAbility®. He is the bestselling author of Tax-Free Wealth: How to Build Massive Wealth By Permanently Reducing Your Taxes, and he is releasing his next book this summer titled The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make. 

 His goal is to help people achieve their financial dreams faster by permanently and legally reducing their taxes. 

 

Highlights:

— “I wrote The Win-Win Wealth Strategy to talk about how taxes really work, how incentives really work, and what the government gets out of it.”

— “Tax incentives have just taken off as a way for the government to influence investment behavior.” 

— “Tax incentives are actually investments the government will literally pay you to make.”

— “You subniche to increase your focus and reduce the amount of time that you have to spend doing research, because then you don't have to know about everything.” 

— “One of the challenges we have as CPAs, especially the smaller firms, is we tend to rely on personal, direct oversight as opposed to having systems. The client will get to a point where they're looking for systems help. And this is something where we can provide high value services to them.” 

— “Don't think this is tax avoidance or tax evasion. It's none of that. This is what the government wants you to do.”

***Want one piece of business strategy delivered daily to your inbox?***

Subscribe here: https://www.geraldinecarter.com/subscribe-main-list

Connect with TOM:

Tom Wheelwright, CPA Website: https://tomwheelwright.com/ 

WealthAbility Website: https://wealthability.com/ 

LinkedIn: https://www.linkedin.com/in/tomwheelwright/

Episode mentions:

178 Killer Niches for CPAs

https://businessstrategyforcpas.com/178

 

Tom’s book: 

The Win-Win Wealth Strategy: 7 Investments The Government Will Pay You To Make

Pre-order: https://winwinwealthstrategy.com/

For multiple copies: https://winwinwealthstrategy.com/bonuses

 

view more

More Episodes

315 Nine Reasons for CPAs to Disengage Clients
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314 How CPAs Can Reduce Overwhelm During Tax Season
2024-09-11
313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
2024-09-04
312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
2024-08-28
311 4 Ways CPAs Can Price Intangibles
2024-08-21
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
2024-08-14
309 How to Start Niching When You Don't Know Where to Start
2024-08-07
308 How CPAs Can Create and Communicate Value
2024-07-31
307 Take the shortcut!! With Hector Cantu, EA
2024-07-24
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
2024-07-17
305 Hiring is not the Solution to CPAs Overworking
2024-07-10
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
2024-07-03
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
2024-06-26
302 Permission to Travel Your Own Path with Shana Cooper, CPA
2024-06-19
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
2024-06-12
300 Making Your Dream of Working Fewer Hours Attainable
2024-06-05
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
2024-05-22
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
2024-05-15
297 9 Common Characteristics of Success
2024-05-06
Q & A: Down to 40 Hours CPA Mastermind
2024-05-03
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