The WealthAbility Show with Tom Wheelwright, CPA

👉 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 wealth tax has been in the works predominantly in California, but are we to believe that this "one-time tax" will stop at billionaires? How will it impact entrepreneurs across the country? Join Tom Wheelwright as he discusses the wealth tax and its foreseeable consequences with his guest, Jon Coupal from the Howard Jarvis Taxpayers Association.

Jon Coupal is the President of the Howard Jarvis Taxpayers Association (HJTA). HJTA, with offices in both Los Angeles and Sacramento, is the largest taxpayers association in California with a membership of over 200,000. Founded by the late Howard Jarvis, the author of Proposition 13, HJTA's name is synonymous with tax relief and the uncompromising defense of the California homeowner.

In this episode, explore the legal and economic implications of California's proposed "billionaire wealth tax," and understand why it is an issue that not only belongs to California, but to all tax payers throughout the country.


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


00:00 - Intro.
06:00 - Billionaire's Tax: What Is It?
10:55 - What is Wrong with the Wealth Tax?
15:50 - Will It Stop in California? Will It Only Be a One-Time Tax?
18:52 - Concerns of Privacy.
22:02 - Consequences of California Migration for the Golden State and Beyond.
25:41 - The Bleed from State to Federal.
29:29 - Closing Statements.


Looking for More on Jon Coupal?
Website: www.hjta.org/
LinkedIn: www.linkedin.com/in/jon-coupal-68772ba
Twitter/X: @joncoupal

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 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 2025 tax season is underway, bringing with it a wave of retroactive law changes that could significantly impact your bottom line. But with a shrinking IRS workforce and a brand-new "CEO" at the helm, will taxpayers get the answers—and refunds—they need? Join Tom Wheelwright as he breaks down the new rules for SALT deductions, R&D expensing, and the "marriage penalty" with his guest, Andrew Lautz from the Bipartisan Policy Center.

Andrew Lautz serves as the director of tax policy for the Bipartisan Policy Center, where he is responsible for leading the organization's federal tax policy portfolio. In this role, Lautz conducts research, develops policy recommendations, and engages with lawmakers and stakeholders on a variety of tax issues, from the Child Tax Credit to international tax reform. His insights on tax policy have been featured in The New York Times, The Wall Street Journal, The Washington Post, and Bloomberg, among other major publications. Previously, he was the Director of Federal Policy for National Taxpayers Union (NTU) and NTU Foundation. Lautz holds a B.A. in political communication and an M.P.S. in political management from The George Washington University.

In this episode, discover how the "One Big Beautiful Bill" has triggered an IRS staffing crisis, why the new $40,000 SALT cap includes a hidden "marriage penalty," and the critical tax strategies entrepreneurs must use to navigate retroactive changes to R&D and bonus depreciation.


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


00:00 - Intro.
02:16 - What Entrepreneurs Need to Pay Attention To.
07:48 - Single Tax Filers, Married Filers, and Child Tax Credit.
09:20 - Employer's Responsibilities on Overtime & Tips.
14:23 - Major Changes to Look Out For.
15:30 - Changes for 2026.
19:35 - IRS Challenges: Shortage, Technology, Paper vs. Digital Filing.
27:07 - Short Term & Long Term Reforms.
29:16 - Bipartisan Policy Making.
34:09 - Tips for Entrepreneurs & Investors This Tax Season.
36:22 - Closing Statements.


Looking for More on Andrew Lautz?

Website: https://bipartisanpolicy.org/
Twitter/X: https://x.com/andrew_lautz

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 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! 


Ethereum is one of today's leading cryptocurrencies which more and more corporations are adopting for their enterprises. But what exactly sets it apart from bitcoin and is it worth investing in? Join Tom Wheelwright as he explores the history, value, and the future of ethereum with his guest, author of "Out of the Ether," Matthew Leising.

Matthew Leising was one of the first mainstream journalists to understand the implications of blockchain technology for finance, culture and industry in general when he began covering it for Bloomberg News in 2015. He co-founded Decential Media in 2021 to focus exclusively on telling the stories of the founders, builders and visionaries who are creating a new decentralized economy and Internet experience. His expertise lies in Ethereum, where his sources include the people who invented and then built the world's most-used blockchain. His 2020 book Out of the Ether is the definitive history of how the Ethereum blockchain was created.

In this episode, discover the difference between ethereum and other cryptocurrencies, the history of blockchain, and how it is reshaping corporate America.


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


00:00 - Intro.
06:28 - Ethereum vs. Bitcoin.
10:10 - The Breakthrough: Smart Contract & The Ethereum Blockchain.
14:55 - Ethereum Has No Limits.
19:40 - Accelerated Potential of Ethereum.
24:28 - The Future of Ethereum & Corporate America.
30:00 - Closing Statements.


Looking for More on Matthew Leising?
Book: "Out of the Ether"
Website: www.decential.io
Bloomberg: @matthew-leising
LinkedIn: https://www.linkedin.com/in/matthew-leising
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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 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 are the best ways entrepreneurs can use AI for their businesses? How do we use AI to identify opportunities for improvement? Join Tom Wheelwright as he explores when and when NOT to use AI in finance with his guest, author of "Lean for Finance in the Age of AI," Marcio Barreto.

Marcio is a multi-faceted finance and business professional with progressive Business, Project, and Financial Management, SEC Reporting, Controlling, and Cost Accounting. Highly skilled at collaborating with all levels of the organization to achieve business and financial objectives, while driving operational efficiency and strategic growth. Currently responsible for leading the finance organizations across two major divisions, partnering closely with cross-functional teams to drive clarity, speed, and sustainable value creation.

In this episode, discover how AI can be applied with the lean principles to add compounding value to your business.


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


00:00 - Intro.
03:25 - How Businesses Should Use AI: Repetitive Tasks, Pattern Recognition, Variance Analysis, Trends.
07:54 - AI Tools & Companies for Finance.
11:38 - AI Agents.
12:50 - Simplified AI Programming for Businesses.
14:25 - AI & Finance in the 21st Century.
17:22 - AI for Projections and Forecasting.
19:10 - Lean: Cutting Waste (Don't Do What Doesn't Add Value, Focus on Value Added Activities).
23:30 - Top 3 AI Tips for Businesses.
25:16 - Is AI Going to Make Us Stupid?
28:35 - Closing Statements.


Looking for More on Marcio Barreto?

Books: "Lean for Finance in the Age of AI"
LinkedIn: https://www.linkedin.com/in/marciobarreto/

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 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 are chat bots and how can you use them to grow your business? Join Tom Wheelwright as he explores the power of automated chat bots with his guest and founder of BotBuilders, Matt Leitz.

BotBuilders was born in 2018 from the ashes of the failed board game company. Dedicated to bringing chatbots and automation to businesses of all sizes and industries, BotBuilders has become a trusted source for thousands of clients around the world. BotBuilders was chosen as one of five companies featured as a success story and flown to Facebook headquarters. The other companies were all multi-billion dollar corporations.

In this episode, discover AI prompting, what separates good bots from the bad, and how these tools can be used to increase productivity and opportunities.


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


00:00 - Intro.
04:30 - What is a Chat Bot?
11:26 - Unlock AI Prompting.
17:48 - Bots for Marketing.
29:00 - Outbound (Autodialing) vs. Inbound Voice Bots.
33:33 - AI Cloning.
36:40 - Increase Productivity vs. Firing Your Employees.
41:14 - Closing Statements.


Looking for More on Matt Leitz?
Website: https://www.botbuilders.com/
Facebook: https://www.facebook.com/BotBuilders/
LinkedIn: https://www.linkedin.com/in/mattleitz/
Instagram: https://www.instagram.com/botbuilders/
Youtube: https://www.youtube.com/mattleitz

-----

👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.