How Smart Investors Legally Reduce Taxes Using Entities and Income Shifts with Tom Wheelwright

The Wealth Without Wall Street Podcast · May 28, 2026 · 34m

Do you want to learn strategies that can save you thousands, protect your wealth, and maximize the return on your investments? In this episode, Russ and Joey sit down with Tom Wheelwright, CPA, author, and expert in tax strategy for investors and business owners, to talk about the different ways smart investors legally reduce their tax burden by leveraging entities, income shifts, and the Internal Revenue Code’s incentives.

Tom breaks down the difference between tax strategy and tactics, exploring how business structures can protect income and reduce taxes. He explains why proper entity setup…