Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Tax Reduction Strategies w/ Tom Wheelwright
Airdate: 10/28/2023
On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing insights into how it impacts trusts, beneficial owner disclosures, and overall…
The skinny
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