Tom Wheelwright is a self-proclaimed tax nerd who’s goal is to make taxes fun, easy and understandable. He’s known Kim Butler for 20+ years and has been involved with the movement helping advisors for several years.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Tom
- https://provisionwealth.com
- http://tomwheelwright.com
- http://taxfreewealthadvisor.com
Show Notes
- Tom’s background and history of his company – 1:13
- Why Tom loves to speak on stage and be around entrepreneurs – 3:53
- His goals goal is to make taxes fun easy and understandable – 6:14
- Understanding the tax advantages and benefits with life insurance – 7:55
- The tax laws are in place to encourage behaviours – 10:12
- Why you want to make the government your partner – 11:45
- How to use taxes as a selling point as an advisor – 15:53
- The #1 question he gets about taxes – 17:52
- Because you can’t change the tax law, learn how to use it – 21:45
- Are you looking at taxes as an expense or investment? – 22:59
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