Author: Bryan Carmody

April 6, 2017, APC Webinar rebroadcast.

This was a live webinar presented by Douglass Lodmell, J.D., LL.M. with guest Tom Wheelwright, CPA.

Topic: Integrating Tax Planning and Asset Protection with Estate Planning

Join APC founding Member Douglass Lodmell, J.D., LL.M., and Special Guest Tom Wheelwright, CPA, as they discuss integrating income tax planning and asset protection with estate planning to improve your client’s estate planning experience. In this Webinar, you’ll learn:

  • 5 ways the government encourages business owners and investors to reduce their taxes.
  • How to convert income from ordinary income to passive income through estate planning.
  • How to get the appropriate attorneys and CPA’s working together to create a great estate, tax and asset protection strategy.
  • How to increase tax benefits without loopholes or other aggressive tax strategies.
  • Why your clients approach to tax should be proactive and strategic, not reactive and routine.

Tom Wheelwright, CPA, is the creative force behind ProVision™, the world’s premier strategic CPA firm. As the founder and CEO, Tom has been responsible for innovating new tax, business and wealth consulting and strategy services for premium clientele for over 30 years.

CategoryLegal Webinars

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