How Moore v United States Impacts CPAs & Clients (Case Analysis) – Tom Wheelwright w/ Garrett Watson
Tom Wheelwright Tom Wheelwright
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 Published On Nov 2, 2023

WealthAbility for CPAs #109 – Moore v United States may have major ramifications on CPAs and their clients. What do we already know and what can we expect as this case continues? In this episode, Garrett Watson provides a deep analysis on Moore v United States so we can navigate accordingly with our clients and to prepare everyone for the outcome ahead.


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
06:39 – The Ninth Circuit.
09:20 - Person vs. Corporation.
12:22 – S-Corporations and Partnerships.
17:55 – Realized vs. Unrealized.
21:40 – Forecast on Wealth Tax.
26:17 – What is the motivation behind the Moore Case?


Looking for more on Garrett Watson?
Website: https://taxfoundation.org


Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

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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.

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