Library

A world of Financial, Tax, and Estate guidance at your fingertips

⇩ Below you’ll find a compilation of original videos we’ve created to help explain our services, events, financial and tax concepts, and more! All of this content was made for the sole purpose of helping you build and protect your wealth.

D.R.E.A.M. – Navigating modern life is not easy. Over several years of meeting with people across the Salt Lake Valley and beyond, we’ve been able to summarize life’s core milestones into this simple acronym: D.R.E.A.M.

OUR SERVICES

Death of a Loved One – Death is one of life’s most difficult milestones. There are numerous Financial, Tax, and Estate issues that need to be addressed with the passing of a loved one. Our firm is here to help you through the loss in your life.

OUR SERVICES

Retirement – Whether you’re well into your retirement, or just starting to plan it out, our CPAs and Advisors can guide you to comprehensive solutions. Our goal is to help you reach your ideal retirement, on your terms.

OUR SERVICES

Employment Change – Need to roll-over retirement accounts? We transition your employee benefits.

OUR SERVICES

Asset Sale or Inheritance – Sold your business or property? Received an inheritance? We can transition your assets into potentially more secure, productive investments.

OUR SERVICES

Marital Status Change – We help bring order to the chaos caused by divorce or death by legally & financially securing your assets.

OUR SERVICES

Our Comprehensive Approach – Part 1: Summary – In this video, we explain how our comprehensive services can address all aspects of your wealth.

OUR SERVICES

Our Comprehensive Approach – Part 2: Example – In this video, we provide a specific example that illustrates the ways that our comprehensive services can help you.

OUR SERVICES

Build & Protect Your Wealth – In this short video, Rob Beck CPA explains how Wealth Management CPAs is a comprehensive firm, offering services for your financial, tax, and estate needs.

OUR SERVICES

Money & The Stock Market – Rob Beck CPA talks about the purpose of wealth, and how a strategy needs to be in place whether the market’s going up or down.

OUR SERVICES

Be Kind. Be Competent. – Rob Beck CPA talks about our firm’s core values

OUR SERVICES

Meet Rob Beck – Rob transitioned from public accounting to wealth management in 2010, after observing that there is commonly a gap between people’s wealth advisor and their CPA. He founded Wealth Management CPAs to bridge that gap.

OUR SERVICES

Medicare Premiums Rising in 2022 –  This is the largest rate increase in decades!

In this video, we break down some of the things you can do to potentially reduce your payments.

MEDICARE INTERVIEW

Medicare Open Enrollment is Here – In this video, Rob Beck CPA introduces Jeremy Lindquist, and they discuss the ins and outs of Medicare.

Jeremy has a wealth of knowledge and experience in the Medicare Planning field. 

MEDICARE INTERVIEW

Tax Loss Harvesting – In this video, Rob Beck CPA shows how Tax Loss Harvesting can help you protect your wealth now, and in the future.

EXPLAINED BY A CPA

The Five Year Rule (Roth IRAs) – In this video, Rob Beck CPA breaks down the inner workings of the Roth IRA, and how to avoid unnecessary taxation and other potential landmines.

EXPLAINED BY A CPA

Traditional IRAs – In this short video, Rob explains the simple concept of Traditional IRAs, and what portions of it are taxable.

EXPLAINED BY A CPA

Roth IRAs and Roth Conversions – In this video, Rob Beck CPA explains how a Roth IRAs work, and how tax benefits can be captured through them.

EXPLAINED BY A CPA

Qualified Charitable Distributions – In this video, Rob Beck CPA explains a quick tax tip that may help you reduce unnecessary taxes on your retirement accounts.

EXPLAINED BY A CPA

Donate Smart – Are you making regular donations to a charity? Your church? The Animal Foundation? The IRS has created valuable tax benefits for those who donate to charity. 

EXPLAINED BY A CPA

Secure Upload – In this short tutorial, Tamra Williams explains a secure, simple method of sending documents to our firm.

TUTORIAL

Create A TD Ameritrade Login – In this short tutorial, Tamra Williams explains how you can set up a TD Ameritrade login, after you recieve your account number.

TUTORIAL

Harmony – Having your Financial Advisor, Tax Preparer, and Estate Attorney on the same page can make a tremendous difference in your future. 

At Wealth Management CPAs, we get all your professionals together, with a goal of serving your best interest.

BRAND

Retirement & Family – Planning and maintaining a solid retirement really is a full-time job. Wealth Management CPAs is here to help reduce the stress and paperwork that typically comes when you retire. Our goal is to help you spend your golden years on the things that matter most to you.

BRAND

Things Have Changed – Our hope is that this short video will serve as a reminder of what is most important in the midst of that change.

BRAND

The Basics of Bonds – Learn relevant, comprehensive strategies in this special webinar with Monica Sonnier, CFA.

EVENT

Wealth & Health Conference Recap (2022) – We had a wonderful turnout for this year’s Wealth & Health Conference! We love bringing a depth of understanding of financial and wellness topics to the community.

EVENT

Wealth & Health – Retired or retiring soon? Learn relevant, comprehensive strategies that can help you navigate your finance & wellness this year and beyond.

EVENT

Economic Outlook Webinar – Throughout this year we have recieved a number of questions about the global and national economy. These questions continue to be more and more relevant every year.

Join us at this Economic Outlook Webinar/Q&A to hear how they may affect you.

EVENT

Remembering Those Who Have Served – In honor of our countries’ veterans, our firm hosts an annual service project.
The project is simple: We place a U.S. flag next to the headstone of each veteran. The flags represent a small gesture of our heartfelt gratitude.

EVENT

ENTER YOUR DETAILS

Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

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Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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