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.
Table of Contents
- D.R.E.A.M.
- D – Death of a Loved One
- R – Retirement
- E – Employment Change
- A – Asset Sale or Inheritance
- M – Marital Status Change
- Our Comprehensive Approach – Pt. 1
- Our Comprehensive Approach – Pt. 2
- Build and Protect Your Wealth
- Money and the Stock Market
- Be Kind. Be Competent.
- Meet Rob Beck
- Tax Loss Harvesting
- The Five-Year Rule
- Traditional IRAs
- Roth IRAs & Roth Conversions
- Qualified Charitable Distributions
- Donate Smart
⬢ ⬡ ⬢
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 stocks 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
