by Tom Wheelwright | Jan 21, 2016 | Tax Strategy
I recently spoke with Wealth Factory’s Garrett Gunderson to share why audits don't have to be the scary event they are often made out to be. Click here to read the full article.
by Tom Wheelwright | Dec 30, 2015 | Wealth Strategy
Happy (almost) New Year! This is the time of year when many people are making resolutions about their finances. Most people dream about being wealthy or play the lottery in hopes of winning millions, but few people actually have a strategy to achieve their dreams of...
by Tom Wheelwright | Nov 30, 2015 | Tax-Free Wealth
The holidays are here and the Rich Dad Library books are available! Now is the time to give the one and only gift that keeps on giving…financial education. Pass down the recipe for success to a friend or loved one, learn something new, or give yourself a...
by Tom Wheelwright | Nov 4, 2015 | Tax Strategy
Year end is an important time in a tax strategy because once the year has ended, some tax opportunities are lost forever. Here's a checklist to make sure you get the best results from your year end tax planning. #1 Get your bookkeeping current Bookkeeping impacts...
by Tom Wheelwright | Oct 18, 2015 | Tax Strategy
I recently chatted with Joe Cucchiara, host of Real Estate Radio LIVE, about: Sheltering cash flow using depreciation. Exploring tax deferred exchanges. Becoming an investor in the Bay Area where prices are high. Investing strategies that ultimately cause failure....
