by Tom Wheelwright | Apr 14, 2008 | Tax Strategy
We received an interesting email from a long-time client today. She asked to be removed from our email list (though stay as a client) because she does not like our emphasis on reducing taxes. She feels that by helping you lower your taxes, we “help eviscerate...
by Tom Wheelwright | Apr 2, 2008 | Tax Strategy
Yesterday, my son, Sam, closed on his first home. Sam is a senior in high school and will attend the university next year. Several months ago, after reading Rich Dad Poor Dad, he asked me if he could get started in real estate. He especially wanted his own house where...
by Tom Wheelwright | Mar 20, 2008 | Tax Strategy
Here we are less than a month from the due date of tax returns. Most of you are scrambling to get your information together for your accountant. You hope the tax bite is not too big this year – that you won't have a big tax payment due on April 15th. You wonder,...
by Tom Wheelwright | Mar 17, 2008 | Tax Strategy
This is the time of year when all Americans think about their tax situation and what they might do differently to reduce their heavy tax burden. There is a record of an ancient civilization that was required to pay 50% of their earnings to their captors. They...
by Tom Wheelwright | Mar 11, 2008 | Wealth Strategy
At ProVision, we focus our clients on their wealth strategy. With regular meetings, our clients have excellent success. But what happens when you have a setback? How do you keep going and what do you do? One of our great clients, we will call her Alice, recently had a...
