by Tom Wheelwright | Nov 20, 2007 | Tax Strategy
This is the time of year that we contact all of our clients and suggest that they do some year-end tax planning with us. Many of you wonder why planning at this time of year is so important. Let me give you three quick reasons. Reason #1: AMT. More and more people are...
by Tom Wheelwright | Nov 14, 2007 | Wealth Strategy
One of my favorite activities is to attend the Rich Dad staff meeting. I really appreciate Robert allowing me to come. He has a way of opening my mind to new ideas that I cannot really describe. He is definitely on the cutting edge of whatever he does and constantly...
by Tom Wheelwright | Nov 1, 2007 | Wealth Strategy
Yesterday I had the opportunity to volunteer at Deseret Industries in Mesa, Arizona. Deseret Industries, or DI as it is frequently called, is similar to Goodwill Industries and is a depository for used clothing, furniture, appliances and other household goods. All of...
by Tom Wheelwright | Oct 17, 2007 | Wealth Strategy
I was recently asked the following question: Tom, in your Tax Strategy CD/DVD example of real estate investments, you used sale prices of $200,000. I live in S. Calif. This wealth building example doesn't quite come close to home prices here. In fact, I can't really...
by Tom Wheelwright | Oct 16, 2007 | Tax Strategy
It's October 16th, the day after the final due date for 2006 tax returns. Yesterday, the ProVision office was scurrying about getting many tax returns to the IRS for our clients who waited until the last minute to give us their tax return information. So I started...
