by Tom Wheelwright | Apr 20, 2016 | Tax Strategy
Summer is right around the corner and for many of us that means summer business trips. I love traveling for business. It's a great (and legal) tax deduction and it takes me all over the world. When it comes to business travel, documentation – particularly your...
by Tom Wheelwright | Apr 4, 2016 | Tax Strategy
A like kind exchange, also referred to as a 1031 or Starker exchange, allows a taxpayer to defer paying tax on the sale of a property. Like kind exchanges are wonderful and powerful tools to use in tax and wealth strategies when used correctly. If like kind exchanges...
by Tom Wheelwright | Mar 16, 2016 | Tax Strategy
Find out which tax laws could benefit your business this tax season. Click here to read the full article in the March 2016 edition of Boss Magazine.
by Tom Wheelwright | Feb 27, 2016 | Tax Strategy
I've been involved in the tax return preparation process for 30 years. During those years, I've come across many myths that people believe about tax preparation. Today, I'll share the top myths I hear about tax return preparation and why they are not true. Myth #1: A...
by Tom Wheelwright | Feb 9, 2016 | Tax Strategy
Listen in on my interview with WFME Radio as I share how to maximize year-end charitable deductions and walk through the tax filing process. Click here to listen to the full interview.
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....
