Tom's Resources
Financial freedom is closer than you think. Use these resources to get you on track and to stay on track. To your wealth!
Tom's Weekly Report
Tom's Best Selling Book
The WealthAbility® Show Podcast
Tax-Free Formula
Tom's Company: WealthAbility®
Tom's Entrepreneur Column
WealthAbility® For CPAs Podcast
The World’s First CPA Franchise
Wealth Evaluator
The Wealth Evaluator helps define your wealth goals by identifying the amount, return or number of years required to reach your financial freedom.
Tom's Blog
Can Anybody be Wealthy?
Yesterday I had the opportunity to volunteer at Deseret Industries in Mesa, Arizona. All of the employees at DI are disadvantaged and most are handicapped. One of the missions of DI is to provide gainful employment for difficult to employ people.
Are There Any Real Estate Opportunities?
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 think of anywhere.
Why Do We Procrastinate doing our 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.
Velocity with Business
In our cd, "What Your Financial Planner Will Never Tell You," my partner, Ann Mathis, and I discuss the idea of the velocity of money. The example we use is real estate. The natural question that I am frequently asked is whether you can create velocity in business.
Number One Tax Question
People frequently ask what is the number one tax question I get? Inevitably, whenever I speak at a seminar or to any group, the requested topic is "How do I structure my business and/or investments?"
Monday Morning – Good or Bad?
It's Monday morning and I'm in the elevator on my way up to my office from the parking garage. Another person gets on the elevator at the same time. Trying to be polite and friendly, I ask him how he is doing. His response is, "Ugh, it's Monday."
SEP's, IRA's, 401(k)'s and RRSP's
One of the most common questions I get regards "tax-favored" investment vehicles. These vehicles primarily rely on the time-honored tradition that paying taxes later is better than paying taxes today.
Your Wealth Team
I get a lot of questions from seminar participants about building a wealth team. For example, I was recently asked the following:
No money? How do I start?
What is the best way to get started when you don't have a lot of income to invest?