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Tom Wheelwright
Member Since: 29th November 2007
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No of Articles: 9
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Taxes

An Additional Step to Consider Before Investing in Real Estate in Your IRA

05th May 2011
I recently shared two key steps to do before investing in real estate in your IRA. Step #1: Understand the Special Tax Treatment Rules for IRAs Only certain types of income receive special tax treatment. Step #2: Understand the Type of Income Yo...
Taxes

Making the Tax Rules Work for You: Understanding the Tax Rules

30th March 2011
Understanding the rules is key to making the tax rules work for you. I can't emphasize this enough. Understanding the rules doesn't mean you have to be an expert on the tax rules. Your tax advisor should be the expert. Understanding the rules simpl...
Taxes

Using ALL of Your Tax Rates to Your Advantage

19th January 2011
Taxes are a powerful tool when it comes to building wealth. While most people view taxes as something that takes money out of their pocket, I view taxes as the fastest way to put money in your pocket. Over the last several weeks, I have been sharing h...
Taxes

How the Little Things Can Add Up to Big Tax Savings

14th January 2011
The last few weeks I've been sharing how to create habits that enable you to use your taxes to build your wealth. Here are the habits I have shared so far: Habit #1: Avoiding tax advice that is for the general population Habit #2: View every day...
Taxes

How Reducing Your Taxes Can Prepare You for an Audit

20th April 2010
Another big reason many people dread the tax return process is the fear of an audit. I've seen people give up thousands in LEGAL tax savings in an effort to hopefully reduce their audit risk, and many times at the advice of their own tax preparer! I...
Taxes

Every Day is an Opportunity to Reduce Your Taxes

10th December 2009
Copyright (c) 2009 Tom Wheelwright Our taxes are impacted any time we receive or pay money, and we have a lot of control whether that impact is positive or negative. Here are a few things many of us will be doing over the coming holiday weekend and ...
Taxes

Applying the New Tax Law to Your Taxes

27th November 2009
Copyright (c) 2009 Tom Wheelwright With the end of the year just around the corner, the new law may provide you with additional tax saving opportunities. In this report, I'll share the 2 most popular tax breaks in the new law and how they apply to y...
Estate Planning

3 Reasons Everyone Needs an Estate Plan

26th November 2009
Copyright (c) 2009 Tom Wheelwright Estate planning is a task that commonly gets pushed to the back burner. Why? The reason I hear most often is not a good one because it's based on a terrible misconception. Here is the terrible misconception: I...
Legal

The 3 Big Limitations with Itemized Deductions

18th July 2009
There has been a lot of talk recently about itemized deductions. Itemized deductions are the deductions you can claim for certain personal expenses, such as, taxes, interest, charitable donations and investment expenses. The big discussion right now ce...