Author's articles

Is Legally Lowering Your Taxes Ethical?
By Tom Wheelwright · 15 years ago
When the income tax was first introduced in the early 20th century, it was a flat rate on high-income taxpayers. As the Government needed more money, the rate increased and the tax base broadened to ...
John McCain's New Tax Plan
By Tom Wheelwright · 15 years ago
On Tuesday (Tax Day), John McCain announced his idea for how to simplify the tax filings for mllions of people. Finally, a workable idea!!! His idea is quite simple and would solve many problems. For ...
The Three (3) Pillars of Financial Health
By Tom Wheelwright · 16 years ago
This is all about the foundation of financial success: wealth strategy. My key purpose here is to draw a clear, unmistakable distinction between wealth strategy and what usually passes for "financial planning." To be blunt, ...
IRS Ramps Up Audits
By Tom Wheelwright · 16 years ago
Are IRS audits really on the rise? YES! Here are a few highlights from the IRS's audit activities in 2007: For the first time since 1998, the percentage of individual tax return audits was higher ...
13 Tips to Finding the Right Tax Preparer for Your Team
By Tom Wheelwright · 16 years ago
Having the right team of advisors is critical to achieving your financial goals faster than you ever thought possible. For most people, taxes are the single biggest expense. This makes finding the right tax preparer ...
Is The IRS Sending You a Rebate Check? Find Out If You Are Eligible
By Tom Wheelwright · 16 years ago
Congress recently passed the Economic Stimulus Act of 2008. It's designed to inject $152 billion into the U.S economy. What does this mean to you? You could be one of the 130 million taxpayers who ...
Building your Wealth Team
By Tom Wheelwright · 16 years ago
Building your own personal wealth team is perhaps the most important step you can take to creating massive amounts of wealth. Why? Quite simply, it's a matter of leverage. At ProVision, we are fond of ...
Tax Returns - Should you E-File?
By Tom Wheelwright · 16 years ago
Over the last few years, there have been several advantages, or even requirements, provided by state governments and the IRS to encourage tax filers to file their returns electronically. Statistics show the percentage of e-filers ...
The Fast Track to Your Financial Freedom (Part 1) - Leveraging Your Money
By Tom Wheelwright · 16 years ago
Think about the money you deposit in a bank. The bank happily pays you interest from the day you deposit the money. And the longer you agree to leave it there, the higher the interest ...
Investing in the Lottery over Mutual Funds???
By Tom Wheelwright · 16 years ago
I AM NOT an investment advisor and never hold myself out as one, however my clients continue to ask me how to better prepare for retirement. Should I do an IRA? Should I max out ...
Are All Tax Returns Created Equally?
By Tom Wheelwright · 16 years ago
Is a tax return prepared by the tax service in the mall of the same quality as that prepared by a major CPA firm? What does it mean to have a "quality" tax return? In ...